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Debon Securities: Seizing exports & warming domestic demand, the demand expectation for polyester is improving.
Recently, Trump announced a 90-day suspension of reciprocal tariffs on 75 countries and regions that have not implemented retaliatory tariff measures. Southeast Asia, as the main export region for polyester filament and textiles, may see a short-term surge in export demand due to adjustments in tariff policies.
Even Though Jiangsu Eastern ShenghongLtd (SZSE:000301) Has Lost CN¥2.2b Market Cap in Last 7 Days, Shareholders Are Still up 93% Over 5 Years
Donghai Securities: International oil prices may show a V-shaped trend in 2025, with prices expected to rebound from the bottom in the second half of the year.
In 2025, international oil prices may present a V-shaped trend. The USA faces pressure on oil prices in the short to medium term due to inflation reduction and the need for the return of manufacturing, as well as the relaxation of production cuts by OPEC+. It is expected that the Federal Reserve will initiate new interest rate cuts in the second half of the year, and under the boost of the recovering economy in China, oil prices are expected to rebound from the bottom.
Are Poor Financial Prospects Dragging Down Shanghai Kaytune Industrial Co.,Ltd (SZSE:301001 Stock?
HAITONG SEC: The development of humanoid robots is accelerating, focusing on the investment opportunities in UHMWPE, the main tendon materials for dexterous hands.
UHMWPE fibers are widely used in humanoid robot tendons, benefiting from the promotion of humanoid robots, and the demand is expected to grow rapidly.
Is Jiangsu Eastern ShenghongLtd (SZSE:000301) Using Too Much Debt?