MB-CSC @EC2601A(28295.HK)

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MB-CSC @EC2601A
28295.HK
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CSC: Copper will surely take over from gold and silver, and the market is not yet over

CITIC Construction Investment analysts Zhou Junzhi and Tian Yunong pointed out in their research report on January 11 that recent performance of non-ferrous metals such as copper and aluminum has been strong, believing that copper prices will continue to rise, and USD 13,000 is not the endpoint. Although copper prices have entered a technical correction phase and may be affected by profit-taking in the short term, structural demand will still support copper prices, with an optimistic outlook for copper prices by 2026

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Frequent personnel changes in sell-side at the beginning of 2026: Wu Chaoze and Huang Wentao of CSC have new positions, and there are also adjustments at Xiangcai and SINOLINK SECURITIES

In early 2026, several brokerages such as CSC, SINOLINK SECURITIES, and Xiangcai Securities frequently experienced personnel changes involving multiple star analysts. These changes varied in nature, including internal position adjustments, age-related retirements, and "transfers" to join other firms

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CITIC Construction Investment Securities Chief Economist Huang Wentao appointed as Director of the Research Institute

CITIC Construction Investment Securities Chief Economist Huang Wentao has been appointed as the director of the research institute. He graduated from Nankai University with a Ph.D. in Economics and has previously served as a visiting scholar at the State University of New York. Huang Wentao previously held the positions of Chief Economist, Co-Head of the Research and Development Department, Managing Director, and Chief Analyst of the Macroeconomic and Fixed Income Research Team at CITIC Construction Investment Securities

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CSC Zhou Junzhi: The Future of Consumption in the Reassessment of the Balance Sheet

Zhongxin JianTou's Zhou Junzhi analyzed the revaluation of China's household balance sheet, pointing out that total household assets will reach 763.7 trillion yuan in 2024, with real estate accounting for 395.6 trillion yuan. Over the past 20 years, real estate has contributed more than 50% to household wealth. With the end of urbanization and the leverage era, consumption patterns will face transformation, and insufficient domestic demand and declining consumption are phase-specific phenomena. The importance of real estate in the economy is reflected in five dimensions: investment, assets, finance, consumption, and fiscal policy. In the future, household wealth creation and consumption patterns will undergo changes

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Four International Rules for Stabilizing and Rebounding Housing Prices

CSC stated that, first, the trading volume stabilizes ahead of price recovery; second, core city housing prices rebound first; third, monetary easing (with the 10-year government bond yield not exceeding 200 basis points above core inflation) is a necessary condition; fourth, improving economic growth expectations are a fundamental prerequisite. The experience of most countries shows that the monetary policy cycle lasts 4-7 years, and the real estate cycle also requires 4-7 years to bottom out and recover. In special circumstances (such as Japan), it may take a longer cycle to emerge from negative drag

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