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5 billion square meters of diaphragm has been settled, leading enterprises have accelerated the layout of overseas markets, and the end of the year is approaching, and the lithium battery industry has entered a new round of supply negotiations. The two major battery separator companies, Xingyuan Materials and Enjie, have successively issued announcements recently, and signed large battery separator supply orders with Yiwei Lithium Energy respectively, totaling no less than 5 billion square meters. As one of the upstream materials of lithium battery, in recent years, with the intensive price reduction of the upstream and downstream industrial chains of lithium battery, the diaphragm industry is in a situation of increasing supply and demand, and the pattern of oversupply is difficult to change. Xingyuan Materials has released a new generation of high-safety lithium battery separators, the price of which will be higher than that of conventional coated separators, and Enjie and Xingyuan Materials have also laid out overseas markets with higher gross profit. The industry believes that apart from making profits from technology, it is a general trend for diaphragm enterprises to set up factories close to overseas manufacturers. (Securities Times)Oracle Bone Inscriptions executives said that the capital expenditure in fiscal year 2025 will be twice that in fiscal year 2024.The global central bank's big move at the end of the year is surging in the foreign exchange market, and the end of the year is approaching, and the global central bank has entered an intensive interest rate discussion cycle. In the next two weeks, monetary policy meetings of major central banks around the world will follow one after another-this week, many central banks including the European Central Bank, the Bank of Canada, the Reserve Bank of Australia, and the Swiss National Bank will announce interest rate resolutions; Next week, the Federal Reserve, the Bank of Japan and the Bank of England will also take turns to stir up the market. (SSE)

The United Nations peacekeeping force in Syria accused Israel of violating the 1974 Syrian-Israeli agreement, and the United Nations peacekeeping force in Syria accused Israel of occupying the buffer zone in the Golan Heights in violation of the 1974 agreement, that is, there should be no military forces or activities in the buffer zone. The buffer zone was established in accordance with the Disengagement of Forces Agreement reached between Syria and Israel in 1974. The United Nations Disengagement Observer Force was stationed in the buffer zone to maintain the ceasefire between Syria and Israel in the Golan Heights. Earlier, Netanyahu said that the Disengagement of Forces Agreement had collapsed, the Syrian army had given up its position and Israel "must take over".AI application storm eye: change and shuffling coexist, and the CAMBRIAN was transferred to the Shanghai Stock Exchange 50 Index, which caused great concern in the market. Recently, most AI concept stocks sought after by funds in the secondary market are facing the challenge of uncertainty such as low revenue. Is this a bubble or a fetal movement on the eve of industrial change? The reporter interviewed a number of people in the industry. Respondents generally recognized the judgment of "AI is not a bubble". At the same time, they believed that the market, represented by large-scale model technology, was entering a rational period, and turned from the "Hundred Models War" to reflect on how to realize the expansion of technical boundaries and promote the commercialization of AIGC. In this process, represented by the agent, large-scale model, multi-scene and singing will support the unprecedented generate of AI application. However, it is undeniable that under the influx of various participants, the competition is becoming increasingly fierce, which also reflects the sharp increase in the commercialization pressure of some practitioners' AI applications. Looking ahead from the new starting line, the big model track is undergoing a transformation from "atomic bomb" to "tea egg", and the shuffling year may start, and some platforms may fade out of the stage. At the same time, upstream industrial chains such as AI chips will also face mountains with long cycle, high intensity and high cost for a long time. Whether it is technology update or cash flow operation, we must be cautious. (Securities Times)Oracle Bone Inscriptions's cloud infrastructure revenue (IaaS) in the second fiscal quarter was $2.4 billion, with an estimated $2.42 billion.

Comcast closed down 9.5%, the worst one-day performance since 2008.The achievements of China's international cooperation in desertification control were unveiled at COP16. On the 9th, the China Pavilion of the 16th Conference of the Parties to the United Nations Convention to Combat Desertification (COP16) held a side event with the theme of "Green Technology, Green Future" to share the successful experience of China's international cooperation in desertification control.Insurance companies are busy "enriching blood". This year, the scale of issuing bonds has exceeded 100 billion yuan. Since this year, insurance companies have intensively increased capital to issue bonds "enriching blood". According to the statistics of reporters, as of December 9, a total of 13 insurance companies have issued capital supplementary bonds or perpetual bonds, with a total issuance scale exceeding 100 billion yuan. There are also many small and medium-sized insurance companies that have supplemented their capital by increasing capital and shares. According to industry insiders, 2024 is the last year of the transition period of the second-generation and second-phase rules, and some insurance companies replenish their capital by increasing capital and issuing bonds to ease the capital pressure. Increasing capital and issuing bonds will help insurance companies improve their solvency, resist risks and promote the steady development of their business. (CSI)