Malaya Investment Bank: The economies of many ASEAN countries are expected to maintain growth in 2025. The Malaya Investment Bank released a report on the 10th, showing that in 2025, the economies of ASEAN countries still have growth resilience and potential, despite the risk factors such as the shift of US economic policy, the increasing global trade tension and inflationary pressure. The report predicts that in 2025, the gross domestic product (GDP) of six ASEAN countries, namely Malaysia, Indonesia, the Philippines, Singapore, Thailand and Vietnam, will maintain an economic growth rate of 4.7%. (Xinhua News Agency)Increase or decrease the announcement summary, the controlling shareholder and directors of this company intend to reduce their holdings by 4%. Lishang Guochao: The controlling shareholder Yuanming Holdings intends to increase its shareholding by 1%-2%. Northeast Pharmaceutical: Fangda Steel, the concerted action of Fangda Group, the controlling shareholder, plans to increase its shareholding in Zhenshitong for 75-150 million yuan: the controlling shareholder Wang Guohong, the director Maya, the controlling shareholder Suzhou Longyue and the director Du Yi intend to reduce their shareholding by 4% in total. It is easy to change the world: the shareholder Ningbo Yongwu and its concerted action Sun Fengzheng, Wang Yizhou, deputy general manager, plans to reduce the total shareholding of the company by no more than 3.05%. Shareholders such as Guoxin Technology: National Integrated Circuit Industry Investment Fund plan to reduce the total shareholding of the company by no more than 3%. Wentai Technology: Shareholder Wuxi Guolian Integrated Circuit Investment Center plans to reduce the shareholding of the company by no more than 2%. Blue Arrow Electronics: Shareholder Neighboring Innovation plans to reduce the shareholding of the company by no more than 1.04%. Huahong Technology: Director Liu Weihua plans to reduce the shareholding of the company by no more than 0.52%. Wanrun Xinneng: Shareholder Quanke Gaotou plans to reduce the shareholding byAnbotong: Signed a 153 million yuan intelligent computing center construction contract. Anbotong announced that the company and Wuxi Yixin Intelligent Computing Technology Co., Ltd. signed the "Wuxi Software Park Artificial Intelligence Intelligent Computing Center Platform Construction Project Contract". The contract amount is RMB 153 million, which will be used to provide intelligent computing center platform construction services and AI computing equipment. The contract shall come into effect after being signed and sealed by the legal representatives or authorized representatives of both parties. This cooperation aims at accelerating the layout of the company in the digital economy industry, enhancing the R&D and innovation capability of artificial intelligence networks, thus optimizing the business structure and enhancing the comprehensive competitiveness. The smooth performance of the contract is expected to have a positive impact on the company's future performance.
Daiwa Capital Markets: The price of lithium may fall further in the first half of 2025. Daiwa Capital Markets said in a research report to customers that the global lithium supply is expected to increase by 12-28% in 2025-2026, which is due to the increase in production in major regions such as Argentina, Australia and Africa. However, the team warned that lithium prices may still be under pressure due to oversupply. At present, the price of LCE (lithium carbonate equivalent) in China is about 78,000 yuan/ton, but Yamato predicts that the price of LCE will be reduced to 75,000 yuan/ton by 2025 due to the increase in the output of low-cost mines. Yamato said: "The current price of lithium is not enough to prevent low-cost mines from increasing production." The demand for lithium, especially for electric vehicles (EV) and energy storage systems (ESS), is expected to slow down. Yamato believes that the slowdown in demand growth, coupled with the increase in supply, indicates that lithium prices may be difficult to maintain their recent highs.Fidelity International: There is room for substantial increase in US Treasury bonds. Fidelity International believes that the US economy is unlikely to maintain its current growth rate. If it slows down, it may stimulate a substantial increase in the US Treasury bond market. "I don't believe that there is a miracle of productivity growth in the United States, which will grow at a rate of 3% forever," said Mike Riddell, a senior portfolio manager of the company, who attributed the outstanding performance of the economy to fiscal stimulus. "We thought it would slow down earlier. If we do start to see disappointing economic growth in the United States, it may open the way for a substantial increase in bonds. "BREMBO: innovate with Michelin to improve safety and driving comfort.
Market news: the largest political group in the European Union is pushing to weaken the ban on internal combustion engines.Gaza Civil Defence Department: Israeli attack on northern Gaza killed 25 people.Fidelity International: There is room for substantial increase in US Treasury bonds. Fidelity International believes that the US economy is unlikely to maintain its current growth rate. If it slows down, it may stimulate a substantial increase in the US Treasury bond market. "I don't believe that there is a miracle of productivity growth in the United States, which will grow at a rate of 3% forever," said Mike Riddell, a senior portfolio manager of the company, who attributed the outstanding performance of the economy to fiscal stimulus. "We thought it would slow down earlier. If we do start to see disappointing economic growth in the United States, it may open the way for a substantial increase in bonds. "
Strategy guide
12-13
Strategy guide
12-13
Strategy guide
Strategy guide
12-13