Chuanrun helps Goldwind Technology roll off the production line of a new generation of deep-sea 22MW offshore wind turbines. According to Sichuan Chuanrun Co., Ltd., recently, Goldwind Technology successfully rolled off the production line of a new generation of deep-sea 22MW offshore wind turbines in Shantou manufacturing base, setting a new record for Guangdong's largest single-unit capacity offshore wind turbines. As a key technical partner, Chuanrun provided a complete set of cooling system and lubrication system for the unit, which demonstrated the company's technical strength and innovation ability in the field of wind power.According to sources, Hamas's demand for a ceasefire in the Israeli Gaza has been relaxed, and a hostage agreement is expected to be reached. According to sources, Hamas will now agree to let the Israeli army stay temporarily after the fighting stops.Yunnan Germanium Industry: downstream customers didn't feedback that the company germanium was directly used in quantum chip products. Some investors asked Yunnan Germanium Industry (002428) on the interactive platform: in quantum computing and quantum communication, germanium is widely used in the manufacturing process of quantum chips, which can achieve excellent performance. Excuse me, does the company have germanium products used in quantum chips? Yunnan Germanium Industry replied that at present, the downstream customers of the company have not reported to the company that it is directly used in this product.
Ping An Securities: The gold price center is expected to increase in 2025. Ping An Securities released the 2025 annual strategy report of nonferrous metals and new materials industry, saying that nonferrous metals have entered a stage of high fluctuation in 2024, and the main pricing lines and core variables have changed to varying degrees. 2025 is still a year in which the core contradictions of various varieties continue to ferment, and the monetary attributes of precious metals represented by gold are expected to continue to be prominent. It is expected that the gold price center will still improve throughout the year, and it is recommended to pay attention to Shandong gold and Zhongjin gold; The long-term resource bottleneck of industrial metal copper has bottomed out, and the demand elasticity driven by internal and external policies is expected to be gradually released. It is suggested to pay attention to Zijin Mining and Luoyang Molybdenum Industry; The supply and demand pattern of electrolytic aluminum continues to improve, and the demand side maintains a high growth rate under the shrinking supply elasticity, and the long-term center of aluminum price is expected to further rise. It is recommended to pay attention to Tianshan Aluminum, China Aluminum, Shenhuo and Yunnan Aluminum. Tin resources are in short supply or accelerated transmission, and the gap between supply and demand is further enlarged. It is suggested to pay attention to tin industry shares; At the bottom of the energy metal industry, it is confirmed that enterprises with lower valuation level may enjoy greater flexibility under the marginal improvement of fundamentals. It is recommended to pay attention to enterprises with significant integration advantages, and it is recommended to pay attention to China Mining Resources, Tianqi Lithium Industry and Huayou Cobalt Industry.Hang Seng Science and Technology Index rose to 1%, while Kewang shares rose, with Billie Billie (09626.HK) rising by over 4%, Baidu (09888.HK) rising by 2.8%, Aauto Quicker (01024.HK), Tencent Holdings (00700.HK) rising by 1.8% and Alibaba (09988.HK) rising by over 1%.The Russian Foreign Ministry condemned the United States for providing Ukraine with the proceeds from Russia's frozen assets and announced retaliatory measures. The Russian Foreign Ministry issued a statement on the 11th local time, condemning the United States for providing Ukraine with a loan of $20 billion with the proceeds from frozen Russian assets as collateral, calling this behavior "theft". According to a report quoted by Russian Tass news agency from Russian Ministry of Finance, in retaliation, Russia will use the proceeds from the frozen assets of western countries in Russia to support Russia's regional and economic development.
Malaysia established the National Office of Artificial Intelligence Policies and Regulations.The National Green Development Fund and other companies have established ecological restoration production and investment partnerships. According to the enterprise survey APP, recently, Jiangxi Green Gold Ecological Restoration Industry Investment Partnership (Limited Partnership) was established with a capital contribution of 1 billion yuan, and its business scope includes: engaging in equity investment, investment management, asset management and other activities with private equity funds. Enterprise investigation shows that the company is jointly owned by National Green Development Fund Co., Ltd. and Jiangxi Jinkong Investment Group Co., Ltd.In the inter-bank market, the yield of the active 10-year treasury bond "24 Treasury Bond with Interest 11" dropped by 1bp to 1.815%. Wind data shows that compared with yield to maturity, a Chinese bond with the same term, it hit a record low.
Strategy guide
Strategy guide
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Strategy guide
12-13
Strategy guide
12-13