BK0917 Raw Materials for Steel Metallurgy
- 1173.712
- +14.608+1.26%
Bajiaochang gas field fully achieved production, Hainan mining industry reversed losses and turned profit in the third quarter|Interpretation of financial reports
① “In the future (Bajiaochang), daily production will be maintained at more than 2 million square meters” ② Net profit in the third quarter achieved a reversal loss and profit in a single quarter of the year ③ Hainan mining industry insiders told the Financial Association that “the supplementary agreement between Rockoil and Bougouni lithium will not adversely affect the Hainan mining industry.”
WHAT HAPPENED? Many stocks rose collectively at the end of the session, and foreign investors bought nearly 14 billion dollars
The adjustment results of many indices such as the MSCI China Index officially came into effect after the market, and many stocks such as China's Shenhua, Yuantong Express, Junshi Biotech, and Guangzhou Automobile Group rose at the end of the session.
Hainan Mining failed to re-enter the IPO Jinhui Mining Industry can get out of the debt pressure dilemma?
The sprint listing of the first Green Mine in China has come to a critical moment. The IPO application of Jinhui Mining Co., Ltd. (hereinafter referred to as Jinhui Mining) will be tested as the only and last Shanghai main board company to be examined at the final meeting of 2021 to be held by the CSRC on December 30. Jinhui Mining is expected to raise 1.306 billion yuan for Huixian Guojiagou lead-zinc mine green mine upgrading and mining area production exploration and repayment of bank loans. Of this amount, about 906 million yuan will be used for the construction of mining projects and 400 million yuan for the repayment of bank loans. Sit on two mining rights and prospecting
News flash: the iron and steel plate continues to pull up Shandong Iron and Steel up more than 7%.
December 17 news, the iron and steel plate continued to rise, as of press release, Shandong iron and steel rose more than 7%, Jinzhou pipeline, Ordos, Wujin rust rose. On the news side, CICC Research News said that steel demand is expected to improve, plate profits are expected to pick up steadily. In November, the national crude steel output was 69.31 million tons,-22% year-on-year and-3.2% month-on-month. Steel supply shrank further, and we expect crude steel production to decline by 3-4% year-on-year for the whole year. The marginal demand for iron and steel improved in November, with the apparent consumption of the five major varieties of steel from + 1.7% to 37.5 million tons (VS-9 / 10).
News flash: steel plate continues to strengthen Jinzhou pipeline trading limit
December 15 news, the iron and steel plate continued to strengthen, as of press time, Jinzhou pipeline rose, Anyang Iron and Steel, Panzhihua Vanadium and Titanium, Fushun Special Steel rose. On the face of the news, Soochow Securities reported that it continued to be bullish on steel stocks in the medium term. In the context of high earnings history and low valuation history, carbon neutralization is likely to bring the industry supply ceiling, coupled with the raw material side once again contributing cost dividends, iron and steel stocks will usher in a wave of performance and valuation of double-rise plate opportunities. Be optimistic about low valuation plate, some high quality long wood and special steel. In the short term, it is the first rare earth iron and steel double leader Baotou Steel, pure steel shares Valin Iron and Steel, New Steel, Baosteel.
The iron and steel sector remained in the doldrums, Yongxing materials fell nearly 5%, Jinzhou pipeline, Ordos, and Hainan mining followed.
The iron and steel sector remained in the doldrums, Yongxing materials fell nearly 5%, Jinzhou pipeline, Ordos, and Hainan mining followed.
Express delivery of evening announcement of listed companies on December 9
Fangda carbon: it is proposed to use its own funds not more than 500 million yuan for securities investment, and intend to use its own funds not more than 500 million yuan for securities investment. Within the above-mentioned amount, the principal can be recycled, and the income obtained can be reinvested, and the amount of reinvestment is not included in the total amount of 500 million yuan. Mindong Electric Power: to develop a centralized photovoltaic power generation project in Shouning County, Mindong Electric Power announcement, the company and Shouning County government signed a new energy industry development cooperation framework agreement. Shouning County Government agreed that the company should carry out the development of centralized photovoltaic power generation projects in its jurisdiction and allocate resources to the company.
Fangda Carbon: It plans to use no more than 500 million yuan of its own capital to invest in securities.
Fangda Carbon: It plans to use no more than 500 million yuan of its own capital to invest in securities.
*ST Guangzhu: Plans to sell 92% of the shares of Urban Transport Company and purchase Dading Mining's operating asset package
*ST Guangzhu announced that the company plans to sell 92% of City Transport Company's shares. According to the “Agreement” signed by the parties when the City Transport Company was established, the price of this share sale was the company's cumulative investment in the City Transport Company of 2.76 billion yuan. After the parties' debts were offset, the actual payment by Xing Ning City Investment was 2.11 billion yuan. In addition, the subsidiary Pearl Mining plans to purchase Dading Mining's operating asset package, with a transaction amount of 1,601 billion yuan.
Steel plate rebounded in the afternoon, Fangda Special Steel rose more than 6%, Dazhong Mining, Jinling Mining, Hegang resources rose.
Steel plate rebounded in the afternoon, Fangda Special Steel rose more than 6%, Dazhong Mining, Jinling Mining, Hegang resources rose.
