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.Guangdong Pearl: The controlling shareholder intends to transfer 5.04% of the company's shares by agreement, with a total transfer price of 158 million yuan. The controlling shareholder Shenzhen Jinxin 'an and Yinguoda Shenghui Strategy No.1 Private Equity Investment Fund signed the Share Transfer Agreement, and Shenzhen Jinxin 'an intends to transfer its 35 million unrestricted shares (accounting for 5.04% of the company's total share capital) to Yinguoda Shenghui Strategy No.1 Private Equity Investment Fund by agreement transfer, with equity transfer price as 4.5 yuan. This change in equity will not change the controlling shareholder and actual controller of the company.The death toll from the collapse of a residential building in Cairo, Egypt, rose to eight. In the early morning of December 10, local time, an old five-story residential building collapsed in Abasia District, Cairo, Egypt. The local civil defense department has rushed to the scene to carry out search and rescue work. Up to now, the bodies of eight victims have been found and six others have been rescued. The procuratorate has been involved in the accident investigation. (CCTV News)
Yingqu Technology: China Merchants Yingqu Intelligent IOT Fund plans to invest 30 million yuan in Yingqu Automotive Electronics, a subsidiary of the company. Yingqu Technology announced that Yingqu Automotive Electronics, a subsidiary of the company, plans to introduce China Merchants Yingqu Intelligent IOT Fund as a new shareholder through capital increase. The fund plans to invest 30 million yuan, of which 600,000 yuan is included in the registered capital and the rest is included in the capital reserve, thus holding 2.9126% equity of Yingqu Automotive Electronics. After the capital increase, Yingqu Technology's shareholding in Yingqu Automotive Electronics will be reduced from 69.9150% to 67.8786%. The capital increase will be used for business development, R&D and production of Yingqu Automotive Electronics.International Air Transport Association: The passenger flow of the global aviation industry is expected to reach a record in 2025. The largest lobbying group in the industry said in its annual forecast that the net profit of the global aviation industry will reach 36.6 billion US dollars in 2025, driven by the record number of 5.2 billion passengers. According to the International Air Transport Association, this expectation means an increase of 16% compared with the data in 2024. The profit margin of this industry will be 3.6%, higher than 3.3% in 2024. The industry organization said that falling oil prices and increasing demand will boost profitability, while the potential tariffs and trade wars of the incoming Trump administration may damage the prospects of the industry.Yi Yatong once again won the bid for the service project of the supplier of the material supply platform of China Post Group Co., Ltd., and recently, Yi Yatong won the bid for the service project of the supplier of the material supply platform of China Post Group Co., Ltd. again. The winning categories in this project include 60 categories and 628 subcategories of commodities and related services such as grain and oil seasoning, kitchen and bathroom appliances, cleaning products, office equipment, home textile products and daily necessities; The service scope is China Post Group Co., Ltd. and its subordinate institutions at all levels, including the headquarters of the group company, branches in all provinces (including autonomous regions and municipalities directly under the Central Government), delivery departments, holding subsidiaries, directly affiliated units and their internal or subordinate branches at all levels.
In the first 11 months, China's foreign trade in goods reached a steady growth of 39.79 trillion yuan. The General Administration of Customs announced on the 10th that in the first 11 months of this year, the total import and export value of China's goods trade reached 39.79 trillion yuan, up 4.9% year-on-year, achieving steady growth. Among them, the export was 23.04 trillion yuan, a year-on-year increase of 6.7%; Imports reached 16.75 trillion yuan, a year-on-year increase of 2.4%.The first general airport in Xiangyang, Hubei Province was approved, and the Zaoyang General Airport in Xiangyang City was recently approved by the Hubei Provincial Development and Reform Commission. This is the first general airport approved by Xiangyang City, which is of great significance for accelerating the construction of low-altitude infrastructure, promoting the development of general aviation industry and improving the comprehensive transportation network.AuAg Funds: It is estimated that the target price of gold in 2025 is 3,000-3,300 US dollars per ounce. Eric Strand, CEO of AuAg Funds, said in an interview with the media on Tuesday that the target price of gold in 2025 is expected to be 3,000-3,300 US dollars per ounce. Eric Strand said that in 2024, the price of gold exceeded market expectations, hitting $2,790 per ounce in October, although the market has since fallen back. He stressed that the central bank's interest rate cuts and continued inflation will push the price of gold to 3,000-3,300 US dollars per ounce in 2025. The change of gold/silver ratio shows that the price of silver still has the potential to continue to rise. He also said that regional tensions, persistent inflation and consumption growth of the middle class in emerging markets will continue to push gold and silver prices higher.
Strategy guide
Strategy guide
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13