This November is destined to be unusual, especially next week (November 4th-November 8th), three major events are coming.= "3522n8is"> Incident 1: On November 5, the US election will end.
Although the probability of Trumps election on the Internet is generally considered to have a large probability, recently showing that Harris 49%leads Trump 48%a point, so it is againThere is a variable.Before the general election, the global capital market may have a short -term fluctuation.
Incident 2: From November 6th to 7th, the Federal Reserve interest conference was coming.
From the data that has been announced, especially the non -agricultural data on Friday is significantly lower than expected.The overall inflation data is stable, and it has basically announced that the interest rate cut in November has become a foregone conclusion, which is beneficial to the global capital market as a whole.
Incident 3: November 4th to 8th, the Standing Committee of the Peoples Congress meeting.
This meeting focuses on whether the fiscal policy exceeds expectations, which is also about the next A -share trend.
From the current trend of A shares, the collective flash collapse of high -level shares on Friday is actually a reaction of funding to avoid risk.More.
Switching of height also reflects the demand for funding from funds.
At the same time, Shanghai Stock Exchange: For the strict supervision of various types of "reorganization names and favorable favors", overall, the reorganization speculation is sharp. Be wary of the fake reorganizations that are alert, and it is easy to be used to return to the original shape by whether the stock price is easily returned. Do not go to the high position.
In addition, Rare Earth will collectively staged a daily limit on Friday this Friday, replacing Da Technology and M & A reorganization.It is still worth looking forward to next week.
Regarding the logic of rare earth, Hou Brother reiterated again:
First of all, the export of rare earth in Myanmar may be interrupted, and the inflection point of rare earth supply and demand can be expected.
Myanmar is dominated by heavy rare earth ion ion ore. In 23 years, the original ore output accounted for 11%of the worlds important sources of rare earth raw materials in my country. Myanmar rare earth accounts for nearly 40%of my countrys rare earth imports. On October 23, the Kurchin Independence Army of Myanmar announced that it had controlled the countrys rare earth mining area in Kachin State. According to the upstream miners, due to the closure of the Bysania border, rare earth mines were temporarily unable to enter the country.
On the evening of October 31, Chinese rare earth and northern rare earth responded to the impact of the rare soil in Myanmar.The end may be tightly balanced.This is also a direct reason for rare soil.
Following, the supply of domestic rare earth continues to tighten.
The "Rare Earth Management Regulations" on October 1 will be officially implemented, which will further control the mining, production, sales and other activities of rare earth resources. In 2024The control indicators are flat compared to the first batch, and the excess supply has gradually improved.And the 2024 Export Control Compliance Conference will be held on November 4th next Monday.This is also an important basis for Hou Brother to continue to perform next week.
Finally, rare earth is an important counter -control strategic resource.
At present, the current status of rare earth production, Chinas rare earth mining accounted for 60%of the worlds, but our refined capacity accounts for 85%of the global proportion, and the magnetic production capacity has reached 90%.This is mainly because of the technology -related technologies, more than half of patent rights are in China.Only when the rare earth is transported to China, and China is processed and refined, can rare earth become the basic metal needed for the high -tech industry.
Especially in the context of the American election, rare earths are important counter -strategic resources, and the hype expectations are strong.
In short, before the incident is not available next week, the operation is more cautious. Specifically, the merger and reorganization of the merger and reorganizationAnd high -level stocks are vigilant, the concept of rare earth is still worth looking forward to.
For more investment in dry goods, remember to continue to pay attention to Hou Brother!
