Group 1 - The core viewpoint of the article highlights that Jaxin International Resources (03858) has seen a stock price increase of over 4%, reaching 78.2 HKD, amidst a generally declining market for precious and base metals [1] - The tungsten market is performing strongly, with the price of 65% black tungsten concentrate at 632,000 RMB per standard ton, reflecting a 37.4% increase since the beginning of the year [1] - The price of ammonium paratungstate (APT) has risen to 940,000 RMB per ton, marking a 40.3% increase year-to-date [1] Group 2 - First Shanghai believes that the company's scarce tungsten resources are entering a phase of commercialization, indicating a potential valuation restructuring [1] - The company is at a critical inflection point for value release, possessing world-class core assets that lay the foundation for long-term growth [1]
港股异动 | 佳鑫国际资源(03858)涨超4% 钨市逆势连创新高 机构看好公司估值重构