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.TikTok Store was officially launched in Spain, and TikTok issued a statement on December 10th local time, saying that TikTok Store has been officially launched in Spain.The scale of computing power in Hubei has exceeded 10,000 P. According to Hubei Provincial Bureau of Data, the scale of computing power in Hubei has exceeded 10,000 P, which is expected to drive the scale of computing power and big data industry in Hubei Province to reach 120 billion yuan. Internet access, map navigation, gene sequencing, climate prediction, high-end manufacturing ... Computing power is everywhere. P is the quantitative unit of computing power, and 10,000 P computing power is equivalent to the computing power of 5 million high-performance computers.
Two domestic bonds of Sunac have passed the restructuring vote, and two bonds of Sunac, H6 Rongdi 01 and H0 Sunac 03, have taken the lead in the restructuring vote. The other eight bonds still have two weeks to vote, and the voting results of the overall restructuring of ten bonds will finally be ushered in on December 23rd. Previously, on November 27th, Sunac announced a debt restructuring plan for domestic debt with a total amount of about 15.4 billion, which was divided into four ways: cash tender offer, debt-for-equity swap, debt-for-equity swap and debt retention extension. Compared with other schemes such as bankruptcy reorganization, the arrangement of compulsory debt reduction is more friendly to creditors. An unnamed creditor said that Sunac can truly protect the long-term interests of all creditors and investors only if it resumes healthy operation as soon as possible. (Seeing Real Estate)Changhong Hi-Tech: Ningbo Dinghong, the controlling shareholder, terminated the agreement to transfer part of the company's shares. On December 9, 2024, the company received a notice from Ningbo Dinghong Venture Capital Partnership (Limited Partnership), and learned that it intended to terminate the transfer to Shenzhen Hanmo Tiancheng Investment Management Co., Ltd. (representing "Hanmo Guanwu No.1 Private Equity Investment Fund") and Qianhai Pengcheng Wan Li Capital Management (Shenzhen) Co., Ltd. (representing "Pengcheng Wan Li-Pengcheng") by agreement.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.
Netanyahu testified in court for the first time, and Israeli Prime Minister Benjamin Netanyahu is scheduled to testify in court for the first time in three corruption cases in which he is the defendant on the 10th local time. It is the first time in Israel that the current Prime Minister has been charged with a crime. The Associated Press reported that Netanyahu will attend the trial three days a week, and each trial will last for several hours. While attending the trial, Netanyahu has to take into account the war in Gaza, maintain a fragile ceasefire with Hezbollah and deal with threats from the wider Middle East. According to reports, the court expects to make a judgment on the above cases as early as 2026, and Netanyahu can appeal against the judgment. According to Israeli law, unless he pleads guilty, the Prime Minister does not have to resign due to judicial trial, and his post will not be affected during the appeal.President Lukashenko of Belarus: There are about 30 locations in Belarus where Oreshnik missiles can be deployed.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. "
Strategy guide 12-13
Strategy guide
12-13
Strategy guide