2024-12-14 05:12:45
Ping An Securities: The gold price center is expected to increase in 2025. Ping An Securities released the 2025 annual strategy report of nonferrous metals and new materials industry, saying that nonferrous metals have entered a stage of high fluctuation in 2024, and the main pricing lines and core variables have changed to varying degrees. 2025 is still a year in which the core contradictions of various varieties continue to ferment, and the monetary attributes of precious metals represented by gold are expected to continue to be prominent. It is expected that the gold price center will still improve throughout the year, and it is recommended to pay attention to Shandong gold and Zhongjin gold; The long-term resource bottleneck of industrial metal copper has bottomed out, and the demand elasticity driven by internal and external policies is expected to be gradually released. It is suggested to pay attention to Zijin Mining and Luoyang Molybdenum Industry; The supply and demand pattern of electrolytic aluminum continues to improve, and the demand side maintains a high growth rate under the shrinking supply elasticity, and the long-term center of aluminum price is expected to further rise. It is recommended to pay attention to Tianshan Aluminum, China Aluminum, Shenhuo and Yunnan Aluminum. Tin resources are in short supply or accelerated transmission, and the gap between supply and demand is further enlarged. It is suggested to pay attention to tin industry shares; At the bottom of the energy metal industry, it is confirmed that enterprises with lower valuation level may enjoy greater flexibility under the marginal improvement of fundamentals. It is recommended to pay attention to enterprises with significant integration advantages, and it is recommended to pay attention to China Mining Resources, Tianqi Lithium Industry and Huayou Cobalt Industry.Malaysia established the National Office of Artificial Intelligence Policies and Regulations.Shanghai's state-owned assets reform index rose, with the daily limit of First Medicine, Yimin Group, Kaikai Industry and Shanghai Phoenix, and Shanghai 900 rose by more than 8%.
China Petroleum and others set up a joint exploration company in Xinjiang with a registered capital of 1 billion yuan. According to the enterprise search APP, PetroChina Tayou Joint Exploration (Xinjiang) Co., Ltd. was recently established, with the legal representative of Liu Weibo and a registered capital of 1 billion yuan. Its business scope includes: mineral resources exploration. Enterprise survey shows that the company is jointly owned by PetroChina Taihu (Beijing) Investment Co., Ltd., a wholly-owned subsidiary of China Petroleum, and Xinjiang Yaxin CBM Investment and Development (Group) Co., Ltd.Yunnan Germanium Industry: downstream customers didn't feedback that the company germanium was directly used in quantum chip products. Some investors asked Yunnan Germanium Industry (002428) on the interactive platform: in quantum computing and quantum communication, germanium is widely used in the manufacturing process of quantum chips, which can achieve excellent performance. Excuse me, does the company have germanium products used in quantum chips? Yunnan Germanium Industry replied that at present, the downstream customers of the company have not reported to the company that it is directly used in this product.Beijing Haidian Joy City will open on December 21st. According to WeChat official account news of "Beijing Haidian" WeChat, Haidian Joy City, the fourth joy city in Beijing, will open on December 21st. At present, many brands have come to an end, and the merchants in the venue have entered the preparations for opening. It is understood that Haidian Joy City is expected to introduce more than 280 brands.
The 10th anniversary of the middle route of South-to-North Water Transfer Project, today (12th) is the 10th anniversary of the middle route of South-to-North Water Transfer Project. Up to now, the project has transferred more than 10.6 billion cubic meters of water to Beijing. In the past decade, Beijing has greatly reduced the amount of groundwater exploitation and shut down more than 1,300 self-prepared wells. The groundwater level in the plain area of Beijing has risen for nine consecutive years. The groundwater depth has risen from 25.75 meters in 2015 to 12.61 meters today, and the groundwater reserves have increased by 7 billion cubic meters compared with 2015. There are 81 springs in Beijing that have re-flooded. Since 2019, the five major rivers in Beijing, Yongding River, Chaobai River, North Canal, Juma River and Chanhe River, have all been "flowing rivers" after a lapse of 26 years, and have been flowing into the sea for four consecutive years. (CCTV News)OPEC continues to lower its global oil demand forecast. According to Xinhua News Agency, the Organization of Petroleum Exporting Countries (OPEC) released its monthly oil market report on the 11th, lowering its global oil demand forecast for 2024 and 2025. This is the fifth time that OPEC has lowered its global oil demand forecast for this year and next since August this year.The yield of active 2-year treasury bonds dropped by 9BP to 1.16%, which was 9BP upside down from the current 1-year treasury bond yield. The yield of active 2-year treasury bonds dropped by 9BP to 1.16%, which was 9 BP upside down from the current 1-year treasury bond yield.
Strategy guide 12-14
Strategy guide 12-14
Strategy guide
12-14
Strategy guide 12-14
Strategy guide 12-14
Strategy guide
12-14