Hwabao WP CSI Non-ferrous Metal ETF

Ganfeng Lithium Secures Orders Through H1 2027, Capacity Fully Booked, Plans 50% Output Increase Next Year

BlackRock Reduces Stake in Shandong Gold from 6.39% to 5.46%

Citi Maintains Buy Rating on CMOC with HK$29.3 Target; Copper Output Unaffected by Sulfur Price Hike

CITIC Asset Management Reduces China Aluminum Stake by 12.63 Million Shares on May 15, Raising About 134 Million HKD

Baillie Gifford sells 2.6 million shares of Ganfeng Lithium for approx 201 million HKD

Zijin Longxing Delivers First Batch of Electric Dump Trucks to Julong Copper Mine, Achieving Commercialization

China's April Rare Earth Exports Up 35.1%, Alumina Exports Surge 96.6%

HSBC Maintains Buy Rating on CMOC, Sets Target Price at 25.30 HKD

Schroders increases stake in Shandong Gold by 2.6 million shares to 5.03%

Zijin Mining to Hold Annual General Meeting on June 5, Proposes Dividend of 3.8 CNY per 10 Shares

HSBC Research Releases H-Share Copper Report: Zijin, CITIC, and Meiliyun Get Buy Ratings

Baillie Gifford Reduces Holding in Ganfeng Lithium by 2.4971 million Shares

Zijin Mining Reports Significant Q1 2026 Growth

JPMorgan Cuts Stake in CMOC by 2.139 Million Shares

CHINALCO Authorizes Repurchase of Up to 10% of A Shares and H Shares

UBS Raises Lithium Price Forecast by 18% for 2026

Ganfeng Lithium Achieves Full Production, Chinese Enterprises Succeed in Global Lithium Resource Industry

Huayou Cobalt plans to acquire Atlantic Lithium Limited for $210 million

Shandong Gold's Performance Growth and Project Promotion for Future Growth

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Iron ore prices have declined for the fourth consecutive session in Singapore, marking the longest streak of losses in nearly three months. Bloomberg posted on X, highlighting concerns over a deteriorating demand outlook in China, which is impacting market sentiment. The ongoing decline reflects apprehensions about China's economic health and its implications for global commodity markets. Traders are closely monitoring developments in China, as the country's demand for iron ore is a significant driver of global prices. The market remains cautious, awaiting further signals on China's economic trajectory.

CoinLive

Hang Seng Index

Guotai CSI Non-Ferrous Metal Kuangye Theme ETF

F SSIFIRONORE-U

F SSIFIRONORE

China Southern CSI SWS Non-Ferrous Metal ETF

Iron Ore Prices Decline Amid Concerns Over China's Demand Outlook

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PICK

China dominates the supply of key minerals and fiber, creating dependencies in the AI supply chain. U.S. firms are exploring deep-sea mining in the Cook Islands for cobalt, nickel, and rare earths. The demand for fiber in AI data centers is causing shortages and price increases, leading to long-term supplier agreements.

VanEck Rare Earth/Strategic Metals ETF

Guotai CSI Non-ferrous Metal ETF

ISHRS MSCI Glb Slct Met & Mining

GF CSI Rare Metals Theme ETF

Yinhua CSI Non-ferrous Metal ETF

Penghua Guozheng Non-ferrous Metal Industry ETF

SPDR S&P Mtls & Mng

Invesco DB TR Base Metals ETF

ChinaAMC CSI Subdivision Non-ferrous Metal Sub-Industry ETF

China's mineral and fiber dominance fuels AI supply concerns

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China Gold International Resources reported a record Q1 profit of US$236.4 million, with revenue rising 66% year-on-year to US$453.2 million, driven by higher metal prices. Mine operating earnings reached US$292.8 million, and operating cash flow was US$268.7 million. Despite a 22% drop in gold output to 34,820 ounces, the company aims to enhance operational efficiency and shareholder value, leveraging favorable market conditions.

Tip Ranks

CHINAGOLDINTL

MaxWealth CSI SH-SZ-HK Gold Industry Equity ETF

China Gold

ZHONGJIN GOLD

China Gold International Posts Record Q1 Profit as Revenue Jumps 66%

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The global underground mining market is projected to grow from $23.1 billion in 2023 to $28.5 billion by 2033, with a CAGR of 2.1%. This growth is driven by rising demand for metals and minerals due to industrialization and the shift towards electrification, particularly for electric vehicles and renewable energy. Key opportunities include the supply of battery-grade materials and advancements in automation and digitalization. However, challenges such as safety concerns and the transition to renewable energy sources pose risks to coal-based operations.

