Brokerage morning meeting highlights: It is expected that 2025 will be the first year when the Real Estate Industry truly achieves stability and long-term development.
At today's Brokerage morning meeting, CITIC SEC proposed that 2025 will be the year when the Real Estate Industry truly stabilizes and moves forward; Tianfeng stated that industry demand is expected to recover, and the Autos Sector may gradually become optimistic; China Securities Co.,Ltd. pointed out that the current valuation of the Baijiu(Chinese Liquor) Sector remains low overall, highlighting its long-term investment value.
The expectation of rising prices for Anode Material is gradually emerging, and Analysts say that the prices of Lithium Batteries may have already bottomed out.
① According to multiple interviews by the Financial Association reporters, the expectation of price increases in the Anode Material industry is gradually emerging. An Analyst predicts that some models of Anode Material may see slight increases in Q1 next year, with leading companies' processing fees expected to rise by 500 to 1000 yuan/ton in January. ② Citibank Analysts released a research report stating that Lithium Battery prices may have bottomed out and could see slight increases by 2025.
Market Cap 10.5 billion Hong Kong dollars! Iflytek Co.,ltd. Medical enters the Hong Kong stock market, and Liu Qingfeng from Iflytek Co.,ltd. expands the capital territory with another success.
① Iflytek Co.,ltd. Medical is derived from Iflytek Co.,ltd. Focusing on the field of AI, Liu Qingfeng's Iflytek Co.,ltd. has made arrangements in multiple areas, including Education, Medical, Siasun Robot&Automation, and other fields. ② However, the AI Medical Business involves patient information, and the 'Iflytek Xiaoyi' application developed by Iflytek Medical has issues with collecting personal information beyond the scope, as reported by the Ministry of Industry and Information Technology.
CHINA TELECOM has once again "released" an Insurance license. After listing Sweet Orange Insurance last month, the 100% stake of Zhongtong SUNSHINE INS Brokerage has also been put on the shelf.
① 100% equity of Zhongtong Sunshine Insurance Brokerage is being listed for transfer by CHINACOMSERVICE Hunan Company, with a minimum transfer price of 137.23 million yuan; ② Tianyi E-Commerce Co., Ltd. is also listing for transfer 100% equity of Sweet Orange Insurance Agency; ③ CHINA TELECOM is continuously transferring insurance licenses while intensively "clearing out" equity in multiple Financial Institutions including Banks and micro-finance.
Gold prices have repeatedly reached historical highs, and gold companies are showing impressive performances while increasing reserves. The "long bull" trend still exists | Year-end review.
① This year's gold prices have repeatedly hit new highs, performing particularly impressively; ② Among A-share gold companies, SD GOLD, Zijin Mining Group, Shanjin International, and * Special Treat Zhongrun are actively increasing their reserves; ③ Many industry insiders believe that the trend of a "long bull" market for gold still exists; however, the risks of short-term fluctuations cannot be overlooked.
Policy stimulus for 3C and home appliance demand release. Will the multiplier effect of the "trade-in" policy continue in 2025? | Year-end review.
In 2024, the implementation of the "national subsidy" policy for the exchange of old for new will effectively stimulate the demand for home appliances and Consumer Electronics. Market analysis suggests that related subsidies for the exchange of old for new are expected to continue next year, with mobile phones and more home improvement categories likely included, while the future policy-driven effects still remain to be observed.
