nigeria digital currency news See results about

Huatai Securities: The main industrial chain of lithium battery pays attention to the opportunity of profit bottoming, and the new technology focuses on solid-state batteries. Huatai Securities said that the domestic market policy side is superimposed on the enterprise side, and the carbon emission assessment in Europe is overweight in 2025. It is expected that the global new energy vehicle market will maintain steady growth in 2025. Coupled with the rapid growth of energy storage, it is estimated that the global battery demand will reach 1544/1937GWh in 2024/2025, which is +30%/+25% year-on-year. In the fourth quarter, the demand for power and energy storage is improving, and the prices of some links of lithium battery have shown signs of stabilization. We are optimistic about the links with tight supply and demand pattern and strong differentiation, and the performance of related enterprises is expected to rise in volume and price next year. In terms of new technologies, solid-state batteries continue to be tested and promoted, composite aluminum foil is expected to be mass-produced next year, lithium-sodium mixed technology is gradually landing, and fast charging permeability is expected to increase. It is recommended to pay attention to the progress of new technology industries.Guotai Junan: It is expected that the lithium price will fluctuate in the bottom range in 2025, and there is a strong opportunity and space for rebound. Guotai Junan Securities recently reported that the lithium price has entered the bottom range by the end of 2024. If the demand maintains the current neutral estimate in 2025, the lithium price will fluctuate in the bottom range. At present, the market is optimistic about the demand in 2025, and the industry supply has slowed down. It is estimated that the price trend of lithium will fluctuate in the bottom range in 2025, in which the stage is affected by seasonal factors and there is a strong rebound opportunity and space. The market expected the trading of lithium plate earlier, that is, when the commodity price bottomed out, the lithium plate already contained the expectation of industrial clearing. When the industry actually enters the stage of supply and clearing, the sector will trade commodity price reversal expectations. From this, we infer that the rise of lithium plate will start before the spot price reverses.Bank of Japan: The index of small non-manufacturers rose for the second consecutive quarter, reaching the highest level since August 1991.

Japanese and Korean stock markets opened lower, with the Nikkei 225 index down 0.56% at 39,624.05. South Korea's KOSPI index opened down 0.3% to 2,473.75 points.Ministry of National Defense: There is no need for the Japanese side to be frightened. On the morning of December 13th, Senior Colonel Wu Qian, director of the Information Bureau of the Ministry of National Defense and spokesman of the Ministry of National Defense, released news about the recent military-related issues. Reporter: Japanese Prime Minister Shi Pomao recently delivered a policy address, saying that the current international order is facing major challenges. Chinese aircraft carriers sail in the waters close to Japan's territorial waters, and carrier-based aircraft have conducted thousands of take-off and landing trainings in the Pacific Ocean; Based on the national security strategy, Japan will greatly strengthen its defense forces. What is China's comment on this? Wu Qian: The so-called "China military threat" was hyped by the Japanese side only to cover up its usual trick of getting rid of the shackles of the peaceful constitution and returning to the old road of military expansion. As a matter of fact, the diplomatic and defense departments of China and Japan have been maintaining communication on air and sea security issues. There is absolutely no need for the Japanese side to be jittery and nervous. The publication of these data just proves that the Japanese side has been tracking, monitoring and interfering with Chinese ships and aircraft at close range for a long time, endangering the safety of Chinese ships and aircraft and easily causing sea and air safety problems. In recent years, despite the opposition of the international community, Japan has gone further and further on the road of military expansion, which has aroused strong concern among neighboring countries and the international community. We urge Japan to draw lessons from history, be cautious in the field of military security and do more things that are conducive to maintaining regional peace and stability. China is willing to continue to maintain communication with Japan on properly handling air and sea emergencies, and hopes that Japan will move in the same direction with China, take the overall situation into consideration, take the right path, and jointly safeguard the stability of the air and sea situation and the overall situation of Sino-Japanese relations.The UN Secretary-General is deeply concerned about the extensive violation of Syrian sovereignty. On the 12th, UN Secretary-General Guterres issued a statement through spokesman Dujaric, expressing deep concern about the recent extensive violation of Syrian sovereignty and territorial integrity, especially the hundreds of Israeli air strikes against Syria. The statement said that the Disengagement of Forces Agreement signed in 1974 is still valid. Guterres condemned all violations of the agreement and called on all parties to fulfill their relevant obligations, including ending all unauthorized presence in the isolation zone and avoiding any actions that undermine the ceasefire and stability in the Golan Heights. (Xinhua News Agency)

The yield of 10-year active bonds in China inter-bank bond market initially dropped by more than 3 basis points to 1.775% and then hit a record low. The yield of 30-year active bonds in China inter-bank bond market initially dropped by nearly 4 basis points to 2%, also hitting a record low.CITIC Jiantou: The food and beverage industry is expected to usher in an inflection point. The CITIC Jiantou research report pointed out that 1) focusing on boosting consumption and expanding effective domestic demand, the food and beverage industry is expected to usher in an inflection point, and its performance and valuation are expected to continue to improve. The liquor sector is expected to rebound with the boost of the domestic economy and the activation of household consumption, and the business scene and mass consumption boom will return to the consumption upgrading channel, and the profitability of leading liquor companies is expected to accelerate the repair. At present, the overall valuation of the liquor sector is still at a low level, and the long-term investment value is prominent. 2) With the increase of policy stimulus, the pro-cyclical catering chain is expected to take the lead in benefiting from the expected improvement. Continue to be optimistic: 1) The leisure snacks and beverage industries maintain a high degree of prosperity, and new channels bring important incremental opportunities to companies in the industry; 2) In combination with the catering channels that continue to recover, it is suggested to pay attention to condiments, beer and catering chain labels with innovative products or reform expectations, and at the same time, the current molasses market price is further reduced from the previous month, which is of great help to yeast enterprises to improve their profit elasticity; 3) The inflection point of the raw milk cycle is approaching, the gift scene is expected to be repaired, and the dairy products continue to upgrade their structure, with high dividends and outstanding cost performance.CITIC Securities: Short-term white horse style may be dominated by stages due to compensatory growth and repair. CITIC Securities Research Report pointed out that looking forward to 2025, we expect that the market style will gradually switch from individual investors to institutional investors, and ETF will become an important configuration tool. We believe that the construction of ETF portfolio should mainly depend on the judgment of style rotation and timing. We believe that in the short term, Politburo meeting of the Chinese Communist Party and the Central Economic Work Conference will once again confirm the policy inflection point, which is expected to boost institutional investors' risk appetite, and the white horse style may prevail in stages due to compensatory growth and repair. However, in the large-cycle environment, it is still unable to meet the conditions for the continued dominance of white horse stocks, and it is necessary to continue to observe the price signals and policies.