O Günlük Haberler According to CryptoQuant analysis, 16 companies have adopted the "ETH Hazine Stratejisi", collectively holding approximately 2,455,943 ETH, worth around 11 billion USD, which accounts for a large portion of the market circulation. However, the report points out that risks still exist: there is no fixed upper limit on ETH supply, with around 1 million new ETH added last year; the concentration of holdings is relatively high, with some companies intending to control 5% but actually holding less than 1%; at the same time, the open futures contracts are approximately 38 billion USD, and the leverage accumulation may amplify the Dalgalanma.

Brokerage firm Bernstein lowered the target prices of several publicly traded Bitcoin mining companies, including IREN, CleanSpark, and Riot Platforms. Analysts believe that Bitcoin mining companies’ stock prices have performed poorly this year, with declines significantly greater than Bitcoin itself, leading to market disappointment, and the performance so far this year has been worse than Bitcoin's adjustments. (The Block)

ZTO Express announced its financial report for 2024, with a revenue of 44.281 billion yuan and a net profit of 8.888 billion yuan, an increase of 15.3% and 1.5% respectively. The adjusted net profit increased by 12.7% to 10.2 billion yuan. The business volume in 2024 reached 34 billion pieces, an increase of 12.6% year-on-year. The growth rate of express business volume in the fourth quarter was nearly 50%, and the volume of reverse orders doubled. It is expected that the parcel volume in 2025 will be between 40.8-42.2 billion pieces, an increase of 20-24% year-on-year.

Fitch Ratings expects global economic yükseliş to slow to 2.3%, with the US economic yükseliş forecast lowered to 1.7%. Tariff increases will lead to pump in consumer prices in the US, decreasing real wages, increasing business costs, and adding policy uncertainty affecting business investment. The tariff impact is expected to raise US inflation by 1%, and the Fed is believed to postpone easing policy until the fourth quarter of 2025. The Fed is expected to cut rates once this year and three more times in 2026.

Golden Data March 18th news, Daway Technology announced that its operating income in 2024 was 405 million yuan, a yükseliş of 10.51% year-on-year. Hakediş a net loss of 22.132 million yuan to shareholders of listed companies, compared with a net profit of 82.5734 million yuan in the same period last year.

Odaily Daily Planet, according to The Wall Street Journal: Nasdaq plans to establish its second US headquarters in Texas, USA. The regional headquarters in Dallas, Texas, will open later this year. (Jinshi)

Tiger Securities announced unaudited financial data, with fourth quarter revenue of $124 million, annual revenue of $392 million, yükseliş of 77.3% and 43.7% respectively. Fourth quarter Hakediş parent company's non-GAAP net profit was $30.5 million, reaching $70.5 million for the year, yükseliş of 2772.5% and 65% respectively, both hitting record highs.

On March 18th, Jinshi Data reported that on February 18th, Bond Connect Company released its February operation report, showing that the Northbound Bond Connect traded 859.9 billion RMB in February, with an average daily trading volume of 45.3 billion RMB. Among them, government bonds and policy financial bonds were the most active, accounting for 43% and 34% of the monthly volume hacim, respectively. In terms of maturity, the 7-10 year and less than 1 year bonds accounted for the largest hacim, each at 35%. As for the Northbound Swap Connect, there were a total of 906 transactions in February, totaling 457.844 billion RMB, with a cumulative entry of 77 foreign institutions into the market.

Jin10 verileri 18 Mart'ta, Yunwen Group'un 2024 yılı tam yıl performans raporunu yayınladı. Bildiriye göre, 2024 yılında Yunwen'in geliri 81.2 milyar yuan'a ulaştı, bir önceki yıla göre %15.8 oranında yükseldi ve üç yılın en yüksek seviyesine ulaştı; Non-IFRS ana şirket net karı 11.4 milyar yuan oldu. Bunun içinde, Yunwen çevrimiçi iş geliri %2.1 arttı, MPU %4.6 artışla 9.1 milyon'a ulaştı; IP telif geliri %34.2 yükseldi; Türev işi 2024 yılında hızlı bir şekilde yükseldi, yıllık GMV 5 milyar yuan'ı aştı.

Layer1 blockchain MANTRA, sybil investigation, found that nearly half of the wallets were disqualified, and some were undistributed. 29 members received rewards and some Tokens were burned. In the future, the MANTRA community will vote on the fate of OMToken. At the same time, last year, it was proposed to reduce the on-chain inflation rate to 3%.

