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Express News | Over 260 funds have reached a new high in the adjusted net asset value.
[Brokerage Focus] Goldman Sachs maintains a "buy" rating on contemporary amperex technology (300750) and is bullish on its USA factory construction plan.
Jingu Finance News | Goldman Sachs' research report pointed out that the chairman of Contemporary Amperex Technology (300750) revealed the company's consideration of the possibility of building a factory in the usa. If the Trump administration allows Chinese companies to invest in the American electric vehicle supply chain, Contemporary Amperex Technology is expected to increase its market share in the USA. Goldman Sachs believes that this move will help alleviate investors' concerns about geopolitical risks and may enhance the company's valuation multiples. The report mentioned that Contemporary Amperex Technology currently has a small market share in the USA, mainly by licensing battery technology to auto manufacturers including Ford and Tesla. Goldman Sachs expects that if Contemporary Amperex Technology could establish a battery factory in the USA, its
Hong Kong stocks fluctuated | Non-ferrous stocks collectively under pressure, jl mag rare-earth (06680) fell nearly 8% in the afternoon as the strong dollar continued to exert pressure on non-ferrous metals.
The colored stocks are collectively under pressure. As of the time of publication, jl mag rare-earth (06680) is down 7.3%, trading at 8.76 Hong Kong dollars; ganfenglithium (01776) is down 7.16%, trading at 24 Hong Kong dollars; lingbao gold (03330) is down 4.92%, trading at 2.9 Hong Kong dollars.
Market Chatter: CATL Looks to Develop Power Grids, Electric Vehicle Platforms
cmoc group limited (603993.SH): The company's TFM copper-cobalt mine and KFM copper-cobalt mine are currently conducting exploration work.
Gelonghui November 13th | cmoc group limited (603993.SH) stated on the interactive platform that the company's TFM copper-cobalt mine and KFM copper-cobalt mine are undergoing exploration work, with good ore identification results. Please pay attention to the company's subsequent announcements for specific expansion plans.
cmoc group limited (603993): Initiating a new round of copper production capacity expansion and entering the ranks of global top mining companies.
The company has world-class mineral resources and a top-tier metal trading platform. The company possesses multiple high-quality mines both domestically and internationally, mainly including three major sectors: African copper and cobalt (TFM + KFM), molybdenum and tungsten in china (Sandaozhuang + Shangfanggou), and niobium and phosphorus in Brazil.
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