Tibet Huayu Mining's H1 net income increased by more than 30%, while Talco Aluminum Industry's antimony ore grade did not meet expectations? | Interpretation of the financial report
① Thanks to factors such as the rise in prices of nonferrous metal products, tibet huayu mining's net income in H1 increased by more than 30% YoY. ② A customer of tibet huayu mining told reporters that the actual grade of TAR aluminum industry's antimony ore is not as high as expected.
Net income in the first half of the year reached a historical high, and henan yuguang gold & lead's 0.71 billion yuan convertible bonds are about to be issued | Interpretations of the financial report
① Thanks to the overall increase in the "volume and price" of the company's main nonferrous metal products, Henan Yuguang Gold & Lead achieved a historical high in H1 net income since its listing; ② The company's ore is all sourced from external purchases. Although the gross margin of lead products has been negative in recent years, the overall profit is still good when considering the income from by-products such as gold and silver.
Yunnan Copper's net income in the first half of the year increased slightly, while Southwest Copper's production reduced by more than 0.2 million tons of copper. | Interpretations of the financial report
① Due to the combined impact of rising prices of nonferrous metals such as copper and the relocation of Yunnan Copper, the net income of Yunnan Copper in the first half of the year increased slightly; ② In the first half of the year, the relocation of Yunnan Copper resulted in a loss of over 0.2 million tons of copper for the company.
Silver manganese mining capacity release, inner mongolia xingye silver&tin mining's H1 net income increased by more than 5 times year-on-year|Interpretations
① Benefiting from the strong rise in nonferrous metals prices and the production capacity release of block orders Inner Mongolia Xingye Silver&Tin Mining, the net income in the first half of the year increased more than five times year-on-year; ② Inner Mongolia Xingye Silver&Tin Mining is conducting exploration and reserve enhancement in Silver Man Mining.
Worsened lithium prices? Annual production capacity increased by 79%, with four mines in Argentina jointly contributing, including Zijin Mining and Ganfeng Lithium.
Four new lithium mining projects in Argentina will be put into production in the coming weeks to months, which will nearly double Argentina's lithium production capacity. Although the new capacity will not be put into use immediately, the increased certainty of future supply will undoubtedly further increase the downward pressure on lithium prices.
Can I still buy money now? UBS conducted in-depth research on China's gold market
UBS pointed out that the Chinese market sentiment tends to buy when the price of gold recovers. As a result, future investors may be more likely to react flexibly to the price and be willing to buy at a decline of around $2,250 per ounce.