BK0777 Silver Concept
- 1812.771
- -6.332-0.35%
The relocation of the largest smelter in the Yunnan Copper industry is expected to affect production of no more than 100,000 tons in the past six months
① Production cuts of “no more than 100,000 tons” were beyond the industry's expectations. ② The old equipment of Southwest Copper will be discontinued in an orderly manner starting December 30, 2023.
Yintai's big move for gold! After the change of ownership, the “doubling of production and reserves” strategic plan was first proposed. How can the goals be achieved by relying only on existing resources?
① Yintai Gold plans to achieve doubling goals in terms of future production and storage targets. ② It is difficult to achieve the goal of “doubling” with existing resources alone, and external mergers and acquisitions may become an important direction for the company in the future; currently, the company is well-funded and has a more mature M&A and operation team, but it may still take some effort to select specific targets.
The initial surge in data “threw cold water” on the US dollar! Overnight, the price of gold soared by $25, and Hong Kong's A gold sector grabbed the limelight
Pacific Securities said that gold experienced two bull markets in the 70s of the last century and the first ten years of this century, with increases of 23 times and 7 times, respectively. Currently, gold is in the third round of a bull market. It is expected that the price of gold will reach 2,400 US dollars/ounce to 2,600 US dollars/ounce within two years.
Xingye Mining Industry: the main shaft of Ganjinda has been put into normal use.
Societe Generale Mining said in the interactive platform that the dry Jinda main shaft has been put into normal use and reached the designed ore supply capacity.
Tongling Nonferrous: copper crown copper foil on gem IPO approved by CSRC to register
Tongling Nonferrous announcement, the China Securities Regulatory Commission on December 6 agreed to copper crown copper foil initial public offering of shares and listed on the gem registration application. Copper crown and copper foil will carry out follow-up work in accordance with the relevant regulations and requirements of China Securities Regulatory Commission and Shenzhen Stock Exchange.
Xilong Science: it is proposed to transfer 60% equity of Ackway Biology with 504 million yuan.
Xilong Science announced that the company signed an "equity transfer agreement" with Party A's first Jinan High-tech Industrial Development Co., Ltd., Party A's second Jinan High-tech Financial Investment Co., Ltd., and Party A's third Jinan High-tech Shenghe Development Co., Ltd. the 60% equity held by the company was transferred to Party An at a price of 504 million yuan, of which 27.2202% was transferred to Party A. The proportion of equity transferred to Party An is 16.5714%, and that to Party An is 16.2084%. At the same time, the company entrusts Party A with the remaining 13.7801% of the equity to vote.
Sanlian Jinan Hi-Tech: there is a big difference between the industry of Ackway Biology to be acquired and the company's existing business.
Jinan Hi-Tech issued a stock price change announcement that the in vitro diagnosis industry in which the company's subsidiary intends to acquire Eckway Biology is quite different from the company's existing business. After the completion of this acquisition, there is a certain degree of uncertainty about whether the underlying assets can be effectively integrated and managed. The underlying equity is still in a fully pledged state, and there is a situation in which a large amount of accounts receivable has not been recovered and the transactions between the relevant subjects of Xilong Science have not been settled, which may affect the delivery of the underlying assets or lead to the risk of potential losses.
Tongling Nonferrous: plan to participate in the gas capital increase project of Guangzhou Iron and Steel Co., Ltd by way of public quotation.
Tongling Nonferrous Bulletin, in order to establish a strategic cooperative relationship and give better play to the effect of synergy and cooperation, the company plans to participate in the gas capital increase project of Guangzhou Iron and Steel Co., Ltd., the price of which is based on the recorded evaluation results, and the premium is no more than 10%. The total amount of investment is 50 million yuan.
Jinan Hi-Tech Inquiry letter: request to check whether there is a leak of inside information in advance.
Jinan hi-tech inquiry letter, the day the announcement was submitted, the company's share price rose by the limit. Ask the company to check the registration of insider information and the control of insider information, explain whether the insider information control system is sound, and whether the relevant regulations on insider information control are strictly enforced in the whole process of planning equity acquisition, and self-check whether the list of insider submitted by the company is complete, whether there is leakage of insider information in advance, and so on.
Jinan Hi-tech: subsidiary plans to acquire part of Ackway Biology
Jinan Hi-Tech announcement, the company's wholly-owned subsidiary Jinan Hi-tech plans to contribute 229 million yuan, Jigao Finance plans to contribute 139 million yuan, and Ji Goldman Sachs Group and he plans to contribute 136 million yuan to acquire 60% of the shares held by Xilong Science. Jigao will hold 27.22% of Ackway Biology, and at the same time Xilong Science entrusts the remaining 13.78% of its equity voting rights to Jigao Industry to exercise on its behalf. Xilong Science promises that during the period of Ackway's biological performance commitment, the accumulated after-tax net profit after audit is not less than 190 million yuan. Through the acquisition of Eckway Biology, the company will bring
Yunnan Copper Industry: plans to raise no more than 2.727 billion yuan
Yunnan Copper announced that it plans to raise no more than 2.727 billion yuan to acquire the 38.23% stake in Diqing Nonferrous held by Yunnan Copper Group, supplement working capital and repay bank loans.
