Swancor Advanced Materials (SH:688585) Zheng Quan Shi Bao Wang·2025-11-12 01:13Core Insights - The recycling non-ferrous metal industry in China is expected to continue its rapid growth, with production projected to exceed 20 million tons by the end of 2025 [1][3] Group 1: Industry Development - China's recycling non-ferrous metal production increased from 14.5 million tons at the end of the 13th Five-Year Plan to an estimated 19.15 million tons by the end of 2024, with an average annual growth rate of 7.2% [3] - From 2021 to 2024, the cumulative production of recycled non-ferrous metals reached 69.3 million tons, accounting for one-quarter of the total production of ten commonly used non-ferrous metals in China and one-third of the global recycled non-ferrous metal output [3] - The industry has saved 3.6 billion tons of mineral resources and reduced carbon dioxide emissions by 560 million tons over the past four years [3] - The market outlook for non-ferrous metals is optimistic, with a bullish trend expected to continue into 2026, driven by strong demand and supply constraints [3] Group 2: Company Performance - A company named Upwind New Materials experienced a significant stock price increase of 1573.52% from July 9, 2025, to November 11, 2025, with a recent trading halt due to abnormal price fluctuations [2] - Upwind New Materials announced that its intelligent robotics business has not yet generated revenue or profit, and it is not expected to positively impact the company's performance in 2025 [2] - The company is independently developing its intelligent robotics business to avoid significant adverse impacts from competition with related parties [2] Group 3: Market Trends - In November, the average stock price of non-ferrous metal companies in A-shares increased by 0.48%, with several companies, including Shenzhen New Star and Guocheng Mining, seeing price increases exceeding 20% [4] - Nine stocks received significant financing support, with major investments in companies like China Aluminum and Tianqi Lithium, indicating high market interest in the non-ferrous metal sector [5][6] - Institutions predict that nine stocks with increased financing will see net profit growth rates exceeding 20% in 2025-2026 [6]