Afternoon comment: the three major indexes rose slightly in half a day, and the concept of Shanghai's state-owned enterprise reform lifted the tide of daily limit. The three major indexes opened lower and went higher in early trading and rose slightly in half a day. In terms of sectors, the concept of Shanghai's state-owned enterprise reform is on the rise, and Shanghai Material Trade, First Medicine and Shibei High-tech are collectively on the rise. The retail sector continued to be strong, with the daily limit of Youa, Zhongbai Group and Maoye Commercial. The concept of AI glasses is higher, and Tianjian shares and Star Technology both have a daily limit of 20cm; Insurance stocks continued to adjust, and Tianmao Group fell to an intraday limit; Sora concept stocks collectively adjusted back, and the word Huayang Lianzhong fell; Bank shares fluctuated lower, with Bank of Ningbo leading the decline. Overall, stocks rose more and fell less, with more than 3,500 stocks rising. On the disk, Shanghai's state-owned enterprise reform, AI glasses and retail sectors were among the top gainers, while insurance, Sora concept and banking sectors were among the top losers.Private placement: Positive factors in the stock market are accumulating. Recently, A-shares have fluctuated, and the latest strategies of many first-line private placements for investment at the end of the year and the beginning of the year have been released one after another. A number of private placements are optimistic about the market at the end of the year. Kou Zhiwei, a partner of chongyang investment, said that the "strengthening unconventional countercyclical adjustment" proposed by the policy at the end of the year inspired market confidence. At present, compared with the end of September, the market has a large increase, and the market has fully expected and priced the policy overweight. The further rise of the short-term market may need the support of strong economic recovery data. Judging from the recent overall investment trends of private placement, the reporter found that maintaining medium and high positions and maintaining high flexibility of portfolios have become the strategic focus of current private placement institutions. (CSI)The progress of airworthiness forensics will be updated again! The AG600 completed two test flights. The reporter learned from China Aviation Industry Corporation that recently, the AG600, a large amphibious aircraft independently developed by China, successfully completed the test flight of cooling, ventilation and overheating detection ambient temperature measurement at Sanya Phoenix International Airport in Hainan. The successful completion of the test flight mission will lay the foundation for the subsequent airworthiness forensics mission. AG600 aircraft is a large amphibious aircraft independently developed by China, and it is the first large-scale special-purpose aircraft developed in China to meet the urgent needs of forest fire fighting and water rescue. (CCTV News)
Another South Korean lawmaker from Yin Xiyue's party said that he would vote to impeach Yin Xiyue.Vucic retaliated with a video: I won't run away. Later on December 9, local time, Vucic posted a video on social media "Telegram" saying that although western-funded protesters tried to "subvert the regime" in Serbia, the government had no intention of giving up. "If they think I am Assad, I will flee somewhere, then I won't." (Observer Network)Institution: In the first half of 2024, the scale of China's edge cloud market increased by 21% year-on-year. Recently, the latest report "China Edge Cloud Market Tracking Research, 2024H1" released by International Data Corporation (IDC) shows that in the first half of 2024, the scale of China's edge cloud market totaled 5.48 billion yuan, with a year-on-year growth rate of 21.0%. Among them, the market scale of edge public cloud services, edge exclusive cloud services and edge cloud solutions reached RMB 3.00 billion, RMB 970 million and RMB 1.50 billion respectively. Internet audio and video distribution and real-time interaction based on edge resources, edge game clothes, cloud terminals and cloud games, cloud network services, and lightweight IT architecture migration of local industry customers are the core driving forces for market growth in this period.
China Overseas Development: The annual interest of "23 Zhonghai 04" will be paid on December 12th. On December 10th, China Overseas Development (00688.HK) announced that China Overseas Enterprise Development Group Co., Ltd., a wholly-owned subsidiary of the company, will pay the annual interest of "23 Zhonghai 04" on December 12th, totaling 96 million yuan. The total amount of bonds issued in this issue is 3 billion yuan, and the issuance period is 5 years. The coupon rate of bonds in this issue is 3.20%.The progress of airworthiness forensics will be updated again! The AG600 completed two test flights. The reporter learned from China Aviation Industry Corporation that recently, the AG600, a large amphibious aircraft independently developed by China, successfully completed the test flight of cooling, ventilation and overheating detection ambient temperature measurement at Sanya Phoenix International Airport in Hainan. The successful completion of the test flight mission will lay the foundation for the subsequent airworthiness forensics mission. AG600 aircraft is a large amphibious aircraft independently developed by China, and it is the first large-scale special-purpose aircraft developed in China to meet the urgent needs of forest fire fighting and water rescue. (CCTV News)Hainan has issued "two lists" in the commercial field, which will be implemented on December 25th. Recently, the Hainan Provincial Department of Commerce issued the List of No Administrative Punishment in the Commercial Field of Hainan Province and the List of Lighter Administrative Punishment in the Commercial Field of Hainan Province. There are 30 items in the two lists, and it is clear that some acts in the commercial field of Hainan Province will not be subject to administrative punishment or lighter administrative punishment, which will be implemented on December 25 this year. The List of Non-administrative Penalties in the Commercial Field of Hainan Province clarifies the name of the matter, applicable conditions, basis for non-punishment, relevant legal provisions, remarks and other contents, involving 17 items such as "the franchisor failed to report the franchise contract concluded in the previous year to the competent commercial department on time". Among them, 11 items are "minor violations, corrected in time, without harmful consequences, no administrative punishment"; Six items are "illegal acts, and if they are illegal for the first time and the harmful consequences are minor and corrected in time, they may not be given administrative punishment". The List of Lighter Administrative Penalties in Commercial Fields in Hainan Province clarifies the name of the matter, the applicable conditions, the basis of lighter punishment, relevant legal provisions, the range of lighter punishment, etc., involving 13 items such as "the auction enterprise illegally announces or displays before the auction". The Provincial Department of Commerce requires the competent commercial departments of cities and counties, the comprehensive administrative law enforcement bureau and the relevant offices of the department to conscientiously implement the requirements of the "two lists", apply the provisions of the "two lists" according to law, and apply the "two lists" to adhere to the principle of combining punishment with education.
Strategy guide
12-13
Strategy guide 12-13
Strategy guide
12-13