On July 6, Jiangxi Copper rose 3.15% in regular trading, trading at HKD 32.58/share, with turnover of HKD 41.67 million. The copper sector extended its collective rebound as US non-farm payroll data came in below expectations, significantly cooling market rate hike expectations.

On the institutional front, Guojin Securities noted that copper stocks are currently in a combination stage of low PE, high EPS resilience, and commodity thesis not yet falsified. The firm argued that while the market continues to price copper stocks using the macro-driven valuation compression framework of the past decade, the current non-ferrous cycle has already entered an EPS-driven phase. Guojin judges that August-September is poised to become the primary window for copper stocks to recover from overselling, with strong price rally catalysts likely to emerge around Q4.

Within the Copper sector where Jiangxi Copper belongs, sector linkage effects remain notable. Among individual stocks, CHINFMINING up 3.51%, CDAYENONFER up 2.15%, JINXUN RESOURCE up 0.13%, JINCHUAN INTL up 0%, CMRU up 0%.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)