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.Tesla China will launch advanced intelligent summoning ASS function for vehicles with EAP or FSD. On December 13th, Tesla China official website launched a brand-new vehicle function-Actually Smart Summon. This function is suitable for Tesla vehicles with EAP (enhanced automatic driving assistance function) or FSD (full automatic driving capability). Tesla owners can automatically park the vehicle from the parking space and drive to the owner's side or the location designated by the owner on the mobile phone by operating on the Tesla application of the mobile phone, and the vehicle needs to be kept within the owner's sight during the moving process. It is reported that this function will be pushed to the owner through OTA remote software update function.Kunlun Unicom and Anheng Information signed a cooperation agreement. On December 11th, Beijing Kunlun Unicom Technology Development Co., Ltd. and Anheng Information signed a cooperation agreement for Beijing regional general generation in Beijing. In this cooperation, Kunlun Unicom will rely on Anheng Information's professional technology and products in the field of digital security to further enrich its solution system and provide customers with more comprehensive information technology services. At the same time, Anheng Information will also rely on Kunlun Unicom's extensive customer resources and market channels to expand its market business in Beijing.
The cultural media sector rose and strengthened, with more than 10 daily limit shares, including Tianyu Digital, Guangbo, Palm Reading Technology, vision china, Huizhou Intelligent, Guangdong Media, Tianxiaxiu and Lingnan.Xia Yiping, CEO of Extreme Vietnam: I won't run away! Agreeing with employees' reasonable demands, communication with Baidu and Geely working groups has been established. The reporter learned from the inside of Extreme Yue Automobile that on the evening of December 12, Xia Yiping, CEO of Extreme Yue Automobile, informed all employees of the latest progress by means of synchronous news of flying books. Xia Yiping said: "Shanghai, the social security provident fund tax payment is completed; Beijing Jidu Technology has paid the provident fund before, because the system can't pay the social security tax tonight (December 12), and will go to the counter to pay it early tomorrow (December 13); Beijing jidu service, social security provident fund tax payment is completed; Wuhan, the social security provident fund tax payment is completed; Zhejiang, the provident fund has been paid before, and the social security tax will be paid tomorrow (December 13); In the remaining cities, the social security provident fund has been paid, and the individual tax will be paid tomorrow (December 13). " (national business daily)The main contract of Shanghai and Shenzhen 300 stock index futures (IF) fell by 2.00% in the day and is now reported at 3,955.2 points.
Weixing Co., Ltd.: Compared with the first half of the year, the growth rate of acquiring orders in the second half of the year gradually declined, but the overall growth rate still maintained. Weixing Co., Ltd. recently said in a conference call that due to the influence of the terminal consumption boom, downstream brand customers were cautious in placing orders, and the growth rate of acquiring orders in the second half of the year gradually declined compared with the first half of the year, but the overall growth rate still maintained. In recent years, the company has mainly focused on promoting globalization strategy, intelligent manufacturing strategy and improving manufacturing level, technical level and product quality, and achieved certain results.Many foreign ministers will hold talks in Jordan to discuss the latest development of the situation in Syria. Jordan announced that it will hold a meeting on December 14th local time to discuss the latest development of the situation in Syria. At the invitation of Jordan, the foreign ministers of the member countries of the Liaison Committee of Arab Ministers on Syria, established by the resolution of the Arab League, including Jordan, Saudi Arabia, Iraq, Lebanon and Egypt, and the Secretary-General of the Arab League, will hold a meeting in Aqaba, a city in southern Jordan. The meeting will also be attended by foreign ministers from the United Arab Emirates, Bahrain and Qatar. The Arab foreign ministers attending the meeting will also hold talks with the Turkish foreign minister, the US Secretary of State, the EU High Representative for Foreign Affairs and Security Policy, and the UN Special Envoy for Syria.The People's Procuratorate of Fujian Province decided to arrest Lou Wenlong according to law. The case of Lou Wenlong, former member of the Party Committee and vice president of Agricultural Bank of China, was investigated by the National Supervisory Commission (NSC) and transferred to the procuratorate for examination and prosecution. A few days ago, the Fujian Provincial People's Procuratorate made an arrest decision on Lou Wenlong on suspicion of accepting bribes. The case is being further processed. (highest inspection)
Strategy guide 12-14
Strategy guide
12-14
Strategy guide
12-14
Strategy guide
12-14