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.
Yunnan Copper's net income in the first half of the year increased slightly, while Southwest Copper's production reduced by more than 0.2 million tons of copper. | Interpretations of the financial report
① Due to the combined impact of rising prices of nonferrous metals such as copper and the relocation of Yunnan Copper, the net income of Yunnan Copper in the first half of the year increased slightly; ② In the first half of the year, the relocation of Yunnan Copper resulted in a loss of over 0.2 million tons of copper for the company.
Silver manganese mining capacity release, inner mongolia xingye silver&tin mining's H1 net income increased by more than 5 times year-on-year|Interpretations
① Benefiting from the strong rise in nonferrous metals prices and the production capacity release of block orders Inner Mongolia Xingye Silver&Tin Mining, the net income in the first half of the year increased more than five times year-on-year; ② Inner Mongolia Xingye Silver&Tin Mining is conducting exploration and reserve enhancement in Silver Man Mining.
The price of high-purity quartz sand has plummeted, and the net profit of Jiangsu Pacific Quartz has dropped by nearly 90% | Interpretations
① Jiangsu Pacific Quartz has changed its performance trend of recent years, with its half-year revenue and net profit both declining, especially with a nearly 90% decrease in net profit. ② The photovoltaic market has experienced significant fluctuations in the first half of the year, and the demand for quartz materials in the photovoltaic industry has greatly decreased due to the industry's effort to reduce overcapacity and clear inventory. ③ The price of high-purity quartz sand has experienced a significant decline this year, which has also led to a significant decline in the company's performance.
The tungsten sector supports performance, xiamen tungsten H1 revenue decreases and profit increases, tungsten enterprises welcome a wave of price increases|interpretations
Due to the high tungsten price, Xiamen Tungsten achieved increased profits despite a decrease in revenue in the first half of the year. After the rebound of tungsten prices, tungsten companies have followed suit and experienced a wave of price increases.
What are the cost advantages of salt lakes? Rare lithium enterprise tibet mineral development's H1 revenue and profit both doubled | interpretations
Tibet Mineral Development achieved a revenue of 0.392 billion yuan in the first half of the year, a year-on-year increase of 38.4%; net income of 0.111 billion yuan, a year-on-year increase of 338.99%. According to the company's recent disclosure, the 10,000-ton battery-grade lithium carbonate project started trial production on June 30 this year, with a total cost of 0.0425 million yuan/ton, and a total cost of 0.0241 million yuan/ton after deducting by-products.