On the news side, the expectation of a global economic recovery has increased the demand for base metalsIt has promoted the recovery of the market for scarce resources such as non-ferrous metals.
At the same time, China's macro-control measures have also promoted the recovery of domestic infrastructure and manufacturingIncreased demand for non-ferrous metals.
From the point of view of IFC, orders in major downstream consumer markets such as magnetic materials have improved recently, and the operating rate of magnetic material enterprises has increasedIt shows that demand is gradually picking up, and the production level of some enterprises has recovered.
In addition, the improvement of major downstream consumer markets such as magnetic materials has also brought positive signals to the non-ferrous metals industry, indicating that market demand is gradually picking up.
On the whole, the non-ferrous metals industry may usher in an inflection point in the second half of 2023At the same time, domestic enterprises with scarce resources are expected to benefit!
Let's continue to take stock of some of the 7 most profitable scarce resource stocks for investors' reference!
According to statistics:A total of 7 scarce resource concept stocks reported a net profit of more than 2 billion yuan in the third quarterThese 7 shares are:Zijin Mining, Yankuang Energy, Jiangxi Copper, Tongling Nonferrous Metals, China Molybdenum, CICC**, China Mining Resources;
In terms of performance, among the above-mentioned scarce resource stocks,CICC's third quarterly report had the highest growth rateDuring the reporting period, the company achieved revenue of 4555.5 billion yuan, a year-on-year increase of 1378%, achieving a net profit of 207.2 billion yuan, a year-on-year increase of 3250%；
followed by Jiangxi CopperDuring the reporting period, the company achieved operating income of 39955.5 billion yuan, a year-on-year increase of 853%, and the net profit during the period was 494.3 billion yuan, with a net profit growth rate of 454%
From the perspective of stock prices this year, except for Tongling Nonferrous Metals and China Mining Resources, the stock prices of the remaining five scarce resource stocks have all recorded ** during the year, of which Zijin Mining and CICC ** have risen by more than 20%.
Zijin Mining rose the most during the yearEntering 2023, the company's share price will break through the annual line, semi-annual line and other important **, and the stock price will be 1005 yuan climbed to 1214 yuan, a cumulative increase of 23 during the year88%；
This is followed by CICC**,The company's share price has risen by 23 percent since January15%, Luoyang Molybdenum, Yankuang Energy, and Jiangxi Copper increased respectively during the year. 65%；
Zijin Mining: Net profit in the third quarter was 16.1 billion yuan, down 3% year-on-year01%；
Zijin Mining is the second largest producer of lead concentrate and the second largest producer of zinc concentrate in China, and the company's mineral output of gold, copper, zinc and silver ranks among the top three in China
Yankuang Energy: Net profit in the third quarter was 15.5 billion yuan, down 46% year-on-year8%；
Yankuang Energy is currently the only coal company in China that is listed in four places at home and abroad, and is the first enterprise in China's coal industry to export coal mining technology and equipment to developed countries
Jiangxi Copper: net profit of 49 in the third quarter400 million yuan, a year-on-year increase of 454%；
Jiangxi Copper is an important domestic copper, gold, silver and sulfur chemical production enterprises, the company's mineral resource reserves rank first in the country, copper ore output accounts for 15 of the country5%, the output of refined copper accounts for 185%；
Tongling Nonferrous Metals: Net profit of 25 in the third quarter700 million yuan, down 9 percent year-on-year00%；
The company is a major copper cathode manufacturer in China and the largest copper foil manufacturer in China, with profound technical accumulation in the fields of copper mining, copper smelting and copper foil processing, producing copper cathode 142200,000 tons, accounting for 1418%；
CMOC: Net profit of 24400 million yuan, down 53 percent year-on-year96%；
The company is the world's second largest cobalt producer, the company has a relatively complete integrated industrial chain, is the world's top five molybdenum producers, the largest tungsten producer, the world's second largest cobalt and niobium producer and the world's leading copper producer.
CICC**: Net profit of 20700 million yuan, a year-on-year increase of 325%；
CICC is the earliest listed enterprise in China, and its colleagues are also large-scale enterprises with comprehensive supporting capabilities of mining, selection, smelting and processing, and the company's production and processing of standard gold accounts for about 20% of China's output.
Sinomine Resources: Net profit of 20 in the third quarter700 million yuan, a year-on-year increase of 091%；
The company is China's first large-scale solid mineral exploration engineering and technical service company to go abroad, and has long been committed to the construction of the mining industry chain, and the basic business of geological exploration technical services
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