2024-12-13 04:06:42
5 billion square meters of diaphragm has been settled, leading enterprises have accelerated the layout of overseas markets, and the end of the year is approaching, and the lithium battery industry has entered a new round of supply negotiations. The two major battery separator companies, Xingyuan Materials and Enjie, have successively issued announcements recently, and signed large battery separator supply orders with Yiwei Lithium Energy respectively, totaling no less than 5 billion square meters. As one of the upstream materials of lithium battery, in recent years, with the intensive price reduction of the upstream and downstream industrial chains of lithium battery, the diaphragm industry is in a situation of increasing supply and demand, and the pattern of oversupply is difficult to change. Xingyuan Materials has released a new generation of high-safety lithium battery separators, the price of which will be higher than that of conventional coated separators, and Enjie and Xingyuan Materials have also laid out overseas markets with higher gross profit. The industry believes that apart from making profits from technology, it is a general trend for diaphragm enterprises to set up factories close to overseas manufacturers. (Securities Times)The increase of $3,500 per car cost of Detroit car companies is affected by Trump's tariff policy. Bloomberg industry research analysis shows that if US President-elect Trump imposes proposed tariffs on imported goods from Canada and Mexico, the labor cost per car of American car companies may increase by more than $3,500, and if the production of auto parts returns to the United States, this figure may be higher. Considering the production scale of Ford Motor Company, General Motors Company and Stellantis Company in Mexico, they are likely to suffer the most, while Tesla and Gentex are likely to suffer the least.Societe Generale: The S&P 500 index is expected to fluctuate between 6,500 and 7,500 points next year. Strategists at Societe Generale said that the re-inflation policy proposed by President-elect Trump when he takes office next year may push the S&P 500 index to 6,500 points in April and 7,500 points in 2025, and bond yields are expected to fluctuate greatly.
Bitcoin fell below $95,000 and fell nearly 3% in the day. Ethereum fell more than 6% and fell below $3,600.Overnight trend of China assets: A50 rose by 5.7%, ETF rose by nearly 24%, and China assets continued to rise overnight. During the closing of A shares at 3:00 pm yesterday (9th) and this morning, Hang Seng Index futures rose by 7.66%, offshore RMB rose by 0.29% or about 200 points against the US dollar, and FTSE China A50 index rose by 5.77%, hitting a two-month high in intraday trading. In the US stock market, Nasdaq China Jinlong Index closed up 8.5%, hitting a two-month high, and China ETF(YINN) rose 23.7% when it tripled its wealth.Bernstein gave AT&T an initial rating for outperforming the market. The target price is $28, which is 20% higher.
National Development and Reform Commission (NDRC): Nearly 6 trillion yuan of government investment funds have been put into specific projects and are accelerating construction and implementation. Chengfeng Zhao, deputy director of the Investment Department of the NDRC, said that since the beginning of this year, the NDRC has made great efforts to increase government investment support, pay more attention to the accuracy and effectiveness of investment, and give full play to the driving amplification effect of government investment. This year, about 6 trillion yuan of government investment funds have been arranged, including 700 billion yuan of investment in the central budget, 1 trillion yuan of ultra-long-term special government bonds, 3.12 trillion yuan of local government special bonds for project construction, and 1 trillion yuan of additional government bonds in 2023, which are mainly used this year. At present, nearly 6 trillion yuan of government investment funds have been put into concrete projects, and the construction and implementation are being accelerated.C3.ai's revenue in the second fiscal quarter exceeded market expectations by $94.3 million, while C3.ai's revenue in the second fiscal quarter was $94.3 million, and analysts expected $91 million. In the second quarter, the loss per share was $0.06, and analysts expected a loss of $0.16. Raise the performance guidance for fiscal year 2025. C3.ai U.S. stocks rose 18% after hours.Many places in Syria were attacked by air. According to many media reports, Damascus, the capital of Syria, and Homs, the central city, were attacked by air on the evening of the 9th. Saudi Arabia's Arabiya TV reported on the 9th that Latakia, Damascus, Homs, Qamishli and other places in Syria were attacked by Israel. The report quoted two Syrian security sources as saying that Israel attacked several major air bases in Syria and destroyed a large number of infrastructure, dozens of helicopters and fighter planes. According to pro-Syrian opposition media reports on the 9th, Israel attacked the naval fleet belonging to Syrian government forces in Latakia. On the same day, the opposition also announced that it would pardon all soldiers who performed compulsory military service in the government army and prohibit anyone from infringing on their rights and interests.
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide
12-13