In the short term, the shipping freight index of COSCO Shipping Holdings is under pressure due to expectations of the reopening of the Strait of Hormuz after the ceasefire, with the premium for route detours declining. However, the long-term growth in global trade volume provides structural support.
MMG's copper metal exposure: the copper price hovering around $5.6 reflects market doubts about the recovery of industrial demand.
China Silver and Tongguan Gold benefit from following the gold rally. After the ceasefire, gold remains at a high of $4,747, continuing to provide profit support for precious metal companies.
CGN Mining's uranium business benefits from the nuclear energy narrative, with its valuation being relatively undervalued.
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