CITIC Kev Ruaj Ntseg: Cov Khoom Muag Khoom Zoo Tshaj Plaws Zoo Tshaj Plaws, Cov Khoom Siv Hlau Cov Nqi Tau Txuas Ntxiv Ntxiv rau Catalyze qhov nce

CITIC Securities tsis ntev los no tau taw qhia tias lub lim tiam dhau los, cov khoom siv hlau muaj txiaj ntsig thiab cov nqi hlau ua lag luam tau thim rov qab, tsis tshua muaj ntiaj teb thiab cov nqi npib tsib xee thiab cobalt muaj zog. Nrog rau cov cuab yeej kev lag luam yuav tsum tau txhim kho raws li lub caij nyoog "Golden Nine thiab Silver Ten" lub caij nyoog, cov khoom siv hlau tau txuas ntxiv mus rau catalyse. Fed tus nqi nce siab yuav tsum ua kom sov dua, ua rau lub sijhawm luv luv ntawm cov nqi kub, tab sis nrog Fed cov paj laum tom ntej nce mus txuas ntxiv mus rau qhov chaw, cov nqi kub qis qis qis qis, lub phaj rov qab ua lag luam xav tau txuas ntxiv mus. Tsis tas li ntawd, cov neeg siv khoom siv hluav taws xob xav tau rov qab los ntawm cov nqi npib tsib xee thiab cobalt, nrog rau cov khoom lag luam muaj zog. Nws raug nquahu kom them sai sai rau cov kab hauv qab no ntawm kev nqis peev: 1) cov phaj pro-cyclical, pom zoo Aluminium Corporation ntawm Tuam Tshoj, Yunlv shares, Zijin Mining, Western Mining, Luoyang Molybdenum thiab Golden Kev Ncaj Ncees; 2) kub phaj, pom zoo Zhaojin Mining, Shandong Kub thiab kub; 3) cov neeg siv khoom siv hluav taws xob kev lag luam thiab lwm yam khoom siv, pom zoo Dongmu shares, Huayou Cobalt thiab BaoTi shares.