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Everbright: Production suspension at the Bisie tin mine in the Democratic Republic of the Congo, Bullish on the stock price performance of tin Industry listed companies.
Everbright recommends Yunnan Tin Co.,Ltd., suggesting to pay attention to Inner Mongolia Xingye Silver&Tin Mining (000426.SZ) and Guangxi Huaxi Nonferrous Metal (600301.SH).
China International Capital Corporation: supply disruptions combined with improved demand expectations, Call for tin prices.
The Bisie mine in the Democratic Republic of the Congo has suspended operations, and all mining personnel have evacuated, making it difficult to resume production in the short term. Considering that its output constitutes 6% of Global production in 2024, this may further exacerbate the tight supply situation for tin ore.
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.
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).
Guosheng Securities: Domestic and external demand recovery combined with restricted supply at the mine end has led to antimony prices entering an upward channel.
Guosheng Securities is Bullish on the long-term high running of antimony prices.
Guangxi Huaxi Nonferrous Metal (600301.SH): has not yet produced arsenic-related products.
On February 21, Gelonghui reported that Guangxi Huaxi Nonferrous Metal (600301.SH) stated on the investor interaction platform that the company has not yet produced arsenic-related products.
Guangxi Huaxi Nonferrous MetalLtd (SHSE:600301) Sheds 5.6% This Week, as Yearly Returns Fall More in Line With Earnings Growth