(Original title: After the surge of nearly 120%, it was a fake concept. The company just clarified: No agreement on oral medication for the new crown has been reached! The two major copper mines were suspended, the supply was sharply reduced, and the list of high-performance concept stocks )
Two major copper mines in Peru were suspended, and global copper supply was in a tight state, and copper prices were expected to continue to rise.
stock price doubled in one month, China Resources Double Crane clarified market rumors
China Resources Double Crane's stock price has risen rapidly recently. Yesterday's stock price hit the daily limit, with the latest price of 25.41 yuan per share, setting a new high since its listing. Since March 16, the stock price has risen by 118.11%. In the past three days, China Resources Shuanghe's stock price has risen by 28.4%. According to the provisions of the " Shanghai Stock Exchange Trading Rules ", the cumulative deviation of the closing price increase of more than 20% for three consecutive trading days is a situation of abnormal fluctuations in stock trading.
In this regard, China Resources Double Crane issued an announcement on abnormal fluctuations in stock trading and an announcement on a consultation letter for abnormal fluctuations in stocks. China Resources Double Crane said that as of the date of disclosure of this announcement, there were no major matters that affected the abnormal fluctuations in the company's stock trading.
In addition, in the announcement, China Resources Double Crane also responded to the recent market rumors that "Henan Real Bio's new crown oral drug will be unblinded, and China Resources Double Crane will sign an agency production and sales agreement with Henan Real Bio." China Resources Shuanghe said that as of now, it has not reached a relevant agreement with Henan Real Bio. There are no other media reports or market rumors that the company may or has affected the stock trading prices of listed companies, and do not involve hot concept matters, etc.
Recently, some media reported that the website of the Drug Review Center showed that the Real Biology submitted a Class III communication meeting application, and the status column has been changed from "processing" to "feedback". The market interprets this as Azfude's Phase III clinical blindness and the application for listing is imminent.
After-Salary Dragon and Tiger List showed that yesterday, the net selling of funds on the Dragon and Tiger List was 49.7709 million yuan, and Huatai Securities' headquarters ranked 5th seats in Buy First and Selling, with 151 million yuan and 51.4901 million yuan; Shanghai Stock Connect ranked 5th and 3rd seats in Buy First and Selling, with 52.5795 million yuan and 80.5541 million yuan. Oriental Fortune Securities' Lhasa sales department ranked four in the buyer, with a purchase of 54.9508 million yuan.
Currently, China Resources Shuanghe’s latest total market value is 26.509 billion yuan. In 2021, China Resources Shuanghe achieved revenue of 9.112 billion yuan, a year-on-year increase of 7.14%, and net profit attributable to shareholders was 936 million yuan, a year-on-year decrease of 6.91%, and has declined for two consecutive years.
Two major copper mines in Peru are suspended, and copper prices are expected to continue to rise
Minmetals Resources announced on the Hong Kong Stock Exchange that Las Bambas, one of Peru's largest copper mines, will not be able to continue production because the local community said the company failed to fulfill its social investment commitment and held a protest against it. In addition, after the mining area's water supply was cut off by community members, the Cuajone copper mine, a subsidiary of Southern Copper, has continued to shut down production since February 28. This means that the production of two major copper mines in Peru, which account for one-fifth of Peru's copper exports.
In fact, global copper ore supply is generally gradually recovering from the epidemic, but the production of refined copper has not kept up simultaneously. Compared with the oversupply in the same period in previous years, copper supply this year is in a tight state.
Goldman Sachs recently released a report saying that the fundamentals of the copper market have tightened. On the one hand, demand in major economies in Europe and Asia remains strong. On the other hand, production in Chile, the world's largest copper producer, has been blocked, and the prospects for Russian copper supply in the Russian-Ukrainian conflict are unclear.
Since the beginning of this year, Chile, the world's largest copper producer, has produced copper much lower than expected, and nearly half of the supply has been affected. Affected by water shortages and the decline in order grades, Chile's copper production in the first quarter will drop by 5%-10%. It is expected that Chile's copper supply will decrease by 560,000 tons this year, and the global supply increase will decrease by nearly two-thirds. Given that the supply and demand gap may not be able to close in the short term, copper prices may rise to US$13,000 per ton in the next year.
Securities Times·Databao statistics, the stock price of A shares of Chinese copper concept stocks has fallen by 8.48% this year, but the overall performance is stronger than market . Since April, Hegang resources have risen by 16.14%, ranking first, with the stock price of Tongling Nonferrous Metals, Northern Copper, Zinc Industry Co., Ltd., and Yunnan Copper Industry leading the rise.
In terms of performance, the net profit attributable to shareholders of 9 stocks including Shengtun Mining , Tongling Nonferrous Metals, Western Mining , Huayou Cobalt, Jiangxi Copper doubled year-on-year.
As of now, 6 copper concept stocks have released their first quarter report or performance forecast for 2022. According to the first quarter report and the lower limit, Zijin Mining has the highest profit, with total operating income of 64.771 billion yuan in the first quarter, an increase of 36.35% year-on-year, and net profit attributable to shareholders was 6.124 billion yuan, 143.88% year-on-year. On April 19, Xanadu Mines, Australia announced that it would establish a strategic partnership with Zijin Mining to promote the evaluation and development decisions of the Kharmagtai copper and gold mine in Mongolia.
Yunnan Copper Industry, Tongling Nonferrous Metals, Pengxin Resources , Jintian Copper Industry , and Zhongyuan New Materials all showed year-on-year growth in the first quarter of 2022.
On the capital side, since April, 10 copper concept stocks including Luoyang Molybdenum Industry , Yunnan Copper Industry, Hanrui Cobalt Industry , Tongling Nonferrous Metals have received net purchases from northbound funds. Huayou Cobalt and Zijin Mining received net purchases of 395 million yuan and 295 million yuan respectively from northbound funds.
Statement: All information content of Databao does not constitute investment advice. The stock market is risky, so be cautious when investing.
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