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"After the 'gold rush', the USA fiercely 'rushes for copper', causing copper prices to rise sharply, with LME copper futures exceeding 0.01 million dollars."
Under the threat of tariffs, USA importers are hoarding Copper, causing the price of COMEX copper and the premium on LME to rise to over 1,200 USD per ton, approaching the historical high set in mid-February. Analysis suggests that this premium is reshaping the Global Copper trade pattern, with Asia potentially facing supply shortages, and this chaotic situation is supporting the rise in Copper prices in the short term.
Express News | Spot Gold Hits Record High at $3,055.62/Oz
US Morning News Call | First Rate Decision Amid Trump's "Tariff War" Announced Today
How to cope with the USA's reciprocal tariffs? Citibank is bullish on Gold and Silver, and bearish on oil.
Citi remains Bullish on Gold, Bearish on Oil, and Bullish on arbitrage trading between the New York Commodity Exchange (COMEX) and the London Metal Exchange (LME) Copper.
【Brokerage Focus】CITIC SEC: The Golden Industrial Concept stocks have a solid rebound logic for 2025.
Jinwu Financial News | CITIC SEC stated that since early 2025, domestic gold company stock prices have significantly underperformed gold prices. The main reasons identified are: 1) Performance disruptions of gold enterprises, mainly manifested in the continuous downward revision of performance expectations since 2023; 2) The current rise in gold prices is mainly due to the risk-averse sentiment and trade factors triggered by USA tariff policies, with the market expressing doubts about the sustainability of future gold price increases, highlighting a 'fear of heights' sentiment. The company expects that the improvement in gold enterprises' performance realization and the verification of the sustainability of high gold prices will become the core logic for the rebound of Golden Industrial Concept stocks. The company pointed out that as multiple projects of domestic gold enterprises are completed and put into production, the company measures.
CITIC SEC: With high gold prices and a significant increase in production this year, Golden Industrial Concept stocks are expected to welcome a rebound.
CITIC SEC believes that with the incremental projects concentrated in production in 2025, it may become a "big year" for the performance of domestic gold companies.
