2024-12-13 05:32:29
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.Polish interest rate setter Nolov Ski: The discussion on interest rate reduction may start in March, and then a decision on interest rate reduction will be made soon.Xinwangda: The subsidiary and Xiamen Tungsten Xinneng signed the Framework Agreement on Strategic Cooperation for Solid-State Batteries. Xinwangda announced that the subsidiary Xinwangda Power and Xiamen Tungsten Xinneng signed the Framework Agreement on Strategic Cooperation for Solid-State Batteries, and the two sides will carry out extensive and in-depth cooperation on research and development, mass production and market development of a series of new energy battery materials for solid-state batteries around their respective development strategies. The cooperation contents include the development of cathode materials for solid-state batteries, the development of electrolytes and related materials for solid-state batteries, the cooperative development of solid-state batteries and industrial cooperation.
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)Market News: Little Red Book's net profit will exceed $1 billion in 2024.Australia's unemployment rate in November was 3.93%, which is estimated to be 4.2%.
Daiwa raised Tesla's target price to $420.Tiankang Bio: Tiankang Bio (002100) announced on the evening of December 12 that Tiankang Bio (stock code: 874339), a holding subsidiary of the company, intends to apply for public offering of shares to unspecified qualified investors and listing on the Beijing Stock Exchange. As of the disclosure date of the announcement, Tiankang Bio's public offering of shares to unspecified qualified investors and listing on the North Stock Exchange are under counseling.Shijiazhuang, Hebei Province: If you buy a new commodity house, you can withdraw the provident fund under your own name and your spouse's name to pay the down payment. The Housing Provident Fund Management Center of Shijiazhuang, Hebei Province issued the Notice on Withdrawing the Housing Provident Fund to Pay the Down Payment. The depositor of the housing provident fund who purchases a new commodity house within the administrative area of this Municipality can apply for withdrawing the housing provident fund under your own name and your spouse's name to pay the down payment. This notice shall come into force as of December 25, 2024. (澎湃)