The USD/JPY just broke through the 153.00 mark, and the latest price was 153.01, up 0.25% in the day.Beizheng 50 rose more than 1%, Huayang Racing Car had a daily limit of 30CM, and Ricky Zhizao, Fuheng New Materials and Bai Xinglong rose more than 10%.Ministry of Finance of Thailand: It is estimated that the global minimum corporate tax of 15% will be implemented from January 2025.
Chen Guo, China Securities: The 2025 policy will focus on expanding domestic demand and AI+ in all directions, and the Central Economic Work Conference will be held in Beijing from December 11th to 12th. Chen Guo, chief strategy officer of China Securities, said that the meeting had seven highlights, including clarifying the growth target and fiscal and monetary policy measures, expanding domestic demand in all directions as the top priority of the policy, focusing on "AI+" in science and technology, focusing on implementation of reform measures, paying attention to coping with external shocks in opening up, strengthening the expression of real estate policies, and increasing efforts to improve people's livelihood. Chen Guo said that further RRR cuts and interest rate cuts from the end of 2024 to 2025 are worth looking forward to, and the easing of the liquidity environment has become a market consensus. However, this does not mean that liquidity is rampant, because the growth of money supply in the scale of social financing still continues the requirement of matching the expected target of the overall price level of economic growth. Chen Guo believes that the 2025 policy will focus on expanding domestic demand and AI+ in an all-round way, and the strength and direction of the policy are in line with expectations. With the support of policy expectations and liquidity, it is expected that the market will continue to show the characteristics of volatility. From the perspective of investment strategy, Chen Guo suggested focusing on non-bank finance, real estate chain, consumer electronics, machinery, construction, building materials, steel, social services, catering chain and other sectors. In terms of theme, it is suggested to pay attention to investment opportunities such as "duality" and "two innovations", supply-side optimization, new quality productivity, market value management of state-owned enterprises and CSI A500 index.Keshun Co., Ltd. and others set up a new building materials company in Jiangmen. The enterprise search APP shows that Jiangmen Yinzhou Lake Keshun Building Materials Co., Ltd. was established recently, with Feng Bihua as the legal representative and a registered capital of 1 million yuan. Its business scope includes: sales of photovoltaic equipment and components; Manufacturing of eco-environmental materials; Water pollution prevention and control services, etc. Enterprise investigation shows that the company is jointly held by Keshun and others.On the 13th, glass fell by 2.14%, and the latest main contract positions changed as follows. According to the exchange data, as of December 13th, the main contract glass closed at 2505, up or down by -2.14%, with a turnover of 671,300 lots. The position data showed that the top 20 seats were clear, and the difference position was 46,081 lots. The total turnover of glass futures contracts was 999,900 lots, an increase of 189,100 lots over the previous day. The first 20 seats in the contract held 565,600 lots, a decrease of 12,000 lots from the previous day. The short positions in the top 20 seats of the contract were 661,500 lots, a decrease of 13,600 lots from the previous day. (Sina Futures)
What is the significance of fiscal and monetary policy adjustment? Expert: The path of "more active and promising" fiscal policy has been clarified. The Central Economic Work Conference, which closed yesterday, pointed out that a more active fiscal policy and a moderately loose monetary policy should be implemented next year. What kind of signals are released behind these policies? In terms of fiscal policy, the Central Economic Work Conference requested that a more active fiscal policy should be implemented next year, so as to improve the fiscal deficit ratio, increase the issuance of ultra-long-term special government bonds, increase the issuance of special bonds for local governments, optimize the structure of fiscal expenditure, and secure the bottom line of "three guarantees" at the grassroots level. Experts said that these requirements clarified the path of "more active and promising" fiscal policy. Focusing on vigorously boosting consumption, the Central Economic Work Conference requires that special actions to boost consumption should be implemented next year, the basic pension for retirees should be appropriately raised, and the "two new" policies (large-scale equipment renewal and trade-in of consumer goods) should be implemented. (CCTV News)From January to October, the total output of lithium batteries in China increased by 16% year-on-year. According to the Ministry of Industry and Information Technology, China's lithium-ion battery industry continued to grow from January to October 2024. According to the announcement of lithium battery industry norms, enterprise information and industry associations, the total output of lithium batteries in China from January to October was 890GWh, up 16% year-on-year. According to the data of the National Bureau of Statistics, the profit of China's lithium battery manufacturing industry increased by 39.4% from January to October. In the battery sector, the output of energy storage lithium batteries exceeded 200GWh from January to October. The loading capacity of power lithium batteries for new energy vehicles is about 405GWh. From January to October, the total export of lithium batteries in China reached 350.2 billion yuan, down 9.2% year-on-year, and the decline was 3.3 percentage points narrower than that in January-June.South Korean police said on the 13th that they were considering detaining and searching the correspondence records of President Yin Xiyue and the presidential residence. (Xinhua News Agency)
Strategy guide
Strategy guide 12-14
Strategy guide 12-14
Strategy guide
12-14