A shares may have more upside! Core assets can be laid out with one click through the Shanghai and Shenzhen 300ETF South (159925). On December 10th, the Shanghai and Shenzhen 300ETF South (159925) closed up 0.83%, with a turnover of 115 million yuan. Component stocks rose strongly, with China Merchants Bank and Wuliangye rising by over 2%, and Kweichow Moutai, China Ping 'an and Zijin Mining rising by over 1%. China Merchants Securities said that at present, the expected returns of wealth management products and deposit interest rates are declining, the expected returns of various types of assets are declining, residents' deposits and net deposits are soaring, and residents' investment funds are greatly increased. In this state of asset shortage, if the profit-making effect of the follow-up equity market continues to improve and residents' deposits move to the equity market, theoretically, A shares will have greater upside. In terms of configuration, among the industries before and after the two important meetings in December, petroleum and petrochemical, food and beverage, household appliances, social services, medicine and biology, agriculture, forestry, animal husbandry and fishery are more likely to rise. You can use the Shanghai and Shenzhen 300ETF South (159925) to lay out the core assets with one click.Chen Long was selected into the World Badminton Hall of Fame, and Guoyu won many awards of the year. On December 9, Beijing time, the welcome dinner of the 2024 World Badminton Year-end Finals and the award ceremony of the best athlete of the year were held in Hangzhou. The ceremony announced the results of the best selection of the year. Guoyu gained a lot and won many awards of the year: the best male athlete of the year: Shi Yuqi; Best mixed doubles combination of the year: Huang Dongping/Feng Yanzhe; Best men's doubles combination of the year: Liang Weikeng/Wang Chang; Best women's doubles combination of the year: Liu Shengshu/Tan Ning; Best Disabled Male Athlete of the Year: Qu Zimo WH1;; Best Disabled Female Athlete of the Year: Liu Yutong WH2 and Li Fengmei SH6.Four films have been scheduled for the Spring Festival. On December 10th, the official announcement of "Nezha's Devil Boy Roars the Sea" was released. According to the release calendar of Cat's Eye Professional Edition, up to now, there are four films scheduled for the Spring Festival in 2025, namely: Nezha's Devil Boy Roars the Sea, The Legend of the Condor Heroes: The Great Man, Feng Shen Part II: War in the West, Bears Appear and Restart the Future.
Google has developed a "quantum chip" with super computing power. On the 9th, Google announced that it has developed a chip with super computing power, which is suitable for quantum computers. It claims that this chip can complete the task that the existing fastest computer takes 10 years (10 to the 25th power) in just 5 minutes. On the same day, Google posted a message on the website saying that in addition to high-speed computing power, this chip named "Willow" also has outstanding error correction ability, paving the way for the development of "practical large-scale quantum computers".Huaxi Securities: In 2025, the rate of RRR cut and interest rate cut may not be lower than 50bp and 20bp. Huaxi Securities Research Report pointed out that this Politburo meeting revisited "moderately loose monetary policy", and the market inevitably associated with the magnificent combination of monetary and fiscal policies in 2008-2010. Specific to this round of monetary policy, it may be similar to it, not only the tone has changed, but also the framework has changed from the previous cross-cycle (or both cross-cycle and counter-cycle) to counter-cycle adjustment, which is likely to point to an increase in the adjustment range of reserve ratio and policy interest rate. Looking forward to 2025, the rate of single RRR cut and interest rate cut of monetary policy may not be lower than 50bp and 20bp (the rate in 2024), and the possibility of further increasing the rate in the face of extreme circumstances is not ruled out. The specific degree and duration of easing may depend on the economic situation.Liu Lihua, Director of the Seed Industry Management Department of the Ministry of Agriculture and Rural Affairs: The pace of merger and reorganization of seed industry enterprises is accelerating, and the trend of collectivization is obvious. Liu Lihua, Director of the Seed Industry Management Department of the Ministry of Agriculture and Rural Affairs, said at the press conference of the Ministry of Agriculture and Rural Affairs on the 10 th that the Ministry of Agriculture and Rural Affairs selected one out of more than 30,000 seed industry enterprises in the country, selected 270 advantageous enterprises, and built a formation of national seed industry enterprises with strong advantages, shortcomings and problems. Promote the docking of scientific research units, financial institutions and seed production enterprises with formation enterprises, support enterprises to take the lead or participate in undertaking more scientific research tasks, implement the integrated policy of R&D, promotion and application of major varieties, and support enterprises to accelerate the R&D and cultivation of varieties. At present, the pace of merger and reorganization of enterprises is accelerating, and the trend of collectivization is also obvious. Two enterprises, such as Sinochem Syngenta and CITIC Longping, are among the top ten in the global seed industry, and Beijing Yukou poultry industry has become the world's largest laying hen seed production enterprise. Various places have also introduced support policies for seed enterprises, and 14 provinces such as Guangdong and Sichuan have set up seed groups one after another, and the innovation ability and competitiveness of enterprises are constantly improving.
The financing balance of the two cities increased by 3.489 billion yuan. As of December 9, the financing balance of the Shanghai Stock Exchange was 951.454 billion yuan, an increase of 223 million yuan over the previous trading day; The financing balance of Shenzhen Stock Exchange was 901.246 billion yuan, an increase of 3.266 billion yuan over the previous trading day; The two cities totaled 1,852.70 billion yuan, an increase of 3.489 billion yuan over the previous trading day.The weighted share price index of Taiwan Stock Exchange opened 0.2% lower at 23,228.26.Beijing Securities Regulatory Bureau issued a warning letter to Longhui Investment: after SuperMap Software's shareholding reached 5%, it continued to buy and failed to stop trading according to regulations and fulfill the obligation of letter covering. Beijing Securities Regulatory Bureau issued a decision on taking administrative supervision measures to issue a warning letter to Beijing Longhui Investment Co., Ltd. According to the Prompt Announcement on Disclosure of Simplified Equity Change Report disclosed by SuperMap Software on December 10, 2024 and the Simplified Equity Change Report disclosed by the company, in November 2021, On November 28th, 2024, the company held 5.26% of SuperMap Software's shares in total, and became a shareholder holding more than 5% of SuperMap Software's shares. The company continued to buy shares of listed companies after the shareholding ratio reached 5%, and failed to stop trading and fulfill its information disclosure obligations as required. The above-mentioned behavior of the company violated relevant regulations. The Beijing Securities Regulatory Bureau decided to take the administrative supervision measures of issuing a warning letter to the company and record it in the integrity file of the securities and futures market. The company shall abide by the laws and regulations of the capital market, earnestly fulfill the obligation of information disclosure, prevent such behaviors from happening again, and submit a written report within 15 working days from the date of receiving this decision.
Strategy guide
12-13
Strategy guide
12-13