French miners lament that the profitability of nickel mining business cannot be achieved without china technology and equipment.

① The multinational mining giant Ehmann stated that western companies cannot make a profit in the nickel mining business in Indonesia without relying on china's technology, equipment, and management experience; ② Ehmann and BASF have canceled the 2.6 billion dollar nickel-cobalt refining plant project in Indonesia due to it being 'economically unfeasible'; ③ Ehmann is collaborating with China’s Qingshan Holding to operate the nickel mine in Weda Bay, with the CEO stating that china's technology, expertise, and equipment are key to competitiveness.

cls.cnNov 25 07:22 ET

Cancellation of aluminum and copper material export tax rebates; domestic and international prices show differentiation; leading enterprises accelerate overseas layout.

① Following the announcement of the cancellation of export tax rebates for aluminum and copper materials, aluminum prices showed a trend of "strong externally, weak internally"; ② In the long term, this will drive the industry to focus on high value-added product areas and the overseas expansion of enterprises.

cls.cnNov 17 02:21 ET

Stimulus expectations are realized! The Hong Kong stock market's non-ferrous sector is rising, and domestic copper prices have reached a nearly two-month high.

①Hong Kong-listed sector rose in the non-ferrous sector, which stocks are most favored by funds? ②Domestic copper prices have risen to a near two-month high, what signal?

cls.cnSep 24 04:08 ET

"Buy more as it falls!" Traders take advantage of the price drop to stock up, and the nickel industry may enter a phase of bottoming out | New cycle of csi commodity equity index

1. Some traders have indicated that the nickel price has already dropped to the psychological bottom range, and they are beginning to stock up on low stock price; 2. Currently, high-cost nickel production capacity is gradually being cleared out globally; 3. The future nickel price has limited downside potential, and may experience a phase of bottoming out.

cls.cnSep 13 03:30 ET

Aluminum Corporation of China: It is expected that the prices of electrolytic aluminum and alumina will continue to run at high levels in the second half of the year | Direct hit earnings conference

①Ge Xiaolei, the CFO and secretary of the board of directors, holds a relatively optimistic attitude towards the future market of electrolytic aluminum and alumina; ②Recently, there has been a change in leadership at Aluminum Corporation of China, and the industrial and commercial change has been completed.

cls.cnSep 10 10:23 ET

Aluminum oxide prices have risen to a two-year high, and China's aluminum oxide industry is actively increasing production.

Aluminum oxide prices reached $510 per ton, hitting a two-year high. The price increase has stimulated aluminum oxide production in China, with new projects in Shandong, Chongqing, Inner Mongolia, and Guangxi to be put into operation in the second half of this year. Chinese aluminum oxide producers are increasing production to seize this opportunity of high stock prices.

wallstreetcnJul 8 14:34 ET