2024-12-14 01:16:00
Yesterday, a total of 48 stock ETFs increased by over 100 million shares, the Southern CSI 1000ETF increased by 1.366 billion shares, and the Huaxia CSI A500ETF increased by 1.35 billion shares.YTO Express invested 30 million yuan in Hengyang City to set up a new company. The enterprise search APP shows that recently, Hengyang YTO Express Co., Ltd. was established, with the legal representative of Sun Kai and the registered capital of 30 million yuan. Its business scope includes: general cargo warehousing services; Domestic freight forwarder; Storage equipment rental service. Enterprise equity penetration shows that the company is indirectly wholly-owned by YTO Express.China's one-year interest rate swap hit a four-year low, and China's one-year interest rate swap (IRS) fell sharply this week, falling below the 1.50% mark for the first time since 2020. The data shows that the one-year interest rate swap was still around 1.50% at the beginning of Wednesday, and once fell to 1.4825% in the previous session, setting a new low since May 2020.
At the beginning of the three major indexes, the GEM index rose by 0.39%, and the concepts of quantum technology and chips led the gains.At the beginning of the three major indexes, the GEM index rose by 0.39%, and the concepts of quantum technology and chips led the gains.The three major stock indexes opened lower, with the Shanghai Composite Index down 0.19%, the Shenzhen Component Index down 0.29% and the Growth Enterprise Market down 0.15%.
CITIC Securities: As the Spring Festival approaches, consumption is expected to usher in a new round of rebound and repair. CITIC Securities Research Report said that the Politburo meeting held on December 9, 2024 once again made it clear that expanding domestic demand is the key policy direction for the coming year, "expanding domestic demand in all directions" and "vigorously boosting consumption", expressing positive and igniting market expectations. After experiencing a rapid rebound in September, the consumer sector generally pulled back in October-November because the short-term consumption data has not yet reflected the effectiveness of the policy and the policy strength in the coming year is unclear. We believe that as the Spring Festival approaches, the top-down emphasis on domestic demand and policy expectations are heating up, and consumption is expected to usher in a new round of rebound and repair. On the policy side, in addition to the "trade-in policy", we believe that there is still a package of consumption promotion toolboxes available, such as subsidies for first-time car buyers, maternity subsidies, and the issuance of state-subsidized catering and tourism coupons. We suggest that the consumption allocation should be progressive from both offensive and defensive to flexible varieties, with both offensive and defensive features: consumer Internet, dairy products with low valuation and high return, mass catering, etc., and flexibility: catering supply chain, alcohol, human resources services, hotels, etc., with obvious pro-cyclical characteristics, considering the consumption allocation demand driven by expectations first.Shanghai Electric discussed new energy cooperation with South Korea's Hyosung Group. According to Shanghai Electric, on the morning of December 9, Leo, Party Secretary and Chairman of Shanghai Electric Group, went to Seoul, South Korea to visit South Korea's Hyosung Group and held talks with its president Zhao Xianjun. The two sides had in-depth exchanges on joint ventures and cooperation in the field of new energy. Zhao Xianjun expressed the hope that the two sides will strengthen cooperation in the fields of wind power and hydrogen energy and jointly explore Korean and overseas markets. During the talks, the two sides also discussed the cooperation potential in the fields of hydrogen energy and power grid equipment, and sought cooperation opportunities in technology research and development, project investment and market development.Six countries' chemical companies set up resource recycling companies, including new material technology research and development business. According to the enterprise survey APP, Hubei Xingyang Resource Recycling Co., Ltd. was recently established, with the legal representative of Xu Jinchong and the registered capital of about 145 million yuan. Its business scope includes: new material technology research and development; Manufacturing of eco-environmental materials; Sales of eco-environmental materials; Lime and gypsum manufacturing; Manufacturing of light building materials; Environmental consulting services; Processing of renewable resources, etc. Enterprise equity penetration shows that the company is jointly owned by Hubei Huiyang New Materials Co., Ltd. and dangyang city Jiantou Asset Management Co., Ltd., a subsidiary of Liuguo Chemical.
Strategy guide
12-14
Strategy guide 12-14
Strategy guide 12-14
Strategy guide
Strategy guide
12-14