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Brokerage morning meeting highlights: It is recommended to pay attention to companies in the humanoid robot industry that have the capability for low stock price bulk supply of components.
In today's Brokerage morning meeting, China Securities Co.,Ltd. suggested focusing on companies in the humanoid robot Industry that have the capacity for low stock price mass supply of components; Tianfeng stated that the wind turbine Sector will undergo a value reassessment; Galaxy Securities believes that the peak season de-stocking turning point in the non-ferrous Industry is emerging, and the spring market is expected to unfold.
China Galaxy Securities: The peak season for the non-ferrous Industry inventory reduction turning point is emerging, and the spring market is expected to unfold.
The impact of the Democratic Republic of the Congo's halt on cobalt exports continues to ferment, with domestic prices for electrolytic cobalt, cobalt tetroxide, and cobalt sulfate rising significantly this week. Under the threat of potential raw material shortages, downstream companies have a strong willingness to rush to purchase, and cobalt prices are expected to have further upward momentum.
Will Copper prices break ten thousand? Before the tariffs, there is a rush to import, and the trend of stockpiling in the USA may trigger a global copper inventory crisis.
Citibank stated that within the next three months, copper prices will break through the $0.01 million per ton mark, and the global copper market will remain tight until the USA's import tariff policy becomes clear. Goldman Sachs indicated that by the end of the third quarter, the rise in copper prices will cause USA copper stocks to surge from the current 0.095 million tons to at least 0.3 million to 0.4 million tons, accounting for 45-60% of the global reported inventory, while copper stocks in Other regions will be very low.
Citibank: Before the tariff timeline in the USA becomes clearer, Copper prices may reach $10,000 per ton.
Citi expects that in the next three months, Copper prices will reach $10,000 per ton and stated that the Global Copper market will remain tight until the timeline for USA import tariffs becomes clearer.
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