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Guosen: Since the beginning of the year, gold prices have performed strongly, highlighting the value of allocation in Golden Industrial Concept stocks.
Gold prices continue to reach new highs and are expected to remain strong throughout the year.
CITIC: The supply of antimony from Polar Gold may significantly shrink by 2025, and the central price of antimony is expected to move further up.
It is expected that polar Gold's antimony supply will significantly contract by 2025, further intensifying supply shortages.
Hunan Gold (SZSE:002155) Jumps 29% This Week, Though Earnings Growth Is Still Tracking Behind Five-year Shareholder Returns
Tianfeng: Marginal changes in supply and demand are expected to drive antimony prices upward. It is recommended to pay attention to Tibet Huayu Mining (601020.SH) and others.
The bank recommends paying attention to companies in the antimony sector: Guangxi Huaxi Nonferrous Metal (600301.SH), Hunan Gold Corporation (002155.SZ), Tibet Huayu Mining (601020.SH).
There's Been No Shortage Of Growth Recently For Hunan Gold's (SZSE:002155) Returns On Capital
Guotou Securities: Hedge against policy uncertainties and inflation risks in the USA, Bullish on the Gold Sector.
The current Gold price has continuously reached new historical highs, and the Bullish drivers are expected to continue.