Market News: Lotte Chemical will suspend the Johor plant to reduce losses.Fu Bao Information: The spot price of lithium carbonate is temporarily stable. Today, the battery-grade lithium carbonate in Fu Bao reported 75,750 yuan/ton. According to the data released by Fu Bao Lithium Power Network, the spot basis index of electric carbon is -660 yuan/ton (flat); Battery-grade lithium carbonate reported 75,500 yuan/ton (-250 yuan/ton); Industrial grade lithium carbonate (comprehensive) reported 73,500 yuan/ton (flat); The average price of battery-grade lithium carbonate is 75,750 yuan/ton (-100 yuan/ton); Lithium hydroxide index reported 70,677 yuan/ton (flat); Spodumene (SC5% in Africa) reported 535 USD/ton (flat); Spodumene (China CIF6%) reported $810/ton (flat); The spodumene index (5%≤Li2O<6%) was reported as 5750 yuan/ton (flat); The lepidolite index (2%≤Li2O<4%) was reported at 2150 yuan/ton (flat); Bauxite (7%≤Li2O<8%) is reported at 8540 yuan/ton (flat); Lithium-rich aluminum electrolyte index reported 2135 yuan/ton (flat); Fu Bao brine (lithium sulfate) discount coefficient reported 76% (flat).Russian Defense Ministry: Russian air defense forces shot down 13 Ukrainian drones in Kursk, Belgorod, Rostov and Lipetsk last night.
A number of officials from Turkey and Qatar will visit Syria to meet with the Syrian transitional government. On the 12th local time, the Syrian Ministry of Information announced that the Turkish Foreign Minister, the head of the intelligence department and the head of Qatar's national security department will visit Syria and meet with the leader of the Sharm el-Liberation Organization, Giulani, and the caretaker Prime Minister of the Syrian transitional government, Bashir. Up to now, Turkish and Qatar officials have not announced relevant news.European Central Bank Management Committee Muller: It is expected that Europe will recover slowly.InBev Cloud released a number of intelligent computing products. On December 13th, InBev Mathematics Department officially released a brand-new series of intelligent computing products and services, covering the construction and operation of intelligent computing centers, GPU container services, advanced computing laboratories and industrial incubators, and put forward the innovative index of "effective computing cost per unit" for the first time in the industry, so as to promote the intelligent computing industry to a high-efficiency and diversified development paradigm.
European Central Bank Management Committee Muller: It is expected that Europe will recover slowly.According to the latest announcement of Allianz Fund, due to work arrangement, Shen Liang stepped down as general manager and financial controller on December 12, and Duan Jing became the new financial controller, and there is no statement about his transfer to other positions in the company. As early as October 8th, the former Inspector General Gu Wen left his post for personal reasons, and Shen Liang acted as Inspector General. Allianz Fund is the ninth wholly foreign-owned public offering in China, which is wholly owned by Allianz Investment. On April 18th this year, it was approved to launch China Public Offering of Fund business, and the first public offering product was established in early September. Before leaving office, Shen Liang served as director, general manager, legal representative and financial controller of Allianz Fund. According to the data, Shen Liang, Gu Wen and Duan Jing joined Allianz Investment in January 2021, August 2021 and May 2022 respectively.Bank of Communications International: For the first time, it covers the "buy" rating and target price of HK$ 5.86 given by the rich industrial trust. The Bank of Communications International published a report that the rich industrial trust has multiple investment advantages and stock price drivers, including stable profit prospects, low valuation, further interest rate cuts and potential inclusion in Shanghai-Shenzhen-Hong Kong Stock Connect, which are all beneficial to the valuation of REITs. For the first time, the bank covers the purchase of wealth and gives a "buy" rating with a target price of HK$ 5.86. Bank of Communications International believes that the rental income prospect of Zhifu Industrial Trust can remain basically stable. At the same time, the current share price corresponds to a dividend of 9.4% in 2025, and the gap between the dividend yield and the yield of 10-year US bonds is about 1.1 standard deviation lower than the long-term level. It is considered that the current valuation is still far below its long-term average level, and has reflected most of the worries of the retail market in Hong Kong. The report continued that although high interest rates will still have a negative impact on this year's earnings, it is expected that the dividend per unit of Zhifu will resume growth from next year under the condition of continuous interest rate reduction. It is expected that the dividend per unit will decrease by 10%, increase by 3.8% and increase by 4.1% from 2024 to 2026 to 36.34, 37.71 and 39.26 Hong Kong cents respectively.
Strategy guide 12-14
Strategy guide 12-14
Strategy guide 12-14
Strategy guide 12-14
Strategy guide
12-14