Want Want Group solemnly declared that on December 13th, @ Wangzai Club issued a solemn statement: Recently, someone pretended to be Want Want to publish false activities, so everyone must be vigilant!India's NIFTY index metal plate fell by 1.3%.South Korea's South Gyeonggi Police Department was detained and searched. The South Korean police responsible for investigating the martial law storm said on the 13th that it was detaining and searching the South Gyeonggi Police Department. According to Yonhap News Agency and other media reports, the special investigation team of the National Investigation Headquarters under the South Korean Police Department sent investigators to the South Gyeonggi Police Department on the same day to detain and search the director's office and obtain computer and business information. The report said that after the martial law was announced on the evening of the 3rd, the southern police department of Gyeonggi deployed police to the building of the Central Election Management Committee in Guochuan City, Gyeonggi Province and the election training institute in Suwon City, Gyeonggi Province.
Ocean Shipping Group: In the first 11 months, it achieved sales of 30.6 billion yuan. On December 12, Ocean Shipping Group (03377.HK) released unaudited operation data. In November, the company achieved an accumulated sales of about 3.73 billion yuan. The agreed sales floor area is about 346,300 square meters; The average agreed sales price is 10,800 yuan per square meter. In the first 11 months of this year, COSCO achieved a cumulative agreed sales of about 30.6 billion yuan; The cumulative agreed floor area is about 2,544,100 square meters; The cumulative average agreed sales price is about 12,000 yuan per square meter.Zhejiang: By 2027, the output value of the province's industrial machine tool industry will exceed 150 billion yuan. The Office of the Leading Group for High-quality Development of Manufacturing Industry in Zhejiang Province recently issued the Implementation Plan for High-quality Development of Industrial Machine Tool Industry in Zhejiang Province (2025-2027). The "Implementation Plan" proposes that by 2025, the output value of the province's industrial machine tool industry will exceed 120 billion yuan, making it the highland of the national high-end industrial machine tool industry. Positive results have been achieved in the construction of the national advanced manufacturing cluster of East Zhejiang industrial machine tools, with 30 new "little giant" enterprises specializing in manufacturing and 50 new products. Form a number of application scenarios with national promotion value. By 2027, the output value of the province's industrial machine tool industry will exceed 150 billion yuan, the supporting level of key core technologies and key functional components will be greatly improved, and the level of integrated application will be at the forefront of the country.South Korea's South Gyeonggi Police Department was detained and searched. The South Korean police responsible for investigating the martial law storm said on the 13th that it was detaining and searching the South Gyeonggi Police Department. According to Yonhap News Agency and other media reports, the special investigation team of the National Investigation Headquarters under the South Korean Police Department sent investigators to the South Gyeonggi Police Department on the same day to detain and search the director's office and obtain computer and business information. The report said that after the martial law was announced on the evening of the 3rd, the southern police department of Gyeonggi deployed police to the building of the Central Election Management Committee in Guochuan City, Gyeonggi Province and the election training institute in Suwon City, Gyeonggi Province.
Guangdong: In the next five years, 10 billion yuan will be invested to support the development of the tourism industry. On December 12th, a site meeting was held to promote the implementation of the spirit of the provincial tourism development conference in Guangdong. The meeting proposed to promote the implementation of the "three hundred" plan for cultural tourism investment, that is, to promote 100 major projects under construction and 100 key investment projects, to coordinate provincial financial investment of 10 billion yuan to support the development of tourism industry in the next five years, and to accelerate the implementation of the list of 100 major projects under construction and 100 key investment projects.Institution: It is expected that the PC market in China will resume growth in the second half of 2025. IDC, an international data company, issued a document saying that the overall PC market in China is expected to improve in 2025, and the shipment volume will drop slightly by 0.2% compared with that in 2024. Among them, the first half of 2025 will be affected by the early release of demand at the end of 2024, and the expected shipment volume is still negative, down 4.2% year-on-year; In the second half of 2025, it will improve as a whole, with a year-on-year growth rate of 3.0%.Ye Fan, Southwest Securities: In 2025, the upward trend of domestic economy will continue, and it is estimated that the annual RRR will be lowered by about 100bp. The Central Economic Work Conference will be held in Beijing from December 11th to 12th. Ye Fan, chief economist of Southwest Securities, said that in 2025, the domestic economy will continue to stabilize and upward under the policy. From the structural point of view, infrastructure and manufacturing investment are expected to remain the main support items for domestic investment next year, and the decline in real estate investment will gradually narrow; Domestic demand is expected to play a stronger role in stimulating the economy than external demand, and domestic residents' consumption is expected to continue to pick up under the policy. Regarding the direction of fiscal and monetary policies, Ye Fan predicted that the issuance scale of ultra-long-term special government bonds will be around 1.5 trillion -2 trillion yuan in 2025, and it will continue to support the "dual" areas. In the first half of next year or the peak of government bond issuance, there may be a RRR cut for hedging. It is estimated that the RRR cut will be about 100bp for the whole year, and the interest rate cut will be decided by camera. The interest rate cut of 25bp-40bp may be promoted step by step.
Strategy guide
12-14
Strategy guide
12-14
Strategy guide 12-14
Strategy guide 12-14