Expansion at a loss! Shenghe Resources bucked the trend and acquired a heavy sand mining project in Africa. The target revenue last year was 0 but received a high premium

① Unlike the four major domestic rare earth groups, how to guarantee the stability and long-term nature of rare earth resources has attracted market attention; ② In the face of loss in Q1 performance this year, Shenghe Resources is still increasing overseas mines to further guarantee the company's raw material supply; ③ Although the target SRUL mine resource endowments are good, this acquisition is not without risk.

cls.cnMay 19 09:29

GPT-4O brings brand-new interaction capabilities, multi-modal AI leader 20cm rises and stops this week, institutions are intensively investigating related listed companies

① When surveyed by the agency, Tom said that GPT-4o has shown comprehensive ability in terms of emotional value such as emotional perception and simulating human tone for interaction, which is highly consistent with the development direction of Tom Cat AI products focusing on the field of emotional companionship. ② Sort out the industry sectors that institutions are most concerned about this week (attached table), the list of listed companies (attached shares), and the latest research on the multi-modal AI industry.

cls.cnMay 19 08:42

Is its trading company caught in a “vortex of emptying” New York copper? Luoyang Molybdenum Industry issued a response

① This week, the New York copper market experienced an epic round of shorting; ② In this round of crazy shorting, Luoyang Molybdenum's trading company Exxon (IXM) was also reported by the media to be in a “vortex” due to holding a large number of short positions; ③ Luoyang Molybdenum plummeted by about 5% in the A-share market on Thursday. Luoyang Molybdenum Industry officially issued a statement to respond to this on Thursday.

cls.cnMay 16 02:37

The copper market has been emptied historically! The empty side is IXM owned by Torque and Lomoly?

The report said that commodity trading giant Torque and IXM, a subsidiary of China's Luoyang Molybdenum Industry, are trying to buy physical copper to settle their large short positions on the US CME exchange.

wallstreetcnMay 16 02:28

The quarterly adjustment of the MSCI Index excludes 15 Hong Kong stocks. The effective date is scheduled for early June

① Which individual stocks will MSCI China adjust quarterly? ② How much impact does the MSCI Index have on the market?

cls.cnMay 15 19:34

Buck the trend and buy mines! Ganfeng Lithium added 2.5 billion yuan to “finger” African lithium mines

① Ganfeng Lithium announced that the subsidiary plans to acquire the remaining 40% of Mali Lithium's shares for 340 million US dollars (about 2.5 billion yuan); ② This transaction will help the company obtain the right to operate and manage the Goulamina spodumene mine project. According to calculations, the company will invest a total of about 4 billion yuan to win 100% of Mali Lithium's shares.

cls.cnMay 7 09:39