Global rare earth, tungsten ore supply Bacheng in China, China’s nickel consumption accounted for more than half of global consumption … … the world metal market close attention to China’s every move. Insiders said that in the distant London metal market, traders from China has actually become one of the main market.
This year, China introduced a number of industries for environmental protection policy, and in the second half of the intensive, strict environmental inspection of the main. This is not common in previous years. The international metals market is concerned that changes in China’s supply may change the pattern of supply and demand for multiple metals.
Interesting financial speculators hugged in.
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Earlier this year, a news stirred the international financial markets. According to the British “Financial Times” news, including business coverage of commodity futures and other areas of Shanghai chaos investment and focus on the mining industry, the Swiss private equity company Pala Investments, including six funds have been in 2016 total to buy about 6,000 tons of cobalt, Last year’s global production of 17%, worth about $ 280 million.
The news was denied by a chaotic investor. Analysts also from the price, the number of “not on” point of view that the rumors of the data there are exaggerated or false ingredients. However, from the trend of cobalt prices this year, the news is also or not catching evidence, as of August 31 this year, since the international spot market this year, cobalt prices have risen more than 110%. Long-term immersion metal spot and speculative market financial giants have this “foresight”, and not let people feel surprised.
However, not only cobalt, Shanghai futures market of copper, aluminum, zinc, lead, tin, nickel, Dalian futures market iron ore, Zhengzhou futures market ferrosilicon, can not add to this wave of price tide , In addition, the city is still the lack of the subject of a number of rare metals, the market is stunning, A shares in the relevant indicators of the stock price doubled the good results. International spot market, this year, palladium and other precious metals and lithium carbonate prices rose equally impressive.
Observe the disk is not difficult to find that this wave of commodity rally is mainly concentrated in June – August. This coincides with the introduction and supervision of China’s environmental protection policy.
June 1 to August 31, Shanghai copper futures rose 16.5%; Shanghai aluminum futures rose 20%, Shanghai zinc futures rose 16.9%, Shanghai nickel futures rose about 28.4%, Shanghai lead futures rose 21.7% over the same period, Shanghai Tin futures performance of the most amazing, the current round rally began in December 2015, during the period once out of the monthly eight-yang, so far rose 69.4%.
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Over the same period, Dagang iron ore futures rose 34.8%, Zheng Shang ferrosilicon futures rose 28.5%.
In sharp contrast, since June 1 this year, Shanghai silver futures fell 3.1%, while the Shanghai gold futures edged up 0.3% over the same period.
A shares, the concept of lithium shares Tianqi lithium industry from the beginning of the 32.45 yuan / share rose to 73.25 yuan / share today, the cumulative increase over 125% during the year; Huayou Cobalt cumulative increase of more than 140%; indium concept of stock The Group rose more than 44% in August.
Shanghai and Shenzhen listed companies have the production of small metal resources, mineral processing enterprises, known as the concept of small metal stocks, also known as rare metal stocks. Different from the traditional product classification, futures investment point of view, investors often with copper, aluminum market capacity compared to the smaller lead-zinc nickel and vanadium and titanium indium zirconium tungsten and other small metal known as. “National policy and futures prices directly related to the fluctuations in the price of such metals, while the metal has always been a fund and institutions of Shigekura varieties.” Relevant analysts believe that.
“The Chemical Periodic Table is the most useful investment guide for this year.” Investors are ridiculed.
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