The two major Block Orders in the Democratic Republic of the Congo have increased production, CMOC Group Limited's 2024 Copper and Cobalt output both increased by over fifty percent year-on-year | Quick Announcement.
① Benefiting from the capacity expansion and increased production of the two major Block Orders mines in the Democratic Republic of the Congo, CMOC Group Limited's main mineral product output achieved overall growth last year; ② Among these, the increases in Copper and Cobalt products were particularly notable, with year-on-year growth rates exceeding fifty percent.
Big changes! China Northern Rare Earth cancels the listing price and adopts the real-time Quote from the Rare Earth Exchange. Is the Trade for rare earth prices based on the "Baotou Index" being put on the agenda?
① Starting from January 2025, China Northern Rare Earth will no longer publish listed prices, and future long-term contract prices will use the real-time Quote from the Rare Earth Exchange; ② The Rare Earth Exchange will collect prices, and the landscape of rare earth Quote merchants will undergo a "major reshuffle," and the related Trade prices of rare earth concentrates may also change; ③ China Northern Rare Earth adopting the Quote from the Rare Earth Exchange is more fundamentally aimed at creating a rare earth price trading "Baotou Index."
The competition is fierce! Musk once said that "Tirzepatide", which is more effective than semaglutide, will be launched in China. Who will dominate the weight loss drug market in 2025?
① Today, Eli Lilly and Co announced the official launch of tirzepatide in China, covering both type 2 diabetes and weight loss, and it is already available on some online platforms; ② Musk has claimed that tirzepatide is better than semaglutide, while the market is more focused on the pricing of tirzepatide and whether it will be included in medical insurance; ③ The competition in the GLP-1 sector will become even more intense in 2025, with Jiangsu Hengrui Pharmaceuticals, INNOVENT BIO, and Gan & Lee Pharmaceuticals receiving widespread attention.
Ningbo Ronbay New Energy Technology: It is expected that the scale-up of sodium batteries will be implemented next year and cooperation is being promoted with downstream humanoid robot clients | Direct report on the Earnings Conference.
① Manganese iron lithium products have obtained demand for thousands of Autos orders from leading power battery companies; recently signed a bulk purchase agreement for Cathode Material with Sodium-ion Batteries companies, and large-scale implementation is expected next year; ② The second phase of production capacity at the South Korea plant is undergoing debugging work, and production is expected to start in early 2025; the Europe plant is expected to complete its first phase of construction before the end of 2025 and has completed the registration of its North American subsidiary.
Gold prices have repeatedly reached historical highs, and gold companies are showing impressive performances while increasing reserves. The "long bull" trend still exists | Year-end review.
① This year's gold prices have repeatedly hit new highs, performing particularly impressively; ② Among A-share gold companies, SD GOLD, Zijin Mining Group, Shanjin International, and * Special Treat Zhongrun are actively increasing their reserves; ③ Many industry insiders believe that the trend of a "long bull" market for gold still exists; however, the risks of short-term fluctuations cannot be overlooked.
One month later, Yunnan Lincang Xinyuan Germanium Industry, a Semiconductor company, increased its capital by 0.4 billion yuan. The "Huawei system" may relinquish its position as the second Shareholder.丨Read the announcement quickly.
① One month later, Yunnan Lincang Xinyuan Germanium Industry's subsidiary Xinyao Pufang plans to increase capital by 0.4 billion yuan again; ② After introducing shareholders like the "national team", the "Huawei system" may relinquish the position of the second shareholder.