Group 1 - The core viewpoint of the article highlights that Jiaxin International Resources (03858) has seen a significant stock price increase of nearly 7%, currently trading at 88.4 HKD, with a transaction volume of 87.2766 million HKD [1] - The company anticipates a net profit attributable to equity holders of approximately 300 million to 340 million HKD for 2025, marking a turnaround from a loss to profit [1] - The expected turnaround to profitability is attributed to the fact that the group will not commence operations until 2024, resulting in losses without any revenue during that period [1] Group 2 - Recent reports indicate that the price of black tungsten concentrate has risen by 25.19% to 671,000 RMB per ton, while the price of ammonium paratungstate has increased by 24.68% to 985,000 RMB per ton [1] - On the supply side, stricter safety and environmental controls in mines have led to a noticeable decline in production and shipments as the year-end approaches, resulting in a temporary tightening of tungsten supply [1] - On the demand side, domestic demand remains stable, primarily driven by essential procurement, with a positive outlook for PCB tool demand [1]
港股异动 | 佳鑫国际资源(03858)再涨近7% 去年4月展开商业投产 预计全年利润最多3.4亿港元