Beishui Trends | Beishui's net buy volume was 4.253 billion. Tencent (00700) received additional purchases again, while Meituan (02015) was sold off after its performance.
On November 1st, in the Hong Kong stock market, Beishui had a net buy of 4.253 billion Hong Kong dollars, with a net buy of 2.67 billion Hong Kong dollars through the Hong Kong Stock Connect (Shanghai) and a net buy of 1.582 billion Hong Kong dollars through the Hong Kong Stock Connect (Shenzhen).
China rareearth raw material imports blocked, causing a 30% surge in JL Mag Rare-earth (06680.HK).
Rare earth concept stocks surged today (1st), with the highest price of JL Mag Rare-Earth (06680.HK) reaching 10.86 yuan, up 44%. Currently trading at 9.84 yuan, up 30.5%, with a transaction volume of 77.5729 million shares, involving 0.758 billion yuan. China Rareearth (00769.HK) is currently trading at 0.5 yuan, up 19.05%, with a transaction volume of 0.136 billion shares, involving 69.1442 million yuan. The local media reported that rare earth mining in Myanmar has stalled, coupled with border closures, leading to a blockade of China's rare earth raw material imports. Myanmar accounted for 11% of the world's raw ore production last year. In the first nine months of this year, China imported rare earth materials from Myanmar.
Hong Kong stocks midday report| Hang Seng Index rose 1.57% in the morning, mainland real estate stocks collectively rose.
The sales of the top 100 real estate developers in October increased by more than 70% month-on-month, with continued efforts from a combination of policies.
Myanmar's production shutdown and border closure, Hong Kong, A rare earth metals concept collectively surged, what is the impact?
Nearly 20 individual stocks in A-shares hit the daily limit.
Sudden Impact | Hong Kong stocks in the non-ferrous and rare earth metals sectors surged! jl mag rare-earth soared by more than 30%, china rareearth rose over 16%, what other stimulating factors are there in the industry?
①What are the recent stimulating factors for rare earth metals concept? ②How do institutions view the medium to long-term development of this industry?
Hong Kong stock market anomaly | Production suspension and closure in Myanmar may restrict the supply of rare earths, causing JL Mag Rare-Earth (06680) to rise by more than 20%, and China Rareearth (00769) to rise by more than 13%.
Rare earth metal concept stocks strengthened in the morning session. As of the time of publication, jl mag rare-earth (06680) increased by 20.03%, to HKD 9.05; china rareearth (00769) rose by 11.9%, to HKD 0.47.
Express News | Rising sharply in the rare earth metals concept Hong Kong stocks, jl mag rare-earth rose by 22%.
A-share abnormal movement | Rare earth stocks all rose, multiple stocks of china northern rare earth hit the limit up, stalemate in the mining of rare earth in Myanmar
November 1, Ronghui | A-share rare earth stocks across the board soared, with Earth-Panda, jl mag rare-earth up 20%, yantai zhenghai magnetic material up over 13%, China Science Magnetic Technology up over 12%, jiangmen kanhoo industry up nearly 12%, chengdu galaxy magnets up over 10%, innuovo technology, china northern rare earth, rising nonferrous metals share, china rareearth, shenghe resources holding, and inner mongolia baotou steel union up 10%. On the news front, the mining of rare earth minerals in Myanmar has stalled, with the border closed, and China's rare earth raw material imports blocked. It is reported that Myanmar is one of China's important sources of rare earth raw materials. From January to September this year, China imported 0.031 million tons of rare earth oxides from Myanmar, accounting for the total oxide imports during the same period.
Gtja: Fund still over-allocated to copper and gold in the third quarter, with significant shareholding reductions.
In the third quarter of 2024, the nonferrous metals sector as a whole was shareheld by funds, but still remains in an overweight state, with copper and gold sectors seeing more shareholding reductions. Fundamentally, bullish on aluminum, rare earth magnetic materials, and PCB copper foil/CCL copper clad laminate sectors.
Hong Kong stock concept tracking | Some rare earth product prices have rebounded, highlighting the value of the rare earth sector (with concept stocks)
China rareearth: As we enter the fourth quarter, some rare earth product prices have shown signs of recovery.
Net profit more than tripled on a month-on-month basis, is jl mag rare-earth (06680) signaling a bottoming rebound?
For jl mag rare-earth, is this the first 'failure' in performance since its listing in 2023, will this be an opportunity for valuation and performance dual repair?
Hong Kong stock market anomaly | jl mag rare-earth (06680) rose over 4% again, with a significant increase in quarterly net profit attributable to the mother, and the continuous increase in new production capacity.
jl mag rare-earth (06680) rose by over 4%, as of the deadline for submission, it increased by 4.04% to HK$7.72, with a turnover of 12.6618 million Hong Kong dollars.
JL MAG RARE-EARTH (300748): Ample orders in hand, gross margin improved significantly on a month-on-month basis.
The company released the third quarter report for 2024. The company's revenue for the first three quarters of 2024 was 5.014 billion yuan, a decrease of 0.72% year-on-year, achieving a net income attributable to the parent company of 0.197 billion yuan, a decrease of 60.17% year-on-year. Non-GAAP net income was 0.
jl mag rare-earth (300748): Q3 profit repaired on a month-on-month basis
Event: The company released the third quarter report of 2024, with revenue of 5.014 billion yuan in the first three quarters of 2024, a year-on-year decrease of 0.7%; achieving a net income attributable to the parent company of 0.197 billion yuan, a year-on-year decrease of 60.2%; non-GAAP net income of 0.
jl mag rare-earth (300748) 2024 Third Quarter Report Review: Significant improvement in Q3 profit compared to the previous quarter. Looking forward to the volume increase of humanoid robot magnetic components.
Event: On October 24, 2024, the company released the third quarter report for 2024. In the first three quarters of 2024, the company achieved revenue of 5.014 billion yuan, a decrease of 0.7% year-on-year, and achieved a net income attributable to the parent company of 1.97.
Express News | jl mag rare-earth: Currently, rare earth prices are still at the bottom of a large cycle compared to previous periods.
HK stock market anomaly | jl mag rare-earth (06680) up more than 6%, third-quarter net profit attributable to mothers increased by more than 3 times on a quarter-on-quarter basis, product sales volume significantly increased.
jl mag rare-earth (06680) rose more than 6%, as of the deadline, up 6.02%, at 7.22 Hong Kong dollars, with a turnover of 9.302 million Hong Kong dollars.
Express News | Rare earth sector saw unusual movement during the trading day, with China rareearth experiencing a short-term rally.
JL Mag Rare-Earth Q3 Profit Declines 52%
Announcement Selection | Sinopec SSC's net profit for the year increased by over 52% year-on-year; Tianqi Lithium Corporation issued a profit warning, expecting a net loss of 5.4 billion in the first three quarters.
Sinopec SSC's annual profit increased by more than 50%, how did the third quarter perform? tianqi lithium corporation is expected to incur a net loss of 5.4 billion yuan in the first three quarters, how big is the impact?
No Data
No Data