每经AI快讯，佳鑫国际资源(03858.HK)再涨近6%，截至发稿，涨5.45%，报41.38港元，成交额2684.1万 港元。 （文章来源：每日经济新闻） ...

消息面上，钨市场价格呈现加速上行态势。据"中钨在线"统计，钨精矿每吨价格突破40万元，APT（仲 钨酸铵）价格突破每吨60万元，钨粉每公斤价格也逼近千元大关。具体来看，黑钨精矿（≥65%）报价 攀升至41.5万元／吨，白钨精矿（≥65%）报价41.4万元／吨，钨粉报价990元／公斤，APT报价61万元 ／吨，多品种价格较前一日均有上涨，其中钨精矿价格再次刷新历史纪录。 华源证券发布研报称，近两周，黑钨精矿价格上涨9.76%至37.10万元/吨，仲钨酸铵价格上涨12.12%至 55.50万元/吨。供给端，钨精矿开采指标缩减，矿山普遍放缓生产节奏，行业流通继续收紧为主。需求 端，国内需求基本保持稳定，刚需采购为主，PCB刀具需求景气。近期，国内钨主流企业上调12月上半 月长单价格，提振市场看涨情绪。 智通财经APP获悉，佳鑫国际资源(03858)再涨近6%，截至发稿，涨5.45%，报41.38港元，成交额2684.1 万港元。 ...

每经AI快讯，佳鑫国际资源(03858.HK)涨超8%，截至发稿涨8.29%，报41.8港元，成交额2870.73万港 元。 ...

来源：新浪港股 佳鑫国际资源（03858）盘中涨超8%，截至发稿，股价上涨7.62%，现报41.54港元，成交额3345.81万港 元。 据华源证券，近两周，黑钨精矿价格上涨9.76%至37.10万元/吨，仲钨酸铵价格上涨12.12%至55.50万元/ 吨。供给端，钨精矿开采指标缩减，矿山普遍放缓生产节奏，行业流通继续收紧为主。需求端，国内需 求基本保持稳定，刚需采购为主，PCB刀具需求景气。近期，国内钨主流企业上调12月上半月长单价 格，提振市场看涨情绪。中邮证券认为，短期看钨价供需矛盾难解，12月预计钨全产业链将延续上涨行 情。 中金此前指，据佳鑫国际资源公告，公司开发运营的哈萨克斯坦巴库塔钨矿已于2025年4月正式进入商 业化生产，公司计划于2H25、2026、2027年分别生产3638、10900、13665吨钨精矿（65%WO3口 径），该行测算哈萨克斯坦巴库塔钨矿占到2025-2027年全球原钨供给的比重有望达4%、7%、8%。 ...

Core Viewpoint - Jaxin International Resources (03858) saw a significant increase of over 8%, currently trading at 41.8 HKD with a transaction volume of 28.7073 million HKD, driven by rising tungsten prices and positive market sentiment [1] Industry Summary - In the past two weeks, the price of black tungsten concentrate has risen by 9.76% to 371,000 CNY per ton, while ammonium paratungstate prices increased by 12.12% to 555,000 CNY per ton [1] - On the supply side, tungsten concentrate mining quotas have been reduced, leading to a general slowdown in production across mines, resulting in tighter industry circulation [1] - On the demand side, domestic demand remains stable, primarily driven by essential procurement, with a positive outlook for PCB tool demand [1] - Major domestic tungsten enterprises have raised long-term prices for early December, boosting market bullish sentiment [1] - According to Zhongyou Securities, the supply-demand imbalance in tungsten prices is expected to persist in the short term, with an anticipated continued upward trend in the tungsten industry chain throughout December [1] Company Summary - Jaxin International Resources announced that its Bakuta tungsten mine in Kazakhstan is set to commence commercial production in April 2025 [1] - The company plans to produce 3,638 tons, 10,900 tons, and 13,665 tons of tungsten concentrate (65% WO3 grade) in the second half of 2025, 2026, and 2027, respectively [1] - It is estimated that the Bakuta tungsten mine will account for approximately 4%, 7%, and 8% of global tungsten supply from 2025 to 2027 [1]

消息面上，据华源证券，近两周，黑钨精矿价格上涨9.76%至37.10万元/吨，仲钨酸铵价格上涨12.12% 至55.50万元/吨。供给端，钨精矿开采指标缩减，矿山普遍放缓生产节奏，行业流通继续收紧为主。需 求端，国内需求基本保持稳定，刚需采购为主，PCB刀具需求景气。近期，国内钨主流企业上调12月上 半月长单价格，提振市场看涨情绪。中邮证券认为，短期看钨价供需矛盾难解，12月预计钨全产业链将 延续上涨行情。 中金此前指，据佳鑫国际资源公告，公司开发运营的哈萨克斯坦巴库塔钨矿已于2025年4月正式进入商 业化生产，公司计划于2H25、2026、2027年分别生产3638、10900、13665吨钨精矿（65%WO3口 径），该行测算哈萨克斯坦巴库塔钨矿占到2025-2027年全球原钨供给的比重有望达4%、7%、8%。 智通财经APP获悉，佳鑫国际资源(03858)涨超8%，截至发稿，涨8.29%，报41.8港元，成交额2870.73万 港元。 ...

