Longao Company plans to introduce zijin mining group as the second largest shareholder. The stock price rose nearly 20% with increased volume ahead of schedule. Who is the "clairvoyant"? | Quick read announcement.
①Longgao shares intend to introduce war investment zijin mining group to become the company's second largest shareholder; ②Before the announcement, the stock price had already shown unusual movements several trading days in advance, showing a trend of increasing volume and rising, with a total increase of approximately 20% during this period.
Aluminum Corporation of China: It is expected that the prices of electrolytic aluminum and alumina will continue to run at high levels in the second half of the year | Direct hit earnings conference
①Ge Xiaolei, the CFO and secretary of the board of directors, holds a relatively optimistic attitude towards the future market of electrolytic aluminum and alumina; ②Recently, there has been a change in leadership at Aluminum Corporation of China, and the industrial and commercial change has been completed.
Q2 turns from profit to loss, China Northern Rare Earth: It is expected that Q3 earnings will improve slightly compared to the previous quarter | Direct hit on the earnings conference
1. In the first half of this year, China Northern Rare Earth's revenue and total profit only achieved 30.21% and 7.77% of the annual plan, respectively, with a year-on-year loss in Q2 compared to profit. 2. The company revealed that since the third quarter of this year, there has been a noticeable improvement in downstream consumer sector orders compared to the second quarter, with a simultaneous increase in sales of main products. 3. In the later period, as the market situation improves, the signs of impairment of the company's products will gradually diminish, and it is expected that the gross margin will improve month-on-month in the third quarter.
After reaching production or years of tens of billions of profit growth, two projects of China Shenhua Energy have been approved by the National Development and Reform Commission.
①The total investment exceeds 26 billion yuan, and the New Street No.1 and New Street No.2 projects of the china shenhua energy subsidiary have been approved by the National Development and Reform Commission; ②The construction scale of the two projects is 8 million tons per year, and the estimated annual profit after reaching production can be close to 6 billion yuan.
The price of China Northern Rare Earth has been raised by nearly 5% on the listed price! The expected improvement in the supply and demand situation in the industry is expected to bring the price of praseodymium-neodymium oxide back to 0.44 million yuan/t
① PrNd oxide has reached the price of 0.4 million yuan/ton again, coupled with the slowing growth of the second batch of rare earth indicators this year, the rare earth industry is regaining confidence; ② In September, the listing price of several rare earth products in Northern Rare Earth increased by nearly 5% month-on-month, which is also the second time this year that the company's listing price has been "high"; ③ Analysts believe that the future rare earth prices are expected to stabilize, and it is expected that this wave of rare earth price increases will reach about 0.44 million yuan/ton.
Huaibei Mining Holdings' half-year performance decreased by nearly 20% year-on-year. The company will improve its mid-term dividend mechanism in the future. | Interpretations
Due to the decline in coking coal prices, Huaibei Mining Holdings' net income attributable to owners of the parent company in the first half of the year was 2.935 billion yuan, a year-on-year decrease of 18.19%, and coking coal prices may continue to decrease in the third quarter. The company will not distribute interim dividends this year, and will improve the interim dividend mechanism by amending the company's articles of association in the future.