Group 1 - The core viewpoint of the article highlights the strong performance of Jiexin International Resources (03858), with its stock price increasing by over 4% and currently trading at 79.85 HKD, supported by a trading volume of 195 million HKD [1] - Tungsten prices remain robust, with the price of 65% black tungsten concentrate reported at 520,000 RMB per standard ton, reflecting a 13.0% increase since the beginning of the year, while 65% white tungsten concentrate is priced at 519,000 RMB per standard ton, also up by 13.1% [1] - The company is identified as a rare pure tungsten mining target in the market, with its current stock price offering a high margin of safety and attractiveness [1] Group 2 - The company focuses on the operation of the Bakuta tungsten mine in Kazakhstan and is viewed positively due to the anticipated tight global tungsten supply and demand dynamics, which are expected to support a steady increase in tungsten prices [1] - Four core advantages are expected to position the company as a leading player in the mining sector in Central Asia with significant international competitiveness [1]
佳鑫国际资源再涨超4% 中金指钨价中枢有望稳步抬升