"The offshore money printer" reappears! COSCO Shipping Holdings expects its annual net profit attributable to the parent to double year-on-year | Quick read announcement.

① COSCO Shipping Holdings' container shipping business achieved growth in both volume and price compared to the previous year, with a year-on-year increase of 105.71% in Net income for 2024; ② One of the uncertainties in the shipping market for 2025, the strike at the East Coast ports of the United States, has been avoided, and freight rates on the US routes have already decreased.

cls.cnJan 10 06:33 ET

Leading mining company is making acquisitions! Zangge Mining is planning a change in control, and Zijin Mining Group intends to take the lead | Summary of the announcement.

Zangge Mining announced a significant notice, planning to transfer 24.72% of its shares, directly indicating a change of control, with the buyer being the mining giant Zijin Mining Group. It is worth noting that in recent years, Zangge Mining and Zijin Mining Group have made considerable moves in the expansion of lithium resources. The change of ownership of Zangge Mining to Zijin Mining Group is just one of several acquisition cases by the latter; looking at 2024 alone, Zijin Mining Group has already undertaken four large-scale acquisitions.

cls.cnJan 9 11:06 ET

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

Investment in Ultra High Pressure continues to accelerate, and Analysts predict that the bidding process is expected to speed up in 2025.

① The "Xinjiang Power Transmission to Chongqing" project, the Hami-Chongqing ±800 kV Ultra High Pressure Direct Current transmission line project, has been fully connected. ② Xiangcai Securities believes that Ultra High Pressure is a key infrastructure for the delivery of large New energy Fund bases, and 2025 marks the concluding year of the 14th Five-Year Plan. To promote the consumption of New energy Fund, the progress of bidding in 2025 is expected to accelerate.

cls.cnJan 8 19:02 ET

Microsoft announced the use of green hydrogen to power Datacenters. Institutions recommend paying attention to the upstream hydrogen production segment.

①Microsoft announced that it has reached an agreement with ESB, where the power control and management building of the datacenter located in Dublin will be powered by zero-emission green hydrogen energy. ②Caitong stated that the green hydrogen sector has attributes of high growth and significant potential, and that the large-scale development of domestic and international green hydrogen projects will allow the electrolysis and compressor segments to fully benefit from the growth.

cls.cnJan 7 19:00 ET

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.

cls.cnJan 6 18:51 ET