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多头情绪带动 沪铜突破前高【1月29日SHFE市场收盘评论】
Wen Hua Cai Jing· 2026-01-29 12:33
南方铜业首席财务官周三在投资者电话会议上表示,这家在秘鲁和墨西哥拥有项目的公司预计今年铜产 量为91.14万吨,2027年将"略高于90万吨"。这一数字低于去年954,270吨的产量,主要受秘鲁Toquepala 和Cuajone矿山品位下降影响。白银价格飙升促使这家矿商将重点转向提升这种通常作为副产品的贵金 属产量。目前国内铜精矿加工费仍然弱势运行,在战略性资源争夺愈发激烈之际,矿紧局面对铜价的支 撑仍然存在。 沪铜早间仅小幅飘红,午前涨势启动,主力合约最高触及110970元,再创上市新高,收盘上涨6.71%。 伴随着贵金属持续狂飙,美指重心大幅下移,部分金属刷新阶段性高位,多头情绪继续外溢,叠加南方 铜业预计未来两年铜产量将下降消息提振,沪铜涨势重燃。 (文华综合) 最近内外交易所铜库存仍然呈现回升姿态,不过国内精铜社会库存累积势头有所放缓。由于周内上海市 场部分仓库到货量有所减少,但临近月底,下游企业采购需求难有明显提升,市场出库量相对一般;而 广东、江苏市场国产货源到货量有限,仓库入库量较少,库存因此下降。 对于铜价走势,光大期货表示,近期地缘政治搅局下,影响市场对全球经济稳定性的信心,另外近期高 铜 ...
Talisker Reaches Major Safety Milestone Achieving One Year Operations Anniversary LTI Free at the Bralorne Gold Project
Globenewswire· 2026-01-29 12:00
Core Insights - Talisker Resources Ltd. has achieved a significant milestone of one year of operations without a lost time incident at the Bralorne Gold Project [1] Company Overview - Talisker Resources Ltd. is a junior resource company focused on the exploration and development of gold projects in British Columbia, Canada [4] - The flagship asset of Talisker is the Bralorne Gold Project, which is fully permitted and currently producing at the Mustang Mine [4] - Other projects include the Ladner Gold Project, which has significant exploration potential, and the Spences Bridge Project, where the company holds a substantial landholding in the emerging Spences Bridge Gold Belt [4] Operational Highlights - Mining services at the Mustang Mine began in January 2025, with Thyssen Mining Construction of Canada responsible for mobilization, construction development, and underground mining [2] - Thyssen is recognized for its high-quality and efficient mining services, contributing to the operational success of the Bralorne project [2] Leadership and Safety - Richard Murrell, General Manager of Bralorne, emphasized the collective effort of the Thyssen and Bralorne teams in achieving the safety milestone, highlighting the importance of leadership in maintaining a safe work environment [3]
Titan Mining Files Base Shelf Prospectus and Establishes ATM Program
Globenewswire· 2026-01-29 12:00
Core Viewpoint - Titan Mining Corporation has filed a base shelf prospectus in Canada and a registration statement in the U.S., allowing the company to raise up to US$150 million over a 25-month period to support growth initiatives and strengthen its balance sheet [1][2]. Financing Framework - The filing establishes a flexible financing framework for Titan to access capital efficiently in the future [2]. - An "at-the-market" equity program has been established, allowing the company to issue and sell up to US$50 million of its common shares at prevailing market prices [3][4]. Use of Proceeds - Proceeds from the ATM program, if utilized, will be allocated for working capital, growth initiatives, and general corporate purposes [4]. Sales Mechanism - Sales of Offered Shares under the ATM Program will be made as "at-the-market distributions" and can occur on various trading markets, including the Toronto Stock Exchange and NYSE American [5]. - The timing and volume of sales will be determined at the company's discretion based on market conditions [5][6]. Regulatory Compliance - The sale of Offered Shares will comply with the terms of an equity distribution agreement with a syndicate of sales agents [6]. - Listing of the Offered Shares on the TSX and NYSE American will be subject to meeting all applicable listing requirements [7]. Prospectus Information - The sale of Offered Shares is being made pursuant to a prospectus supplement filed with securities commissions in Canada and the U.S. [8].
