Group 1 - The core viewpoint of the article highlights that Jiexin International Resources (03858) has seen a significant increase in stock price, rising over 6% to 30.2 HKD, with a trading volume of 90.225 million HKD [1] - The tungsten market is experiencing a notable decrease in transaction volume due to high prices, which are slowly being transmitted to downstream industries, particularly affecting the hard alloy sector [1] - SMM indicates that the supply-demand mismatch in the tungsten market remains unresolved, suggesting that a significant price correction is unlikely, with a prevailing trend of strong fluctuations expected [1] Group 2 - Jiexin International is focused on tungsten mining in Kazakhstan, specifically developing the Bakuta tungsten mine, which is currently in production [1] - According to招商证券, the core asset of the company is the Bakuta tungsten mine, which is expected to see production increases in the future, benefiting from rising tungsten prices and potentially leading to rapid profit growth [1]
佳鑫国际资源涨超6% 钨价走势坚挺 公司核心资产为巴库塔钨矿