Yunlu Co., Ltd. (000807) First Coverage Report: Volume increases, contributions, performance flexibility, report quality improvement, and dividends can be expected
Donghua Energy (002221): The 10,000-ton carbon fiber project officially started, and the first line is expected to be put into operation in the first half of '25
China Color Co., Ltd. (000758): Mining engineering performance accelerates release, and lead-zinc ore production capacity is expected to jump
On May 31, A50ETF Huabao (159596) fell slightly by 0.1% with a turnover of 122 million yuan. Component stocks had mixed ups and downs; BYD rose 0.51%, CITIC Securities rose 0.32%; Zijin Mining fell 1.3%; Hengrui Pharmaceutical fell 1.21%. In terms of capi
Research Report: Haitong Securities: The Luoyang Molybdenum Industry was rated “superior to the market”. Steady growth in production will enhance the company's profitability
Luoyang Molybdenum Industry (603993): Actively lay out high-quality global assets to build a world-class mining company
Chifeng Gold (600988): International gold producers can still be expected to increase production and reduce costs
Shandong Gold (600547): Sanshan Island obtained a mining license and the integration of resources is progressing steadily
Jefferies Sticks to Their Buy Rating for Yankuang Energy Group Company Limited Class H (YZCHF)
Salt Lake Co., Ltd. (000792) Comment: The performance was slightly lower than expected, and the decline in the potash fertilizer boom dragged down terminal demand, and the lithium carbonate recovery project progressed smoothly
Power Investment Energy (002128) In-depth Report: The three major businesses of coal, electricity, and aluminum have grown steadily and flexibly
Feilihua (300395): Market demand is under pressure in the short term, business layout accelerates expansion
Zijin Mining: Starting again in the five-year plan 2023-2028, the average annual compound growth of copper and gold production is 9%
Donghua Energy (002221): Performance has improved, and there is broad scope for future hydrogen energy development
CICC Gold (600489): Performance is in line with expectations, high gold and copper prices drive profit growth
CICC Gold (600489): Higher gold/copper prices drive higher year-on-year performance, and established gold companies still have potential
Tin Industry Co., Ltd. (000960): Tin prices bottomed out and rebounded +increased production helped release performance, 24Q1 results were significant year-on-year
Salt Lake Co., Ltd. (000792): Price decline and payment of mining concession proceeds put pressure on the company's performance
Research Report Nuggets丨Guoxin Securities: Tongling Nonferrous Metals Q1 profit improved sharply month-on-month, maintaining a “buy” rating
Bank Rating | DBS: Raising Zijin Mining's Target Price to HK$22 to Maintain “Buy” Rating