Group 1 - Jaxin International Resources (03858) saw its stock rise over 5%, reaching a new high of HKD 96.85, with a trading volume of HKD 164 million [1] - The company announced an expected net profit attributable to equity holders of approximately HKD 300 million to HKD 340 million for 2025, marking a turnaround from a loss in the previous year [1] - The anticipated profit is attributed to the commencement of commercial production in April 2025, which will generate revenue after a year of no operations [1] Group 2 - Recent price adjustments in tungsten long-term contracts have been reported, with a specific tungsten enterprise in Chongyi increasing the procurement price of 55% tungsten concentrate by HKD 14,700 per standard ton to HKD 669,000 to HKD 670,000 per standard ton [1] - The APT price has also been raised by HKD 30,000, now executing at HKD 970,000 per standard ton, indicating a significant market reaction [1] - Zhongyou Securities predicts that tungsten prices will maintain a strong trend in the short term, with attention on future tungsten mine indicators and recycled tungsten policy changes [1]

Group 1 - The core viewpoint of the article highlights that Jiaxin International Resources (03858) has seen its stock price rise over 5%, reaching a new high of 96.85 HKD, with a current trading price of 96.05 HKD and a transaction volume of 164 million HKD [1] - The company anticipates a net profit attributable to equity holders of approximately 300 million to 340 million HKD for 2025, marking a turnaround from a loss in the previous year due to no operational revenue in 2024 [1] - Commercial production is set to commence in April 2025, which is expected to lead to the first recorded revenue and a return to profitability [1] Group 2 - Tungsten prices have seen significant increases, with a specific tungsten enterprise in Chongyi raising its long-term procurement price for 55% tungsten concentrate by 147,000 HKD per standard ton to a range of 669,000 to 670,000 HKD per standard ton, and APT prices increasing by 300,000 HKD to 970,000 HKD per standard ton [1] - China Postal Securities forecasts that tungsten prices will maintain a strong trend in the short term, with attention on future tungsten mine indicators and changes in recycled tungsten policies [1]

Group 1 - The core viewpoint of the article highlights that Jiaxin International Resources (03858) has seen a significant stock price increase of nearly 7%, currently trading at 88.4 HKD, with a transaction volume of 87.2766 million HKD [1] - The company anticipates a net profit attributable to equity holders of approximately 300 million to 340 million HKD for 2025, marking a turnaround from a loss to profit [1] - The expected turnaround to profitability is attributed to the fact that the group will not commence operations until 2024, resulting in losses without any revenue during that period [1] Group 2 - Recent reports indicate that the price of black tungsten concentrate has risen by 25.19% to 671,000 RMB per ton, while the price of ammonium paratungstate has increased by 24.68% to 985,000 RMB per ton [1] - On the supply side, stricter safety and environmental controls in mines have led to a noticeable decline in production and shipments as the year-end approaches, resulting in a temporary tightening of tungsten supply [1] - On the demand side, domestic demand remains stable, primarily driven by essential procurement, with a positive outlook for PCB tool demand [1]

Group 1 - The core viewpoint of the article is that Jiaxin International Resources (03858) is expected to turn a profit in 2025, with a projected net profit attributable to shareholders of approximately HKD 300 million to HKD 340 million, reversing from a loss in the previous year [1] - The company anticipates that it will not generate any revenue in 2024, leading to losses, but will commence commercial production in April 2025, marking the start of profit generation [1] - The stock price of Jiaxin International Resources has increased by nearly 7%, with a current price of HKD 88.4 and a trading volume of HKD 87.2766 million [1] Group 2 - Recent reports indicate that the price of black tungsten concentrate has risen by 25.19% to RMB 671,000 per ton, while the price of ammonium paratungstate has increased by 24.68% to RMB 985,000 per ton [1] - Supply-side factors include stricter safety and environmental controls in mines, leading to a noticeable decline in production and shipments as the year-end approaches [1] - On the demand side, domestic demand remains stable, primarily driven by essential purchases, with a positive outlook for PCB tool demand [1]

