Galaxy Securities: It is recommended to pay attention to the upgrading of network infrastructure, telecom operators, optical module leaders, quantum communication leaders, Internet of Things and cutting-edge applications, etc. china galaxy Securities said that the demand for communication equipment as the base of computing infrastructure in the digital economy is expected to usher in high growth, and related sectors may usher in greater opportunities, focusing on emerging industries such as operators, optical communications, quantum communications and 5G applications to empower related industrial chains. It is suggested to pay attention to: network infrastructure upgrade+telecom operators, optical module leaders, quantum communication leaders, Internet of Things and cutting-edge applications led by central enterprises.Luckin Coffee will open seven stores in Mong Kok, Tsim Sha Tsui and Sheung Wan. (Sing Tao Daily)NVIDIA's market value evaporated by 660 billion yuan overnight. On December 10th, local time, the three major US stock indexes collectively closed down, with the Dow down 0.35%, the Nasdaq down 0.25% and the S&P 500 index down 0.30%. Among them, NVIDIA fell by 2.69%, and its market value evaporated by 91.593 billion US dollars (about 664.047 billion yuan) overnight.
Galaxy Securities: Pay attention to investment opportunities in the fields of cement, consumer building materials, glass fiber, etc. The Galaxy Securities Research Report pointed out that 1) Cement: the price continues to push up, and the northern region has entered the winter peak-shifting stage. In November, the weather gradually turned cold, and the downstream market demand dropped slightly. Most provinces in the north have entered the stage of winter peak-shifting and kiln-stopping, and the kiln-stopping rate is above 80%. Under the background of improving supply and demand in the industry, cement enterprises continue to push up cement prices. 2) Consumer building materials: The retail end continued to improve month on month. In October, the retail sales of building and decoration materials decreased by 5.8% year-on-year and increased by 4.9% quarter-on-quarter. Recently, with the stabilization of commercial housing sales, the demand for consumer building materials has improved. 3) Glass fiber: the price of roving rose slightly at the end of the month, and the price of electronic yarn was temporarily stable. In November, the demand for wind power yarn and thermoplastic yarn was stable, but the demand for traditional building materials was still under pressure, which led to the general demand for roving. There are resumption of production and new ignition production lines within the month, and the annual production capacity has increased; Near the end of the month, glass fiber enterprises issued a notice of re-pricing roving and products. It will take some time for the new price to land, but it will have a certain driving effect on demand and price in the short term. 4) Float glass: at the end of the year, work will continue to support the market demand and the inventory of enterprises will be improved. In November, work was rushed to support the demand of float glass terminal, but the middle and lower reaches mainly digested the previous inventory, and the purchasing enthusiasm declined. In the context of the contradiction between supply and demand in the industry, the production capacity has been significantly reduced, and the inventory pressure of float glass enterprises has improved. Suggested attention: Beixin Building Materials, CONCH, China Jushi, etc.In addition to the front page content, today's People's Daily's main financial contents include: 1. Steady development of new quality productive forces-China Economic Observation in 2024 ③; 2. About 100 flying rainbow bridges built and under construction in China cross the blue ocean (new economic orientation); 3. VAT invoice data shows that the retail sales of household appliances increased by 74.4% in November. 4. The General Administration of Market Supervision regulates the whole process of business marketing behavior to prevent the waste of take-away catering; 5. China-Europe trains reach 227 cities in 25 countries in Europe, connecting more than 100 cities in 11 Asian countries, sending goods over 11 million TEUs and goods worth over 420 billion US dollars-crossing mountains and seas, and the "steel camel team" adds momentum to the world economy (building the "Belt and Road" and the first site); 6. Continue to play the role of the biggest engine of world economic growth (harmony); 7. Accelerate the arrival of "Digital Wisdom Future" (vertical and horizontal); 8. Continue to expand new consumption scenarios and new formats (everyone talks); 9. What do you think of the "China scenery" in the world economy (current economic question and answer in China)? 