Q1 performance increased more than sevenfold year-on-year. China Northern Rare Earth: currently, the overall capacity utilization rate is above 80% | Interpretations

① After experiencing nearly two years of downturn, China Northern Rare Earth will welcome a new performance turning point in 2025; ② The company stated that in the first quarter of 2025, the prices of major rare earth products, represented by lanthanum and neodymium products, are on the rise, with good transaction volume; ③ The overall capacity utilization rate of the company is currently over 80%, and it is expected that the implementation of export control measures related to medium and heavy rare earth items will have little impact on the company's operations.

cls.cnApr 8 07:34 ET

Brokerage morning meeting highlights: Countermeasures against tariffs boost Shenzhen Agricultural Products Group prices, the planting chain directly benefits.

At today's Brokerage morning meeting, CITIC SEC believes that countermeasures against tariffs boost the prices of Shenzhen Agricultural Products Group, which directly benefits the planting chain; HAITONG SEC proposed a bullish view on the relative yields of the Banks Sector in April; Galaxy Securities stated that it focuses on Gold and countermeasures against rare earths.

cls.cnApr 7 20:33 ET

YANKUANG ENERGY: It is expected that the performance in the first quarter of this year will decline year-on-year. Currently, coal prices have basically reached the bottom | Directly addressing the Earnings Conference.

YANKUANG ENERGY stated at today's 2024 Earnings Conference that Coal prices have basically reached their lowest point and are showing signs of stabilization. Due to the year-on-year decline in Coal prices, the company's performance in the first quarter will be affected; The company also stated that it will adhere to the principle of Cash dividends, and has so far accumulated a dividend of 85 billion.

cls.cnMar 31 07:50 ET

Sichuan Hongda's first "report card" is out after the state-owned enterprise investment, turning losses into profits in 2024 | Interpretations

① After the restructuring with state-owned capital investment, Sichuan Hongda achieved a turnaround to profitability in 2024; ② The company's turnaround last year was mainly due to receiving a debt repayment of 39.1101 million yuan from the previous manager.

cls.cnMar 28 10:35 ET

Jiangxi Copper achieved a record high in net profit last year. The trend of Industry consolidation may intensify. | Interpretations

① The company achieved its best annual performance since going public; ② The company stated that the trend of domestic Industry consolidation may intensify in 2025.

cls.cnMar 27 11:06 ET

The outlook for Copper and Gold is optimistic! Although prices are at historic highs, JPMorgan believes that Zijin Mining Group is "not expensive."

JPMorgan believes that Gold has become a key profit driver for the company, contributing 32% of gross profit in fiscal year 2024 (up from 26% in 2023), mainly due to a 28% year-on-year increase in the average selling price. It is expected that Gold production will reach 85 tons in 2025 (a year-on-year increase of 17%), and Copper production will reach 1.15 million tons (a year-on-year increase of 8%).

wallstreetcnMar 26 03:29 ET