Guotai Junan: The long-term incremental "option" brought by humanoid robots is expected to help the valuation of the rare earth sector rise. When looking forward to the strategy of the rare earth sector in 2025, Guotai Junan said that the market had expected that with the slowdown in the growth of core demand power such as new energy vehicles and wind power in the future, the demand for rare earth markets is under downward pressure. However, we expect that the rising consumption of magnetic materials for new energy vehicles and the warming demand for wind power are still expected to support the basic demand growth, and the demand for equipment renewal that began to land in 2024 is expected to become a new driving force for rare earth demand. On the supply side, an orderly pattern of domestic supply has been established, with many overseas planning increments but slow actual volume, and continuous supply-side constraints. In addition, the long-term incremental "options" brought by humanoid robots are also expected to help the valuation of the plate rise.Morgan Stanley lowered Macy's target price from $17.00 to $16.00.There are more than 100 suppliers who need to pay for the goods. On December 12, after learning that the capital chain of Jiyue Automobile was broken, many suppliers from all over the country came to Jiyue Automobile Headquarters Building and asked Jiyue Automobile to pay for the goods. The reporter learned that there are more than 100 employees in the supplier group established at the site. These suppliers undertake many businesses, including equipment, fine products, insurance, electronics, batteries, etc., and the maximum payment required by the company is up to 100 million yuan. Most suppliers owe between 1 million yuan and 10 million yuan. Among them, the total amount of arrears registered by 19 suppliers in the group is nearly 96 million yuan, and the average balance of arrears of each supplier exceeds 5 million yuan. (CBN)
Yiwangyichuang: Shareholder Zhang Fan plans to reduce his shareholding by no more than 1%. Yiwangyichuang announced that shareholder Zhang Fan, who holds more than 5% of the company's shares, plans to reduce his shareholding by centralized bidding and/or block trading, and the number of shares to be reduced is no more than 2,369,400, accounting for 1.00% of the company's total share capital. The reduction period is from January 6, 2025 to April 4, 2025. The price range of reduction will be determined according to the market price and trading method at the time of reduction. The reason for Zhang Fan's reduction is based on his own capital demand, and the shares come from the shares issued before the initial public offering, the shares transferred due to equity distribution and the shares transferred by agreement.NVIDIA Tmall flagship store emptied all the goods off the shelves? Insider: Tmall flagship store has always been used only for displaying goods, and it is not directly sold, so there is no such thing as "off the shelf". On December 12th, the media wrote that all the goods in NVIDIA Tmall flagship store were emptied off the shelf. Interface news learned from insiders that the flagship store is only used for displaying goods, and it is not directly sold, so there is no such thing as "off the shelf". The reporter browsed the Tmall platform "NVIDIA GeForce Flagship Store" and found that the "Baby" column was empty. Informed sources told that this interface was always empty, and consumers could browse the product information through the "Classification" interface column and be guided to the flagship stores of ASUS, Gigabyte and other manufacturers through links to place orders. (Interface News)Spot platinum just broke through the $940.00/oz mark, and the latest price was $939.71/oz, up 0.45% in the day; The main force of Nymex platinum futures recently reported $955.7 per ounce, up 0.52% in the day.
Lu 'an Huaneng: The raw coal output in November was 5.09 million tons, down 5.39% year-on-year. Lu 'an Huaneng announced that the raw coal output in November 2024 was 5.09 million tons, down 5.39% year-on-year; The sales volume of commercial coal was 5.36 million tons, up 18.32% year-on-year. In 2024, the cumulative output of raw coal was 52.25 million tons, down 4.88% year-on-year; The cumulative sales volume of commercial coal was 47.09 million tons, down 4.48% year-on-year.I announced the independence of Neo series, and the price of Neo7 started from 2099 yuan. On the evening of December 12, I recently held a new product launch conference, announcing the official independence of Neo series, positioning the flagship of e-sports for young people who know better, and releasing the first new product in the series-Neo7 for me, starting from 2099 yuan in a limited time. (Sina Technology)Huichuan technology: the company has started to apply AI technology in the field of machine vision. Huichuan technology said at the performance briefing that in the field of AI: the company has started to apply AI technology in the field of machine vision, and the exploration in other fields will be carried out according to customer needs and industrial development. In the field of humanoid robots: the company is currently led by the product competitiveness center, and multi-departments cooperate to develop core components such as motors, drivers and actuator modules. The spin-off and listing of the company's subsidiary, United Power, is progressing steadily and is still in the stage of listing counseling.
Strategy guide 12-14
Strategy guide
12-14
Strategy guide
12-14