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

Acquiring a power plant! Shaanxi coal industry plans to invest over 15 billion yuan in a major asset restructuring of Yunnan Yunwei, leading to a suspension of trading.| Read the announcement.

① Shandong coal industry with a market cap exceeding 240 billion yuan and the small market cap yunnan yunwei both announced in the evening that they will acquire stakes in electrical utilities; ② The former spent over 15 billion yuan to purchase approximately 88.65% of shaanxi coal industry electrical group; the latter is expected to constitute a significant assets restructuring, and stocks will be suspended from trading starting Monday.

cls.cnDec 6, 2024 10:02 ET

The global data cross-border flow cooperation initiative has been launched, and the cni data factor index industry is expected to usher in a qualitative change.

According to the WeChat official account of Cyberspace Administration of China, the National Cyberspace Administration of China has put forward a global data cross-border flow cooperation initiative, aiming to balance the relationship between technological innovation and security, economic development, and personal privacy protection. Tianfeng Securities believes that with the implementation of detailed rules for data elements and accelerated promotion of typical application cases, the industry is expected to undergo a qualitative change.

cls.cnNov 20, 2024 19:05 ET

Asia's aluminum king "reborn"! xiamen xiangyu intends to participate in the establishment of the "new Zhongwang Group," with some original creditors possibly conducting debt-for-equity swaps | quick announcement.

①Xiamen Xiangyu, its group company, and other investors plan to establish the 'Xin Zhongwang Group'; ②It is not ruled out that previous creditors may participate, that is, 'debt-for-equity swaps'; ③The key lies in whether the original creditors convert the debts to equity at 100%, or at a certain repayment rate, depending on the specific details of the plan.

cls.cnNov 19, 2024 10:52 ET

Move quickly! The board of directors decided less than a month ago that zhejiang orient financial holdings group acquired 1.65% stake in Hangzhou United Bankshares, and the acquisition target has not yet exceeded half.

①Comparing the 1.65% stake acquired this time with the previously announced acquisition target of approximately 3.94% stake, it can be seen that zhejiang orient financial holdings group's acquisition target this time has only achieved less than half; ② Within the year, multiple equity of united bankshares in Hangzhou has already landed on various major judicial auction platforms, but the results are not satisfactory; ③ The transfer of the equity of regional banks by local state-owned assets will help promote their healthy development, which is a good option.

cls.cnNov 5, 2024 02:52 ET

In the third quarter, the loss amount is close to the annual level of last year. How to solve the "dilemma" of the steel industry? Suggestions from the industry recommend actively reducing production.

①In the third quarter, the losses in the steel industry worsened, with 21 out of 27 listed steel smelting companies experiencing losses, totaling over 14.5 billion yuan, with the total quarterly loss amount almost approaching that of the entire previous year. ②Industry experts believe that the main reason for the losses is the overcapacity in the steel industry itself, poor industry self-discipline, failure to actively limit production, oversupply of products, continuous decline in steel prices, slow decrease in raw material prices, and severe industry profit compression.

cls.cnOct 31, 2024 10:59 ET