Non-ferrous metals industry-antimony: new five-year business opportunities for photovoltaic metals?

Telah Terbit: Aug 20, 2021 10:36
Antimony: new five-year business opportunities for photovoltaic metals? Sino-Thai Securities: antimony has entered a new cycle in which supply exceeds demand. In the next few years, domestic supply may maintain a shrinking trend. Only Huayu Mining has new projects overseas, with a supply-side CAGR of 2% and 3% in 2020-2025. On the demand side, under the rapid pull of photovoltaic demand, the overall growth rate of demand is expected to increase from 1% to 4%. 5%. Related industry chain listed companies include Hunan Gold, Huayu Mining and so on.

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Antimony: new five-year business opportunities for photovoltaic metals - Shanghai Metals Market (SMM)