prnewswire

Kinross Gold

Agnico Eagle Mines

Newmont

SD-GOLD

Zijin Mining

Us Gbl GLD & Met

Sprott GLD Miners Etf

Hua Xia CSI New Energy Vehicles ETF

VanEck Gold Miners ETF

Global X Silver Miner

VanEck Junior Gold Miners ETF

iShares Lithium Miners and Producers ETF

Sprott JR Gold Miners ETF

Amplify Lithium & Battery Tech ETF

Themes Lithium & Battery Metal Mnrs ETF

SPDR Gold Minishares

Microsectors Gold Miners 3x Leveraged ETN

iShares Energy Storage & Materials ETF

EFUND GOLD MI-U

SPDR Gold Shares

Direxion Daily Gold Miners Bull 2X

ChinaAMC Gold ETF

Proshares S&P Global Core Battery Metals ETF

Roundhill Gold Miners Weeklypay ETF

EFUND GOLD MI-R

EFUND GOLD MI ETF

GLOBAL X Gold Explorers

ChinaAMC CSI SH-SZ-HK Gold Industry Equity ETF

Sprott Active Metals & Miners ETF

Pro Ultr GLD

First Trust S-Network Future Vehicles & Tech ETF

Sprott Lithium Miners ETF

Direxion Daily Jr Gold Miners Bull 2X

iShares MSCI Global Gold Miners

Global X Lithium & Battery Tech

13:35 ETThe global underground mining market, which is slated to reach $28.5 billion by 2033, growing at a CAGR of 2.1% | Allied Market Research

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Copper has been climbing from its March lows and is now up 13% year to date, with London prices breaking above $14,000 per ton on Tuesday.This move appears to be driven by several factors: recovering Chinese demand, tightening inventories, sulfur shortages in the Middle East that threaten parts of the supply chain, and renewed interest in the AI infrastructure trade, where copper is increasingly seen as essential for electrification, grid expansion, and data center buildouts.

ZeroHedge

Hudbay Minerals

ERO Copper

JCCL

Teck Resources B

Freeport Mcmoran

Southern Copper

Sprott Copper Miners ETF

Global X Copper Miners

iShares Copper and Metals Mining ETF

United States Copper Index

Sprott Junior Copper Miners ETF

JPMorgan Chase

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

What's Fueling Copper Above $14,000? JPM Breaks It Down

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Citi has adjusted its commodity preference ranking, placing copper at the top due to its lagging prices and easing Middle East tensions. The bank's report highlights a strong performance in lithium stocks, while aluminum has underperformed. Overall, mining stocks are expected to align with commodity price trends despite current underperformance. Citi's new top picks include CATL, MMG, CMOC, CHALCO, GANFENGLITHIUM, and HUNAN YUNENG, with varying short selling ratios and price changes.

AASTOCKS News

CATL

GANFENGLITHIUM

Yuneng New Energy

Ganfeng Lithium

CMOC

CHALCO

CATL HK SDR 30to1

Citi Adjusts Commodity Preference Ranking, Tops Copper; New Top Picks Include CATL , MMG , CMOC , CHALCO , GANFENGLITHIUM

CIBC analyst Anita Soni has reaffirmed a Hold rating on Lundin Mining (LUNMF) with a price target of C$41.00. Soni, who specializes in the Basic Materials sector, has an average return of 25.9% and a 61.30% success rate on her stock recommendations. Additionally, UBS's Daniel Major also issued a Hold rating on Lundin Mining, while Canaccord Genuity maintained a Buy rating on the same day.

Canadian Imperial Bank Comm

Barrick Mining

UBS Group AG

CIBC Reaffirms Their Hold Rating on Lundin Mining (LUNMF)

China's producer price index (PPI) surged to a 45-month high in April, rising 2.8% year-on-year, driven by increased commodity prices, particularly in non-ferrous metals and energy. Consumer prices also rose by 1.2% year-on-year, influenced by higher gasoline and gold jewelry prices. Despite these inflationary pressures, analysts believe that significant policy changes are unlikely, as inflation remains below the official target range. The economic outlook remains cautious due to weak domestic demand and ongoing deflationary concerns in various sectors.

- China's Producer Price Index (PPI) rose 2.8% in April, the highest level in 45 months, driven by increased commodity prices, while Consumer Price Index (CPI) increased by 1.2% largely due to surging gasoline and jewelry prices.  
- Analysts indicate that inflation pressures are not expected to prompt policy changes, as concerns over economic growth persist amid weak domestic demand and ongoing trade conflicts.  
- The rising costs of living could further dampen household consumption, compounding challenges in a slowing economy marked by a prolonged real estate downturn.

Fidelity

Conglomerates Index

China's factory inflation hits 45-month high on energy price shock

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China's April inflation data shows a significant rise in producer prices, with the PPI increasing by 2.8% year-on-year, the highest in 45 months, driven by energy costs amid the Iran war. The CPI also rose by 1.2%, surpassing expectations. This shift from deflation to inflation raises concerns about business margins and limits the People's Bank of China's ability to implement monetary stimulus. The increase in costs, particularly in non-ferrous metals and energy, could impact corporate profitability and overall economic growth.

- China's Producer Price Index (PPI) rose by 2.8% year-on-year in April, marking a 45-month high and exceeding expectations significantly.  
- The Consumer Price Index (CPI) also increased by 1.2%, ending a 41-month deflation period, largely due to rising energy costs stemming from the Iran conflict.  
- Economists warn that this cost-driven inflation could pressure corporate profit margins and limit the People's Bank of China's capacity for monetary easing amid rising prices.

Investinglive

Mtalco

China's April inflation data beats across board as energy costs reshape price landscape

Hwabao WP CSI Non-ferrous Metal ETF(159876.SZ)