Debon Securities: Contemporary Amperex Technology Co., Limited has deepened its sea going, strengthened its globalization and maintained its "buy" rating. Debon Securities Research Report pointed out that Contemporary Amperex Technology Co., Limited (300750.SZ) plans to establish a joint venture with STELLANTIS in Spain, with an estimated total investment of 4.038 billion euros. This project will deepen the long-term strategic cooperative relationship between Contemporary Amperex Technology Co., Limited and Stellantis, the world's leading automobile manufacturer, in the field of new energy vehicles, and promote the global electrification and clean energy transformation by giving full play to their respective leading advantages and resources. Considering that the company is the industry leader, its supply chain integration ability is excellent, and the iteration of new products is accelerated, maintaining the "buy" rating.Central Bank of Peru: Future interest rate decisions will depend on inflation data and its determinants.Soochow securities Lu Zhe: The Central Economic Work Conference further boosted confidence in the capital market. The Central Economic Work Conference was held in Beijing on December 11th and 12th. The meeting analyzed the current economic situation and deployed economic work in 2025. Lu Zhe, chief economist of soochow securities, believes that the contents of the meeting will face the adverse changes and influences of the internal and external economic environment directly, with more emphasis on the orientation of policy consistency, and policy coordination will be more important next year. Next year, the strength of macro-policies will be significantly increased, and more concrete and operable policy measures will be introduced, which will provide a strong guarantee for the economy to tide over difficulties in the short term and deepen long-term reforms. Lu Zhe said that the Central Economic Work Conference regards "stabilizing the stock market and the property market" as the basic premise of steady growth, which on the one hand shows that the policy pays more attention to the capital market, and on the other hand shows that stabilizing the capital market and the real estate market is an important working means to boost confidence and enhance expectations. Judging from the key work arrangement of the meeting, the combination of "moderately loose monetary policy" and "more active fiscal policy" and the extraordinary countercyclical adjustment are expected to stabilize the economic fundamentals, provide more macro liquidity for the market, and guide the confidence stability and profit recovery of the capital market. (SSE)
Goldman Sachs Asset Management announced the liquidation of three exchange-traded funds.Chip-concentrated stocks clustered in four major industries, and 43 stocks fell for more than three consecutive periods. According to the statistics of Securities Times and DataBao, as of December 12, 300 stocks disclosed the number of shareholders in the latest period, compared with the previous period (November 30), there were 162 stocks with a decrease in the number of shareholders. Specifically, the number of shareholders in 29 stocks decreased by more than 5%, and the number of shareholders in 5 stocks decreased by more than 10%, including Dongfang Huanyu, Zhongshe, Baina Qiancheng, Midland New Materials and Hengshuai. Many chip-concentrated stocks have performed well in the recent market. According to the statistics of DataBao, the average share capital of 126 chips has increased by 4.86% since last month, and the cumulative increase of 18 stocks is above 10%. The top gainers are Guoan Da, Beiwei Technology and Silk Road Vision, which have increased by 42.5%, 26.18% and 21.44% respectively. From the industry point of view, the number of chip concentrated stocks is the largest in the four major industries of mechanical equipment, power equipment, electronics, medicine and biology.China calls for supporting Afghanistan to rebuild its financial system and eradicate the breeding ground for terrorism. On December 12, local time, the UN Security Council reviewed the situation in Afghanistan, paying attention to the serious restrictions on women's rights and interests in the country and the still insufficient humanitarian funds. The Chinese representative pointed out that Afghanistan is currently at a critical stage of peaceful reconstruction, and the international community should play a better role in solving the outstanding problems facing Afghanistan. Fu Cong, Permanent Representative of China to the United Nations, pointed out that humanitarian relief concerns the vital interests of all Afghan people and must not be used as a bargaining chip for political pressure. China calls on traditional donors to increase capital investment, especially on the United States to unconditionally unfreeze and fully return overseas assets belonging to the Afghan people. Affected by unilateral sanctions, Afghanistan's banking system has been isolated from the international financial system for a long time. Relevant countries should immediately and unconditionally lift illegal unilateral sanctions and support Afghanistan in rebuilding its financial system.
Soochow securities Lu Zhe: The Central Economic Work Conference further boosted confidence in the capital market. The Central Economic Work Conference was held in Beijing on December 11th and 12th. The meeting analyzed the current economic situation and deployed economic work in 2025. Lu Zhe, chief economist of soochow securities, believes that the contents of the meeting will face the adverse changes and influences of the internal and external economic environment directly, with more emphasis on the orientation of policy consistency, and policy coordination will be more important next year. Next year, the strength of macro-policies will be significantly increased, and more concrete and operable policy measures will be introduced, which will provide a strong guarantee for the economy to tide over difficulties in the short term and deepen long-term reforms. Lu Zhe said that the Central Economic Work Conference regards "stabilizing the stock market and the property market" as the basic premise of steady growth, which on the one hand shows that the policy pays more attention to the capital market, and on the other hand shows that stabilizing the capital market and the real estate market is an important working means to boost confidence and enhance expectations. Judging from the key work arrangement of the meeting, the combination of "moderately loose monetary policy" and "more active fiscal policy" and the extraordinary countercyclical adjustment are expected to stabilize the economic fundamentals, provide more macro liquidity for the market, and guide the confidence stability and profit recovery of the capital market. (SSE)At the end of new york on Thursday (December 12th), the main contract of CME Bitcoin futures BTC was reported at $100,000, down 1.90% from the end of new york on Wednesday. The main contract of CME ethereum futures DCR was reported at $3,888.50, up 0.52% from Wednesday.The dual platform of transaction detection has landed in Henan to cultivate the diamond industry to a higher level. Recently, the Zhengzhou International Trading Center for Cultivating Diamonds (to be established) and the Henan Laboratory of Jewelry National Inspection Group, which are jointly established by China Jewelry and Jade Jewelry Industry Association and Jewelry National Inspection Group, were officially unveiled in Zhengzhou Airport Area, marking a key step in cultivating the industrial layout of diamonds in Henan Province, which is of great significance for promoting regional economic development and industrial upgrading. "With unified and authoritative product standards, the market can establish a sound pricing mechanism and further promote the extension of the industrial chain." During the interview, people in the industry told the reporter of Company E that this time, the Jewelry National Inspection Group landed in Henan, which will further provide inspection services close to the place of origin, reduce the cost of cultivating diamonds and establish professional evaluation standards. At the same time, the trading center will also set up a platform to cultivate the diamond price trading index, standardize the market pricing system, and stabilize prices and market supply and demand. In the future, Zhengzhou Airport Port Area will also rely on the trading center to build and cultivate the downstream industrial chain layout of diamond processing, design and inlay in the area, and base on the advantages of the airport to maximize the value of the industrial chain.
Strategy guide
12-14
Strategy guide
Strategy guide
Strategy guide 12-14
Strategy guide
12-14