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CICC: Xiamen Tungsten Industry will be successfully issued, and resource development and high-end production capacity construction are expected to accelerate. According to the research report of CICC, Xiamen Tungsten Industry (600549.SH) will be successfully issued, and resource development and high-end production capacity construction are expected to accelerate. It is worth noting that the final issue price of this fundraising is 20.80 yuan/share, which is 28.87% higher than the reserve price, and 3.35% lower than the closing price of 21.52 yuan/share on November 6, the first day of the issuance period. After the completion of the issuance, the company is expected to accelerate the development of tungsten resources and the construction of downstream high-end production capacity, and strengthen profit growth. Considering the impact of stock issuance, the net profit of returning to the mother in 2024 will remain unchanged at 1.92 billion yuan, and the net profit of returning to the mother in 2025 will be raised by 1.7% to 2.25 billion yuan, and CAGR+18.6% from 2023 to 2025. Raise the target price by 17% to 24.1 yuan.At midday, the main contract of alumina futures opened lower, and now it is down nearly 3% to 5101 yuan/ton. In the news, according to Shanghai Nonferrous Metals, on December 10th, 30,000 tons of alumina was sold overseas, with a transaction price of $680/mt FOB Western Australia, and the shipping date was in late January/early February.The number of foreign passengers entering and leaving the West Kowloon Station Port this year exceeded 1 million. The reporter recently (9th) learned from the West Kowloon Border Inspection Station of Shenzhen Border Inspection Station that since the beginning of this year, more than 1 million foreign passengers from 164 countries and regions have entered and exited through the West Kowloon Station Port, an increase of 90.2% over last year, and the highest single-day passenger flow this year exceeded 6,300. (CCTV News)


Runyang's Jianhu 16GW N high-efficiency solar cell base resumed production. According to Runyang's WeChat WeChat official account news, on December 9, Runyang's Jianhu 16GW N high-efficiency solar cell base officially resumed production, which is another advanced solar cell base of Runyang in China since it resumed production in Qujing, Yunnan in October this year. It is reported that Runyang Jianhu production base is the largest single N-type battery production base in China at present, which has achieved full coverage of intelligent production and has an annual production capacity of 16GW of solar cells, and is committed to becoming one of the largest and most technologically advanced high-efficiency photovoltaic cell production bases in the world.The tourism and hotel sector is active again and again. The tourism and hotel sector is active again and again. The Xi 'an diet is active again and again. Xi 'an tourism rose by more than 5%, and Tongqinglou, Junting Hotel, Qujiang Wenlv and Huatian Hotel followed suit.At midday, the main contract of alumina futures opened lower, and now it is down nearly 3% to 5101 yuan/ton. In the news, according to Shanghai Nonferrous Metals, on December 10th, 30,000 tons of alumina was sold overseas, with a transaction price of $680/mt FOB Western Australia, and the shipping date was in late January/early February.


Hanyu Pharmaceutical Co., Ltd. signed a strategic cooperation agreement with Longma Technology. Recently, Hanyu Biotechnology (Dali) Co., Ltd., a subsidiary of Hanyu Pharmaceutical Co., Ltd., signed a strategic cooperation agreement with Longma Technology Group. The two sides will cooperate in the medical application of industrial cannabis and drug research and development around drugs and cannabinoids.Barclays lowered its target share price of Nike from $81 to $79.Barclays lowered its target share price of Nike from $81 to $79.

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