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.
AI takes center stage! The CES Autos exhibition booths have transformed as many automakers strengthen their application of Asia Vets in smart cabins.
① BMW globally debuted its next-generation super sensory intelligent cockpit at the 2025 CES exhibition - featuring the innovative panoramic iDrive and BMW's new generation operating system X. ② ZEEKR also regards the 'intelligent cockpit' as one of the key highlights of its exhibition, announcing a partnership with Qualcomm to jointly develop future-oriented intelligent cockpits.
Is it 'virtual fire' or 'betting big' that leads to success? The 'New Year妖' Guangdong Dongfang Precision Science & Technology stock price has fluctuated again, and the actual controller has already cashed out 100 million yuan. | Quick read of the announc
① Guangdong Dongfang Precision Science & Technology achieved two consecutive limit-up boards due to the Robot Concept, and issued a notice of unusual activity this evening; ② Last November, the company's stocks experienced an eight consecutive limit-up board, with the company's controlling shareholder and one of the actual controllers cashing out approximately 0.102 billion yuan; ③ Smart packaging equipment still accounts for an absolute proportion of the company's overall revenue. It remains to be seen whether its investments in controllable nuclear fusion and robots are 'fake heat' or successful 'bets'.
In January, lithium battery companies' production scheduling improved, and the supply-demand relationship is expected to continue to improve after the Spring Festival.
① Recently released data from Shenzhen GaoGong Industry Research Institute indicates that lithium battery companies are expected to adjust their production schedules upwards in January 2025. ② A Research Report from Soochow states that production is expected to rebound rapidly after the Spring Festival, and the supply-demand relationship will continue to improve.
The two major Block Orders in the Democratic Republic of the Congo have increased production, CMOC Group Limited's 2024 Copper and Cobalt output both increased by over fifty percent year-on-year | Quick Announcement.
① Benefiting from the capacity expansion and increased production of the two major Block Orders mines in the Democratic Republic of the Congo, CMOC Group Limited's main mineral product output achieved overall growth last year; ② Among these, the increases in Copper and Cobalt products were particularly notable, with year-on-year growth rates exceeding fifty percent.
The Great Wall's profit responsibility has been upgraded.
The new year begins.
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