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Zhitong HK Stock Investment Diary | February 13
Hong Kong Stock Investment Diary | February 13, 2026
Zhitong HK Stock Investment Diary | February 10
Hong Kong Stock Investment Diary | February 10, 2026
Anhui Jinyan Kaolin Calls 2026 EGM to Approve Auditor, Gas Supply Deal and Related-Party Limits
Jinyan Kaolin New Materials Renews Natural Gas Procurement Agreement With Huaibei China Resources Gas; Shares Jump 4%
Jinyan Kaolin New Materials (02693): Mai Baowen has been appointed as Joint Company Secretary, Agent for Legal Proceedings, and Authorized Representative.
Jinyan Kaolin New Materials (02693) announced that Ms. Shi Xueling (Ms. Shi) has resigned from her positions as the company’s Joint Company Secretary (Joint Company Secretary), the company’s Legal Process Agent (authorized to receive legal process documents on behalf of the company in Hong Kong under Part 16 of the Companies Ordinance (Chapter 622 of the Laws of Hong Kong) and to act as the Legal Process Agent for receiving legal process documents and notices under Rule 19A.13(2) of the Rules Governing the Listing of Securities on The Stock Exchange of Hong Kong Limited (Listing Rules)), and as the Authorized Representative pursuant to Rule 3.05 of the Listing Rules, effective January 16, 2026, due to her personal career development plans.
Has the era of stockpiling commodities arrived? The 'strong security' logic is reshaping metal valuations.
Driven by geopolitical tensions and concerns over supply chain security, countries are accelerating the stockpiling of strategic materials. Prices of key military metals such as tungsten and cobalt have surged due to heightened demand for 'strong security.' Meanwhile, central banks' efforts toward 'de-dollarization' are reshaping the pricing dynamics of gold. As commodities and defense-related assets outperform technology stocks, the era of 'hard assets' may be on the horizon.