Group 1 - The core viewpoint of the article is that Jiaxin International Resources (03858) has reported a significant turnaround in its financial performance, expecting a net profit of approximately HKD 300 million to HKD 340 million for the year ending December 31, compared to a loss in the previous year [1] - The expected turnaround to profit is attributed to the fact that the group has not yet commenced operations in 2024, resulting in no revenue generation and previous losses [1] - The company is set to begin commercial production in April 2025, which is anticipated to mark the start of revenue generation and profitability [1] Group 2 - The tungsten market is experiencing a tight supply and high price environment, with the price of 65% black tungsten concentrate reported at RMB 685,000 per standard ton, reflecting a 48.9% increase since the beginning of the year [1] - The price of ammonium paratungstate (APT) is reported at RMB 1,000,000 per ton, which is a 49.3% increase from the start of the year [1] - Market focus is shifting from transactions to expectations for the period following the Spring Festival [1]

Group 1 - The core viewpoint of the article is that Jiaxin International Resources (03858) has reported a significant turnaround in its financial performance, expecting a net profit attributable to equity holders of approximately HKD 300 million to HKD 340 million for the year ending December 31, marking a shift from loss to profit [1] - The expected turnaround is primarily due to the group not having commenced operations in 2024, resulting in no revenue generation and previous losses. The company is set to begin commercial production in April 2025, which will lead to the first revenue generation and profit for the current fiscal year [1] - The stock price of Jiaxin International Resources has increased by over 6%, reaching HKD 83.3, with a trading volume of HKD 34.116 million [1] Group 2 - The tungsten market is experiencing a tight supply and high price environment, with prices for 65% black tungsten concentrate reported at RMB 685,000 per standard ton, an increase of 48.9% since the beginning of the year [1] - Ammonium paratungstate (APT) prices are reported at RMB 1,000,000 per ton, reflecting a 49.3% increase since the start of the year [1] - Market focus is shifting from transactions to expectations for the post-holiday period as the last trading week before the Spring Festival continues to show strong pricing trends [1]

佳鑫国际资源(03858)发布公告，预期本集团将取得转亏为盈，由截至2024年12月31日止年度的本公司 权益持有人应占亏损净额1.73亿港元转为截至2025年12月31日止年度(本年度)的本公司权益持有人应占 利润净额约3亿港元至3.4亿港元。 公告称，预期转亏为盈主要由于本集团于2024年尚未投入营运，未产生任何收入下而产生亏损。本集团 于2025年4月展开商业投产，并首次取得收入，于本年度转亏为盈开始产生利润。 ...

格隆汇2月6日丨佳鑫国际资源(03858.HK)公告，根据其对集团未经审核管理账目及管理层现时可得资料 的初步审阅，预期集团将录得转亏为盈，由截至2024年12月31日止年度的公司权益持有人应占亏损净额 1.73亿港元转为截至2025年12月31日止年度(「本年度」)的公司权益持有人应占利润净额介乎约3亿港元 至3.4亿港元。 根据现时可得的资料，预期转亏为盈主要由于集团于2024年尚未投入营运，未产生任何收入下而产生亏 损。集团于2025年4月展开商业投产，并首次录得收入下，于本年度转亏为盈开始产生利润。 ...

公告称，预期转亏为盈主要由于本集团于2024年尚未投入营运，未产生任何收入下而产生亏损。本集团 于2025年4月展开商业投产，并首次取得收入，于本年度转亏为盈开始产生利润。 智通财经APP讯，佳鑫国际资源(03858)发布公告，预期本集团将取得转亏为盈，由截至2024年12月31日 止年度的本公司权益持有人应占亏损净额 1.73亿港元转为截至2025年12月31日止年度(本年度)的本公司 权益持有人应占利润净额约3亿港元至3.4亿港元。 ...

佳鑫国际资源(03858)逆市涨超9%，截至发稿，涨6.57%，报79.5港元，成交额1.15亿港元。 公开资料显示，佳鑫国际资源是一家总部位于哈萨克斯坦的钨矿开发企业，核心资产为巴库塔钨矿项 目。第一上海认为，公司正处在一个关键的价值释放拐点，且坐拥世界级核心资产，资源禀赋奠定长期 增长基石。公司是市场上稀缺的纯钨矿标的，当前股价具备极高的安全边际和吸引力。 消息面上，2月4日，长江综合钨粉均价报1,545,000元/吨，较上一交易日大幅上涨25,000元，再创近期 价格新高。江海证券发布研报称，在资源禀赋趋紧、开发周期拉长、资本投入不足等多重因素叠加下， 钨的供应端刚性约束正不断强化，为中长期价格中枢上移奠定了坚实基础。 ...