Diversified Metals and Mining

SHRC

SHRC released FY2025 Annual Earnings on April 29 After-Market (BJT), Actual Revenue CNY 14.99 B (Forecast CNY 23.04 B), Actual EPS CNY 0.4787 (Forecast CNY 0.58)

SHRC released FY2026 Q1 earnings on April 29 After-Market (BJT), actual revenue CNY 3.383 B, actual EPS CNY 0.1867

SHRC released FY2025 Q4 earnings on April 29 After-Market (BJT), actual revenue CNY 4.535 B, actual EPS CNY 0.0293

SHRC to Release FY2026 Q1 Earnings on April 30 After-Market (BJT)

SHRC FY2025 Annual Earnings Release on April 30, 2026 After-Market (BJT), Forecast Revenue CNY 23.04 B, EPS CNY 0.58

SHRC released FY2025 Q3 earnings on October 30 During-Market (BJT), actual revenue CNY 4.277 B, actual EPS CNY 0.2343

SHRC released FY2025 9 Months Earnings on October 30 During-Market (BJT), Actual Revenue: CNY 10.46 B, Actual EPS: CNY 0.4493

SHRC to Release FY2025 Q3 Earnings Report on October 31 During-Market BJT

SHRC released FY2025 Q2 earnings on August 29 Pre-Market (BJT), actual revenue CNY 3.187 B, actual EPS CNY 0.119

SHRC released FY2025 Semi-Annual Earnings on August 29 Pre-Market (BJT), Actual Revenue CNY 6.179 B, Actual EPS CNY 0.215

SHRC FY2025 Semi-Annual Earnings Release on August 30, 2025 (BJT)

Shenghe Resources Responds to MPMaterials Investment Accounting and Corporate Strategy

Mingxin Securities Gives Shenghe Resources Buy Rating

Mingxin Securities Releases Research Report on Shenghe Resources

Mingxin Securities Recommends Buying Shenghe Resources

Shares of Shenghe Resources Soar Following Analyst Buy Rating

Shenghe Resources Expected to See Significant Net Profit Growth in First Half of 2025

Shenghe Resources Received Buy Rating from Minsheng Securities

Shenghe Resources Neodymium Oxide Prices Up Year-Over-Year

Shenghe Resources States Some Products Have Export Licenses

LYSDY

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USAR

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REMX

One of the key issues at the summit this week pertains to whether China will consent to prolong a temporary delay of more stringent export restrictions on rare earth minerals.

Unusual Whales

Lynas Corporation

CNRE

USA Rare Earth

CHINA RAREEARTH

E Fund CSI Rare Earth Industry ETF

Fullgoal CSI Rare Earth Industry ETF

VanEck Rare Earth/Strategic Metals ETF

NASDAQ Golden Dragon China Index

China's leverage over rare earths could be used against Trump if it extends export controls. Summit decision awaited. #geopolitics

USARW

The U.S. Export-Import Bank's $12 billion "Project Vault" aims to stockpile rare earth minerals, initially sourcing from China before prioritizing domestic production. The initiative, revealed by Ex-Im Chief Banking Officer Brian Greeley, combines $2 billion in private capital with a $10 billion Ex-Im loan. The project seeks to mitigate supply shocks for critical minerals essential for electric vehicle batteries and low-carbon technologies. It emphasizes a demand-driven approach, allowing manufacturers to dictate stored minerals while leveraging specialized traders for procurement.

ZeroHedge

MP Materials

USA Rare Earth - CW300313

Glencore plc

Glencore

Trump's "Project Vault" Plans To Initially Buy Rare Earths From China

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688077

600010

The liquid-cooled server concept strengthened repeatedly, with Xinpeng Co.,Ltd. hitting three consecutive daily limits, KASUN hitting two, and SHEN YU, Shenling Environmental, QRTECH, Suqun, and others following suit. In early trading, the rare earth permanent magnet concept was active at the beginning of the session, with Jiaozuo Wanfang hitting the daily limit, and Jiuling Technology, BSU, Earth-Panda, Northern Rare Earth, and SHRC following suit

- On April 13, A-shares experienced fluctuations after a low opening, with the Shenzhen Component Index and ChiNext Index rebounding, while lithium and salt lake stocks surged.  
- Hong Kong stocks opened lower with the Hang Seng Index and Hang Seng Tech Index both down over 1%, while domestic bond futures rose across the board.  
- Key events included strong performances in GPU and advanced packaging stocks, along with adjustments in sectors like shipping, energy equipment, and precious metals.

Wallstreetcn

ChiNext

Earth-Panda

SHEN YU

Xinpeng Co.,Ltd.

