Rallying across the board! Non-ferrous metals are surging again!

Valuation logic has changed

Gelonghui FinanceJun 12 19:17

Yunnan Lincang Xinyuan Germanium Units Complete Business Scope Changes; Shares Up 4%

MT NewswiresJun 12 12:18

Dragon & Tiger List | Over RMB 900 million in funds aggressively bought Yunnan Germanium, while the Chengdu faction snapped up more than RMB 220 million worth of Dorf Ketal!

The top three stocks by net purchases on the day were Yunnan Germanium, Hongxing Development, and Do-Fluoride Chemicals.

Gelonghui FinanceJun 11 18:11

[Data Snapshot] Multiple investor groups fiercely compete over semiconductor materials’ popular stocks; foreign capital teams up with quantitative funds to accumulate Zhangyuan Tungsten shares

① Semiconductor materials stocks surged against the market trend today. Jiangfeng Electronics received net institutional buying of RMB 194 million from two institutions, with Guotai Haitong Securities' Wuhan Ziyang East Road branch buying RMB 158 million, while one institution sold RMB 121 million. Astone Advanced Materials saw purchases totaling RMB 168 million from two institutions, alongside RMB 77 million in buying by a quantitative fund. ② Zhangyuan Tungsten rallied to a daily trading limit, supported by RMB 104 million in buying from Kaitong Securities' Xi'an Taihua Road branch and RMB 75 million from Shenzhen-Hong Kong Stock Connect.

cls.cnJun 11 17:24

Research Report Insights | Dongwu Securities: Initiates Yunnan Germanium with a "Buy" rating, citing indium phosphide as leading domestic substitution in AI optical modules

Gelonghui, June 10 | A research report from Dongwu Securities noted that Yunnan Germanium is a leader in the rare metal germanium industry chain and is at the forefront of indium phosphide-based domestic substitution for AI optical modules. The company is China's only national high-tech enterprise integrating germanium mining and beneficiation, precision deep processing, and semiconductor materials R&D. Its revenue has been gradually recovering since 2023, with projected revenue of RMB 1.066 billion in 2025, an increase of 39% year-over-year. The company is one of the core upstream material suppliers for high-growth sectors including AI optical modules, space photovoltaics, optical fiber, and defense applications, giving it significant scarcity value. It has proactively positioned itself in indium phosphide substrates and is China’s leading company in this segment.

Gelonghui FinanceJun 10 15:41 · Ratings

Express News | Prices of high-end optical fiber preforms have surged by nearly 550%. Industry insiders note that the supply shortage of optical preforms will remain periodically entrenched in the short term.

BreakingsJun 4 20:45