601020 Tibet Huayu Mining
- 14.18
- +0.57+4.19%
Tibet Huayu Mining News
Sinolink: Short-term antimony supply concerns can be resolved, and seasonal price increases are expected.
The hard gap continues to exist and gradually expands, and antimony prices are expected to continue to rise.
Sinolink Securities: Antimony supply and demand is expected to continue to improve, and the "second wave" of price increases may be launched.
Sinolink Securities releases research reports stating that short-term supply concerns can be resolved and prices are expected to rise during the peak season. In the medium and long term, traditional demand and photovoltaic demand are expected to resonate, with little domestic incremental growth and sluggish overseas mining supply growth. The antimony supply and demand are expected to continue to improve.
A-share noon trading: Chinext price index rose by 0.39%, with metals and autos sector leading the gains.
As of the midday closing, the Shanghai Composite Index fell by 0.21% to 2967.85 points, the Shenzhen Component Index rose by 0.21%, and the chinext price index rose by 0.39%.
June 19th A-Shares Lightning Rod｜ST Aikang: the company's stocks will be delisted; Qingshan Paper Industry: China Securities Co., Ltd.'s asset management plan intends to reduce its shareholding by no more than 1%.
Qingshan paper industry shareholder China securities co.,ltd. investment management plan intends to reduce its shareholding by no more than 1%; Tibet Huayu Mining shareholder Qinghai precious metals intends to reduce its shareholding by no more than 1%; ST Aikang company's stock will be delisted; Shanghai Huaming intelligent terminal equipment said its subsidiary is currently not participating in the major demonstration project of Wuhan's V2X system.
Tibet Huayu Mining (601020.SH): Qinghai metals plan to reduce shareholding by no more than 1%.
On June 18, GeLongHui reported that Tibet Huayu Mining (601020.SH) announced that, due to its own operational development needs, Qinghai Rare Metals and Precious Metals plans to reduce its shareholding in the company by no more than 7,800,000 shares through bulk trading or centralized bidding within three months after 15 trading days from the disclosure of this reduction plan. If there are any ex-rights and ex-dividend matters such as dividends, bonus shares, capital reserve fund transfer, and rights issues during the planned reduction period, the number and price of reducible shares will be adjusted accordingly, and the proportion of the total share capital of the company shall not exceed 1%.
Be aware of the risks! The big bullish stock Huayu Mining made a big splash
Debt conversion triggers forcible redemption early
A-share afternoon review: Shanghai index rose 0.33%, more than 3,400 shares rose, gold and industrial metals sectors led the way
The main A-share indices opened low and moved higher. The Shanghai Index rose 0.33% to 3119.89 points, the Shenzhen Stock Exchange Index rose 0.56%, and the GEM Index rose 0.67%.
Huayu Mining (601020.SH): There is no other important information that should be disclosed but not disclosed
Gelonghui, May 28, 丨 Huayu Mining (601020.SH) announced abnormal fluctuations in convertible corporate bond transactions. The trading price of the “Huayu Convertible Bonds” transaction price of the company's convertible corporate bonds totaled 30% during the three consecutive trading days of May 24, May 27, and May 28, 2024. According to the relevant provisions of the “Shanghai Stock Exchange Convertible Corporate Bond Trading Rules”, this is an abnormal fluctuation in convertible bond transactions. The price of “Huayu Convertible Bonds” has fluctuated greatly recently. As of May 28, 2024, the closing price of “Huayu Convertible Bonds” was 238.317 yuan/sheet, compared to
Huayu Mining (601020.SH): Currently, the company's controllable antimony metal resources have reached 471,700 metal tons
Gelonghui, May 15, 丨 Huayu Mining (601020.SH) said on the investor interactive platform that currently the company's controllable antimony metal resources have reached 471,700 metal tons. The company will rationally arrange the production of antimony metal according to the 2024 production and operation plan. The actual number of products produced is subject to the final financial data. As a mining company, increasing resource reserves is the first core priority. Every year, the company hires external drilling companies to carry out deep and peripheral prospecting work in existing mining areas; at the same time, in the future, the company will focus on increasing reserves of existing types of resources such as antimony, lead, zinc, copper, silver, and gold
Huayu Mining (601020.SH): Net profit of 38.164 million yuan in the first quarter increased by 146.72% year-on-year
Gelonghui, April 27丨Huayu Mining (601020.SH) released its report for the first quarter of 2024, achieving operating income of 247 million yuan, an increase of 61.53%; net profit attributable to shareholders of listed companies was 38.164 million yuan, an increase of 146.72% year on year; net profit attributable to shareholders of listed companies after deducting non-recurring profit and loss was 36.566 million yuan, an increase of 95.42% year on year; basic earnings per share were 0.048 yuan.
