Group 1 - The core viewpoint of the articles highlights the significant growth in the performance of companies within the non-ferrous metal sector, driven by the rapid development of emerging industries such as new energy vehicles and photovoltaics, which have boosted demand for non-ferrous commodities [1][2] - Over 70 out of nearly 130 A-share listed companies in the non-ferrous sector reported year-on-year profit growth for 2024, with more than 20 companies doubling their net profit [1] - Yunnan Zhenye achieved a revenue of 767 million yuan, a year-on-year increase of 14.2%, and a net profit of 53.1 million yuan, up 661.28% [1] Group 2 - ST Shengtun reported a revenue of 25.73 billion yuan, a year-on-year increase of 5.21%, and a net profit of 2.005 billion yuan, up 657.63%, attributed to the rapid growth of the new energy vehicle industry [1] - In 2024, BQ Materials achieved a net profit of 87.48 million yuan, a growth of 370.73%, while Chang Aluminum reported a net profit of 64.98 million yuan, up 330.15% [2] - The overall trend for non-ferrous metals in 2024 is expected to be strong, with zinc and tin showing the largest cumulative gains, while nickel and aluminum are anticipated to perform weaker [2] Group 3 - After mid-March 2024, prices of basic metals, represented by copper, experienced a significant correction, currently remaining below previous highs [3] - The future price trends of non-ferrous commodities will depend on the impact of tariffs on the economy and the latest developments in trade policy negotiations, with increased market volatility expected [3] - Gold is projected to maintain its bullish trend due to its financial and monetary attributes, remaining a preferred choice for market hedging amid global economic uncertainties [3]
贵金属牛气冲天 新兴产业带动有色股业绩大增
Zheng Quan Shi Bao·2025-04-29 21:03