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Guolian's Nonferrous Metals investment strategy for 2025: Supply constraints, bullish on the cyclical trend.
Looking ahead to the Nonferrous Metals Industry in 2025, the interest rate cut cycle combined with re-inflation expectations supports a rise in gold prices; the supply and demand gap for electrolytic Aluminum is gradually emerging, making the upward price channel for Aluminum smoother; the tight situation at the mines is being transmitted to the smelting side, Bullish on the continued rise of Copper prices.
Hong Kong stocks movement | The metal Sector warmed up in the morning, as overseas interest rate cuts combined with expectations of domestic economic recovery suggest that the Industry is likely to enter a new upward cycle.
The non-ferrous Sector warmed up in the morning. As of the time of writing, CMOC Group Limited (03993) rose 4.74%, reporting HKD 5.52; JIANGXI COPPER (00358) rose 3.23%, reporting HKD 12.78; CHINAHONGQIAO (01378) rose 3.16%, reporting HKD 11.74; Aluminum Corporation Of China (02600) rose 3.61%, reporting HKD 4.59.
Express News | BlackRock's Long Position in H-Shares of Cmoc Group Decreases to 7.90% on Dec 18 From 8.50% - HKEX
CMOC Group (HKG:3993) Seems To Use Debt Quite Sensibly
Mingsheng Securities: Supply constraints will still be strong in 2025, and the demand for Copper and Aluminum is quite resilient.
Looking ahead to 2025, supply-side constraints remain strong, and demand is resilient. It is recommended to invest in the sector of Industrial Metals, specifically in symbols of Copper and Aluminum.
Hong Kong stocks' movements | Copper companies saw a widespread decline in early trading as copper concentrate long-term processing fees hit a historical low, Institutions indicate that the driving effect of policy expectations is fading.
Copper stocks all fell in the early session. As of the time of writing, MMG (01208) fell by 4.21%, trading at 2.73 HKD; CMOC Group Limited (03993) fell by 4.09%, trading at 5.63 HKD; Zijin Mining Group (02899) fell by 3.46%, trading at 15.06 HKD; JIANGXI COPPER (00358) fell by 1.98%, trading at 12.88 HKD.
CMOC Group Limited's (HKG:3993) 28% Share Price Surge Not Quite Adding Up
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