OPENAI said that it is working hard to solve the current fault problem.CICC looks forward to the insurance industry in 2025: investment opportunities may be easy first and then difficult. When CICC looks forward to the insurance industry in 2025, it said that it is expected that the stock market and policy expectations will still be the short-term main drivers of the stock price of the sector. Combined with the low profit base and the possible window period, the investment opportunities in the industry may be easy first and then difficult: the short-term stock market will rise sharply or reproduce the general market, and the investment logic will return to long-term contradictions such as interest rate trends after emotional calm.Jiuwu Hi-Tech: the first successful candidate for the procurement project of China Wuye Minmetals Salt Lake Company, with a bid price of 125 million yuan. Jiuwu Hi-Tech announced on December 12, and on December 11, the procurement e-commerce platform of China Minmetals Group Co., Ltd. released the "Announcement of Successful Candidates for the Procurement of Adsorbent Supply, Filling and Related Services for the Construction and Installation Project of Lithium Project in China Wuye Minmetals Salt Lake Co., Ltd.", and the company was the first successful candidate for this project. The company's tender offer is 125 million yuan, accounting for 16.56% of the company's audited operating income in the previous year.
Huatai Securities: It is expected that the Fed will cut interest rates by 25bp in December, but the path of interest rate cut in 2025 is highly uncertain. Huatai Securities said that the overall inflation in November in the United States was in line with expectations, and the slight cooling of service inflation partially eased the market's concerns about inflation rebound. It is expected that the Fed will cut interest rates by 25bp in December, but the path of interest rate cut in 2025 is highly uncertain. Recently, the overall economic momentum of the United States has rebounded: from September to November, the PMI of Markit manufacturing in the United States has rebounded for three consecutive months; After the election, enterprises, especially small enterprises, are expected to improve, and the recent NFIB SME confidence index has rebounded significantly; The latest Atlanta GDP Now shows that the fourth quarter GDP growth rate of the United States is 3.3% year-on-year. However, considering that the unemployment rate data rebounded in November, and the recent inflation is still relatively moderate, we expect that the recent data may not prevent the Fed from cutting interest rates at its December meeting next week. However, in 2025, the growth and inflation path of the United States was disturbed by the Trump policy, and the Federal Reserve may "make a camera choice" on the basis of watching the overall economic trend. There is uncertainty in the path of interest rate cut in 2025.CITIC Securities: Potential policies such as consumer vouchers are expected to give birth to a staged turning point in catering demand. According to the research report of CITIC Securities, domestic consumer demand has been sluggish since 2023, and the price of the catering industry has entered a downward channel. How will China catering enterprises behave at this moment? The experience of Japanese restaurant enterprises may provide some enlightenment. Although the differences between macro and national conditions prevent China from simply repeating the price war of Japanese catering and its impact, the catering competition in high-speed cities in China is similar to that in Japan in structure. The research report believes that the change of restaurant supply and CPI performance can be used as a forward-looking indicator to judge when the current price war will end, while potential policies such as consumer vouchers are expected to give birth to catering demand and form a stage turning point. Two main lines are recommended: 1) Mature catering enterprises pay attention to the same-store sales and valuation improvement brought about by the rebound of CPI, while enterprises with serious decline in same-store sales before have higher performance and valuation resilience. 2) Growing catering enterprises pay more attention to the rhythm of income growth and profit release.Han Dongxun, leader of South Korea's ruling party: Yin Xiyue has no intention of stepping down early. On December 12, local time, Han Dongxun, leader of South Korea's ruling party, said that President Yin Xiyue confirmed that he had no intention of stepping down early. Han Dongxun said that people involved in the martial law incident, including the president, should be severely punished, and Yin Xiyue should immediately remove the right to operate state affairs, including the commander-in-chief of the army. In addition, Han Dongxun said that he would vote in favor of the impeachment case, and members of the ruling party should vote on the impeachment case according to their conscience.
The restricted shares with a market value of 2.546 billion yuan were lifted today. Yongda, Sitaili and Dameng Data were among the top companies in terms of market value. On Thursday (December 12), the restricted shares of 8 companies were lifted, with a total lifting amount of 175 million shares. According to the latest closing price, the total lifting market value was 2.546 billion yuan. Judging from the amount of lifting the ban, the number of shares lifted by the two companies exceeded 10 million. Si Taili, Yongda and Ningxin New Materials were among the top, with 95,895,400 shares, 65,203,300 shares and 6,633,200 shares respectively. Judging from the market value of lifting the ban, the number of shares lifted by the two companies exceeded 100 million yuan. Yongda Co., Ltd., Sitaili and Dameng Data are among the top companies in terms of market value, with market values of 1.039 billion yuan, 992 million yuan and 349 million yuan respectively. Judging from the proportion of shares released from the ban to the total share capital, the proportion of the two companies released from the ban exceeded 10%. Yongda Co., Ltd., Sitaili Co., Ltd. and Ningxincai Co., Ltd. have the highest proportion of lifting the ban, accounting for 27.17%, 21.87% and 7.13% respectively.After the shooting of the medical insurance giant executives, the executives of big companies such as Goldman Sachs and Bank of America have also been "targeted". The new york police are adjusting relevant posters, and the new york police are investigating posters posted in some areas of Manhattan about American business executives. In addition CEO Brian Thompson, CEO of UNH insurance business who was shot dead last Wednesday (December 4th), related posters also mentioned executives of American Express, Goldman Sachs Group, Bank of America, JPMorgan Chase and other companies, and their heads were all painted with red "X" signs. A spokesman for the new york police said that in addition to posters, American corporate executives are also facing increasing cyber threats.Market News: South Korean President Yin Xiyue may release a recorded public speech.
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13