CSC Financial: Technology and scarcity drive strong growth in strategic metals and new materials.

Gelonghui, May 12th | A research report by China Securities JianTou stated that the US dollar credit cycle, combined with the Kondratiev wave (technology), supports a significant rise in non-ferrous metal prices. However, this round of the non-ferrous cycle has distinct characteristics different from previous cycles: First, due to supply rigidity and demand resilience, the cyclical nature of this non-ferrous cycle has significantly weakened, while profitability stability has greatly improved, warranting an increase in equity asset valuation. Second, driven by a surge in technology demand, minor metals have shown tremendous elasticity this cycle, with globally competitive new material enterprises experiencing explosive growth. At the current juncture, apart from precious metals and industrial metals, it is crucial to focus on new productive elements, especially rhenium, uranium, tin, nickel, and others, while also emphasizing

Gelonghui FinanceMay 12 07:22

Xihua Technology's 2025 net profit attributable to shareholders reached 201 million yuan, increasing by 41.85%, with wind power component revenue accounting for 86.67%.

Gross margin and net margin improved by 1.08 and 1.10 percentage points, respectively. Cost control was effective, but operating cash flow faced short-term pressure.

lanjinger.comApr 23 15:41

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