天风证券:关注锑板块相关标的

Core Viewpoint - The main factor that previously suppressed antimony prices has eased, and a recovery in marginal demand is expected to drive antimony prices upward, with a potential recovery in export volumes anticipated in August and September. Companies in the antimony sector are recommended for attention [1]. Group 1 - The easing of the main factor that suppressed antimony prices is noted [1] - A recovery in marginal demand is expected to lead to an increase in antimony prices [1] - Anticipation of a recovery in export volumes in August and September [1] Group 2 - Companies in the antimony sector are suggested for investment consideration [1]