Two major copper mines in Peru have stopped production, the global copper supply is tight, and the copper price is expected to continue to rise.
share price doubled in one month, China Resources Double-Crane Pharmaceutical Co.Ltd(600062) clarify market rumors
China Resources Double-Crane Pharmaceutical Co.Ltd(600062) recently, the share price rose rapidly. Yesterday, the share price rose by the limit, with the latest price of 25.41 yuan / share, a new high since the listing. Since March 16, the stock price has risen 118.11%. In the past three days, China Resources Double-Crane Pharmaceutical Co.Ltd(600062) shares rose 28.4%. According to the trading rules of Shanghai Stock Exchange, the cumulative deviation of the closing price increase from the value for three consecutive trading days exceeds 20%, which belongs to the abnormal fluctuation of stock trading.
In this regard, China Resources Double-Crane Pharmaceutical Co.Ltd(600062) issued the announcement of abnormal stock trading fluctuations and the announcement of the inquiry letter on abnormal stock fluctuations China Resources Double-Crane Pharmaceutical Co.Ltd(600062) said that as of the disclosure date of this announcement, there were no major events affecting the abnormal fluctuation of the company's stock trading.
In addition, in the announcement, China Resources Double-Crane Pharmaceutical Co.Ltd(600062) also responded to the recent market rumors that " Henan real life's covid-19 oral drug zivudine is about to be exposed and China Resources Double-Crane Pharmaceutical Co.Ltd(600062) will sign an agency production and sales agreement with Henan real life " China Resources Double-Crane Pharmaceutical Co.Ltd(600062) said that up to now, it has not reached relevant agreements with Henan real life the company has no other media reports or market rumors that may or have had an impact on the stock trading price of the listed company, and does not involve hot concept matters, etc.
Recently, some media reported that the website of the drug examination center showed that the real creature submitted an application for class III communication meeting, and the current status bar has been changed from "processing" to "feedback". The market interprets this as azvudine phase III clinical Unblinding and application for listing is imminent.
After hours, the dragon and tiger list showed that yesterday's net sales of funds were 497709 million yuan, and Huatai Securities Co.Ltd(601688) headquarters ranked buy one and sell five seats, bought 151 million yuan and sold 514901 million yuan; Shanghai Stock connect was ranked as buy five and sell three seats, buying 525795 million yuan and selling 805541 million yuan. China stock market news securities listed four seats in the Lhasa business position and bought 549508 million yuan.
At present, the total market value of China Resources Double-Crane Pharmaceutical Co.Ltd(600062) latest is 26.509 billion yuan. In 2021, China Resources Double-Crane Pharmaceutical Co.Ltd(600062) achieved a revenue of 9.112 billion yuan, a year-on-year increase of 7.14%, and the net profit attributable to the parent company was 936 million yuan, a year-on-year decrease of 6.91%, which has declined for two consecutive years.
Peru's two major copper mines have stopped production, 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, would not be able to continue production because local communities said the company had failed to fulfill its social investment commitments and held protests against it. In addition, after the water supply in the mining area was cut off by community members, the shutdown of Cuajone copper mine under Southern Copper continued since February 28 this means that Peru's two major copper mines have stopped production, which account for one fifth of Peru's copper exports
In fact, the global copper supply is gradually recovering from the epidemic, but the output of refined copper has not kept pace with it. Compared with the oversupply in the same period in previous years, the copper supply this year is in a tight state.
Goldman Sachs recently released a report that the fundamentals of the copper market have tightened. On the one hand, the demand of major economies in Europe and Asia remains strong. On the other hand, the production of Chile, the world's largest copper producer, is blocked, and the prospect of Russian copper supply under the Russia Ukraine conflict is unclear.
Since this year, the copper output of Chile, the world's largest copper producer, has been far lower than expected, and nearly half of its supply has been affected. Affected by the shortage of water resources and the decline of order level, Chile's copper output will decline by 5% - 10% in the first quarter. It is expected that Chile's copper supply will be reduced by 560000 tons this year, and the global supply increment will be reduced by nearly two-thirds. In view of the fact that the gap between supply and demand may not be bridged in the short term, the copper price may reach 13000 US dollars / ton in the next year.
According to the statistics of securities times and databao, the share price of copper concept stocks in A-Shares has fallen by an average of 8.48% this year, but the overall performance is stronger than the market. Since April, Hbis Resources Co.Ltd(000923) has risen by 16.14% in total, taking the lead, while Tongling Nonferrous Metals Group Co.Ltd(000630) , Northern Copper, Huludao Zinc Industry Co.Ltd(000751) , Yunnan Copper Co.Ltd(000878) .
In terms of performance, the net profit attributable to the parent company in 2021 of 9 shares, including Chengtun Mining Group Co.Ltd(600711) , Tongling Nonferrous Metals Group Co.Ltd(000630) , Western Mining Co.Ltd(601168) , Zhejiang Huayou Cobalt Co.Ltd(603799) , Jiangxi Copper Company Limited(600362) , doubled year-on-year.
Up to now, six copper concept stocks have released the first quarter report or performance forecast of 2022. According to the first quarter report and the lower limit of the forecast, Zijin Mining Group Company Limited(601899) has the highest profit, with a total operating revenue of 64.771 billion yuan in the first quarter, an increase of 36.35% year-on-year, and a net profit attributable to the parent company of 6.124 billion yuan, 143.88% year-on-year. On April 19, Xanadu mines announced to establish a strategic partnership with Zijin Mining Group Company Limited(601899) to promote the evaluation and development decision-making of kharmagtai copper and gold mine project in Mongolia.
The net profit attributable to the parent company in the first quarter of 2022 of Yunnan Copper Co.Ltd(000878) , Tongling Nonferrous Metals Group Co.Ltd(000630) , Pengxin International Mining Co.Ltd(600490) , Ningbo Jintian Copper (Group) Co.Ltd(601609) , Anhui Zhongyuan New Materials Co.Ltd(603527) .
In terms of capital, since April, 10 copper concept stocks such as China Molybdenum Co.Ltd(603993) , Yunnan Copper Co.Ltd(000878) , Nanjing Hanrui Cobalt Co.Ltd(300618) , Tongling Nonferrous Metals Group Co.Ltd(000630) , etc. have been net bought by Beishang capital Zhejiang Huayou Cobalt Co.Ltd(603799) , Zijin Mining Group Company Limited(601899) respectively received net purchases of RMB 395 million and RMB 295 million from northbound capital.
