Core Viewpoint - The price of electrolytic manganese has significantly increased, reaching a three-year high, which has positively impacted the stock performance of Southern Manganese (01091) [1] Company Summary - Southern Manganese has seen its stock price rise by over 7%, currently trading at 0.5 HKD with a trading volume of 5.118 million HKD [1] - The company is a major producer and developer of manganese products, headquartered in Nanning, Guangxi, and plays a key role in setting national and industry quality standards for manganese products [1] Industry Summary - The price of electrolytic manganese has risen by over 2300 RMB per ton, with the latest average price at 17820 RMB per ton, marking a month-on-month increase of 200 RMB per ton [1] - Since December, the price of electrolytic manganese has increased for 13 consecutive days, with a total increase of nearly 15%, reaching the highest level since May 2022 [1] - The current price surge is attributed to multiple factors, including supply contraction, cost support, and improved demand [1]
港股异动 | 南方锰业(01091)涨超7% 多重因素驱动电解锰价格持续走高