China Gold: Antimony prices are approaching historic highs, and global antimony supply and demand are expected to maintain a tight pattern
The Zhitong Finance App learned that CICC released a research report saying that the daily melting volume of photovoltaic glass has accelerated since March, driving an increase in demand for sodium pyroantimonate. Against the backdrop of rigid and disrupted supply, antimony prices have risen at a high level. According to data from Asia Metal Network and Baichuan Yingfu, as of April 24, the average prices of antimony concentrate, domestic antimony ingots, and MB antimony were reported at 84,500 yuan/ton, 98,000 yuan/ton, and 14,600 US dollars/ton respectively, up 24% from the beginning of this year. Domestic antimony ingot prices were only 10% lower than the 2011 high. On the other hand, considering the rigidity of global antimony ore supply, global antimony supply and demand are expected to be maintained
Huayu Mining (601020.SH): At present, the mine and beneficiation plant of the Ta Aluminum Gold Project have basically reached full production
Gelonghui, April 19丨Huayu Mining (601020.SH) said on the investor interactive platform that at present, the Ta Aluminum Gold Project mine and beneficiation plant have basically reached full production. Please pay attention to the company's main operating data announcements and regular reports for specific production.
Guojin Securities: Medium- to long-term traditional demand and photovoltaic demand are expected to resonate, antimony supply and demand are expected to continue to improve
The Zhitong Finance App learned that Guojin Securities released a research report saying that as of April 11, 2024, according to Baichuan Yingfu statistics, the prices of antimony concentrate, antimony ingots, and antimony oxide were 7.6/9.2/80,000 yuan/ton, up 0.66%/1.1%/1.27% weekly. Reviewing past prices, usually within a month after the Spring Festival, antimony mines and smelters gradually resume production, and antimony prices often recover significantly due to abundant supply; however, in this round, prices have returned to rise again with only a slight correction, and the current price has broken through the highest price before the holiday season. Currently, short-term inventories are low, supply disturbances continue, and antimony prices are expected to continue to rise; medium to long term
Huayu Mining (601020.SH): 117 metal tons of controlled gold resources, 2,354 metal tons of silver controlled resources
Gelonghui, April 10 | Huayu Mining (601020.SH) said on an interactive platform that currently, the company produces both gold and silver; the amount of controlled resources for gold is 117 metallic tons, and the amount of controllable resources for silver is 2,344 metal tons.
Huayu Mining (601020.SH): There are no plans to expand the scale of plant selection
Gelonghui, March 26 | Huayu Mining (601020.SH) said on an interactive platform that at present, the company has no plans to expand the scale of plant selection. The production and operation situation of the Tajin project strictly organizes production according to the company's business plan and makes every effort to successfully complete the annual plan goals and return investors with better performance.
Huayu Mining (601020.SH): Communicated with the Thai government and verified that there are no relevant policies restricting the mining and sale of antimony ore and gold
Gelonghui, March 11 | Huayu Mining (601020.SH) said on an interactive platform that the production and operation of the company's Ta Al Gold project was all normal. Rumors similar to the above appeared in the early market. The person in charge of the Tagin project promptly communicated and verified with the Thai government that there were no relevant policies restricting the mining and sale of antimony ore and gold. Please refer to the announcement disclosed by the company for the company's relevant information.
Huayu Mining (601020.SH): The Tajin project did not produce antimony products in the first quarter
Gelonghui, March 4 | Huayu Mining (601020.SH) said on an interactive platform that the Tagin project did not produce antimony products in the first quarter, so stay tuned to the company's regular report on the 2024 production plan. The problems in the early stages of plant selection for the project have all been resolved, and production is currently in a normal state.
Huayu Mining (601020.SH): Up to now, the controlling shareholders of the company have no new pledges
Gelonghui, February 6 | Huayu Mining (601020.SH) said on an interactive platform that up to now, the company's controlling shareholders have not added new pledges. Please pay attention to the company's relevant announcements for the specific share of pledges.
Huayu Mining (601020.SH): The exchange rate of Somoni depreciated against the US dollar, causing large exchange losses
Gelonghui, Feb. 6 | Huayu Mining (601020.SH) said on an interactive platform that according to the financial department's accounting, from January 1, 2023 to December 31, 2023, the Somoni exchange rate depreciated against the US dollar, causing large exchange losses, so financial expenses for the current period increased sharply year-on-year. Furthermore, due to the characteristics of the mining industry, the Kangqiao Qijin and Antimony Project is still in a period of climbing capacity, and the fixed cost per unit is relatively high, so the company's overall gross margin level falls short of expectations.
Huayu Mining (601020.SH) issued a pre-reduction. Net profit is expected to be 60 million yuan to 85 million yuan in 2023, a year-on-year decrease of about 59.92% to 43.22%
Huayu Mining (601020.SH) issued an announcement. The company expects to become a listed company stock in 2023...
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