Big financial stocks rose in intraday trading, with great wisdom hitting the daily limit. Tianmao Group, Guosheng Financial Holdings and Tianli Technology had previous daily limit, while huijin technology, Compass, Winson, Dongxing Securities and Oriental Fortune rose more than 5%.Spot silver exceeded $32/oz, up 0.54% in the day.Liang Zhonghua of Haitong Securities: The general direction of "positive" macro policy in 2025 has been determined, and the Political Bureau of the Communist Party of China (CPC) Central Committee held a meeting on December 9 to analyze and study the economic work in 2025. Liang Zhonghua, chief macro analyst of Haitong Securities, said that judging from the statement of the meeting, the general direction of "positive" macro policy in 2025 is certain. Among them, "supernormal countercyclical adjustment" was put forward for the first time. Liang Zhonghua analyzed that "supernormal adjustment" may be different from QE (quantitative easing) in western countries, but refers to a traditional tool that has grown steadily in the past few years, making a breakthrough on the margin and playing the role of "keeping innovation" and "enriching and perfecting the policy toolbox". Judging from the policies that have been issued since September, this round of steady growth is a steady growth under the framework of "high quality". The high-quality framework will not change, and there will be no strong stimulation of flood irrigation. The meeting proposed to "implement a more active fiscal policy and a moderately loose monetary policy". Liang Zhonghua believes that next year's finance is expected to make further marginal efforts. It is expected that deficit ratio may improve. At present, 3.5%-4.0% is more likely, and the scale of special bonds may be marginally increased. Special government bonds supporting "duality" and "two innovations" will continue to be issued or increased. In addition, the debt-melting policy launched in November will also be the financial focus next year, and it is expected that special government bonds may be issued to supplement bank capital. In addition, the gradual interest rate cut will continue next year, and the structural monetary policy will continue to exert its strength. The meeting stressed that "it is necessary to vigorously boost consumption, improve investment efficiency, and expand domestic demand in all directions." In this regard, Liang Zhonghua believes that compared with Politburo meeting of the Chinese Communist Party's statement of "expanding domestic demand with the focus on boosting consumption" in July, this meeting pays more attention to expanding domestic demand, and its support is expected to be further increased in the future. Since the beginning of this year, with the extra-long special national debt funds in place, the consumption of consumer goods trade-in policy has gradually emerged. There is still room for further efforts to expand domestic demand policies such as replacing old consumer goods with new ones next year. Liang Zhonghua also mentioned that this meeting clearly put forward "stabilizing the property market and stock market", which shows that the policy pays high attention to the property market and stock market. As an important signal to pay attention to the economy and expectations, the policies of the property market and stock market are also positive.
Low-altitude economic concept stocks strengthened locally, with Guangyang shares and Rice Information up more than 6%, and Tianao Electronics, Wan Feng Aowei and Jindun shares up more than 5%.The concept of Tik Tok rose before noon, and the provincial and Guangzhou Group hit the board in a straight line. Tianlong Group rose by more than 10%, followed by Xinghui Entertainment, Chinese Online and Gravitational Media.Zhang Jianchun, former vice minister of the Central Propaganda Department, was expelled from the Party and public office for serious violation of discipline and law, and Zhang Jianchun, former vice minister of the Central Propaganda Department, was expelled from the Party and public office for serious violation of discipline and law. (CCTV News)
European stocks collectively opened lower, with the Stoxx 50 index in Europe down 0.3%, DAX index in Germany down 0.2%, FTSE 100 index in Britain down 0.4% and CAC 40 index in France down 0.4%.Shenghong cooperated with many partners to build the first off-grid electric vehicle charging station in South Africa. Recently, Shenghong shares joined hands with MagicPower Shanghai Maizike Technology Co., Ltd., Zero Carbon Charge and Greencore Energy Solutions to jointly launch the first off-grid electric vehicle charging station in South Africa. The charging station is equipped with a 480kW split machine, including a host and three charging terminals, with a total of six charging guns, four of which are liquid-cooled and users can enjoy a cruising range of 400 kilometers only by charging for 10 minutes.Wan Liyang: The aluminum alloy die-casting project invested and built by the company in Jiangshan, Zhejiang Province has been put into production. Wan Liyang said on the interactive platform on December 10th that the aluminum alloy die-casting project invested and built by the company in Jiangshan, Zhejiang Province has been put into production.
Strategy guide 12-13
Strategy guide 12-13
Strategy guide
12-13
Strategy guide
Strategy guide 12-13
Strategy guide
12-13
Strategy guide
Strategy guide