Fidelity International: There is room for substantial increase in US Treasury bonds. Fidelity International believes that the US economy is unlikely to maintain its current growth rate. If it slows down, it may stimulate a substantial increase in the US Treasury bond market. "I don't believe that there is a miracle of productivity growth in the United States, which will grow at a rate of 3% forever," said Mike Riddell, a senior portfolio manager of the company, who attributed the outstanding performance of the economy to fiscal stimulus. "We thought it would slow down earlier. If we do start to see disappointing economic growth in the United States, it may open the way for a substantial increase in bonds. "Southwest Securities: Chongqing Stock Transfer Center intends to absorb and merge its parent company, Chongqing Stock Service Group. Southwest Securities announced that Chongqing Stock Transfer Center intends to absorb and merge its parent company, Chongqing Stock Service Group. After the absorption and merger, all assets, liabilities and rights and interests of Chongqing Stock Service Group will be transferred to Chongqing Stock Transfer Center, Chongqing Stock Transfer Center will survive, and Chongqing Stock Service Group will be disqualified as a legal person.Daiwa Capital Markets: The price of lithium may fall further in the first half of 2025. Daiwa Capital Markets said in a research report to customers that the global lithium supply is expected to increase by 12-28% in 2025-2026, which is due to the increase in production in major regions such as Argentina, Australia and Africa. However, the team warned that lithium prices may still be under pressure due to oversupply. At present, the price of LCE (lithium carbonate equivalent) in China is about 78,000 yuan/ton, but Yamato predicts that the price of LCE will be reduced to 75,000 yuan/ton by 2025 due to the increase in the output of low-cost mines. Yamato said: "The current price of lithium is not enough to prevent low-cost mines from increasing production." The demand for lithium, especially for electric vehicles (EV) and energy storage systems (ESS), is expected to slow down. Yamato believes that the slowdown in demand growth, coupled with the increase in supply, indicates that lithium prices may be difficult to maintain their recent highs.
The scale of China's AI core industry is nearly 600 billion yuan. Generative artificial intelligence enterprises set off a price war. According to the Report on the Development of Generative Artificial Intelligence Applications in 2024, as of June, the number of users of China's generative artificial intelligence products has reached 230 million. At present, the number of enterprises has exceeded 4,500, and the scale of core industries is close to 600 billion yuan. According to industry insiders, compared with the input cost of several billion yuan, the large model enterprises are not commercialized at present, and the realization is slow. A large number of generative artificial intelligence enterprises in the market, in order to compete for users, set off a round of computing power price war in the industry, and the price of large model computing power once dropped by as much as 90%. (CCTV Finance)US natural gas futures fell 3.00% in the day and are now reported at $3.086/million British heat.French army: France has begun to withdraw its troops from Chad.
Li Handong, the former chairman of Sichuan Mianyang Airport Group, was "double-opened" for engaging in profit-making activities and trading power in violation of regulations. Recently, with the approval of Mianyang Municipal Committee, the Supervision Committee of Mianyang Municipal Commission for Discipline Inspection filed a case review and investigation on Li Handong, the former party secretary and chairman of Mianyang Airport (Group) Co., Ltd.' s serious violation of discipline and law. After investigation, Li Handong lost his ideals and beliefs, abandoned his initial mission, deviated from organizational requirements, did not truthfully explain the problems when organizing letters and inquiries, and sought benefits for others and received property in the employment of employees; The bottom line of honesty has fallen, accepting gifts and gifts in violation of regulations, borrowing money from management and service objects, engaging in profit-making activities in violation of regulations, and engaging in power transactions; Violation of life discipline; Taking the power given by the organization as a tool for personal gain, taking advantage of his position to seek benefits for others in project contracting and employee recruitment, and illegally accepting the property given by others, is huge.Tongyizhong: It plans to acquire 75.8% of the shares of Chaomeisi New Materials with 243 million yuan. Tongyizhong announced that the company plans to acquire 75.80% of the shares of Chaomeisi New Materials Co., Ltd. with its own funds of 243 million yuan. After the completion of this transaction, Chaomeisi will become a holding subsidiary of the company.Textile City: It plans to invest 917 million yuan to build a cultural block project of the Textile Museum. The Textile City announced that the company plans to obtain the right to use state-owned construction land in Keqiao District, Shaoxing City, Zhejiang Province by open bidding and invest in the construction of the cultural block project of the Textile Museum, with a total investment of 917 million yuan.
Strategy guide 12-13
Strategy guide
12-13
Strategy guide
Strategy guide 12-13
Strategy guide
12-13