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Luoyang Molybdenum Industry (03993): Xu Wenhui retired as a representative supervisor
Luoyang Molybdenum Industry (03993) issued an announcement. Xu Wenhui has retired as the company's employee representative supervisor due to personal work adjustments, and he has retired...
[Broker Focus] CITIC Securities Index Carbon Reduction Plan Promotes Green Industrial Transformation, Recommended Focus on Kunlun Energy (00135), etc.
Jinwu Financial News | CITIC Securities said the carbon reduction plan will drive the green transformation of the industry. The “2024-2025 Energy Conservation and Carbon Reduction Action Plan” reaffirms energy saving and carbon reduction target targets, implements production control for key industries, or pushes the implementation of previous energy saving and carbon reduction production limit requirements. The contraction in upstream product supply is expected to drive PPI recovery. The plan quantitatively limits segmented indicators such as energy consumption and carbon emissions at the total and industry levels. In terms of new energy sources, excessive pressure on PV supply causes prices and profits in the industrial chain to continue to be pressured, while industry expansion is gradually limited, and stock production capacity is affected by technological iterations, cost differences, inventory accumulation, and finance
Huatai Securities: Optimistic about carbon reduction and transformation or speeding up the concentration of building materials
The bank believes that the release of this action plan is expected to strengthen the regulation of production capacity in the building materials industry, promote the implementation of energy-saving transformation in the building materials and construction industry, and accelerate the integration of photovoltaics in buildings and the construction of large scenic bases. It is recommended to focus on companies related to cement, engineering transformation, and power engineering.
[Broker Focus] Haitong International: The mineral resources business of China Railway (00390) represented by China Railway (00390) is expected to usher in a revaluation
Jinwu Financial News | According to Haitong International Development Research, China Railway (00390) has the highest domestic copper, cobalt, and molybdenum holdings, accounting for 14% of resource profits. Currently, 5 modern mines have been built with wholly-owned, controlled, or shareholding investments at home and abroad, namely Heilongjiang Luming Molybdenum Mine, Congo (Gold) Lusha Copper-Cobalt Mine, MKM copper-cobalt mine, Huagang SICOMINE copper-cobalt mine, and Mongolia's Ulan lead-zinc mine. By the end of 2023, the amount of copper, molybdenum, and cobalt equity resources was 323.74, 51.59, and 2391,000 tons, respectively, of the Luoyang Molybdenum Industry (03993)
Singapore Widens Its Pool of Carbon Credits to Offset Emissions
Companies in Singapore can tap a larger pool of carbon credits to offset up to 5% of their taxable emissions after the city-state signed a bilateral agreement with Ghana.
Guojin Securities: Exploring the Panoramic Investment Map of the Metals Industry
Since 2024, prices of precious metals and industrial metals have risen due to the strengthening of market expectations for interest rate cuts from the Federal Reserve, driving growth in corporate performance and leading sector performance.
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