No Data
No Data
The market continues to rebound with reduced volume, continuously monitoring the rotational opportunities between the CSI Consumer 360 index and self-control.
Track the entire lifecycle of the main Sector.
Tibet Huayu Mining (601020.SH): Multiple shareholders intend to reduce their shareholding.
On March 21, Glonghui reported that Tibet Huayu Mining (601020.SH) announced that Director Liu Pengju intends to reduce his shareholding by no more than 60,298 shares, accounting for 0.0074% of the total share capital; Financial Director Xing Jianjun intends to reduce his shareholding by no more than 41,720 shares, accounting for 0.0051% of the total share capital; Supervisor Wang Xiaofei intends to reduce his shareholding by no more than 5,460 shares, accounting for 0.0007% of the total share capital. The reduction will be conducted through the centralized bidding method on the Shanghai Exchange, with the reduction period set within 3 months after fifteen trading days from the date of this announcement, and the reduction price will be determined based on market prices.
Tibet Huayu Mining (601020.SH): The company's total controllable antimony resource amount has reached 0.4614 million Metal tons.
Gelonghui March 14丨Tibet Huayu Mining (601020.SH) stated on the investor interaction platform that as of June 30, 2024, the controllable resource amount of "Tower Aluminum Industry" for antimony is 0.2625 million Metal tons, and the total controllable antimony resource amount of the company reaches 0.4614 million Metal tons. For specific data, please refer to the company's regular report.
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.
A-shares midday review: Chinext Price Index fell 0.91%, Nonferrous Metals, Military Industry, and Asia Vets Sectors rose against the trend.
As of the midday break, the Shanghai Composite Index increased by 0.01%, the Shenzhen Component Index decreased by 0.08%, and the Chinext Price Index fell by 0.91%.
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).