Goldman Sachs economists point out that Japan needs to achieve the inflation target of Merkez Bankası, and wages must rise by at least 3% in the next two years. The economist's report shows that to align with the inflation path envisioned by Merkez Bankası, nominal wages need to rise by 3%-3.1% in 2025, and by 3.3%-3.4% the following year. Strengthening wage growth helps establish a virtuous economic cycle, supporting further tightening of para politikası by Merkez Bankası. In 2024, Japan's nominal wage growth rate was 2.8%, and Merkez Bankası is expected to raise interest rates again in July. The timing of the next rate hike will depend on whether the wage data meets the inflation target.

Golden data March 18 news, since the beginning of the year, the cumulative inflow of funds into the south is about 380 billion Hong Kong dollars, with a daily inflow of 8.16 billion Hong Kong dollars, more than twice the daily 3.47 billion Hong Kong dollars in 2024. Is there a "pricing power" for the south? Zhongjin said that it has a phased and local effect, and may be further strengthened in the future with the increase of southbound funds, but in a open market like the Hong Kong stock market, two factors determine that southbound funds cannot have "absolute pricing power".

17 Mart tarihinde Jin10 verilerine göre, CNOOC Mühendislik şirketi işletme gelirini 29.954 milyar yuan olarak gerçekleştirdi, bir önceki yıla göre %2,59 düşüş yaşandı; şirketin halka açık hissedarlarına ait net karı ise 2,161 milyar yuan olarak gerçekleşti, bir önceki yıla göre %33,38 yükseliş yaşandı. Şirket, her 10 hisse için hissedarlara 2,01 yuan (%19) nakit kâr payı dağıtmayı planlıyor, toplamda 889 milyon yuan nakit dağıtılacak.

Altın on veri 14 Mart, Fangzheng Securities duyurdu, 2024 yılında işletme gelirlerini 77.18 milyar yuan'a çıkardı, yıllık yükseliş yükseliş yükseliş 8.42%; listelenen şirket hissedarlarına ait net kar 22.07 milyar yuan, yıllık yükseliş yükseliş 2.55%; listelenen şirket hissedarlarına ait olağan dışı zararlar düşüldükten sonra net kar 26.38 milyar yuan, yıllık yükseliş yükseliş 41.58%; hisse başına temel kazanç 0.27 yuan/hisse, yıllık yükseliş yükseliş 3.85%; ağırlıklı ortalama özsermaye getirisi% 4.72, 0.16 puan azaldı.

Foreks verilerine göre, 13 Mart'ta Barclays'in son gelişmeleri dikkate alarak Fed'in bu yıl faizleri iki kez düşüreceği tahmin ediliyor - biri Haziran ayında, diğeri Eylül ayında. Bu, piyasanın geçen aydan beri beklediği en son değişikliğe uymaktadır. Ancak mevcut federal fon vadeli işlemleriyle karşılaştırıldığında, tahminleri hala biraz düşük fiyatlandırılmış görünüyor. Trader'lar, Fed'in bu yıl faizleri yaklaşık 70 baz puan düşüreceğini tahmin ediyorlar; bu haftanın başlarında beklenen faiz indirimi miktarı yaklaşık 84 baz puan civarındaydı.

Jinshi Data News on March 13th, Zhangjiang High-Tech Announcement, the company achieved total operating income of 19.76 billion yuan in 2024, a decrease of 2.44% from the same period last year; achieved operating profit of 12.14 billion yuan, a decrease of 9.94% from the same period last year; achieved total profit of 12.62 billion yuan, a decrease of 3.80% from the same period last year; net profit attributable to shareholders of the listed company was 9.71 billion yuan, an increase of 2.44% yükseliş year-on-year; net profit attributable to shareholders of the listed company after deducting non-recurring gains and losses was 9.14 billion yuan, a decrease of 4.13% from the same period last year.

ABD'nin Şubat ayı enflasyon oranı düştü, ancak Nomura Securities ekonomistleri Fed'in faiz indirimine gitmeyeceğini düşünüyor. Çekirdek PCE enflasyonu beklentilerin üzerinde güçlüydü, bu da Nomura'nın tahminlerini %0.32'ye yükseltmesine neden oldu. Güçlü CPI verilerinin Fed'in faiz indirimine gitmeyeceğini desteklediklerini ve enflasyon baskısının muhtemelen şahin bir politikaya yol açabileceğini belirttiler.

