Today, Shanzi Hi-Tech's daily limit was 300 million yuan for Ningbo Zhongshan West Road of Yongxing Securities, and Shanzi Hi-Tech's daily limit was 6.211 billion yuan, with a turnover rate of 32.07%. After-hours data showed that Shenzhen Stock Connect bought 203 million yuan for special seats and sold 199 million yuan, while Yongxing Securities sold 300 million yuan for Ningbo Zhongshan West Road and 91.8558 million yuan for special seats for one institution.The yield of China's 10-year treasury bonds dropped to 1.87% at the beginning of the session, and the betting easing policy was accelerated. The yield of 10-year treasury bonds "24 Treasury bonds with interest 11" dropped by 3.5bp to 1.87%, hitting a record low.Guojin Securities: In 2025, we are optimistic about Apple's industrial chain and can independently control and benefit from the industrial chain. Guojin Securities Research Report pointed out that the AI big model has brought new development opportunities to consumer electronics and IOT hardware, and it is expected to continue to drive hardware innovation, improve the value of the industrial chain and accelerate the replacement cycle. The trend of Apple's hardware innovation and growth is gradually clear. In 2025, IPhone17 is expected to usher in great innovation in hardware and end-side AI. In 2026, Apple is expected to launch folding mobile phones/iPads and smart glasses. AI smart glasses are in full bloom and are expected to usher in explosive growth. Self-control of semiconductors is the general trend, and we are optimistic about semiconductor equipment parts, materials and domestic computing power industry chain. In 2025, we are optimistic about Apple's industrial chain, AI glasses, AI-driven and self-controllable benefit industrial chain.
Ruiang Gene: The actual controllers Xiong Hui and Xiong Jun were arrested. Ruiang Gene announced that the actual controller, chairman and general manager Xiong Hui and actual controller, director and deputy general manager Xiong Jun of the company have been arrested for alleged fraud, and related matters need further investigation. Mr. Xiong Jun, Mr. He Junyan and Mr. Xue Yuwei submitted written resignation reports for personal reasons, and will take other positions in the company after resigning. At present, the company has targeted related matters.Tencent Video announced that it will adjust the rights and interests of VIP devices, and the rights and interests of old members will remain unchanged. Tencent Video released a statement on the adjustment of member rights and interests, saying that it will adjust the rights and interests of Tencent Video VIP devices from December 16, 2024. Tencent video VIP members who purchase, collect and activate after 0:00 on December 16th, 2024 can log in with 3 devices and play with 1 device at the same time within the validity period of this order member. Tencent Video said that the rights and interests of VIP old members remain unchanged: Tencent video VIP members who have subscribed for a continuous monthly/quarterly/annual subscription before December 16, 2024, if they continue to subscribe, will enjoy the rights of logging in 5 devices and playing 2 devices at the same time. Tencent video VIP members who purchase, collect and activate monthly/seasonal/annual cards before December 16th, 2024 can also enjoy the rights of logging in 5 devices and playing 2 devices at the same time within the validity period of this order member. Tencent video SVIP membership rights are not affected by this adjustment and remain unchanged.Liu Lihua, Director of the Seed Industry Management Department of the Ministry of Agriculture and Rural Affairs: It will promote the revision of the regulations on the protection of new plant varieties. Liu Lihua, Director of the Seed Industry Management Department of the Ministry of Agriculture and Rural Affairs, said at the press conference of the Ministry of Agriculture and Rural Affairs on the 10th that in the next step, the Ministry of Agriculture and Rural Affairs will benchmark the requirements of building a strong agricultural country, and further intensify its work according to the deployment arrangement of the seed industry revitalization action "achieving results in five years and achieving major breakthroughs in ten years", speeding up the identification, excavation, improvement and creation of germplasm resources, and promoting the sharing and utilization of resources; Intensify efforts to tackle key problems in breeding innovation and strengthen the breeding and promotion of major varieties urgently needed for production; Increase support for formation enterprises and accelerate the cultivation of a number of world-class seed enterprises; Continuously optimize the layout of breeding and seed production bases and improve the seed supply guarantee ability of provenances; At the same time, we will promote the revision of the regulations on the protection of new plant varieties, strengthen the protection of intellectual property rights in seed industry, comprehensively purify the seed industry market, and ensure real new progress in the revitalization of seed industry. .
Huaxi Securities: In 2025, the rate of RRR cut and interest rate cut may not be lower than 50bp and 20bp. Huaxi Securities Research Report pointed out that this Politburo meeting revisited "moderately loose monetary policy", and the market inevitably associated with the magnificent combination of monetary and fiscal policies in 2008-2010. Specific to this round of monetary policy, it may be similar to it, not only the tone has changed, but also the framework has changed from the previous cross-cycle (or both cross-cycle and counter-cycle) to counter-cycle adjustment, which is likely to point to an increase in the adjustment range of reserve ratio and policy interest rate. Looking forward to 2025, the rate of single RRR cut and interest rate cut of monetary policy may not be lower than 50bp and 20bp (the rate in 2024), and the possibility of further increasing the rate in the face of extreme circumstances is not ruled out. The specific degree and duration of easing may depend on the economic situation.The central bank today conducted a 7-day reverse repurchase operation of 141.6 billion yuan, and the winning bid rate was 1.50%, which was the same as before. Today, 51.3 billion yuan of 7-day reverse repurchase expired, and the net investment on that day was 90.3 billion yuan.Guangdong: fully implement the source substitution of raw and auxiliary materials with low (no) VOCs content. The Guangdong Provincial People's Government issued an action plan for continuous improvement of air quality in Guangdong Province, and fully implement the source substitution of raw and auxiliary materials with low (no) VOCs content. Fully promote the use of raw and auxiliary materials with low (no) VOCs content, implement source substitution projects, increase the substitution of raw and auxiliary materials with low (no) VOCs content in industrial painting, packaging and printing and electronics industries, and increase the protection of outdoor structures and the promotion and use of low (no) VOCs content coatings for urban road traffic signs.
Strategy guide
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Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide
12-13
Strategy guide 12-13