The market maintains a rebound structure with fluctuations upward, paying attention to the rotational opportunities within the broad Technology sector.
Track the entire lifecycle of the main sector.
According to the Caixin Venture Capital Report: In December 2024, financing in the Carbon Neutrality sector reached 32.404 billion yuan, an increase of over ten times month-on-month, with the photovoltaic sector being the most active.
According to data from CaiLianShe Venture Capital, there were 96 private equity investment and financing events in the domestic Carbon Neutrality sector in December, an increase of 43.28% from 67 events last month; The total disclosed financing amount is approximately 32.404 billion yuan, an increase of 1091.77% from 2.719 billion yuan last month.
The "cold winter" is not over yet! Industry worries: lithium prices are still difficult to achieve a significant rebound this year.
① After experiencing two years of cyclical adjustments, many industry insiders predict that Lithium prices may still face challenges in 2025; ② With the ongoing surplus in Lithium supply, and the possibility that some mines might restart if prices rise, it means that this Battery Metal may still be unlikely to see a significant rebound this year.
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.
Ray Dalio's Timeless Advice: 'If You Don't Own Gold, You Know Neither History Nor Economics'
Peter Lynch's Timeless Investment Rules: 'You Can Always Lose What You Have Invested, Even If a Stock Is Cheap'