On March 12, the U.S. unadjusted CPI year-on-year rate recorded 2.8%, the lowest since November last year; the U.S. February seasonally adjusted CPI monthly rate recorded 0.2%, the lowest since October last year. The U.S. unadjusted core CPI year-on-year rate in February recorded 3.1%, the lowest since April 2021; the U.S. February seasonally adjusted core CPI monthly rate recorded 0.2%, the lowest since December last year.

Odaily planet daily news According to the US Bureau of Labor Statistics will announce the February tüketici fiyat endeksi (CPI) report at 20:30 tonight. Economists predict that after a significant pump in January, inflation in the United States last month may still be high, further proving that the Fed's progress in suppressing prices has stalled. Cooling inflation data may enhance traders' bets on a Fed rate cut, with the currency markets currently expecting three 25 basis point rate cuts this year, compared to two rate cuts fully priced in a week ago, market expectations have become more dovish. (Jinshi)

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Huali Group's performance in 2024 is impressive, with a revenue yükseliş of 19.35% year-on-year, a net profit yükseliş of 20.01%, and earnings per share reaching 3.29 yuan. The company's sales of sports shoes have steadily yükseliş, with annual sales reaching 223 million pairs, a yükseliş of 17.53% year-on-year. The controlling shareholder proposed to distribute a cash dividend of 20 yuan per 10 shares to shareholders, intending to distribute a dividend of 2.334 billion yuan.

On March 12, Jinshi Data News, a one-to-one urgent delivery platform, announced this afternoon the financial report for the fourth quarter and full year of 2024. The financial report shows that Shansong's total annual revenue in 2024 was 44.68 billion yuan, a slight decrease from 45.29 billion yuan in 2023. In terms of order fulfillment quantity, Shansong completed a total of 277 million orders throughout the year, an increase of 2.4% compared to the previous year. As for net profit, Shansong's net loss in 2024 was 146 million yuan, while the net profit for the same period in 2023 was 110 million yuan.

Mitsubishi UFJ Bank's senior market manager believes that if the economy continues to improve, the Japanese Merkez Bankası may raise the Benchmark interest rate to 2%. He expects Japan's inflation rate to remain above 2%, with import costs pumping due to global trade disruptions. He believes that raising interest rates will not have a significant adverse impact and expects the Fed to not cut interest rates this year, as the US economy is performing well.

On the 12th of March, the Jinshi data announced that many of Japan's largest companies have met the union's significant salary increase demands for the third consecutive year to help workers cope with inflation and retain employees in the labor shortage. As the annual 'spring struggle' negotiations came to an end on Wednesday, the electronics conglomerate Hitachi stated that it had agreed to raise monthly wages by 6.2% as requested by the union, reaching a historical high. Toyota, on the other hand, stated that the salary increase for manufacturing sector employees would be on par with the highest level since 1999. Economists predict that the average salary increase for Japanese companies in 2025 will be close to last year's 5.1%, which was the largest in 33 years, allowing the Central Bank of Japan (Merkez Bankası) to exit from a decade-long ultra-loose monetary policy (para politikası). The largest labor union in Japan, the Japanese Trade Union Confederation (Rengo), will release a preliminary report on the protocol terms on the 14th of March. The union is demanding an average salary increase of 6.09%, higher than last year's 5.8%.

Golden Data March 12 News, Ge Hua Cable announced that the total operating income for the year 2024 was 2.314 billion yuan, a year-on-year decrease of 4.92%; the net profit attributable to shareholders of the listed company was a loss of 72.5463 million yuan; the net profit attributable to shareholders of the listed company after deducting non-recurring gains and losses was a loss of 102 million yuan.

CITIC Securities Research Report pointed out that the undervalued strategy performed well in the bank bölge quantitative backtesting. The fundamental factor has significant advantages in high ROE and high 'loan-to-deposit ratio - non-performing loan ratio - attention ratio' strategy. Based on the fundamental + valuation factors, the high ROE/PB and high '(loan-to-deposit ratio - non-performing loan ratio - attention ratio) × dividend yield' strategy has accumulated excess returns of 300%, with stable performance. Financial policy Olumlu Bilgiler bank bölge, it is expected that there will still be a high certainty of return in the first half of the year for bank bölge.

11 Mart tarihli Jinshi verilerine göre, SF Express (09699.HK) kazanç memnuniyeti duyurdu. 31 Aralık 2024 tarihine kadar devam eden dönem için şirketin net kârının, yıllık bazda %100'den az olmayan bir oranda yükselmesi beklenmektedir, yıllık gelirin %25'ten az olmayan bir oranda artması beklenmektedir ve 2024 yılının ikinci yarısında gelirin %30'den az olmayan bir oranda artması beklenmektedir.

