兴业银锡：拟收购澳企 锡市供需波动

Group 1 - Inner Mongolia Xingye Silver Tin Mining Co., Ltd. plans to acquire Atlantic Tin Limited at a price of AUD 0.24 per share through an off-market conditional takeover bid [1] - The acquisition requires approval from relevant regulatory authorities and adherence to customary offer conditions [1] - Supply-side factors indicate a tightening expectation for domestic tin supply due to the resumption of operations at the Bisie tin mine in the Democratic Republic of Congo and increased processing fees from the Wa State in Myanmar [1] Group 2 - The production of recycled tin in China is expected to increase in May, despite a tight supply situation [1] - The operating rates of refined tin production in Yunnan and Jiangxi have changed compared to the previous week, affecting production and inventory levels [1] - The recent explosion at a gas pipeline has led to a suspension of tin production at Malaysia's MSC smelting company, while Indonesia plans to increase tin production and sales in 2025 [1] Group 3 - Demand-side factors show a decrease in processing fees for photovoltaic solder strips, which may impact the production and import/export volumes of tin solder and tin-plated sheets in China [1] - The recent progress in US-China tariff negotiations may lead to a relaxation of export restrictions on chips to Gulf countries [1] - The increase in refined tin inventory levels domestically and internationally may lead to fluctuations in tin prices, suggesting investors should remain cautious and monitor support and resistance levels [1]