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.French President Macron: Without Europeans, Europe will not be safe.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)
Li Ziyuan: The plan to reduce the holdings of directors, supervisors and senior managers has not been completed. Li Ziyuan announced the change. On October 1, 2024, the company disclosed the Announcement on the Plan to Reduce the Holdings of Some Directors, Supervisors and Senior Managers of Zhejiang Li Ziyuan Food Co., Ltd. Zhu Wenxiu and other six directors, supervisors and senior managers plan to reduce their holdings by centralized bidding, which does not exceed 1,190,607 shares, and does not exceed 1% of the company's total share capital. As of December 12, 2024, the above-mentioned directors, supervisors and senior managers reduced their holdings of 813,400 shares through centralized bidding. At present, the share reduction plan has not been completed.18 shares were rated by brokers, and Yuhetian's target increased by 54.72%. On December 11th, a total of 18 shares were rated by brokers, and 6 of them announced their target prices. According to the highest target price, Yuhetian, Steady Medical Care and Fulongma ranked in the top, with increases of 54.72%, 19.96% and 17.62% respectively. Judging from the direction of rating adjustment, the ratings of 12 stocks remain unchanged and 6 stocks are rated for the first time. In addition, one stock attracted the attention of many brokers, and Hagrid Communications was ranked in the top number, with two brokers rating it respectively. Judging from the Wind industry to which the rated stocks are bought, the number of rated stocks for technical hardware and equipment, capital goods and materials II is the largest, with 4, 3 and 2 respectively.Daiwa raised Tesla's target price to $420.
Daiwa raised Tesla's target price to $420.Huazhi Liquor Store: It is planned to distribute a cash dividend of 8.09 yuan for every 10 shares. Huazhi Liquor Store announced that the company's profit distribution plan for the first three quarters of 2024 has been approved by the shareholders' meeting. The company will distribute a cash dividend of RMB 8.09 to all shareholders for every 10 shares based on the existing total share capital of 417 million shares and the share capital of 408 million shares after 9,098,100 shares have been repurchased in the repurchase special securities account. The total amount of cash dividends actually distributed was 330 million. The distribution of rights and interests in date of record is December 19th, 2024, and the ex-dividend date is December 20th, 2024. This dividend does not involve bonus shares and capitalization of capital reserve.International coffee futures rose as high as 70% during the year. As of December 12, Beijing time, the price of US ICE coffee futures had risen by nearly 70% during the year, and once hit a high of 345.55 cents/pound on December 10, a record high. At the same time, the price of Arabica coffee futures on the New York Futures Exchange also reached $3.434 per pound, exceeding the record high set in 1977. As for the reasons for the soaring international coffee futures prices, a futures industry source revealed that the price increase of coffee beans was mainly due to weather changes and supply chain disruptions. Brazil, the world's largest coffee producer (accounting for one third of the world's output), has experienced severe drought and frost in recent years, resulting in a sharp decline in coffee production. (CBN)
Strategy guide
12-13
Strategy guide
12-13