Core Viewpoint - China Dajie Nonferrous Metals (00661) has seen a significant stock price increase of nearly 25%, with a cumulative rise of over 144% in the past nine trading days, indicating strong market interest and volatility in the sector [1] Company Summary - As of the latest report, the stock price is at 0.133 HKD, with a trading volume of 33.55 million HKD [1] - The company experienced a revenue decline of over 10% in the first half of the year, attributed to the dual impact of accelerated release of domestic and foreign smelting capacity and tight copper concentrate supply [1] - The processing fees for copper concentrate have remained at low levels, which has negatively affected the company's financial performance [1] Industry Summary - The recent meeting of the Copper Industry Association highlighted the issue of "involution" competition within the copper smelting industry, which has led to persistently low processing fees for copper concentrates [1] - The tight supply of copper concentrates and reduced production output are currently the most prominent challenges facing the industry [1]
中国大冶有色金属再涨近25% 精矿加工费持续低位 铜冶炼行业或迎来反内卷