2024 yılında, Kunyu Group'un iş geliri 84.01 milyar yuan, net karı 6.48 milyar yuan olup bir önceki yıla göre %0.34 azalış gösterirken yükseliş19.86%, temel hisse başına kazancı ise 0.86 yuan oldu. Şirket, hissedarlara her 10 hisse için 3 yuan nakit temettü dağıtmayı planlıyor. İşletme gelirlerinin düşmesi, işletme optimizasyonu ve politika etkilerinden kaynaklanıyor. Şirketin içsel gücü artmakta olup net karı tarihi bir zirveye ulaştı.

Jinshi verisi 11 Mart, Lao Fengxiang'in hızlı raporunu yayınladı, 2024 yılı işletme geliri 567.93 milyar yuan, yıllık% 20.50 azaldı; şirketin halka açık hissedarlarına ait net kâr 19.5 milyar yuan, yıllık% 11.95 azaldı.

Golden Ten Data, 11 Mart'ta Hang Seng Bank'ın (00011. HK), 31 Aralık 2024'te sona eren yıl için, yıllık %2,98 artışla 18,379 milyar HK $ hissedarlara atfedilebilir bir kar kaydettiğini gösteren bir yıllık rapor yayınladı; toplam gelir, yıllık %1,75 artışla 41,537 milyar HK $ oldu; hisse başına temel kazanç, yıllık %4,01 artışla 9,33 HK$ oldu; Hisse başına net varlıklar, yıllık %2,41'lik bir artışı temsil eden 90,06 HK$ oldu.

J.P. Morgan expects the S&P 500 index to fluctuate between 5200 and 6000 points in the short term, but the year-end target remains at 6500 points. They believe that market Dalgalanma, policy uncertainty, and position risk are the reasons, and expect the index to reach the target by 2026. Trump administration policies, artificial intelligence driving or reviving the market by the end of the year.

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Li Hua Shares sold 32.86 million broilers in February 2025, with sales revenue of 769 million yuan, and the average selling price of broilers was 10.37 yuan/kg. In terms of pork sales, 176,800 heads were sold, with revenue of 326 million yuan, and the average price was 15.1 yuan/kg. The month-on-month changes in broiler sales were -27.15%, -34.50%, -11.97%, and the month-on-month changes in pork sales were 9.07%, 3.82%, -6.33%. The year-on-year changes in broiler sales were 8.25%, -14.17%, -23.53%, and the year-on-year changes in pork sales were 398.03%, 443.33%, 2.86%.

Nomura Securities economists estimate that Japan's final wage increase this year may reach 5.26%. In the spring wage negotiations in Japan in 2025, the average wage increase requested by the unions is 6.09%, slightly higher than the 5.85% in 2024. Nomura Securities' initial forecast for wage increases is similar to that of 2024, consistent with market expectations. Nomura Securities stated: "Based on the 2025 salary increase requirements and the developments of the past two years, we estimate that the final salary increase will be 5.26%." Attention is now turning to the companies' reactions, with the first announcements expected to be made on March 14. It remains to be seen to what extent companies will meet these requirements and whether large companies will offer higher wage increases than in 2024.

Fed Governor Waller strongly opposes a rate cut this month, citing insufficient inflation data and uncertainty from Trump policies. The long-term outlook remains positive, with an expected rate cut this year and next. He places more emphasis on market indicators and believes Trump's policies will not have a significant impact on long-term inflation.

Morgan Stanley's chief stock strategist predicts that the European Central Bank will cut interest rates by 25 basis points, which is expected to be welcomed, believing that European stock market trading prices are still below fair value. It is expected that the European Central Bank will cut interest rates again in the middle of the year, optimistic about controlled inflation in Europe. Services sector inflation is temporarily soaring, and the interest rate may drop to 2% by the end of 2025, low interest rates are beneficial to the European stock market, especially consumer spending-driven stocks.

Fitch rating analyst Charles Seville said that as the threat of tariffs intensifies, the Eurozone economy has fallen into a quagmire, and the European Central Bank will continue to lower interest rates this year. Given the economic weakness and inflation slowdown faced by the policymakers of the European Central Bank, today's move to lower the key interest rate is not surprising. Although demand may be boosted by increased German defense spending, the sluggish economy and the threat of US tariffs will prompt the European Central Bank to further cut interest rates in 2025.

