The net outflow of the main market exceeded 10 billion.Market News: Doctors say that the Brazilian President will be unable to work in the next few days. After observation, Lula is expected to return to normal life.Kangsheng shares: 5% shareholders agreed to transfer 56.82 million shares. Kangsheng shares announced that Geely Commercial Vehicle, a shareholder holding 5% shares, signed a share transfer agreement with Jiangsu Ruijin, and plans to transfer 56.82 million shares by agreement, accounting for 5% of the company's total share capital. After the agreement is completed, both parties will abide by the reduction restrictions within six months. The transfer still needs the compliance audit of Shenzhen Stock Exchange and the transfer procedures of China Securities Depository and Clearing Corporation, and it is still uncertain whether it can be completed in the end. The two parties have signed a supplementary agreement, and the revised terms include that the transferee shall pay the remaining price of 107 million yuan within one month after the successful transfer registration.
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.Kangsheng shares: 5% shareholders agreed to transfer 56.82 million shares. Kangsheng shares announced that Geely Commercial Vehicle, a shareholder holding 5% shares, signed a share transfer agreement with Jiangsu Ruijin, and plans to transfer 56.82 million shares by agreement, accounting for 5% of the company's total share capital. After the agreement is completed, both parties will abide by the reduction restrictions within six months. The transfer still needs the compliance audit of Shenzhen Stock Exchange and the transfer procedures of China Securities Depository and Clearing Corporation, and it is still uncertain whether it can be completed in the end. The two parties have signed a supplementary agreement, and the revised terms include that the transferee shall pay the remaining price of 107 million yuan within one month after the successful transfer registration.Textile City: It plans to invest 917 million yuan to build a cultural block project of the Textile Museum. The Textile City announced that the company plans to obtain the right to use state-owned construction land in Keqiao District, Shaoxing City, Zhejiang Province by open bidding and invest in the construction of the cultural block project of the Textile Museum, with a total investment of 917 million yuan.
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.Hangzhou Gaoxin: Liaoning Zhongke plans to reduce its shareholding by no more than 1%. Hangzhou Gaoxin announced that Liaoning Zhongke, a shareholder holding 5.68%, plans to reduce its shareholding by no more than 1,266,700 shares through centralized bidding or block trading within 3 months after 15 trading days from the date of announcement, accounting for 1% of the company's total share capital. The reason for the reduction is the shareholders' own capital turnover demand. Liaoning Zhongke currently holds 7.1933 million shares of the company, accounting for 5.68% of the total share capital. The reduction plan will be implemented according to the market situation and stock price, and will not affect the company's control and going concern. The company will urge it to implement the reduction plan legally and in compliance and fulfill its information disclosure obligations.Traders closed the US federal funds rate in future positions before the release of key data. The federal funds futures market continued to be active on Monday, and capital flows were sold off in the US market in early trading. Then the open positions of January and February contracts fell, indicating that the market closed before the release of November CPI data on Wednesday.
Strategy guide
Strategy guide 12-13