2024-12-13 05:32:09
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."Nezha's Devil Children Roaring the Sea" is scheduled for the first day of 2025, and "Nezha's Devil Children Roaring the Sea" is scheduled for the first day of 2025.Lee Ka Chiu John: Hong Kong is committed to becoming a leading global risk management center. In a speech at the Asia Insurance Forum 2024 held in Hong Kong on the 10th, Lee Ka Chiu John, Chief Executive of the Hong Kong Special Administrative Region (HKSAR) said that Hong Kong is committed to becoming a leading global risk management center. Lee Ka Chiu John said that as one of the three largest financial centers in the world, Hong Kong has about 160 authorized insurance companies, including six of the top ten insurance companies in the world. At present, Hong Kong has issued five catastrophe bonds, raising more than 700 million US dollars to resist typhoons, earthquakes and other natural disasters and provide risk mitigation measures for the global joint response to climate change. He stressed that as the region with the highest concentration of insurance companies and the highest insurance density in Asia, Hong Kong is committed to becoming a leading global risk management center. The SAR Government will continue to invite mainland and overseas enterprises in China to set up exclusive self-insurance companies in Hong Kong.
Fushi Holdings decreased by 3.23% today, and the net sales of Beijing-sponsored seats was 164 million yuan, while Fushi Holdings decreased by 3.23% today, with a turnover of 3.424 billion yuan and a turnover rate of 43.73%. After-hours statistics show that Beijing-sponsored seats sold 164 million yuan, seats dedicated to one institution bought 15.6999 million yuan and seats dedicated to two institutions sold 81.5964 million yuan.59 Hong Kong stocks were repurchased by the company yesterday, with Tencent Holdings, AIA and Aauto Quicker having the largest amount of repurchase. On December 9, a total of 59 Hong Kong stocks were repurchased by the company, and the amount of repurchase of 11 stocks exceeded HK$ 10 million. Among them, Tencent Holdings, AIA and Aauto Quicker -W have the largest repurchase amounts, with the repurchase amounts of HK$ 701 million, HK$ 61.927 million and HK$ 48.4189 million respectively.Hong Kong auto stocks opened higher, with Weilai Auto (09866.HK) up 6.7%, Xpeng Motors (09868.HK) up 6.2% and LI (02015.HK) up 3.4%.
New quality productivity is still the core of policy orientation! Kechuang 100TF (588190) closed up 1.71%. On December 10th, Kechuang 100TF (588190) closed up 1.71%, with a turnover of 667 million yuan. The constituent stocks rose strongly, with Guo Dun Quantum up 6.19%, Siwei up 4.18%, and Hengxuan Technology, Ruichuang Micro-nano and Alice followed suit. Huajin Securities said that developing new quality productivity is still the main policy orientation. The meeting clearly put forward that "scientific and technological innovation should lead the development of new quality productivity", showing that the emerging industries related to the eight new quality productivity are still the main direction of the policy. From a short-term perspective, positive policies are expected to drive A-shares to start the New Year's market. First, from the molecular perspective, the meeting may raise the market's expectation of economic recovery: the meeting can expect to adjust fiscal and monetary easing next year and further economic recovery. In terms of liquidity, further easing of monetary policy is expected to rise.Poly Real Estate's 7 billion yuan public bond project was updated to "accepted". On December 10th, according to the information disclosure of Shanghai Stock Exchange, Poly Real Estate Group Co., Ltd. plans to publicly issue corporate bonds with a total amount of 7 billion yuan to professional investors in 2024. At present, the project status has been updated to "accepted". Huatai United Securities is the underwriter of this bond issue, and the bond type is public offering. The Shanghai Stock Exchange has updated the project on December 9, 2024.Pacific Securities: The historical low of the valuation office of liquor industry is about to be repaired. The Pacific Securities Research Report pointed out that the liquor industry is rationally slowing down, and the valuation office is at a historical low, and it is about to be repaired. Next year, the leading growth target will generally drop to single digits. However, the accumulated inventory risk and pricing pressure still need time to gradually ease after the imbalance between supply and demand has intensified in the past two years and the previous industry bubble has receded. With the economic recovery stimulated by this round of policies and the stabilization of the bottom of the real estate industry, the liquor industry is expected to usher in a wave of recovery. Since 2023, industry differentiation has intensified, but with the improvement of management level and refined channel operation in recent years, excellent wine enterprises have stronger marketing foundation and anti-risk ability compared with previous downward cycles. The price of high-end wine determines the brand position, so the approval price is more important, which depends on the choice of quantity and price and the control of approval price by wine enterprises. Sub-high-end needs to pay more attention to channel risks. The high growth brought by pre-distribution investment needs to be tested in the downward period, and once the channel collapses and stalls, it is difficult to reverse it. Real estate wine pays attention to the growth momentum of internal product structure and the market potential in and around the province. The upgrading speed determines the slope and the ceiling determines the space. Suggested attention: Wuliangye, LU ZHOU LAO JIAO CO.,LTD, Shuijingfang, etc.
Strategy guide 12-13
Strategy guide
12-13