Dingdong Grocery's GMV reached 6.55 billion yuan in the fourth quarter of 2024, with revenue of 5.91 billion yuan, representing a yükseliş of 18.4% and 18.3% year-on-year, respectively. The full-year GMV reached 25.56 billion yuan, with revenue of 23.07 billion yuan, representing a yükseliş of 16.3% and 15.5% year-on-year, respectively. Net profit was 420 million yuan, more than 8 times year-on-year, achieving full-year profitability.

Odaily Planet Daily News Strategy (formerly MicroStrategy) disclosed data on Platform X, showing that Strategy has become the largest convertible bond manufacturer in the US market so far this year, with a market share of 30%. So far this year, the company has manufactured $2 billion in convertible bonds. (Coindesk)

Reuters, Pan Sheng's chief UK economist Rob Wood said in a report that UK businesses' expectations for inflation one year later rose from 3.0% in January to 3.1% in February, indicating that the downward trend in inflation has ended. He said: "According to the data of the Bank of England's decision-making group, as businesses pass on wage tax increases and President Trump's tariff threats to prices, the anti-inflation trend has ended." The Bank of England's decision-making group survey also showed that businesses expect the Bank of England interest rate to drop from the current 4.5% to 3.9% in one year.

2025年2月底，香港联交所'nın piyasa değeri 39.1 trilyon ABD dolarına ulaştı, bu da Ocak sonundan %10 yükseliş ve geçen yılın aynı dönemine göre %30 yükseliş anlamına geliyor. Şubat ayında günlük ortalama işlem hacmi 2,973 milyar ABD doları oldu, bu da Ocak ayına göre %107 yükseliş ve geçen yılın aynı dönemine göre %230 yükseliş anlamına geliyor. İlk iki ayın günlük ortalama işlem hacmi 2,225 milyar ABD doları oldu, bu da geçen yılın aynı dönemine göre %138 yükseliş anlamına geliyor.

Altın veri 6 Mart'ta, Debon hisseleri 6 Mart akşamı 2024 yılı performans hızlandırılmış raporunu yayınladı, rapor dönemi boyunca şirket toplam işletme geliri 403.79 milyar yuan'a ulaştı, yıllık bazda yükseliş11.3%; şirketin not sahiplerine ait ana şirket hissedarlarına ait net kar 8.61 milyar yuan oldu, yıllık bazda yükseliş15.41%. 2024 yılında, şirketin iş gelişimi devam etti, gelir büyüklüğü istikrarlı bir şekilde yükseldi, maliyetler ve harcamaları makul şekilde kontrol edildi, iş performansı sürekli olarak yükseldi, karlılık kapasitesi istikrarlı bir şekilde gelişti.

ANZ Bank believes that the New Zealand dollar against the US dollar has downside risks, and is expected to reach around 0.5500 by mid-year, but is not pessimistic about the outlook. David Krooi pointed out that the decline in US Treasury yields and hopes for peace in Ukraine may prevent the New Zealand dollar from further decline, while recent US tariff news has brought market sentiment turbulence, reminding people of the current high uncertainty. It may take some time for the market to have a positive impact on the New Zealand dollar.

10 data on March 5, Yutong Bus announced that the sales volume in February 2025 was 1571 vehicles, up 13.43% yükseliş compared with the same period last year. The cumulative sales volume for the year is 4121 vehicles, down 1.46% compared to the same period last year. Among them, the sales volume of large vehicles was 735 vehicles, an increase of 0.55% yükseliş compared to the same period last year; the sales volume of medium-sized vehicles was 651 vehicles, an increase of 12.44% yükseliş compared to the same period last year; the sales volume of light vehicles was 185 vehicles, an increase of 146.67% yükseliş compared to the same period last year.

Golden data on March 4th, according to analysis, the investment in global onshore wind farms reached $161 billion in 2024. This continues the stable trend of annual investment since 2021, but there are significant differences within each region every year. It is expected that the newly added onshore wind power installation in 2025 will set a record.

Goldman Sachs economists predict that Trump's imposition of a 25% tariff on Canadian and Mexican goods and a 10% tariff on Canadian energy will lead to a 0.6% increase in core consumer prices in the United States. Tariffs are expected to be suspended at the last minute, but if implemented, they may not become a permanent policy. In January last year, the core consumer price index in the United States rose by 3.3%, while the PCE index preferred by the Federal Reserve rose by 2.6%.

10 data on March 4th, kamu satışı fund companies have reopened their self-purchase model. Recently, fund companies such as GF Fund and Huatai Bairui have successively announced subscriptions/purchases of their equity funds and promised to hold them for at least 1 year.

Gold News reported that the US Treasury yield continued to decline, with the 5-year Treasury yield falling below 4%.