CITIC Securities: Significant acceleration in earnings growth, metal market remains promising

Looking ahead to 2026, with liquidity shocks easing, frequent supply disruptions, and certain downstream sectors maintaining high prosperity, it is recommended to continue focusing on investment opportunities in lithium, copper, rare earths, strategic metals, aluminum, and gold sectors.

Zhitong FinanceMay 13 09:15

JPMorgan: Is Gold Priced at $4,600 Really Expensive?

JPMorgan pointed out that, according to the traditional model (fair value of $1,000-$1,900), gold is significantly overvalued, but this does not mean it is "wrong"—the high premium reflects a rational pricing of geopolitical risks, damaged U.S. dollar credibility, and the failure of the 60/40 portfolio. The real drivers of the rally—the "century rebalancing" of Western pension funds into gold and stagflation trades—have yet to kick in, and $4,600 may be a worthwhile "insurance premium" to pay.

wallstreetcnMay 7 13:48

Express News | Selected Highlights of Key Earnings Announcements from A-Share Listed Companies After Market Close

BreakingsApr 22 22:28

Shares of A-share companies with scarce resources gained strength, with Zinc Industry Co., Ltd., CITIC Metal Co., Ltd., and Yunnan Germanium Industry Co., Ltd. hitting the daily limit.

Gelonghui, April 22nd | The scarce resources sector in the A-share market collectively surged. Among them, Zinc Industry Co., Ltd., CITIC Metal Co., Ltd., and Yunnan Germanium Industry Co., Ltd. hit the 10CM price limit, Yuguang Gold & Lead rose more than 8%, Shandong Gold & Tin Co., Ltd. and Hengbang Co., Ltd. increased by over 6%, Tibet Mineral Development Co., Ltd. and Chihong Zinc & Germanium climbed more than 5%, and Zhangyuan Tungsten Industry Co., Ltd. rose over 4%. In terms of news, AI data centers are accelerating upgrades to 800G/1.6T optical modules, with Lumentum predicting that the CAGR for indium phosphide demand in data centers will reach 85% from 2026 to 2030. High-purity indium is a core raw material for indium phosphide, characterized by its scarcity and extremely high purification technology barriers, making it the most critical link in the industry chain.

Gelonghui FinanceApr 22 11:21

First Quarter Report of CITIC Metal Co., Ltd. for 2026

SZSIApr 22 00:00 · Announcements

CITIC Metals (601061.SH) reported a net profit of 1.377 billion yuan in the first quarter, representing a year-on-year increase of 141.13%.

According to Glodon News on April 21, CITIC Metal (601061.SH) released its Q1 2026 financial report, showing that the company achieved operating revenue of 43.196 billion yuan in the first quarter, representing a year-on-year increase of 52.91%; net profit attributable to shareholders of 1.377 billion yuan, up 141.13% year-on-year; and non-GAAP net profit attributable to shareholders of 1.445 billion yuan, up 146.05% year-on-year.

Gelonghui FinanceApr 21 17:59