Iron and steel plate continued to pull up, Fangda special steel rose nearly 5%, Shengde Xintai, Benxi steel plate, large and medium mining industry rose.
Iron and steel plate continued to pull up, Fangda special steel rose nearly 5%, Shengde Xintai, Benxi steel plate, large and medium mining industry rose.
The steel sector picked up, carbon rose and stopped in Fangda, and Ordos, Jinzhou Pipeline, and various special materials followed suit.
The steel sector picked up, carbon rose and stopped in Fangda, and Ordos, Jinzhou Pipeline, and various special materials followed suit.
Large and medium-sized Mining Industry: to issue convertible bonds to raise no more than 1.52 billion yuan
Dazhong Mining announced that it intends to issue convertible bonds to raise no more than 1.52 billion yuan for Zhouyoufang iron ore mining and separation project, intelligent mine mining mechanization, automation upgrading project and so on.
Hainan Mining: the company sold a total of 36.38 million shares of CGN shares.
Hainan Mining announced that from November 11 to 29, the company sold a total of 36.38 million shares of CGN shares, and the total profit and loss on the disposal of the shares was 17.7691 million yuan, accounting for 12.47% of the company's latest audited net profit. As of November 29, 2021, the cumulative profit and loss of the company's disposed shares totaled 208 million yuan, accounting for 146.11% of the company's latest audited net profit.
Hainan Mining Industry: construction of magnetized roasting project
Hainan Mining announced that it recently received a "Construction license" for the technical transformation project of suspension magnetization roasting of Shilu iron ore (referred to as "magnetization roasting project"), which officially started construction on November 27, 2021. After the magnetization roasting project is implemented and reached production, the grade of iron concentrate of the company will be increased from 62.5% to more than 65.0%, and the recovery of iron metal will be increased from 60.0% to 85.0%.
24 stocks including Hesheng Silicon received an increase of more than 100 million yuan from Northbound Capital
According to the Securities Times Network, according to Wind statistics, a total of 596 stocks received an increase in Northbound Capital's shareholding on November 26 compared to the previous trading day. Based on the number of shares increased and the closing price of the day as a benchmark, there were 24 additional stocks with a market value increase of 100 million yuan or more. The biggest increase in market value was Hesheng Silicon. The latest shareholding volume was 14.044,400 shares, an increase of 15.57% over the previous month, with a market value increase of 290 million yuan; there were also stocks that increased their holdings more in market capitalization, such as Ningde Times, Puterai, Yao Ming Kangde, Beifang Rare Earth, and Fangda Carbon. From the machine
25 stocks including Ganfeng Lithium and Fangda Carbon received an increase of more than 100 million yuan from Northbound Capital
According to the Securities Times Network, according to Wind statistics, a total of 733 stocks received an increase in Northbound Capital's shareholding on November 25 compared to the previous trading day. Based on the number of shares increased and the closing price of the day as a benchmark, there were 25 additional stocks with a market value increase of 100 million yuan or more. The biggest increase in market value was Kweichow Moutai. The latest shareholding volume was 892.352 million shares, an increase of 0.19% over the previous month, with a market value increase of 339 million yuan; the increase in market capitalization also included Ganfeng Lithium, Pilot Intelligence, Fangda Carbon, Tongwei Co., Ltd., Hengrui Pharmaceutical, etc. from
The iron and steel plate remained in the doldrums in the afternoon, Shougang shares fell nearly 4%, the vast number of specialties, Hegang resources, Taigang stainless steel followed down.
The iron and steel plate remained in the doldrums in the afternoon, Shougang shares fell nearly 4%, the vast number of specialties, Hegang resources, Taigang stainless steel followed down.
116 billion fund scramble for 20 shares: main funds focus on 11 shares (list)
November 24 news, the opening of the three major indexes mixed, followed by a narrow consolidation, the creation index led the decline. In terms of plates, rare earth and meta-cosmic concept stocks are strong, while industrial metals, clothing, home textiles, three-child concept, and oil and gas mining plates are strong; agricultural planting and energy storage plates are in the doldrums. The index rose and fell back in the afternoon, the Prev once stood above 3600 points, and the creative index continued to weaken. After the short-term pull of the weight plate led by liquor and banks, the CRO concept, coal and power stocks strengthened, while the automobile, lithium battery, military industry, pork and other plates weakened. Overall, hot plate rotation is relatively fast, individual stocks rise and fall mixed, making money effect
News flash: the trading volume of Fangda carbon reached the daily limit of more than 3.7 billion yuan in the afternoon.
November 24 news, Fangda carbon hit the trading limit in the afternoon. As of press time, the stock price was 12.71 yuan, the turnover was 3.061 million yuan, the turnover was 3.72 billion yuan, the turnover rate was 13.41%, and the latest market value was 48.37 billion yuan. Guojin Securities issued a research report on November 11, giving Fang Da carbon buy rating. The reasons for rating mainly include: 1) domestic leading graphite electrodes and carbon products; 2) tight balance of graphite electrodes for 21-22 years, improved medium-and long-term demand, and increased industry concentration; 3) short-term loss reduction of small enterprises + high energy consumption and electricity production limits; electrode prices rise steadily; 4) double carbon