Jiangxi Copper Could Benefit From Higher Sulfuric Acid Prices -- Market Talk

Dow Jones

05/11

0319 GMT - Jiangxi Copper could benefit from higher sulfuric acid prices should Middle East tensions persist, says OCBC Group Research's Chu Peng in a note. While the Chinese copper producer sells 20% of its sulfuric acid output under a price cap to the fertilizer industry, the remainder is sold across sectors without pricing restrictions, the analyst notes. Higher sulfuric acid prices could offset any drag from lower treatment and refining charges on Jiangxi, she notes. Meanwhile, Jiangxi's SolGold acquisition is likely to drive the Hong Kong-listed company's long-term growth pipeline, the analyst adds. OCBC raises its fair-value estimate to HK$53.40 from HK$48.30 and maintains a buy rating. Shares are 1.0% lower at HK$38.96.(megan.cheah@wsj.com)

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May 10, 2026 23:19 ET (03:19 GMT)

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While the Chinese copper producer sells 20% of its sulfuric acid output under a price cap to the fertilizer industry, the remainder is sold across sectors without pricing restrictions, the analyst notes. Higher sulfuric acid prices could offset any drag from lower treatment and refining charges on Jiangxi, she notes. Meanwhile, Jiangxi's SolGold acquisition is likely to drive the Hong Kong-listed company's long-term growth pipeline, the analyst adds. OCBC raises its fair-value estimate to HK$53.40 from HK$48.30 and maintains a buy rating. Shares are 1.0% lower at HK$38.96.(megan.cheah@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 10, 2026 23:19 ET (03:19 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Jiangxi Copper Could Benefit From Higher Sulfuric Acid Prices -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nJiangxi Copper Could Benefit From Higher Sulfuric Acid Prices -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-05-11 11:19</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0319 GMT - <a href=\"https://laohu8.com/S/JIAXF\">Jiangxi Copper</a> could benefit from higher sulfuric acid prices should Middle East tensions persist, says OCBC Group Research's Chu Peng in a note. While the Chinese copper producer sells 20% of its sulfuric acid output under a price cap to the fertilizer industry, the remainder is sold across sectors without pricing restrictions, the analyst notes. Higher sulfuric acid prices could offset any drag from lower treatment and refining charges on Jiangxi, she notes. Meanwhile, Jiangxi's SolGold acquisition is likely to drive the Hong Kong-listed company's long-term growth pipeline, the analyst adds. OCBC raises its fair-value estimate to HK$53.40 from HK$48.30 and maintains a buy rating. Shares are 1.0% lower at HK$38.96.(megan.cheah@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 10, 2026 23:19 ET (03:19 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK1206","symbol_name":"铜","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2634476820","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2634476820","pubTimestamp":1778469540,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0319 GMT - Jiangxi Copper could benefit from higher sulfuric acid prices should Middle East tensions persist, says OCBC Group Research's Chu Peng in a note. While the Chinese copper producer sells 20% of its sulfuric acid output under a price cap to the fertilizer industry, the remainder is sold across sectors without pricing restrictions, the analyst notes. Higher sulfuric acid prices could offset any drag from lower treatment and refining charges on Jiangxi, she notes. Meanwhile, Jiangxi's SolGold acquisition is likely to drive the Hong Kong-listed company's long-term growth pipeline, the analyst adds. OCBC raises its fair-value estimate to HK$53.40 from HK$48.30 and maintains a buy rating. 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While the Chinese copper producer sells 20% of its sulfuric acid output under a price cap to the fertilizer industry, the remainder is sold across sectors without pricing restrictions, the analyst notes. Higher sulfuric acid prices could offset any drag from lower treatment and refining charges on Jiangxi, she notes. Meanwhile, Jiangxi's SolGold acquisition is likely to drive the Hong Kong-listed company's long-term growth pipeline, the analyst adds. OCBC raises its fair-value estimate to HK$53.40 from HK$48.30 and maintains a buy rating. Shares are 1.0% lower at HK$38.96.(megan.cheah@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  May 10, 2026 23:19 ET (03:19 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}