CATL

QiangRui Technology

KASUN

Suqun

Yinhua MSCI China A ETF

Guotai MSCI China A ESG General ETF

MEITUAN

A-shares fluctuate and rise, GEM turns positive first, lithium mining surges, CATL's market value nears 2 trillion, Hang Seng Tech Index falls 1%, Alibaba and Tencent drop 2%

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In April, BOE, SHRC, and other listed companies disclosed share repurchase and increase-in-holdings plans, sending positive signals to the market. So far this year, 168 A-share companies have disclosed such plans, involving 57.603 billion yuan, a year-on-year decrease of 29.52%. Despite the overall amount declining, the average investment per company reached 343 million yuan, a year-on-year increase of 28.79%. A-share repurchases and increase-in-holdings are moving away from 'widespread net casting' and entering a new phase of 'emphasizing quality and improving efficiency'

Repurchases and Increase-in-Holdings Signal Value Through "Emphasizing Quality and Improving Efficiency" and "Grand Gestures" by Leading Companies

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A-share rare earth permanent magnet concept surged in the afternoon, with China Rare Metals touching the daily limit, ZKCY rising over 10%, and BSU, SHRC, Jiuling Technology, CNRE, and ZGXT among the top gainers

Dacheng Non-Ferrous Metal Futures ETF

GF CSI Rare Metals Theme ETF

Guotai CSI Non-Ferrous Metal Kuangye Theme ETF

Yinhua CSI Non-ferrous Metal ETF

Hwabao WP CSI Non-ferrous Metal ETF

China Southern CSI SWS Non-Ferrous Metal ETF

Guotai CSI Non-ferrous Metal ETF

ZGXT

Wanjia CSI Industry Non-Ferrous Metal Theme ETF

ZKCY

ChinaAMC CSI Subdivision Non-ferrous Metal Sub-Industry ETF

Penghua Guozheng Non-ferrous Metal Industry ETF

David Adelman of KraneShares states that the U.S.-China relationship fundamentals remain unchanged despite the Iran war. He emphasizes that China's control over the rare earths sector will significantly alter the dynamics of negotiations during President Trump's upcoming trip to China compared to his first term.

Energy price surge could push Washington and Beijing towards a deal: KraneShares

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The rare earth permanent magnet concept strengthened, with BSU hitting the daily limit, and CNRE, Earth-Panda, SHRC, Galaxy Magnets, and Tianhe Magnets following suit. In the early session, the space photovoltaic concept rebounded, with Drinda hitting the daily limit, and Jiawei Energy, Fusion, EGing PV, Risen Energy, and DKEM also rising

- Nvidia's stock fell sharply by 5.7%, marking the largest intraday drop in three months, as concerns lingered about the sustainability of AI spending despite a 73% year-over-year revenue increase.  
- The A-shares market experienced a decline with major indices down, led by adjustments in computing hardware stocks influenced by Nvidia's performance, while sectors like non-ferrous metals and rare earths saw price increases.  
- The Hong Kong stock market rebounded, with the Hang Seng Index and technology sectors gaining, while the bond market yielded upward movements in government bond futures, despite significant declines in domestic commodity futures.

Jiawei Energy

CREM

Risen Energy

EGing PV

Drinda

DKEM

Galaxy Magnets

DRINDA

Fusion

E Fund GEM ETF

The GEM index fell over 1%, computing hardware collectively adjusted, rare earths surged, the Hang Seng Index rebounded, and the biopharmaceutical sector was active

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The shipping sector continues to be strong, with CMES hitting the daily limit again, achieving 3 limit-ups in 4 days and setting a new historical high. COSCO SHIPPING Energy and NJTC also hit the daily limit, Antong Holdings rose nearly 7%, while Cosco Shipping Specialized, Highton Development, and NBOSCO followed suit. The non-ferrous metal sector strengthened at the beginning of the session, with Yunnan Germanium and NFC hitting the daily limit, while ZY-Tungsten, Yunnan Tin, CNRE, GHNM, and SHRC also saw gains

- The article discusses the strong performance of the chemical, oil, gas, and shipping sectors in the A-share market on February 25, reflecting the impact of U.S. defense designations on critical agricultural materials.  
- A-shares saw modest gains with the Shanghai Composite rising 0.54%, while the Hong Kong market also experienced increases, particularly in tech stocks.  
- The bond market faced declines, albeit with slight increases in some 30-year and 10-year contracts, while most domestic commodity futures, including lithium carbonate and precious metals, showed significant gains.

Antong Holdings

COSCO SHIP ENGY

CMES

NJTC

Cosco Shipping Specialized

Highton Development

Yunnan Germanium

COSCO SHIPPING Energy

Yunnan Tin

ZY-Tungsten

GHNM

NBOSCO

The three major A-share indices fluctuated and rose, with shipping and non-ferrous metals rallying, while computing hardware fell across the board. Hong Kong stocks in the technology sector rebounded collectively

SHRC(600392.SH)