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Tianfeng Securities: The price of gold and silver, which reached an all-time high of about 90, may be significantly undervalued
The Zhitong Finance App learned that Tianfeng Securities released a research report saying that the current gold-to-silver ratio has reached a historical high of around 90, and the price of silver may be significantly underestimated. Historically, there have only been a few cases where the ratio of gold to silver exceeds 90, usually related to a specific geopolitical situation or economic environment. For example, geopolitical tension between 1991 and 1992 and the wave of interest rate cuts in September last year all affected the gold to silver ratio. From a historical perspective, the average gold to silver ratio is between 40:1-50:1. With the gradual recovery of economic activity and changes in market sentiment, the gold to silver ratio is expected to be adjusted, which indicates the potential for future silver prices
Tianfeng Securities: The price of silver may be seriously undervalued, and the gold to silver ratio is expected to repair the market
Tianfeng Securities released a research report saying that the current gold-to-silver ratio has reached an all-time high of around 90, and the price of silver may be seriously undervalued. Historically, there have only been a few cases where the ratio of gold to silver exceeds 90, usually related to a specific geopolitical situation or economic environment. From a historical perspective, the average gold to silver ratio is between 40:1-50:1. With the gradual recovery of economic activity and changes in market sentiment, the gold to silver ratio is expected to be adjusted, which indicates potential room for future increases in silver prices. Recommended attention: Shengda Resources (000603.SZ), Societe Generale Silver Tin (000426.SZ), Yintai Gold (00)
China Investment Securities: The logic of tight supply is transmitted to the zinc ingot end, and zinc prices are expected to strengthen
SDIC Securities released a research report saying that since 2023, there have been frequent incidents of reduction and shutdown of overseas zinc mines, supply-side disturbances have continued, and domestic zinc mines will increase or be limited during 2024. Imported and domestic smelting TC continued to decline, highlighting the tight supply at the mining end. Raw materials are tight combined with smelting and maintenance. Zinc ingot production is expected to decline month-on-month in April. The tight supply logic is transmitted to the zinc ingot end, and zinc prices are expected to strengthen. It is recommended to focus on the zinc sector. Recommended attention: Chihong Zinc-Germanium (600497.SH), Jinhui Co., Ltd. (603132.SH), CICC Lingnan (000060.SZ), Xingye Silver Tin (000426.SZ)
Everbright Securities: The overall tin price center will gradually move upward in 24-25, optimistic about the stock price performance of listed companies in the tin industry
Everbright Securities released a research report stating that recently, M23 has disrupted key tin supply routes in the NorthKivu region, and the tight pattern of tin ore supply may increase. Tin resources are scarce. The global static storage ratio is 15 years. As the grade of resources in traditional major production areas declines and mining costs gradually rise, mine supply will continue to decline; demand for demand-side semiconductors will increase, and the overall center of tin prices will gradually move upward in 2024-2025, which is optimistic about the stock price performance of listed companies in the tin industry. Recommended Tin Industry Co., Ltd. (000960.SZ). It is recommended to focus on Xingye Silver Tin (000426.SZ) and Huaxi Nonferrous (6)
Express News | 55 individual stocks were traded in bulk, with Huitong New Materials leading the discount rate of 32.25%
Societe Generale Silver Tin (000426.SZ): The Yinman Phase II project is still in the early stages of processing the relevant approval procedures
Gelonghui, April 10 | Societe Generale Yinxi (000426.SZ) said on the investor interactive platform that up to now, the Yinman Phase II project is still in the early stages of processing the relevant approval procedures, and construction has not yet started.
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