China Southern CSI SWS Non-Ferrous Metal ETF

BlackRock Increases Stake in Luoyang Vanadium-Tungsten Molybdenum Group H Shares to 9.21%

Ganfeng Lithium's Energy Storage Cells at Full Capacity, New 588Ah/648Ah Lines Accelerate

Citi Maintains 'Buy' Rating on Zijin with HK$51.8 Target, Reaffirms 2026 Output Guidance

Night Session Futures Open: Tin Down Over 3%, Silver Near 3%, Gold Down Over 1%

BlackRock Acquired 2.186 Million Shares of Zijin Mining on May 29, Holding Stake Reaches 8%

S&P Upgrades China Aluminum Rating Outlook to Positive, Confirms BBB

Tianqi Lithium and Ganfeng Lithium Stocks Drop 3-4%, JPMorgan Maintains Neutral Rating

Ganfeng Lithium Indirectly Establishes Shenzhen Xingqing Zhitai Tech, 100M RMB Capital for Robotics

JPMorgan Increases Stake in Luoyang Molybdenum H-Share to 7.05%

Mineral Resources Co and Ganfeng Lithium approve $352M project to develop Marion Hill lithium mine

Bank of China and Shandong Gold Sign Cooperation Agreement to Promote Transformation

Shenzhen Shuzhi Green Energy Technology Co., Ltd. Established Under Ganfeng Lithium

Shanghai Steel Union: MMLC Battery Grade Lithium Carbonite Morning Mid-Price Rises 1000 to 179,250 CNY/Ton Today

Zhong Shanshan's Company Invests in Zhibang Lithium, Entering Solid-State Battery Field for First Time

YiChuShuZhi Holds Strategic Mobilization Meeting to Accelerate Energy Storage Layout, Reports of 2028 HK IPO

Zijin Mining's Subsidiary Norton Gold Mines Launches Autonomous Fleet in Australia

Chinalco Announces Mining Agreement Revision with Guinea Govt; Extra Equity Option Granted to Local Party

Chalco to Submit Proposal on Guinea Alumina Project Investment and Construction

Ganfeng Lithium Advances Dual-Route Solid-State Batteries, 500Wh/kg Product Enters Small-Batch Mass Production

Ganfeng Lithium Secures Orders Through H1 2027, Capacity Fully Booked, Plans 50% Output Increase Next Year

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LME copper prices fell on Tuesday amid renewed fighting in the Middle East, ahead of upcoming inflation data, and as LME copper inventories dropped to their lowest level in nearly four months. According to Jin10, the copper market has been pulled between bullish and bearish forces as multiple uncertainties weigh on sentiment.

CoinLive

United States Copper Index

iShares Copper and Metals Mining ETF

ChinaAMC CSI Subdivision Non-ferrous Metal Sub-Industry ETF

ISHRS MSCI Glb Slct Met & Mining

SPDR S&P Mtls & Mng

Invesco DB TR Base Metals ETF

Copper Falls as Middle East Tensions Rise and LME Inventories Hit a Four-Month Low

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Lithium stocks rise as Citi predicts price recovery on restocking, export demand

businessinsider

Guotai CSI Non-Ferrous Metal Kuangye Theme ETF

GF CSI Rare Metals Theme ETF

Yinhua CSI Non-ferrous Metal ETF

Lithium stocks rise as Citi predicts price recovery on restocking, export demand

Chinese buyers are outbidding U.S. recyclers for tungsten scrap at up to five times market price, sparking a 'secret war' over this critical strategic metal. Tungsten prices have surged due to structural shortages and Chinese export restrictions. While some advocate banning exports, others warn the U.S. lacks refining capacity. Meanwhile, companies like Great Western Mining and Kaz Resources are developing new domestic and international sources to secure supply chains.

benzinga_article

Hwabao WP CSI Non-ferrous Metal ETF

Penghua Guozheng Non-ferrous Metal Industry ETF

VanEck Rare Earth/Strategic Metals ETF

Guotai CSI Non-ferrous Metal ETF

The War 'Nobody Is Talking About'- Why Tungsten Has Entered A Permanent Shortage

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Goldman Sachs updated earnings forecasts for China's basic materials and agriculture sectors, adjusting commodity price predictions. It lowered estimates for steel, cement, gold, and paper, while raising those for copper and coal. The bank remains constructive on coal and copper but cautious on aluminum and lithium. Specific target prices and ratings were adjusted for various companies including Maanshan Iron & Steel, Conch Cement, China Shenhua, and Zijin Mining.

AASTOCKS News

CONCH CEMENT

MAS C.L.

CSEC/China Shenhua

MAANSHAN IRON

China Shenhua Energy

Zijin Mining

ZIJIN MINING

CHINA SHENHUA

ANGANG STEEL

ANSTEEL

BBMG

CNBM

WESTCHINACEMENT

CR BLDG MAT TEC

CHINA COAL

China Coal Energy

YANKUANG ENERGY

ZHAOJIN MINING

JIANGXI COPPER

JCCL

CMOC

CHALCO

CHINAHONGQIAO

CHINA NATIONAL BUILDING MATERIAL CO UNSP ADR EACH REPR 50 ORD

G Sachs Adjusts Earnings Forecasts for China Commodities and Basic Materials Stocks, Raises TP for Coal Stocks

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Goldman Sachs updated ratings and target prices for various resource stocks. In steel, it maintained 'Sell' on Angang and Ansteel, and 'Neutral' on Baosteel and Maanshan. For coal, China Coal was upgraded to 'Buy', while Yankuang was downgraded to 'Sell'. Cement stocks like Conch remained 'Buy'. Basic metals saw mostly 'Buy' or 'Neutral' ratings for Zijin Mining and Jiangxi Copper. Paper stocks ND Paper and Sun Paper were rated 'Sell'.

