Group 1 - The core viewpoint of the article highlights that copper prices have recently reached historical highs, with expectations that the upward trend will continue, potentially reaching $13,000 per ton, indicating a strong outlook for copper in the coming years [1] - Citic Construction believes that the non-ferrous metal market is fundamentally about the pricing of the global new and old order transition, suggesting that copper will take over from gold and silver, and that the copper market is not yet finished [1] - The article mentions that after reaching historical highs, copper prices are entering a technical correction phase, influenced by profit-taking and weak realities, but structural demand continues to provide strong support for copper prices [1] Group 2 - Galaxy Securities reports that Minmetals Resources serves as the core overseas mineral resource operation platform for Minmetals Group, focusing on the upstream mining of basic metals such as copper and zinc [1] - The company operates three copper mines and two zinc mines in Peru, the Democratic Republic of the Congo, Botswana, and Australia, with plans to acquire Brazilian nickel assets by 2025 to enhance revenue, geographic, and metal diversification [1] - The report indicates that the production release from the company's three major copper mines is highly certain, and in the context of a rising copper price cycle, profit elasticity is expected to be fully realized [1]
港股异动 | 五矿资源(01208)早盘涨超4% 铜价近期创历史新高 公司旗下三大铜矿产量释放...