Diversified Metals and Mining

SHENHUO COAL&POWER

SHENHUO COAL&POWER released FY2026 Q1 earnings on April 13 After-Market (BJT), actual revenue CNY 12.41 B, actual EPS CNY 1.035 (forecast EPS CNY 1.03)

SHENHUO COAL&POWER to Release FY2026 Q1 Earnings on April 14 After-Market (BJT), Forecast EPS CNY 0.94

SHENHUO COAL&POWER released FY2025 Annual Earnings on March 23 After-Market (BJT), actual revenue CNY 41.24 B (forecast CNY 41.36 B), actual EPS CNY 1.8098 (forecast CNY 2.3633)

SHENHUO COAL&POWER released FY2025 Q4 earnings on March 23 After-Market (BJT), actual revenue CNY 10.24 B, actual EPS CNY 0.2339 (forecast EPS CNY 0.73)

SHENHUO COAL & POWER to Release FY2025 Earnings on March 24 After-Market (BJT), Forecast Revenue CNY 41.36 B, EPS CNY 2.37

SHENHUO COAL&POWER released FY2025 9 Months Earnings on October 20 After-Market (BJT), actual revenue CNY 31 B, actual EPS CNY 1.572

SHENHUO COAL&POWER released FY2025 Q3 earnings on October 20 After-Market (BJT), actual revenue CNY 10.58 B, actual EPS CNY 0.7146 (forecast EPS CNY 0.73)

SHENHUO COAL&POWER to release FY2025 Q3 earnings on October 21 After-Market (BJT), forecast EPS CNY 0.73

SHENHUO COAL&POWER released FY2025 Q2 earnings on August 18 During-Market BJT, actual revenue CNY 10.8 B, actual EPS CNY 0.5373

SHENHUO COAL&POWER released FY2025 Semi-Annual earnings on August 18 During-Market (BJT), actual revenue CNY 20.43 B, actual EPS CNY 0.858

SHENHUO COAL&POWER to Release FY2025 Semi-Annual Earnings on August 19, 2025 (BJT)

Shenhuo Industry Shareholder Putech Plans to Reduce Holdings

Shenhuo Shares Price Dropped and Established Industry Fund

Shenhuo Shares Explains Reason for Lower Aluminum Price

Shenhua Share's ESG Rating Downgraded

SHENFU Holding Secretary Responds to Disposal of Subsidiary Shares and Increase in Holding of Controlling Subsidiary

Investors Focus on Shenhuo's Growth and Aluminum Demand

Shenhuo Shares Responds to Dividend Policy

Shenhuo Co. Completes Partial Equity Acquisition, No Further Acquisition Plans for Now

Huaxin Securities Gives Shenhua Shares Buy Rating

000807

CENX

601600

600219

601677

601702

000933

Following Iran's announcement that the Strait of Hormuz is open, LME three-month aluminum prices continued their downward trend, with losses widening to as much as 5.6%, and the latest quote stood at $3,470 per ton

Wallstreetcn

Yunnan Aluminium

Alcoa

Century Aluminum

CHALCO

NANSHAN ALUMINIUM

Mtalco

Huafon Aluminium

The aluminum market faces its most severe supply crisis in 25 years. JPMorgan warns that the global aluminum market has entered a supply "black hole," and even if the Middle East conflict ends, it cannot prevent deep shortages. Aluminum prices could break through $4,000 per ton due to production losses from Iran's attacks on smelters in Abu Dhabi and Bahrain. Western manufacturers are hit hard, while China and Russia are excluded due to sanctions, leaving some buyers with unsolvable shortages. Smelter restart cycles will take at least one year, with the historical high for aluminum prices at $4,073.50 per ton

- The global aluminum market is experiencing its most severe supply crisis in decades, according to JPMorgan.  
- Due to recent attacks by Iran on key smelters, aluminum prices are predicted to exceed $4,000 per ton, with current prices already reaching a four-year high of over $3,600.  
- Western manufacturers face significant challenges as alternative supply sources from China and Russia are restricted due to sanctions, leading to potential and irreversible production losses.

Aluminum "Black Hole" Descends! JPMorgan Warns: Largest Supply Gap in 25 Years Becomes Inevitable, Price Target Hits $4,000

SHENHUO COAL&POWER: First-quarter net profit reached 2.29 billion yuan, a year-on-year increase of 223.28%

601388

SCCO

LME copper futures closed down $174 to $12,147/ton. LME aluminum futures closed up $27 to $3,270/ton. LME zinc futures closed up $2 to $3,082/ton

YeChiu Resources

Southern Copper

USCF Sustainable Commodity Strategy Fund ETF

Hudbay Minerals

iShares Frontier and Select EM ETF

Hwabao WP CSI Non-ferrous Metal ETF

Teck Resources B

JCCL

Invesco DB TR Base Metals ETF

USCF Sustainable Battery Metals Strategy Fund ETF

Sprott Junior Copper Miners ETF

Global X Copper Miners

Rio Tinto

Sprott Copper Miners ETF

United States Copper Index

iShares Copper and Metals Mining ETF

Freeport Mcmoran

ERO Copper

Penghua Guozheng Non-ferrous Metal Industry ETF

000612

561330

International copper closed down 2.56% in the night session, Shanghai copper closed down 2.58%, Shanghai aluminum remained flat, Shanghai zinc fell 1.84%, Shanghai lead fell 0.57%, Shanghai nickel fell 0.69%, and Shanghai tin fell 3.39%. Alumina rose 0.85% in the night session, and aluminum alloy rose 0.04%. Stainless steel fell 0.21% in the night session

JiaoZuo Wanfang

XJJW

China Southern CSI SWS Non-Ferrous Metal ETF

Yinhua CSI Non-ferrous Metal ETF

Guotai CSI Non-ferrous Metal ETF

ISHRS MSCI Glb Slct Met & Mining

ChinaAMC CSI Subdivision Non-ferrous Metal Sub-Industry ETF

SPDR S&P Mtls & Mng

Guotai CSI Non-Ferrous Metal Kuangye Theme ETF

Aluminum prices have risen as traders assess the potential impact of the ongoing conflict in Iran on global supply chains. Bloomberg reports that uncertainty surrounding the situation could significantly affect aluminum production and distribution. Analysts are exploring various scenarios, including prolonged instability, which may further influence prices. The market remains vigilant regarding geopolitical tensions and their effects on commodity markets.

CoinLive

Aluminum Prices Rise Amid Concerns Over Iran Conflict Impact

SHENHUO COAL&POWER(000933.SZ)

Following Iran's announcement that the Strait of Hormuz is open, LME three-month aluminum prices continued their downward trend, with losses widening to as much as 5.6%, and the latest quote stood at $3,470 per ton

Aluminum "Black Hole" Descends! JPMorgan Warns: Largest Supply Gap in 25 Years Becomes Inevitable, Price Target Hits $4,000

SHENHUO COAL&POWER: First-quarter net profit reached 2.29 billion yuan, a year-on-year increase of 223.28%

LME copper futures closed down $174 to $12,147/ton. LME aluminum futures closed up $27 to $3,270/ton. LME zinc futures closed up $2 to $3,082/ton

Aluminum Prices Rise Amid Concerns Over Iran Conflict Impact