The expectation of alumina production boosts the market for caustic soda, and the profitability of related listed companies is expected to improve | Industry Dynamics.

① Driven by expectations of downstream Aluminum oxide expansion, on January 7, the Futures Block Orders contract SH2505 for caustic soda reached a high of 3068 yuan/ton, refreshing a nearly one-year high during the trading session; ② Tangshan Sanyou Chemical Industries stated that, supported by the growth in demand for downstream Aluminum oxide and electrolytic Aluminum, caustic soda prices are expected to be running at a high level in 2025.

cls.cnJan 9 08:29 ET

Beijing Tianyishangjia New Material Corp. has new progress in Aviation aerospace products: the rocket fairing has passed static load tests, but has not yet generated direct benefits.

① Beijing Tianyishangjia New Material Corp. stated that according to the delivery process, after completing the static test, the next step is to conduct flight tests. If there are no issues with the product performance throughout the entire process, it will enter the later stage for contract signing and realize product commercialization; ② A person from the company's board secretary office stated that the company's application areas have expanded from a single High-speed Rail transportation Business Sector to four major Business Sectors: photovoltaic monocrystalline auxiliary materials, Autos, and Aviation.

cls.cnJan 3 05:21 ET

Operating performance did not meet expectations, Chengdu Haoneng Technology offers a 90% discount on the sale of 34% equity in Aerospace Shenkun | Quick read announcement.

① Just three years in, Chengdu Haoneng Technology couldn't wait to "sell off" Aerospace Shenkun, with the transfer price being only 10.81% of the initial investment; ② While effectively cutting off "one wing" in the commercial aerospace field, Chengdu Haoneng Technology continues to increase its investment in aviation aerospace components.

cls.cnDec 27, 2024 09:03 ET

Encourage social capital to participate in Railroads construction and Operation. The Railroads Industry is expected to welcome a high prosperity cycle.

① The General Office of the Communist Party of China and the General Office of the State Council issued an opinion on accelerating the construction of a unified and open Transportation market. It mentions encouraging and guiding social capital to legally and properly participate in Railroads construction and Operation; ② Southwest Securities Research Reports point out that with the accelerated replacement of equipment, increased maintenance of high-speed trains, and improvement in the bidding and delivery of new locomotives, Railroads equipment is experiencing a new prosperity cycle.

cls.cnDec 23, 2024 18:43 ET

A consortium including CRRC Corporation has won a $5.6 billion contract for metro construction in Dubai.

① The new metro contract in Dubai has been awarded to a consortium of Turkish and Chinese companies, with CRRC Corporation responsible for the railroads system; ② The blue line spans a total length of 30 kilometers, has three transfer stations, and upon completion, will cross the Dubai River for the first time through a 1300-meter-long bridge; ③ The blue line project is expected to generate a benefit-cost ratio of 2.60 by 2040, with anticipated total revenues exceeding 56.5 billion dirhams.

cls.cnDec 19, 2024 22:25 ET

Recently, 13 companies secured over 56.5 GWh of energy storage orders, with the global battery shipment volume doubling in growth, and energy storage companies are expected to benefit from the development of the large storage market in Europe.

① The year-on-year growth rate of global energy storage battery shipments accelerated from 25% in the first half of 2024 to 68% in the third quarter of 2024; ② HSBC Qianhai Securities has raised its forecasts for global energy storage system installations in 2025 and 2026 from 266GWh and 360GWh to 270GWh and 363GWh, respectively, to reflect that the short-term shipment volume of energy storage batteries is stronger than expected and the demand outlook in the china and Middle East markets has improved.

cls.cnDec 7, 2024 03:48 ET