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24/09/2025
Federal Reserve Governor Gurley: Weak job market will lead to rate cuts, while inflation is moving in the wrong direction at the same time.
Latest
2 m ago
Typhoon red alert, emergency evacuation and relocation of 260,000 people in Shenzhen.
4 m ago
CITIC Securities research report indicates that since the third quarter, the decrease in milk production due to heat stress in dairy cows, coupled with the rebound in demand for double festivals stocking, has alleviated the seasonal supply and demand contradiction in the short term. The liquidation of the livestock industry has slowed down, but the long-term reversal logic remains. Since the second quarter, the price of beef cattle has continued to rise, and the impact of the liquidation of breeding cows since 2024 has continued to show. It is predicted that there will be downward pressure on beef cattle supply in 2026, and it is judged that live cattle prices still have room for upward movement. The resonance of the beef and raw milk cycle is still optimistic. It is recommended to invest in leading livestock farming companies and industry-leading full industrial chain companies with high self-sufficiency rates of raw milk.
4 m ago
CITIC Securities: Continues to be optimistic about the synchronization of the beef and dairy cattle cycles.
5 m ago
Mountain High Holdings (00412.HK) shareholders transferred their stocks from Full Securities to Hong Kong Stock Connect (Shanghai) with a warehouse value of 2.686 billion Hong Kong dollars.
5 m ago
According to a report by Citic Securities, the price of sustainable aviation fuel (SAF) in Europe has continued to rise and has now surpassed $2,700 per ton. Europe's proposal of a high subsidy plan and the enforcement of mandatory policies may intensify, leading to an anticipated surge in SAF demand. In the first half of 2025, the price of SAF-HVO in Europe is expected to invert due to delays in the approval process for new domestic supply and export permits. With factors such as major SAF factories undergoing maintenance and other issues, the tight supply situation of SAF may persist. As the trend towards industrialization of SAF becomes increasingly clear, it is recommended to pay attention to major players in the industry.
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