It's been rising for many days, can you still pay attention?
Today's A-share market is closed, the share price of Hong Kong stock China Silver Group rose 56%, and the precious metals market is still being interpreted.
Recently, the international gold price once broke through 2,300 US dollars / ounce and hit a new high, domestic gold jewelry Chow Tai Fook, Chow Sang Sang, Chao Hongji, Saturday
The listed price of well-known brand jewelry has exceeded 700 yuan per gram.
Resource stocks are in full swing, but technology is falling in turns, how long can such a structural market be maintained? The metal resources sector is already the first choice for funds at present, but it has risen for many days, can you still pay attention?
As we talked about, for the resource sector or the metals sector, there is a common logic this year, that is, to expect the benefits of future Fed interest rate cuts. A Fed rate cut could cause the dollar to depreciate against other currencies. In terms of resources, the impact of the resource sector metal sector is that some things are denominated in US dollars, and if the US dollar is not worth anything, then these metals are cheaper for buyers holding other currencies, and may increase the price because of increased demand.
In addition to being affected by the Federal Reserve or the international environment, some resources or metal varieties will be affected by the development of the industry, the industry is on the rise, the demand is high, and the price of some products will rise.
A few days ago, we talked about copper cables, and Nvidia said that there are products that use copper cables. And then there is a significant impact on the copper market, which means that in high-performance computing, or in data centers in the industry, copper may be chosen for short-distance, high-speed connections. Immediately afterwards, the copper cable also rose for several days. For example, rare metals such as lithium and antimony benefit from the rapid development of new energy vehicles, photovoltaic and other industries, and continue to drive the demand for non-ferrous metals.
The logic is also relatively simple, the market has just demand, the price of precious metals, industrial metals, rare metals and other prices will rise, a while ago the tungsten industry ushered in a new round of price increases, such as Xiamen tungsten industry, Zhangyuan tungsten industry, Jiangxi tungsten industry and other manufacturers released price increase information. Then it can be converted into the expectation of the manufacturer's profitability.
In addition, last year, many energy metal stocks performed well, Zijin Mining entered 293.403 billion last year, a year-on-year increase of 8.54%, and a net profit of 21.119 billion, a year-on-year increase of 5.38%. The net profit exceeded 20 billion, and the revenue and profit reached a record high.
CMOC's revenue last year was RMB186.269 billion, up 7.68% year-on-year, and its net profit was RMB8.250 billion, up 35.98% year-on-year. In the fourth quarter of 2023, the company's revenue was 54.587 billion, a year-on-year increase of 34.71%, and its net profit was 5.807 billion, a year-on-year increase of 663.01%. It is also a sharp increase in performance.
The operating income of gold and molybdenum co., Ltd. reached 11.531 billion yuan, a year-on-year increase of 20.99%, and the net profit was 3.099 billion yuan, a year-on-year increase of 132.19%. Basic earnings per share was 0.96 yuan. Gold Molybdenum plans to distribute a cash dividend of 4 yuan (tax included) for every 10 shares. Non-ferrous metals have been rising for several days, and the trend is very strong, as if the second wave of upward momentum has begun, and the prices of non-ferrous metals have been rising in price for the past two months. The location is already high.
Can the story of solid-state batteries still be believed?
The market for battery speculation is relatively hot today, and there are more people discussing Zhiji's semi-solid-state battery on the car a while ago. Both NIO and Zhiji have said that their follow-up models will be equipped with semi-solid-state batteries with a range of more than 1,000 kilometers, and this mileage has recently caused some controversy in the automotive industry, and many people are saying whether it is true?
Solid-state batteries are not a new concept, all-solid-state batteries have high energy density and safety, but why has it not been promoted on a large scale? So whether Huawei and CATL can bring down the cost this time?
Before, many people were talking about Zhiji's semi-solid-state battery in the car. It is indeed attractive to increase the battery life due to the increase in energy density, but what do we pay more attention to now? It is the intelligence of the second half of new energy vehicles.
The battery industry chain is now very large, and now the solid-state battery is attractive, so it will be difficult to support the development of the industrial chain and replace the current lithium battery. The domestic oversupply of lithium batteries is the basic situation, and those who have bargaining power must be leading in technology, and it is difficult to tell a pure story, so pay more attention to the fundamentals.
Lv Changshun (Cairns) Certificate number: A0150619070003. [The above content only represents personal views and does not constitute a basis for trading, the stock market is risky, and investment needs to be cautious]