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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.South Korea's Minister of Planning and Finance, Choe Sang-mu: Strongly opposed to President Yin Xiyue's martial law plan.Musk said that if Tesla becomes the world's number one market value, Bill Gates will go bankrupt. Elon Musk wrote on the X platform that if Tesla's share price continues to rise to a certain level, the global shorts will be eliminated, even including Bill Gates, once the richest man in the world. Musk said: "If Tesla does become the most valuable company in the world so far, then short positions will bankrupt Bill Gates."

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.Huaxi Securities: Maintain the "Buy" rating of Hagrid Communication, and be optimistic about the forward-looking layout of satellite Internet and low-altitude economy. Huaxi Securities Research Report pointed out that Hagrid Communication (002465.SZ) selected China Mobile's "R&D service procurement project for integrated terminal chips in 2024-2025", with an estimated contract amount of 31.06 million yuan. The selection in the development and procurement of Beidou Tongdao Fusion Chip once again proves that the company and China Mobile have carried out business cooperation and strategic coordination in many fields, including Beidou+industry application development, coordinated development of air and space integration, low-altitude infrastructure construction, integrated construction of vehicles and Lu Yun, and comprehensive operation and maintenance business development. It is believed that the strategic cooperation of operators will continue to deepen, which is expected to help Beidou and satellite Internet business upgrade and enhance the company's related resource endowment. As one of the leading Beidou manufacturers, the company is optimistic about the forward-looking layout of satellite Internet and low-altitude economy, and maintains a "buy" rating.The number of users of WeChat applet has reached 949 million. According to the latest data of QuestMobile, as of October this year, the cumulative number of users of WeChat applet has reached 949 million. On average, each user spends 1.7 hours a month using WeChat applets, while the average number of uses per month is close to 70, up by 15.1% and 5.2% respectively compared with the same period last year.

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 Philippine stock index fell 1% to 6,656.39.Huaru Technology: A substantial order has been signed in the field of robotics. Huaru Technology was asked whether the company has a substantial order in the field of robotics when it was investigated by the organization. The company said that the intelligent robot target developed by the company comprehensively uses the Internet of Things, simulation, artificial intelligence and other advanced technologies to realistically simulate the combat actions such as intelligent tracking, intelligent obstacle avoidance, automatic team formation, intelligent attack and defense of enemy soldiers or terrorists in a complex battlefield environment. For special forces, security forces, mobile detachments, special police detachments, peacekeeping forces, etc., we will organize practical live-fire tactical confrontation training and inspection exercises in urban blocks, inside building spaces and in the wild environment, and provide a highly intelligent simulation of blue army opponents. The company has signed substantial orders in this field.