Mingtai Aluminum (601677): Released the May Business Report, aluminum sheet and foil production and sales hit a record high in a single month
Yunlu Co., Ltd. (000807) First Coverage Report: Volume increases, contributions, performance flexibility, report quality improvement, and dividends can be expected
Western Materials (002149): Implementing the dual carbon strategy and green development concept, alloy ingot production capacity has broken the 10,000 ton mark
Longda Co., Ltd. (688231): Core supplier of superalloys, comprehensive layout of two aircraft, civil products and international markets
Shengda Resources (000603): Performance is under pressure in the short term, optimistic about the highly elastic growth of silver
China Color Co., Ltd. (000758): Mining engineering performance accelerates release, and lead-zinc ore production capacity is expected to jump
Platco New Materials (300811): Leading chip inductor suppliers take advantage of the AI wave
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 Nuggets丨Haitong Securities: Huayou Cobalt's Indonesian nickel-cobalt project progressed smoothly, giving it a “superior to the market” rating
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
Sirui New Materials (688102): New projects achieved multipolar growth under the satellite constellation construction boom
Western Mining (601168): Co-growth of leading multi-sector businesses of mining companies in the western region
Huayou Cobalt (603799): Indonesia's nickel-cobalt project successfully progresses to build the company's core competitiveness
Tianfeng Securities gave Western Mining an initial rating for the purchase.
Huayou Cobalt (603799): Shipments in the lithium battery industry chain are growing rapidly, fluctuations in metal prices are putting pressure on profits
Sirui New Materials (688102): Traditional copper-based alloy leading satellite+medical+semiconductor multi-dimensional expansion performance can be expected
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
Research Report Nuggets丨Changjiang Securities: Ganfeng Lithium will usher in a resource harvesting period in 24 years, and profits are expected to improve to a certain extent month-on-month