What are the leading companies listed on A-share nickel resources?
Bazhou City in China is an important area where China's leading nickel resource stocks gather, and it has rich nickel resource reserves. Actively supporting and encouraging the development and utilization of nickel resources has promoted the rapid development of the nickel industry in the region. Below, the editor will introduce you to the leading companies listed on A-share nickel resources. I hope you will like it.
What are the leading companies listed on A-share nickel resources?
Huayou Cobalt: leading nickel resources stock, net outflow of capital on January 11 was 363 million yuan, and net outflow of super large orders was 176 million yuan yuan, with a turnover rate of 2.14% and a transaction value of 2.475 billion yuan.
Huayou Cobalt (603799) opened at 98.75 yuan on January 11. As of the close at 3 p.m., the stock fell 3.8% to 94.29 yuan, with a full-day turnover of 2.475 billion yuan, and a turnover rate of 2.14%. .
Huayou Cobalt announced that the total amount of funds it intends to raise from a non-public offering of shares (including issuance costs) will not exceed 6.25 billion yuan, which will mainly be used for the ternary precursor material project for high-nickel power batteries.
GEM: Leading nickel resources stock, according to news on January 11, GEM had a net capital inflow of 1.7341 million yuan, a net outflow of oversized orders of 33.336 million yuan, a turnover rate of 1.49%, and a transaction value of 701 million yuan.
Leading listed companies that produce nickel
The leading listed companies that produce nickel include Qingdao Zhongcheng, Guiyan Platinum, Pengxin Resources, Shengtun Mining, etc. Take Guiyan Platinum Co., Ltd. as an example, its stock code is 600459. Guiyan Platinum Co., Ltd. is a state-owned high-tech enterprise integrating the research and development, production and operation of precious metal series functional materials. It is one of the world's top five famous precious metals companies and a leading precious metals company in China. The company was listed on the Shanghai Stock Exchange in 2003. It is one of the three major listed companies of Yunnan Tin Group (Holdings) Co., Ltd. and the three major listed companies of Yunnan Tin Holdings Co., Ltd., taking over the precious metal sector among the six industrial sectors of Yunnan Tin Holdings Co., Ltd. The company's total assets are approximately 2 billion yuan and its net assets are approximately 1 billion yuan. In 2014, operating income reached RMB 6.881 billion, a year-on-year increase of 26.80%.
What are the leading nickel resource stocks?
1. Qingdao Zhongcheng (300208)
The leading nickel stock, the owner of the company’s Qingdao Indonesia Comprehensive Industrial Park, mainly It mainly smelts and processes nickel iron in electric furnaces, and the products can be sold by the owners themselves.
The 2020 annual report shows that Qingdao Zhongcheng achieved operating income of 290 million, a year-on-year increase of -61.76%, a compound growth rate of -29.9% in the past five years, and a gross profit margin of -86.18%.
According to the opening news on February 25, Qingdao Zhongcheng’s stock price rose by 16.41% within 5 days, and the increase this year has increased by 13.42%. The latest price was 12.74 yuan, with a turnover of 508 million yuan.
2. GEM (002340)
As a leading nickel stock, the company has expanded electronic waste processing in the northwest and southwest through mergers and acquisitions, forming 12 major recycling industries covering eight provinces and cities. The base, with more than ten years of technological innovation, has formed a complete industrial chain of "waste batteries and cobalt nickel tungsten germanium indium rare metal waste - cobalt nickel tungsten powder - power battery materials", "scrap electrical and electronics and scrap Three major advantageous industrial chains have been formed: the industrial chain of circuit boards--copper, gold and silver precious metals--low-carbon recycling of plastic products" and the industrial chain of "recycling and dismantling of scrapped cars--comprehensive sorting and utilization--remanufacturing of parts and components". The three-track driven core business and core profit model will create a comprehensive utilization industrial chain system of urban mining resources with cobalt, nickel, tungsten, germanium and indium rare metal resources, power battery materials, electronic waste, and scrapped automobile resources as the main body.
Revenue in 2020 was 12.47 billion, a year-on-year increase of -13.15%; gross profit margin was 16.66%.
According to news on February 25, GEM’s share price rose 2.23% within 7 days. As of the close, the stock reported 9.4 yuan, down 0.11%, with a total market value of 44.965 billion yuan.
3. Shengtun Mining (600711)
As a leading nickel stock, Hongsheng International, a wholly-owned subsidiary, plans to increase its investment in Huawei Nickel by US$5.5 million. After the capital increase, the company holds Huawei Nickel. 55% stake in Wei Nickel Industry. Huawei Nickel and Hengtong Asia, a subsidiary established in Hong Kong by Evergreen Technology, jointly established Youshan Nickel in Indonesia. Huawei Nickel holds 65% of Youshan Nickel and Hengtong Asia holds 35%. Youshan Nickel plans to invest in a high-volume matte nickel project in West Indonesia with an annual output of 34,000 tons of nickel metal, with a total investment of US$407 million. Calculated based on the shareholding ratio, the company’s investment amount is US$145 million, equivalent to RMB 1.024 billion.
Total revenue in 2020 was 39.24 billion, a year-on-year increase of 9.28%; net profit was 59.09 million, a year-on-year increase of -80.29%; gross sales profit margin was 4.15%.
According to news on February 25, Shengtun Mining’s stock price rose 3.48% within 5 days, and the increase this year has increased 1.79%. The latest price was 10.63 yuan, with a price-to-earnings ratio of 416.86.
What are the leading stocks of nickel listed companies?
Its nickel and cobalt resources are smelted in Indonesia, providing the company with raw material supply guarantee; ternary materials are produced in China, mainly through the acquired Bamo Company conduct.
Downstream customers include mainstream ternary material manufacturers, battery manufacturers and automobile companies. Judging from the 2021 annual report data, the company's three-yuan operating income has grown rapidly, indicating that the integrated pattern has achieved remarkable results. At the same time, the company's ternary precursors and ternary materials have ranked among the first echelons in various domestic market segments. Among the major players, only Huayou Cobalt has completed the integrated layout from upstream resources to ternary materials. This advantage may become more and more obvious in future competition. The integrated layout will help Huayou Cobalt achieve more effective cost control and form a price advantage in the competition; at the same time, the independent control of upstream raw materials can also provide guarantee for the company's stable supply capacity. These two aspects should be Huayou Cobalt's most important core competitiveness at this stage.
Leading stocks of nickel listed companies
Leading metal nickel concept stocks
Stock name
Stock code
Affiliation Sector
Industry category
Reason for association
Qingdao Zhongcheng
300208
GEM
Electrical Equipment
Qingdao’s only Qingdao laterite nickel ore research and development expert workstation; it owns approximately 2,014 hectares of Madani Nickel Mine in Sulawesi Province, Indonesia, and approximately 1,963 hectares of BMU Nickel Mine (owned by the company) 80% of the total number of BMUs).