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Peru's two major copper mines have suspended production, global copper supply is in a state of contraction, and copper prices are expected to continue to rise.
share price doubled in one month, China Resources Shuanghe clarified market rumors
China Resources Shuanghe's share price has risen rapidly recently. The share price reached the daily limit yesterday, with the latest price of 25.41 yuan/share, a new high since listing. Since March 16, the stock price has increased by 118.11%. In the past three days, China Resources Shuanghe’s share price has risen 28.4%. According to the provisions of the " Shanghai Stock Exchange Trading Rules ", the closing price of for three consecutive trading days deviated from the value of by more than 20% cumulatively, which is a situation of abnormal fluctuations in stock trading.
In response, China Resources Shuanghe issued an announcement on abnormal stock trading fluctuations and an announcement on a consultation letter on abnormal stock fluctuations. China Resources Double Crane stated that as of the disclosure date of this announcement, there were no major events that affected abnormal fluctuations in the company’s stock trading.
In addition, in the announcement, China Resources Shuang-Crane also responded to recent market rumors that " Henan Real Bio's new coronavirus oral drug Zivudin will soon be unblinded, and China Resources Shuang-Cr will sign an agency production and sales agreement with Henan Real Bio " . China Resources Shuanghe said that as of now, has not reached any relevant agreement with Henan Real Biotechnology. Company has no other media reports or market rumors that may or have had an impact on the stock trading price of listed companies, and it does not involve hot concept matters, etc.
Recently, some media reported that the website of the Center for Drug Evaluation showed that Real Biotech submitted an application for a Class III communication meeting, and the status column has changed from "Processing" to "Feedbacked." The market interpreted this as the unblinding of Azivudine's Phase III clinical trial and its application for listing is imminent.
The after-hours dragon and tiger list shows that the net sales of yesterday's dragon and tiger list funds were 49.7709 million yuan. Huatai Securities headquarters ranked first in buying and selling in the fifth position, buying 151 million yuan and selling 51.4901 million yuan; Shanghai Stock Connect html ranked 5th There are five seats for buying and three seats for selling, with a buying price of 52.5795 million yuan and a selling price of 80.5541 million yuan. The Lhasa branch of Oriental Fortune Securities listed four seats as a buy, with a purchase price of 54.9508 million yuan.
China Resources Double Crane’s latest total market value is 26.509 billion yuan. In 2021, China Resources Double Crane achieved revenue of 9.112 billion yuan, a year-on-year increase of 7.14%, and net profit attributable to the parent company was 936 million yuan, a year-on-year decrease of 6.91%, which has been declining for two consecutive years.
Peru's two major copper mines have suspended production, and copper prices are expected to continue to rise.
Minmetals Resources announced on the Hong Kong Stock Exchange that Las Bambas, one of the largest copper mines in Peru, will not be able to continue production because local communities said the company failed to fulfill its social investment commitments. and held protests against it. In addition, the suspension of production at Southern Copper's Cuajone copper mine, which began on February 28, continues after the mine's water supply was cut off by community members. This means the suspension of production at Peru's two largest copper mines, which account for one-fifth of Peru's copper exports.
In fact, global copper mine supply is generally gradually recovering from the epidemic, but refined copper production has not kept pace. Compared with the oversupply of the same period in previous years, this year's copper supply is in a tight state.
Goldman Sachs recently released a report stating that the fundamentals of the copper market have tightened. On the one hand, demand from major economies in Europe and Asia remains strong. On the other hand, production in Chile, the world's largest copper producer, is blocked. The prospect of Russian copper supply is unclear amid the conflict between Russia and Ukraine.
Since the beginning of this year, copper production in Chile, the world's largest copper producer, has been far lower than expected. Nearly half of the supply has been affected. Affected by water shortages and declining order levels, Chile's copper production in the first quarter is expected to drop by 5%-10%. Chile's copper supply will decrease by 560,000 tons this year, and global supply growth will decrease by nearly two-thirds. Given that the gap between supply and demand may not be bridged in the short term, copper prices may rise to US$13,000/ton in the next year.
Securities Times · Databao statistics show that the share price of A shares copper concept stock has fallen by an average of 8.48% this year, but the overall performance is stronger than the market. Since April, Hegang Resources has risen by 16.14% cumulatively, ranking first in terms of increase. Tongling Nonferrous Metals, Northern Copper, Zinc Industry Shares, Yunnan Copper have the highest share price increases.In terms of performance, the 2021 net profit attributable to the parent company of nine stocks, including Shengtun Mining, Tongling Nonferrous Metals, Western Mining, Huayou Cobalt, and Jiangxi Copper, doubled year-on-year.
So far, 6 copper concept stocks have released their first quarter reports or performance forecasts for 2022. According to the lower limit of the first quarter reports and forecasts, Zijin Mining has the highest profit, with total operating income of 64.771 billion yuan in the first quarter, a year-on-year increase 36.35%, net profit attributable to the parent company was 6.124 billion yuan, 143.88% year-on-year. On April 19, Australia's Xanadu Mines announced that it has established a strategic partnership with Zijin Mining to promote the evaluation and development decision-making of the Kharmagtai copper and gold mine in Mongolia.
Yunnan Copper, Tongling Nonferrous Metals, Pengxin Resources , Jintian Copper , and Zhongyuan New Materials 's net profits attributable to parent companies in the first quarter of 2022 all showed year-on-year growth.
In terms of capital, since April, 10 copper concept stocks including Luoyang Molybdenum , Yunnan Copper, Hanrui Cobalt , and Tongling Nonferrous Metals have received net purchases from funds from the north. Huayou Cobalt and Zijin Mining received net purchases of 395 million yuan and 295 million yuan from northbound funds respectively.
statement: All information content on Databao does not constitute investment advice. The stock market is risky, so investment needs to be cautious.
Editor in charge: Lin Lifeng
Data Bao
Data Bao (shujubao2015): Securities Times intelligent original new media.
