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[Brokerage Focus] CITIC SEC: Optimistic about the allocation value of the Metal Sector, with a focus on Copper, Aluminum, and Rare Earths.
Jinwu Finance News | CITIC SEC Research Reports suggest that under the macro narrative of liquidity and inflation, the metal bull market that started in 2019 has not yet concluded. Multiple factors such as ongoing supply constraints, the unpriced recovery in demand, and trading fluctuations caused by trade disputes are expected to drive metal sector stock prices to new heights by 2025. The firm believes that the current Industrial Metals, Copper and Aluminum, benefit from strong supply constraints and resilient demand, potentially offering greater expectation gaps. The rare earth sector is also poised to benefit from policy support and the momentum from emerging high-boom downstream sectors, suggesting a continuous market. Currently, the firm continues to be bullish on the allocation value of the metal sector and prioritizes recommendations.
China Hongqiao Units to Sell Assets, Equity Interest in Waste Processing Wing
We Like China Hongqiao Group's (HKG:1378) Returns And Here's How They're Trending
Express News | China Hongqiao - Total Consideration Payable by Lvxiang Resources to Beihai Xinhe for Transfer of Beihai Target Assets Is RMB3.4 Mln
Express News | China Hongqiao - Disposal of Assets and Disposal of Equity Interest in a Subsidiary
Finance Associated Press Venture Capital: In January, financing in the Carbon Neutrality sector totaled 1.61 billion yuan, a decrease of 95.03% month-on-month. Li Chuang Autos Electronics completed its first round of financing of nearly 0.5 billion yuan.
According to data from the China Finance Association's Venture Capital platform, in January, there were a total of 69 private equity investment events in the domestic Carbon Neutrality sector, a decrease of 28.13% from 96 events last month; The total disclosed financing amounted to approximately 1.61 billion yuan, down 95.03% from 32.404 billion yuan last month.