Zhonggong Education: Director Yi Ziting resigned due to retirement. Zhonggong Education announced that the company's board of directors recently received a written resignation report from Director Yi Ziting. Yi Ziting applied to the company's board of directors for resignation due to retirement, and will not hold other positions in the company after resignation.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.Turkey says Ethiopia and Somalia will negotiate the Horn of Africa agreement.
China Bank's RMB clearing volume in Australia exceeded 100 trillion yuan. According to Bank of China, recently, Bank of China Sydney Branch and Bank of China Hong Kong jointly held a RMB forum in Sydney to celebrate the 10th anniversary of being an Australian RMB clearing bank. As the only RMB clearing bank in the South Pacific at present, in the past ten years, China Bank has taken root in Australia and South Pacific, continuously expanded its clearing network, cooperated with four local banks and other financial institutions in Australia, and became the main channel for RMB clearing of local important banks, providing RMB clearing volume of more than 100 trillion yuan.Piper Sandler lowered the target price of Adobe from 635.00 to 600.00.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.
Lian Ping interprets the Central Economic Work Conference: The ups and downs of the stock market will be included in the adjustment function of the central bank in the future, and the Central Economic Work Conference will be held in Beijing from December 11 to 12. Regarding the exploration and expansion of the macro-prudential and financial stability functions of the central bank mentioned in the meeting, Lian Ping, president of the Guangdong Development Institute and chairman of the China Chief Economist Forum, explained that the ups and downs of the stock market will be included in the adjustment function of the central bank in the future. (CBN)Jianfan Bio: The plasma separator was certified by the European Union MDR, and Jianfan Bio announced that Jianfan Blood Purification Company, a wholly-owned subsidiary, recently received a notice from the EU announcement agency that its plasma separator was certified by the European Union MDR in accordance with the EU Medical Devices Regulation 2017/745, and can be sold in EU countries and other countries that recognize the EU CE certification.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.
Strategy guide 12-14
Strategy guide 12-14