COMMODITIES COMPANY NEWS State-owned oil giant Sinopec’s Q1 net income fell as weak petrochemical profit, rising material cost weighed
COMMODITIES China’s shipping futures hit new record high after Houthi armed group attacked US, Israeli vessels
COMMODITIES COMPANY NEWS STOCKS VIEWS & ANALYSIS CNOOC’s Q1 earnings beat expectations driven by higher-than-expected production, target price raised by 9%. to HK$24 – CICC
COMMODITIES DATA TOP VIEWS & ANALYSIS China’s gold consumption rose nearly 6% in Q1 driven by safe-haven demand, gold production surged 21% boosted by rising gold prices
COMMODITIES COMPANY NEWS STOCKS TOP State-owned oil giant CNOOC hit new record high after reporting better-than-expected earnings for Q1
COMMODITIES COMPANY NEWS STOCKS CNOOC posts strong Q1 earnings, profit hit new record supported by increasing output
COMMODITIES VIEWS & ANALYSIS China’s coal price is bottoming out, expected to exceed 2023 high this year – coal industry association >>>
COMMODITIES COMPANY NEWS TOP VIEWS & ANALYSIS Chinese steelmakers see “sharp decline” business performance this year, cutting high inventories is top priority – industry association >>>
COMMODITIES COMPANY NEWS STOCKS TOP Chinese lithium companies see sell-off after Tianqi Lithium forecasted huge loss for first quarter >>>
COMMODITIES COMPANY NEWS POLICY & REGULATION STOCKS Tianqi Lithium foresees up to 4.3 bn yuan net loss for Q1, Shenzhen exchange asks for explanation for sharply higher loss >>>
COMMODITIES TOP VIEWS & ANALYSIS China’s copper futures rally on supply risks, expectation of higher copper prices >>>
COMMODITIES POLICY & REGULATION TOP Shanghai Futures Exchange raised margin requirement, trading limit for metals after recent rally >>>
COMMODITIES STOCKS VIEWS & ANALYSIS Strong momentum in metals, resources stocks to continue, copper and aluminium are best investments in China’s resources sector this year – research >>>
COMMODITIES DATA MACRO TOP China’s steel exports in Mar hit highest since mid-2016 as domestic steel demand remained weak >>>
COMMODITIES VIEWS & ANALYSIS China’s iron ore price expected to fall in April from previous month amid sluggish steel demand – research >>>