佳鑫国际资源涨超7% 钨精矿价格逼近55万关口 公司手握世界级钨矿资源
Zhi Tong Cai Jing·2026-01-26 03:06

Core Viewpoint - The stock of Jiexin International Resources (03858) has risen over 7%, currently trading at 87.7 HKD, with a transaction volume of 81.29 million HKD, driven by a bullish tungsten market [1] Industry Summary - The tungsten market is experiencing a strong upward trend, with prices for tungsten raw materials, tungsten products, tungsten alloys, and tungsten scrap reaching new highs [1] - As of January 26, the price of tungsten concentrate approached 550,000 RMB per ton, ammonium paratungstate prices exceeded 800,000 RMB, and tungsten powder prices surpassed 1,300,000 RMB [1] Company Summary - Jiexin International Resources is positioned at a critical value release point, with its rare tungsten mineral resources set to undergo commercialization, leading to a potential revaluation [1] - The company possesses world-class core assets, establishing a foundation for long-term growth [1] - As a rare pure tungsten mining entity in the market, the current stock price offers a high margin of safety and attractiveness [1]