Core Viewpoint - The price of tungsten has seen significant fluctuations, with a notable increase of 147% year-to-date, reaching a high of 351,000 CNY per ton by December 5, 2023, indicating a bullish outlook for tungsten prices in the coming years [1]. Group 1: Company Overview - Jaxin International Resources (03858) has experienced a stock price increase of 5.25%, reaching 37.68 HKD, with a trading volume of 12.7965 million HKD [1]. - The company is set to commence commercial production at its Bakuta tungsten mine in Kazakhstan in April 2025, with planned production volumes of 3,638 tons in 2025, 10,900 tons in 2026, and 13,665 tons in 2027, all measured at 65% WO3 content [1]. Group 2: Industry Insights - According to CICC, tungsten prices have risen from 142,000 CNY per ton in March to a peak of 288,000 CNY per ton by September 10, before stabilizing around 267,000 CNY [1]. - The global tungsten supply is expected to remain tight over the next 3-5 years, with Kazakhstan and South Korea anticipated to contribute the majority of supply increases [1]. - The Bakuta tungsten mine is projected to account for 4%, 7%, and 8% of global tungsten supply in 2025, 2026, and 2027, respectively [1].

每经AI快讯，佳鑫国际资源(03858.HK)涨超5%，截至发稿，涨5.25%，报37.68港元，成交额1279.65万 港元。 ...

Core Viewpoint - Jaxin International Resources (03858) has seen a stock price increase of over 5%, currently trading at HKD 37.68, with a transaction volume of HKD 12.8 million. The company is benefiting from a bullish trend in tungsten prices, which have significantly increased throughout the year [1]. Industry Summary - Since March, the price of tungsten concentrate in China has risen from CNY 142,000 per ton to a peak of CNY 288,000 per ton by September 10, before stabilizing around CNY 267,000. As of December 5, tungsten prices reached CNY 351,000 per ton, marking a year-to-date increase of 147% [1]. - The investment bank continues to maintain a positive outlook on the tungsten price bull market, anticipating a tight global supply of tungsten over the next 3-5 years, with strategic actions from various countries regarding tungsten resources being noteworthy [1]. - In terms of overseas supply, it is projected that only Kazakhstan and South Korea will contribute significant increments to global tungsten supply in the next 3-5 years [1]. Company Summary - Jaxin International Resources has announced that its Bakuta tungsten mine in Kazakhstan is set to commence commercial production in April 2025. The company plans to produce 3,638 tons, 10,900 tons, and 13,665 tons of tungsten concentrate (65% WO3 grade) in the second half of 2025, 2026, and 2027, respectively [1]. - The Bakuta tungsten mine is expected to account for approximately 4%, 7%, and 8% of global tungsten supply from 2025 to 2027 [1].

Core Viewpoint - The price of tungsten has seen significant fluctuations, with a notable increase of 147% year-to-date, reaching a high of 351,000 CNY per ton by December 5, indicating a bullish outlook for tungsten prices in the coming years [1] Company Summary - Jaxin International Resources (03858) experienced a stock price increase of 5.25%, reaching 37.68 HKD with a trading volume of 12.7965 million HKD [1] - The company is set to commence commercial production at its Bakuta tungsten mine in Kazakhstan in April 2025, with planned production of 3,638 tons, 10,900 tons, and 13,665 tons of tungsten concentrate in 2025, 2026, and 2027 respectively [1] - The Bakuta tungsten mine is projected to contribute 4%, 7%, and 8% to global tungsten supply from 2025 to 2027 [1] Industry Summary - Since March, the price of tungsten concentrate in China has risen from 142,000 CNY per ton to a peak of 288,000 CNY per ton by September 10, before stabilizing around 267,000 CNY [1] - The global tungsten supply is expected to remain tight over the next 3-5 years, with Kazakhstan and South Korea anticipated to be the main contributors to supply growth [1] - The bullish trend in tungsten prices is supported by strategic actions from various countries regarding tungsten resources [1]