News flash: the power sector opened down and Qianyuan Power fell by more than 5%.
November 26 news, the power sector opened down. As of press time, Pengxin Resources and Qianyuan Power fell by more than 5%, while Inner Mongolia Huadian, Jinkai Xinneng, Wenshan Power, Huaneng International, Shanghai Power, Leshan Power, and CIC Power fell. In the news, on the afternoon of November 24, the Price Department of the National Development and Reform Commission held a forum to invite economic and legal experts to study issues related to further improving the price formation mechanism of the coal market. Experts at the meeting suggested that we should speed up the establishment of a long-term mechanism for the regulation and control of coal prices, guide coal prices to operate within a reasonable range, and make coal prices truly reflect the fundamentals of market supply and demand.
Guangzhou Futures: under the weak pattern of both supply and demand, copper price is still dominated by interval trading.
Abstract: from a macro point of view, the Fed has a high probability of Taper in November, but it is expected to have a limited impact on the market. The main focus is whether to send a signal to raise interest rates. Pay attention to the Federal Reserve interest rate meeting on November 4th. Domestically, China released an official manufacturing PMI index of 49.2 in October, down 0.4 percent from September and in a contraction range for the second month in a row. The index of non-manufacturing activity was 52.4, down 0.8 percentage points from September. The downside of the economic data confirms the previous concern that the energy shortage is still strengthening, and the economic slowdown in the fourth quarter is expected to further strengthen and be more bearish. Fundamentals, October 29th
News flash: the opening strength of electric power stocks is up more than 9% in Gansu Electric Investment Co., Ltd.
November 25 news, power stocks opened stronger. As of press time, Pengxin Resources, Gansu Dian Investment rose more than 9%, Huaneng International, Huadian International, Funeng shares rose. In terms of news, on November 24, the 22nd meeting of the Central Committee for comprehensively deepening Reform examined and adopted the "guiding opinions on speeding up the Construction of a National Unified electricity Market system." The meeting pointed out that it is necessary to improve the multi-level unified power market system, speed up the construction of the national power market, standardize unified trading rules and technical standards, and promote the formation of a multi-competitive power market pattern. It is necessary to promote the construction of electricity market mechanism to adapt to the transformation of energy structure.
Ruihe shares: the bid-winning 308.6 million yuan project accounts for about 8.2% of last year's revenue.
Ruihe shares (002620) announced on the evening of November 18th, recently, the company received the "bid winning notice" from the Educational Project Management Center of Shenzhen Construction and works Department and Jinan High-tech holding Group Co., Ltd. The total amount of the above-mentioned bid-winning projects is 308.6 million yuan, accounting for about 8.2% of the company's audited operating income in 2020.
Express News | Non-ferrous plate opening strong, Huafeng aluminum industry approaching the limit, Xinjiang Zhonghe, Guocheng Mining, Xin Platinum shares, Bowei alloy, Tongling Nonferrous.
Tongling Nonferrous: Tongguan Copper foil, a holding subsidiary, is listed on the gem and submitted to the Securities Regulatory Commission for registration.
Tongling Nonferrous: Tongguan Copper foil, a holding subsidiary, is listed on the gem and submitted to the Securities Regulatory Commission for registration.
Gold stocks rose stronger, Suihua Jewelry rose by the daily limit, Chifeng Gold, Jinyuan shares, Hunan Gold, Mancalon, Silver Tai Huang.
Gold stocks rose stronger, Suihua Jewelry rose by the daily limit, Chifeng Gold, Jinyuan shares, Hunan Gold, Mancalon, Yintai Gold followed.
The cobalt sector continued to weaken, with Hezong Technology falling more than 10%, while China's Baoan, Zhejiang Fortune Holdings, and Peng Xin Resources followed suit.
The cobalt sector continued to weaken, with Hezong Technology falling more than 10%, while China's Baoan, Zhejiang Fortune Holdings, and Peng Xin Resources followed suit.
The net profit of Yunnan Copper (000878.SZ) in the third quarter was 269 million yuan, up 65.08% from the same period last year.
Yunnan Copper Industry (000878.SZ) released its report on the third quarter of 2021 on October 26th, with operating income of 33.677 billion yuan, up 32.09% over the same period last year. Net profit belonging to shareholders of listed companies was 269 million yuan, up 65.08% over the same period last year. Net profit belonging to shareholders of listed companies after deducting non-recurring gains and losses was 10.9297 million yuan, down 95.88% from the same period last year; and basic earnings per share was 0.1583 yuan.