Nobel Closes Non-Brokered Private Placement Offering
Globenewswire· 2026-01-29 12:00
THIS NEWS RELEASE IS INTENDED FOR DISTRIBUTION IN CANADA ONLY AND IS NOT AUTHORIZED FOR DISTRIBUTION TO UNITED STATES NEWSWIRE SERVICES OR FOR DISSEMINATION IN THE UNITED STATES. TORONTO, Jan. 29, 2026 (GLOBE NEWSWIRE) -- Nobel Resources Corp. (TSX–V: NBLC; OTCPK: NBTRF) (the “Company” or “Nobel”) announces that it has closed, on a fully-subscribed basis, its previously announced non-brokered private placement offering of 4,166,667 units (each a “Unit”) at a price of $0.06 per Unit for gross proceeds of $25 ...
紫金矿业:高增长兼具极具吸引力的估值
2026-01-29 10:59
January 28, 2026 09:29 AM GMT Zijin Mining Group | Asia Pacific What's in the price? Our analysis implies that Zijin Mining stock currently prices in gold at only US$4.1k/t (vs. spot US$50.8k/t) and copper at only $10k/t (vs. spot US $13.1k/t). Based on our increased estimates, 2026e P/E is 12x and EV/EBITDA is 7.9x. With its outlook for growth in both gold and copper production volume in the next few years, we view valuation as very attractive. High Growth with Very Attractive Valuation | What's Changed | ...
X @Bloomberg
Bloomberg· 2026-01-29 09:13
Zijin Mining Group is seeking $1.5 billion from the sale of bonds that can be converted into stock as the price of gold hits record highs https://t.co/b2g7RtTvTz ...
Glencore's 2025 Copper Production Falls Despite Second-Half Recovery
WSJ· 2026-01-29 07:47
Core Insights - The Anglo-Swiss mining and trading company reported an 11% decline in copper production for the previous year, indicating a significant drop in output [1] - However, the company experienced a notable recovery in the second half of 2025, with copper production nearly 50% higher compared to the first half of the year [1] Company Performance - Copper production decreased by 11% year-over-year, reflecting challenges faced by the company in maintaining output levels [1] - The second half of 2025 showed a strong rebound, with production levels almost 50% higher than the first half, suggesting potential for recovery and growth in the upcoming periods [1]
Hudbay Minerals Inc. (NYSE:HBM) Downgraded but Sees Institutional Interest
Financial Modeling Prep· 2026-01-29 05:02
Core Viewpoint - Hudbay Minerals Inc. has been downgraded by National Bank, yet institutional investors are still showing interest in the company, indicating a mixed outlook for the stock [2][6]. Company Overview - Hudbay Minerals Inc. is a Canadian mining company focused on base and precious metals, operating in North and South America, with primary products including copper, zinc, and gold [1]. Stock Performance - The current stock price of Hudbay Minerals is $27.08, reflecting a 3.20% increase with a change of $0.84, and has fluctuated between a low of $26.18 and a high of $27.095 today [4]. - Over the past year, the stock has shown significant growth, with its lowest price recorded at $5.95 [4][6]. Market Capitalization and Trading Volume - Hudbay Minerals has a market capitalization of approximately $10.73 billion, indicating a substantial presence in the mining industry [5]. - The trading volume for the day is 8,903,219 shares on the NYSE, reflecting active investor interest [5]. Institutional Investor Activity - Addenda Capital Inc. and Whalen Wealth Management Inc. have initiated new positions in Hudbay, purchasing 14,030 and 15,098 shares, respectively, suggesting positive sentiment among institutional investors [2][3]. - AdvisorNet Financial, Inc. increased its stake by 14.63%, adding 132 shares to hold a total of 1,034 shares, valued at approximately $20,530 [3].
CPAI: Robust Performance Merits Shortlisting, But Beware Of The Risks
Seeking Alpha· 2026-01-29 01:41
Core Insights - The article emphasizes the importance of identifying underpriced equities with strong upside potential and overappreciated companies with inflated valuations in investment strategies [1] - It highlights the significance of analyzing Free Cash Flow and Return on Capital for deeper investment insights beyond simple profit and sales analysis [1] - The author acknowledges that while some growth stocks may deserve premium valuations, it is crucial for investors to investigate whether the market's current opinions are accurate [1] Industry Focus - The research primarily concentrates on the energy sector, including oil & gas supermajors, mid-cap, and small-cap exploration & production companies, as well as oilfield services firms [1] - The analysis also extends to various other industries, such as mining, chemicals, and luxury goods [1]
X @Bloomberg
Bloomberg· 2026-01-28 22:08
First Quantum is looking to sell its copper and zinc mine in Turkey as it seeks to strengthen its balance sheet, say sources https://t.co/Q1LGVKAEjM ...