Australia's unemployment rate in November was 3.93%, which is estimated to be 4.2%.Gao Weibing: Guangzhou Institute will improve the variety layout of new energy and new materials. On December 12th, 2024 China New Energy and New Materials Industry Conference was held in Guangzhou. Gao Weibing, Party Secretary and Chairman of Guangzhou Futures Exchange, said that in the near future, Guangzhou Futures Exchange will launch polysilicon futures and options to form a linkage with industrial silicon, providing more effective price signals and risk management tools for the photovoltaic industry chain. In the next step, Guangzhou Institute will thoroughly implement the spirit of "Opinions on Strengthening Supervision and Preventing Risks to Promote the High-quality Development of Futures Market", based on the fundamental purpose of serving the real economy and the characteristic orientation of serving the green development, improve the variety layout of new energy and new materials, increase market cultivation, continuously enrich the supervision toolbox, and strive to ensure the safe and stable operation of the market and better serve the needs of the real economy. (China Nonferrous Metals News)German Foreign Minister: Ukraine needs hard security.
Morgan Stanley lowered Macy's target price from $17.00 to $16.00.Yin Zhongyu, Federal Reserve Securities: Industrial M&A will always have the opportunity to cross-border M&A and will never be supported on a large scale. Yin Zhongyu, assistant to the president of Federal Reserve Securities and head of the M&A business department, pointed out that M&A has ushered in a rare policy window. For industrial M&A, the policy window has always been there. "In particular, industrial M&A focusing on new productivity has always been the direction encouraged by the regulatory authorities, and there will always be opportunities. However, for buying and selling shells and cross-border restructuring, related risks need to be vigilant, and cross- (21 Finance)Yuanda Environmental Protection: The franchise company invested 641 million yuan to build a flue gas treatment project, which reached the environmental protection announcement. Chongqing Yuanda Flue Gas Treatment Franchise Co., Ltd., a wholly-owned subsidiary, plans to set up Pingwei Branch, build desulfurization, denitrification and dust removal facilities based on 2×1000MW units in Anhui Huainan Pingwei Power Generation Co., Ltd., and sign a franchise contract to carry out flue gas treatment franchise business. The static investment of the project is 641 million yuan and the dynamic investment is 662 million yuan. Franchise companies will invest by 20% of their own funds and 80% of loans. The average annual business income excluding tax is 165 million yuan, the average annual total cost excluding tax is 146 million yuan, the average annual total profit is 18.89 million yuan and the average annual net profit is 13.45 million yuan.
Market News: A fire broke out at Kaliningrad Shipyard in Russia.Hou Chunzhao suggested: car enterprise leaders should try to find a circle and don't organize employees to forward videos at the first time. Hou Chunzhao, the public relations director of FAW-Volkswagen Jetta brand, said at the 2024 annual meeting of enterprise competitiveness in China that if car enterprise leaders or peers try to find a circle, it is suggested not to organize your employees and dealers to forward the videos at the first time. If you do this, your account will be doomed to fail. Because at the time of forwarding, although the data is beautiful, they just turn around and don't watch it, and the completion rate of the video will be very low, and there won't be much interaction, so the system will judge that it is not high-quality content. (Rui Jian)Guotai Junan: The long-term incremental "option" brought by humanoid robots is expected to help the valuation of the rare earth sector rise. When looking forward to the strategy of the rare earth sector in 2025, Guotai Junan said that the market had expected that with the slowdown in the growth of core demand power such as new energy vehicles and wind power in the future, the demand for rare earth markets is under downward pressure. However, we expect that the rising consumption of magnetic materials for new energy vehicles and the warming demand for wind power are still expected to support the basic demand growth, and the demand for equipment renewal that began to land in 2024 is expected to become a new driving force for rare earth demand. On the supply side, an orderly pattern of domestic supply has been established, with many overseas planning increments but slow actual volume, and continuous supply-side constraints. In addition, the long-term incremental "options" brought by humanoid robots are also expected to help the valuation of the plate rise.
Strategy guide
Strategy guide 12-13
Strategy guide
Strategy guide 12-13
Strategy guide
12-13
Strategy guide
12-13
Strategy guide 12-13