Chen Guo, China Securities: The 2025 policy will focus on expanding domestic demand and AI+ in all directions, and the Central Economic Work Conference will be held in Beijing from December 11th to 12th. Chen Guo, chief strategy officer of China Securities, said that the meeting had seven highlights, including clarifying the growth target and fiscal and monetary policy measures, expanding domestic demand in all directions as the top priority of the policy, focusing on "AI+" in science and technology, focusing on implementation of reform measures, paying attention to coping with external shocks in opening up, strengthening the expression of real estate policies, and increasing efforts to improve people's livelihood. Chen Guo said that further RRR cuts and interest rate cuts from the end of 2024 to 2025 are worth looking forward to, and the easing of the liquidity environment has become a market consensus. However, this does not mean that liquidity is rampant, because the growth of money supply in the scale of social financing still continues the requirement of matching the expected target of the overall price level of economic growth. Chen Guo believes that the 2025 policy will focus on expanding domestic demand and AI+ in an all-round way, and the strength and direction of the policy are in line with expectations. With the support of policy expectations and liquidity, it is expected that the market will continue to show the characteristics of volatility. From the perspective of investment strategy, Chen Guo suggested focusing on non-bank finance, real estate chain, consumer electronics, machinery, construction, building materials, steel, social services, catering chain and other sectors. In terms of theme, it is suggested to pay attention to investment opportunities such as "duality" and "two innovations", supply-side optimization, new quality productivity, market value management of state-owned enterprises and CSI A500 index.The 30-year main contract of treasury bond futures rose to 0.62%, which continued to hit a new high. In addition, the 10-year main contract rose by 0.37%, the 5-year main contract rose by 0.27%, and the 2-year main contract rose by 0.09%, which was another record.Fat Donglai is working out stricter measures to solve the problem of purchasing, including real-name purchase and regular quantitative purchase system. On December 13th, Yu Donglai issued a document saying: Fat Donglai is working out stricter and more effective measures! In the future, including real-name purchase and regular quantitative purchase system! Discuss and formulate relevant systems to control purchasing behavior and lift the membership of permanent fat east!
Huawei and Shenzhen Jiaotong University released the pioneer scene of commercial operation of Shenzhen intelligent network connection. Shenzhen Jiaotong University built the first supporting platform in China. It was learned from Huawei's business officer Wei that during the 2024 academic annual meeting of China Highway Society, in the sub-forum of "Lu Yun Energy" collaborative development, Huawei, Shenzhen Jiaotong University (301091), Shenzhen Intelligent Network Connection Transportation Association and other units jointly released the pioneer scene plan of commercial operation of Shenzhen intelligent network connection smart parking, which helped the integrated and coordinated development of mopeds and Lu Yun. Relying on Huawei's high-precision visual positioning, 5G and AI technologies, Shenzhen Intelligent Networked Collaborative Smart Parking Commercial Operation Pioneer Scenario Scheme has launched a collaborative smart parking scheme combining cars and parking lots, which can provide navigation services and AR reverse car search services for ordinary vehicles. It is reported that commissioned by the government and built by Shenzhen Stock Exchange, relying on the city's digital twin platform and collecting the total traffic data of networked vehicles, the country's first intelligent networked vehicle full chain management and service support platform has been built to support the full-cycle full chain business management of intelligent networked vehicles such as testing, demonstration, access, grading, road operation and commercial operation, and support the cross-departmental collaborative supervision of intelligent networked vehicles.Zhu Haoxiang, the Chinese director of the US SEC, resigned. The US Securities and Exchange Commission recently announced that Zhu Haoxiang, the director of the Trading and Marketing Department, will leave on December 10, 2024, and he will return to the Si Long School of Management at MIT to continue to serve as an associate professor of finance. As one of the important members of Gary Gensler, the current chairman of the SEC, Zhu Haoxiang was appointed by the SEC in December 2021. (Caixin. com)-40.8℃! Bayinbuluke, Xinjiang refreshed the lowest temperature in the country in winter. With the strong invasion of cold air, the temperature in many places in Xinjiang hit a new low. On December 12th, according to the live ranking of the lowest temperature by the Central Meteorological Observatory, the lowest temperature in Bayinbuluke reached -40.8℃ from 15: 00 on December 11th to 14: 00 on December 12th, making it the top of the national lowest temperature list in this period, 5.4℃ lower than the Tuli River in Inner Mongolia, which ranked second, and becoming the first national weather station in China to fall below -40℃ after winter. (Xinjiang Daily)
Meijin Energy has set up a new coal washing company with 100 million yuan. According to the enterprise investigation APP, Shanxi Meijin Taiyue Coal Washing Co., Ltd. was recently established, with Wu Yong as the legal representative and a registered capital of 100 million yuan. Its business scope includes: coal washing; Sales of coal and products; Coal-based activated carbon and other coal processing. Enterprise investigation shows that the company is wholly owned by Meijin Energy.The Shanghai 50 index fell more than 2%, and the Shanghai and Shenzhen 300 index fell 1.8%.It is reported that Canada is considering imposing export taxes on commodities such as uranium and oil to counter Trump's tariff threat. Canada is studying the imposition of export taxes on major commodities exported to the United States, including uranium, oil and potash, in the case that Trump fulfills the comprehensive tariff threat. Officials familiar with the internal discussions of Canadian Prime Minister Trudeau's government said that the export tax would be Canada's last resort. According to people familiar with the matter, retaliatory tariffs on goods made in the United States and export controls on some Canadian products are more likely to come first. However, these officials said that if Trump decides to launch a full-scale trade war, the commodity export tax is a practical option, which will push up the costs of American consumers, farmers and enterprises. They said that the Trudeau government may also propose to expand its export control power in the latest report on the country's financial and economic situation scheduled to be released on Monday. It is reported that Canada is currently the largest external oil supplier in the United States. Some refineries rely on cheaper Canadian heavy crude oil, and there are few other options. The impact of rising costs is particularly severe in the Midwest of the United States, where nearly half of the crude oil used by fuel producers to produce gasoline and diesel comes from Canada.
Strategy guide 12-14
Strategy guide 12-14
Strategy guide 12-14
Strategy guide
12-14
Strategy guide 12-14
Strategy guide
12-14