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G Sachs' Latest Ratings and TPs on Resource Stocks (Table)

The China Southern CSI SWS Non-Ferrous Metal ETF (512400) had a net inflow of 119 million yuan on the previous trading day, with a total net inflow of 172 million yuan over the past week. As of the previous trading day, the fund's size reached 25.518 billion yuan, managed by Southern Fund, tracking the non-ferrous metal index. In terms of recent performance, the six-month increase is 7.42%, and the one-year increase has reached 82.43%

同壁财经

Non-ferrous Metal

On the previous trading day, the China Southern CSI SWS Non-Ferrous Metal ETF (512400) attracted 119 million yuan, bringing the fund size to 25.518 billion yuan

Find insight on Zijin Mining Group, ArcelorMittal, Amman Mineral Internasional and more in the latest Market Talks covering Basic Materials.

ArcelorMittal

ArcelorMittal S.A.

Basic materials roundup: Market talk

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Gold prices rose to $4,503.00 per ounce as optimism grew over a Middle East ceasefire between Israel and Lebanon and ongoing U.S.-Iran talks. Silver also gained. Despite continued military exchanges and Strait of Hormuz disruptions, diplomatic progress reduced inflation fears, boosting gold. Meanwhile, U.S. jobless claims rose, and investors await nonfarm payrolls data for Fed policy clues.

nasdaq

SD-GOLD

ZHONGJIN GOLD

iShares Silver Tr

Pro Ultr GLD

Pro Ultr Silver

SPDR Gold Minishares

EFUND GOLD MI-R

ChinaAMC CSI SH-SZ-HK Gold Industry Equity ETF

EFUND GOLD MI-U

EFUND GOLD MI ETF

ChinaAMC Gold ETF

FL2CSOPGOLD

iShares Gold Trust

GTJA Allianz SSE Bulk Commodity ETF

Abrdn Gold ETF Trust

Abrdn Silver ETF Trust

Sprott PHYs Silver

Nasdaq

Gold Advances As Expectations Of An End To Middle East Crisis Increase

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Former Lehman Bros. trader Larry McDonald warns of a massive market rotation away from tech, citing stretched valuations and looming inflation driven by energy demand. He predicts capital will shift to hard assets like uranium and gold miners, comparing the current tech dominance to pre-COVID 2020 conditions.

Dow Jones

Us Gbl GLD & Met

Direxion Daily Gold Miners Bear 2X

Microsectors Gold Miners 3x Leveraged ETN

Direxion Daily Jr Gold Miners Bear 2X

Global X Silver Miner

Direxion Daily Gold Miners Bull 2X

Global X Uranium

Sprott Uranium Miners ETF

iShares MSCI Global Gold Miners

Sprott GLD Miners Etf

GLOBAL X Gold Explorers

Direxion Daily Jr Gold Miners Bull 2X

Roundhill Gold Miners Weeklypay ETF

VanEck Junior Gold Miners ETF

YieldMax Gold Miners Opt Inc Strgy ETF

VanEck Gold Miners ETF

Sprott JR Gold Miners ETF

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Meta Platforms

Microsoft

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S&P 500

Agnico Eagle Mines

NVIDIA Corporation

Tech is flashing a warning sign last seen in 2020. Strategist Larry McDonald sees a massive rotation coming.

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At midday, the Hang Seng Index (HSI) fell 357 points (1.4%) to 25,276, while the HSTI dropped 72 points (1.4%) to 4,984 and HSCEI declined 90 points (1.0%) to 8,506. Major tech stocks including Alibaba, Meituan, and Tencent saw declines of over 2%. CMOC led constituents on move with a drop of nearly 6%, while CATL and China Hongqiao also fell significantly. Conversely, Quantgroup surged over 16%.

- At midday, the Hang Seng Index (HSI) fell by 357 points or 1.4% to 25,276, while the Hang Seng Tech Index (HSTI) decreased by 72 points or 1.4% to 4,984.  
- Major declines were observed in companies like BABA, MEITUAN, and TENCENT, with short selling ratios reaching high levels.  
- Notably, QUANTGROUP saw a significant increase of 16.2%, contrasting with several stocks that experienced substantial losses, indicative of market volatility.

China Southern CSI SWS Non-Ferrous Metal ETF(512400.SH)

Copper Falls as Middle East Tensions Rise and LME Inventories Hit a Four-Month Low

Lithium stocks rise as Citi predicts price recovery on restocking, export demand

The War 'Nobody Is Talking About'- Why Tungsten Has Entered A Permanent Shortage

G Sachs Adjusts Earnings Forecasts for China Commodities and Basic Materials Stocks, Raises TP for Coal Stocks

G Sachs' Latest Ratings and TPs on Resource Stocks (Table)