Eastroc Beverage(SH:605499)2025-12-22 05:12Macro Research - Commodity performance shows copper and gold are strong, while developed markets outperform emerging markets [1][2] - The US job market remains weak but stable, with inflation growth below expectations, leading the Federal Reserve to potentially pause interest rate cuts [1][3] - The Bank of Japan raised rates by 25 basis points as expected, with future gradual increases anticipated [1][4] - The European Central Bank's rate cut cycle may be nearing its end [1][4] Food and Beverage Research - Dongpeng Beverage is enhancing management efficiency, allowing the company to save significant profits to return to channels and consumers, aligning with the trend of consumers valuing high cost-performance in the beverage industry [1][5] - The company is expected to exceed market expectations in product category expansion, particularly in energy drinks, sports drinks, and coffee [5][6] Nuclear Power Equipment Research - The controllable nuclear fusion sector is seeing significant acceleration in bidding, with major contracts awarded for components like magnets and power supplies [1][8] - Trump Media Technology announced a merger with TAE Technologies, aiming to build large fusion power plants to meet energy demands driven by AI [9][10] - The US Department of Energy is investing $87 million to accelerate AI applications in fusion energy research [9][10]