Express News | Raymondo stated that the USA will finalize rules next week to combat Chinese Autos.
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.
The "New energy Fund" subsidy has a strong impact! In December, China's sales of New energy Fund vehicles increased by 37.5% year-on-year, with a penetration rate exceeding 50% for five consecutive months in 2024.
The Passenger Vehicle Federation stated that in 2024, the wholesale, production, and export of the passenger vehicle market will all reach annual historical highs, and there is still huge potential for consumer promotion in 2025.
The first shareholding plan for bank stocks will emerge in 2025, and the major shareholder of Bank Of Suzhou "buys and wants to buy more."
The scale is not less than 0.3 billion yuan.
Express News | The Passenger Vehicle Association: In December, domestic retail sales of New energy Fund Passenger Vehicles reached 1.302 million units, an increase of 37.5% year-on-year.
Will the Bank Of Suzhou's major shareholder's announcement to increase Shareholding in the context of the potential strong redemption of the convertible bonds have any implications?
① If the Convertible Bonds of the Bank Of Suzhou successfully trigger an early redemption in the future, it is highly likely that the Bank Of Suzhou will choose to redeem the remaining Convertible Bonds early. ② Considering the conversion situation of the Convertible Bonds and the optimization of the bank's capital structure, it may be a better choice for the Guofang Group to purchase Convertible Bonds for Shareholding.