The expectation of alumina production boosts the market for caustic soda, and the profitability of related listed companies is expected to improve | Industry Dynamics.
① Driven by expectations of downstream Aluminum oxide expansion, on January 7, the Futures Block Orders contract SH2505 for caustic soda reached a high of 3068 yuan/ton, refreshing a nearly one-year high during the trading session; ② Tangshan Sanyou Chemical Industries stated that, supported by the growth in demand for downstream Aluminum oxide and electrolytic Aluminum, caustic soda prices are expected to be running at a high level in 2025.
It is expected that relevant national authorities will establish a low-altitude economic regulatory bureau.
①The establishment decision has been approved, and the new bureau is currently in preparation; ② The low-altitude economy set up a dedicated bureau, which can better coordinate resources at all levels to promote industrial development.
Precisely crack down on the Internet's “accurate prediction”! The Shanghai and Shenzhen Exchanges took action last night: related accounts restricted trading
① Shanghai Stock Exchange: Supervisory measures have been taken to suspend transactions for 15 days on accounts related to Nanjing Chemical Fiber and has handed over the suspected illegal violations discovered for further investigation and punishment; ② Shenzhen Stock Exchange: Internet information concerned with the stock price trend of Zhongtong Bus has taken supervisory measures to restrict transactions for 15 days in accordance with regulations.
Early “card points” predicted the decline of Nanjing Chemical Fiber. The poster has so far been tenacious and has not deleted the post, supervised or investigated
① The 30-second “sky floor” of the six-board Nanjing Chemical Fiber series attracted onlookers; ② Some posters accurately predicted this drop more than 40 minutes in advance, triggering “manipulating the stock price” conjecture; ③ Famous tourist figures such as Shangtang Road loom on the Dragon Tiger List, and there is still a lot of fog about who is smashing the market.
Xiaopeng Flying Car flew over Guangzhou's CBD for the first time in 2024 or the first year of low-altitude economic development
① On March 8, Xiaopeng Huitian announced that the flying car “Voyager X2” successfully completed a low-altitude flight in the “Tiande Plaza - Canton Tower” area of the city's CBD. ② The Guotai Junan Research Report points out that with the iterative development of technology and increasing support at the regulatory level, the future development of flying vehicles is expected to accelerate, and at the same time, implementation application scenarios will continue to be enriched.
The 2022 infrastructure trumpet sounded in many places! Investments of more than 3 trillion dollars underpinned the “big infrastructure” market
Source: Securities Star In recent years, China has been dubbed an “infrastructure freak” with a series of large-scale infrastructure and super projects. A highway and high-speed rail crosses the north and south, and a bridge crosses mountains and seas, astonishing the world. As “infrastructure freaks”, active infrastructure investment policies are intensively introduced in various parts of our country at the beginning of each year, and this year is no exception. According to incomplete statistics, as of January 10, the total investment scale of major projects in various parts of China had exceeded 3 trillion yuan. Among them, many provinces and cities including Hebei, Guangdong, Heilongjiang, Zhejiang, Henan, Jiangsu, Anhui, Shanghai, Sichuan, Xiamen, etc.