10. The two departments will further improve the working mechanism of centralized drug collection and implementation, and encourage the priority use of selected drugs and consumables; 11. Give full play to the role of bidding competition to help the standardized and healthy development of the bidding market (the way of governance); 12. The national economy is progressing steadily (number 2024); 13. Improve the quality and efficiency of life insurance management and do a good job in pension finance; 14. The global robot industry accelerates innovation and development (international perspective). In 2023, the number of newly installed industrial robots in China exceeded half of the world; 15. The active format of the new service consumption market characterized by digital and green is released to "new" vitality (consumption window, promoting the expansion and upgrading of service consumption); 16. Create more abundant new products for the integration of literature and tourism (market stroll); 17. CNCA issued an action plan to improve the quality management system certification of small and micro enterprises, improve product quality and increase quality supply (consumption kaleidoscope).With the general election approaching, German Chancellor Angela Scholz supports reducing the value-added tax on basic groceries. German Chancellor Angela Scholz said in an interview on the evening of December 10th local time that he was in favor of reducing the value-added tax on basic groceries from 7% to 5% to help low-income families cope with inflation. The center-left leader also said that although the opposition Conservative Party has a big lead in the polls, he is confident of winning the early election on February 23rd.
One case of pre-application for residential land in Fengtai District, Beijing, with an initial total price of 4.008 billion yuan. According to official website of Beijing Municipal Planning and Natural Resources Committee, one case of pre-application for residential land in Fengtai District, Beijing, with an initial total price of 4.008 billion yuan. This plot is plot No.056 [2024], namely plot FT00-2404-0005 of the reconstruction project of the cold storage in the southwest suburb of Fengtai District, Beijing, with a land area of 27,422.21 square meters and a planned construction area of 69,104 square meters. The pre-application for this plot will be accepted from December 9, 2024 to January 7, 2025.OpenAI released the ChatGPT built-in tool Canvas. On December 11th, OpenAI launched the fourth day of technical live broadcast and released the latest function Canvas. According to reports, Canvas is directly built into ChatGPT, providing a separate window, which is mainly used for programming and writing tasks, providing opinions, reviewing and executing specific functions, and providing more detailed services. Simply put, Canvas is equivalent to a built-in Agent to help and guide ChatGPT to make better content generation and modification, and it is automatically triggered.Institution: In November, the average price of second-hand residential buildings in Baicheng dropped by 0.57% month-on-month. According to the 100-city price index of China's real estate index system, in November 2024, the average price of second-hand residential buildings in Baicheng fell by 0.57% month-on-month, narrowing by 0.03 percentage points from last month. It fell by 7.29% year-on-year. In November, the average price of second-hand residential buildings in the top ten cities fell by 0.17% month-on-month, which was 0.16 percentage points lower than that of the previous month. It fell by 7.16% year-on-year, and the decline was narrowed by 0.36 percentage points from the previous month. In terms of cities, the prices of second-hand houses in Shenzhen and Chengdu rose by 0.21% and 0.12% respectively. Nanjing had the largest decline from the previous month, with 0.60%; Wuhan, Hangzhou and Tianjin followed closely, with decreases of 0.43%, 0.42% and 0.31% respectively. Guangzhou, Shanghai and Beijing all experienced month-on-month declines of 0.1%-0.3%; Chongqing (the main city) has the smallest decline of 0.07%. In terms of year-on-year, Wuhan and Nanjing experienced large year-on-year declines, accounting for 10.82% and 10.24% respectively. Chongqing (the main city), Beijing, Hangzhou and Shanghai all experienced year-on-year declines of 7%-9%; The prices of second-hand houses in Tianjin, Guangzhou and Chengdu all fell by 5-7% year-on-year; Shenzhen fell by 4.42% year on year.
Strategy guide 12-13
Strategy guide
12-13
Strategy guide 12-13
Strategy guide 12-13