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.Market news: the largest political group in the European Union is pushing to weaken the ban on internal combustion engines.Haiyou New Materials: It is planned to set up a subsidiary in the United States with a total investment of not more than 10 million US dollars. Haiyou New Materials announced that the company plans to set up a subsidiary HIUV Applied Materials Company in the United States to implement polymer special membrane projects with a total investment of not more than 10 million US dollars. The project aims to improve the international competitiveness of the company's products and achieve the localized production and market-oriented extension of the company's photovoltaic packaging film in the US market. The project still needs to go through the formalities of approval, filing and licensing at home and abroad, and there are approval risks and operational risks. The board of directors of the company has reviewed and approved the proposal, and investment matters do not need to be submitted to the shareholders' meeting for consideration.
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.Spokesman of the Ministry of Foreign Affairs of Qatar: All doors and communication channels are open for dialogue with Syrian parties on the future of Syria.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)
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%.Zhiyun shares: stock trading will be subject to other risk warnings. Zhiyun shares announced that the company received the "Notice of Administrative Punishment in advance" issued by Dalian Supervision Bureau of China Securities Regulatory Commission on December 10, 2024. According to Article 9.4 of the Listing Rules of Growth Enterprise Market of Shenzhen Stock Exchange, due to false records in the company's 2022 annual report, other risk warnings will be imposed on stock trading. The company's shares were suspended for one day from the market opening on December 11, 2024, and resumed trading on December 12, 2024. After the resumption of trading, the stock abbreviation will be changed to "ST Zhiyun", and the daily price limit is still 20%. The board of directors of the company will continue to urge the management to strengthen internal governance such as information disclosure, and apply to Shenzhen Stock Exchange for cancellation of other risk warnings in time after twelve months from the date of receiving the Decision on Administrative Punishment.Energy Chain Smart Power and Hubei Medium Carbon Asset Management completed the subscription of carbon emission reduction for new energy vehicles. Today, Energy Chain Smart Power (NAAS.US) and Hubei Medium Carbon Asset Management Co., Ltd. (hereinafter referred to as Medium Carbon Asset Management) officially signed a contract in Wuhan, completing the subscription transaction of "the first batch of carbon emission reduction for new energy vehicles" of 1962 tons. This is the first transaction in the field of carbon emission reduction of new energy vehicle charging service in China. It is reported that the carbon inclusive emission reduction of this transaction will be used for the implementation of key emission units in Hubei carbon market in 2023, and the future carbon inclusive emission reduction can also be used to create diverse scenarios such as zero-carbon parks, zero-carbon marathons and zero-carbon conferences. Hubei Medium Carbon Asset Management's innovative measures to purchase new energy vehicles to reduce carbon emissions provide a strong proof for the tradable nature of carbon Pratt & Whitney, further enriching the product structure of the domestic carbon market. This experience is expected to be promoted and replicated in many carbon trading markets across the country.
Strategy guide 12-13
Strategy guide 12-13