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In November, China's industrial added value above the designated size increased by 5.4% year-on-year, with New energy Fund, Siasun Robot&Automation, and integrated circuits leading the growth.
From January to November, the added value of large-scale industries grew by 5.8% year-on-year. Among them, the production of New energy Fund vehicles, Siasun Robot&Automation, and integrated circuit products increased by 51.1%, 29.3%, and 8.7% respectively.
After the peak of the Robot Concept stocks, be wary of short-term divergences. AI and CSI Consumer 360 index may still have rotational opportunities.
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A significant bullish announcement is coming! Which directions might be the core of capital's attention?
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Private Companies Are JL Mag Rare-Earth Co., Ltd.'s (SZSE:300748) Biggest Owners and Were Rewarded After Market Cap Rose by CN¥1.6b Last Week
The robot concept is experiencing increased short-term volatility; can AI application directions take the lead in growth?
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[Brokerage Focus] Haitong Int'l expects that rare earth prices have completed a bottom adjustment and is bullish on the steady rise of rare earth prices.
Jingu Finance | Haitong International believes that rare earth prices have already completed the bottom adjustment, and the price rebound reflects the support of rare earth smelting production costs. In the environment of demand recovery, the bank is bullish on the steady rise of rare earth prices. The bank indicates that on the supply side, the growth rate of domestic supply indicators in 2024 has slowed down, overseas production and import volume have decreased, and supply constraints have strengthened. On the demand side, demand for new energy continues to grow, and siasun robot&automation is expected to become the next demand hotspot. In terms of inventory, rare earth separation plants have slightly accumulated inventory, while midstream and downstream inventories have decreased year-on-year. The bank believes that the recovery in downstream demand sentiment will drive the demand for midstream and downstream products such as dysprosium iron, metal praseodymium, and sintered.
