Huang Wentao of China CITIC Construction Investment Co., Ltd. and others: It is estimated that deficit ratio will rise to over 4% in 2025, and it is expected that the stock and debt will continue. On December 9th, the Political Bureau of the Central Committee held a meeting to analyze and study the economic work in 2025. Huang Wentao, chief economist of CITIC Jiantou, and Liu Tianyu, macro analyst of CITIC Jiantou, believe that the policy tone of this Politburo meeting is quite proactive, which shows that the central government has made a full assessment and policy reserve for the pressures and risks that may be encountered in economic development next year, which has strongly echoed the expectations of economic entities. Huang Wentao and Liu Tianyu pointed out that GDP growth in the fourth quarter is expected to reach more than 5.2%, achieving the expected goal of annual economic growth of around 5%. On this basis, the annual growth target of about 5% will also be the basic premise of policy discussion in the next few years. Since the fourth quarter of this year, the fiscal policy has been continuously overweight. This time, the fiscal policy is set to be "more active", which indicates that the fiscal policy will expand again. It is estimated that deficit ratio will increase to over 4% in 2025. Both stocks and debts are expected to continue. Unconventional countercyclical adjustment policies not only provide sufficient impetus for the recovery of economic vitality, but also provide strong support for improving expectations and reviving confidence, and provide sufficient source of living water for the capital market. The stock market is expected to continue to strengthen and the risk-free rate of return is expected to continue to decline.At the close of early trading, the main contracts of domestic futures rose more and fell less. Coke and BR rubber rose by more than 3%, while rebar, glass, hot coil, iron ore and Shanghai Bank rose by more than 2%. In terms of decline, the European line of container transportation fell by nearly 3%, while asphalt, alumina and No.20 glue fell by more than 1%.Reserve Bank of Australia President Brock: The upward inflation risk under discussion has eased, but it has not disappeared. We need to see more progress in basic inflation.
In 2024, the Reserve Bank of Australia decided to keep the benchmark interest rate unchanged at 4.35%, which was the ninth consecutive meeting and was in line with market expectations.The interest rates of 10-year treasury bonds and CDB active bonds all went down by about 5bp, while those of 24 interest-bearing treasury bonds went down by 4.9bp to 1.856%, and those of 24 CDB dropped by 5.25bp to 1.9175%.Noon announcement: Huatong convertible bonds will soon stop converting shares; Platinum New Materials Thailand Base has obtained the project record. ① Huatong shares: after the market closes on December 10, the "Huatong convertible bonds" that have not been converted will stop converting shares; At present, there is only the last half trading day left before the "Huatong Convertible Bonds" stops converting shares, that is, the trading time on the afternoon of December 10th. The company specially reminded the holders of "Huatong Convertible Bonds" to complete the share conversion within the time limit. The "Huatong Convertible Bonds" that have not been converted after the closing of the market on December 10 will be forcibly redeemed at the price of 101.21 yuan/piece. ② Platinum New Materials: Recently, the company has completed the relevant filing and registration of production base projects in Thailand, and has successively received the Certificate of Overseas Investment of Enterprises issued by Shenzhen Municipal Bureau of Commerce and the Notice of Filing Overseas Investment Projects issued by Shenzhen Development and Reform Commission. ③ Baiao Intelligent: The company originally planned to absorb and merge its wholly-owned subsidiaries Kunshan Baisente Materials and Materials Co., Ltd. ("Baisente") and Kunshan Baiao Smart Logistics Co., Ltd. ("Smart Logistics"). Considering the company's actual operation and business development plan, the company plans to cancel the absorption and merger of Besant and Smart Logistics.
OpenAI has made a big profit, and institutions have increased their positions in four high-growth potential stocks. According to data treasure, on December 10th, OpenAI officially opened the artificial intelligence video generation model Sora to users, and it has been 10 months since the first public preview of the product. At the same time, the company announced the launch of a new version of Sora, Sora Turbo, saying that it is significantly faster than the version previewed in February. In early trading today, AIGC concept stocks broke out, and Shensi Electronics and Worth Buying all recorded a 20cm daily limit. According to data treasure statistics, as of December 9, there were nearly 200 concept stocks involving AIGC, and the total market value of A shares was close to 3 trillion yuan. Since the beginning of this year, the cumulative increase of 12 concept stocks has doubled, including Doushen Education, PricewaterhouseCoopers, An Shuo Information, Fushi Holdings and Bestak. The cumulative increase of Doushen Education was 279.64%, ranking first. At the same time, according to the unanimous prediction of more than five institutions, there are 11 AIGC concept stocks whose net profit growth rate is expected to exceed 20% from 2024 to 2026.Israel once again launched an attack on Damascus and its surrounding areas in Syria. On the 10th local time, it was learned from the Syrian media that Israel once again launched an attack on Damascus, the capital of Syria, and its surrounding areas. At present, the Israeli side has no response to this. (CCTV)Gaode Infrared sued six former employees and their new owners for infringing on business secrets. The other company: Gaode Infrared announced that there were "false records and false statements". On the evening of December 5, Gaode Infrared announced that the company filed a civil lawsuit against Zhejiang Juexin Microelectronics Co., Ltd. (hereinafter referred to as Juexin Company), Mao Jianhong and six former employees for infringing on the company's business secrets, asking the defendant to pay 200 million yuan in economic losses and other things. On December 6th and 9th, Juexin Company issued statements on the announcement of Gaode Infrared on WeChat WeChat official account "Juexin Microelectronics", claiming that there were "false records, false statements, misleading statements or major omissions" in the above announcement of Gaode Infrared. (per warp net)
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13