Syrian Human Rights Watch: Israel continues to air strike Syrian military facilities. On the 12th local time, Syrian Human Rights Watch said that Israeli warplanes continued to launch air strikes against military facilities in Syria, including military sites in Latakia port and arsenals in Tartus province. According to the organization, this is the fourth consecutive day that Israeli warplanes launched an air strike on the Syrian arsenal after the overthrow of Bashar al-Assad's government.Market News: South Korean President Yin Xiyue may release a recorded public speech.The yield of 10-year Japanese government bonds rose by 1 basis point to 1.075%.
The Economic Committee of the Colombian Congress rejected the tax reform proposed by the government to fund the 2025 budget.South Korean President Yin Xiyue: The opposition party tried to paralyze the government. The opposition tried to get me out of office.The US dollar just broke through the 7.2700 yuan mark against the offshore RMB, and the latest price was 7.2698 yuan, down 0.10% in the day.
Rosario Grain Exchange: Argentina's wheat production in 2024/25 is estimated to be 19.3 million tons, compared with the previous estimate of 18.8 million tons.Guosheng Securities Xiongyuan: We can be more optimistic about the policy and the market. "The biggest highlight of this Politburo meeting of the Chinese Communist Party is' face the problem and prescribe the right medicine'." Xiong Yuan, chief economist of Guosheng Securities, said that many new ideas and expressions of the meeting directly pointed to various challenges that China's economy urgently needs to solve, and made a strong response to various problems. Xiong Yuan pointed out that the market can be more firm in policy strength and policy determination for at least one and a half years in the future. In the future, the imagination of policies is relatively large.Guotai Junan: The long-term incremental "option" brought by humanoid robots is expected to help the valuation of the rare earth sector rise. When looking forward to the strategy of the rare earth sector in 2025, Guotai Junan said that the market had expected that with the slowdown in the growth of core demand power such as new energy vehicles and wind power in the future, the demand for rare earth markets is under downward pressure. However, we expect that the rising consumption of magnetic materials for new energy vehicles and the warming demand for wind power are still expected to support the basic demand growth, and the demand for equipment renewal that began to land in 2024 is expected to become a new driving force for rare earth demand. On the supply side, an orderly pattern of domestic supply has been established, with many overseas planning increments but slow actual volume, and continuous supply-side constraints. In addition, the long-term incremental "options" brought by humanoid robots are also expected to help the valuation of the plate rise.
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide
Strategy guide
12-13
Strategy guide 12-13
Strategy guide