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Research reports discover | The Pacific Securities: cmoc group limited copper, cobalt production and sales are growing rapidly, maintaining a "buy" rating.
November 6th, Guolonghui | Pacific Securities research report pointed out that CMOC Group Limited (603993.SH) achieved revenue of 51.9 billion yuan in the third quarter, +16% year-on-year, -8% quarter-on-quarter; net income attributable to mother 2.9 billion yuan, +64% year-on-year, -15% quarter-on-quarter. In-depth analysis of the company's third quarter report for 2024, the company's copper and cobalt production and sales have grown rapidly, with strong growth certainty, while production costs and expenses are well controlled, the asset-liability ratio has decreased, and ROE has significantly improved, achieving high-quality growth. Maintain the company's profit forecast for 2024-2026, with the expected net profit attributable to mother for 2024-2026 at 11 billion yuan.
Guosen Securities: Bullish on metal prices strengthening under macroeconomic policy stimulus.
At the end of October, six ministries issued new regulations on the import of recycled copper and aluminum, with clearer requirements for imported recycled copper and aluminum, which may slightly increase the import volume.
cmoc group limited (603993): prosperous production and sales of copper and cobalt, the journey of five-year goals begins at our feet.
Event: On October 29, 2024, the company released its performance for the first three quarters of 2024. During the reporting period, the company achieved revenue of 154.8 billion yuan, +18% year-on-year; net income attributable to shareholders was 8.3 billion yuan, +239% year-on-year; less
CSI Commodity Equity Index: In October, the commodity price index rose to 113.4, a 3% increase from the previous month.
China Logistics and Purchasing Federation released the csi commodity equity index for October at 113.4, with a monthly increase of 3%, indicating improvements in market supply and demand and accelerated corporate production activities. Specifically, the price index rose mainly due to general increases in the price indices of black metals, nonferrous metals, minerals, chemicals, and energy and other major industries, indicating that current market demand is gradually recovering and economic vitality is being enhanced.
Sudden Impact | Hong Kong stocks in the non-ferrous and rare earth metals sectors surged! jl mag rare-earth soared by more than 30%, china rareearth rose over 16%, what other stimulating factors are there in the industry?
①What are the recent stimulating factors for rare earth metals concept? ②How do institutions view the medium to long-term development of this industry?
Hong Kong stock abnormal movement | cmoc group limited (03993) rose more than 4%, third-quarter performance in line with market expectations, copper production expected to exceed full-year guidance target.
cmoc group limited (03993) rose more than 4%, as of the deadline, up 4.65% to HK$6.74, with a turnover of 70.0694 million Hong Kong dollars.
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