Luo Zhiheng, Yuekai Securities: It is expected that the monetary policy will be further strengthened in 2025, or the RRR will be lowered or the interest rate will be reduced by 0.5 percentage points respectively. The Central Economic Work Conference will be held in Beijing from December 11 to 12. Luo Zhiheng, chief economist and dean of the research institute of Yuekai Securities, believes that overall, the tone of the meeting is more positive, and positive signals are released in terms of work objectives, policy tone and task deployment next year, which is conducive to strengthening and consolidating the momentum of sustained economic recovery next year. It is still a high probability that China's economy will achieve a growth rate of around 5% next year, as long as we implement greater fiscal and monetary policies, ensure that the policies work in the same direction, and promote a series of institutional reforms that restrict development. Luo Zhiheng predicts that in 2025, the monetary policy will be further strengthened, and the RRR and interest rate will be lowered by 0.5 percentage points respectively throughout the year; Rhythm or more advanced. In addition, the monetary policy toolbox will be further enriched and improved. On the one hand, it will adjust and optimize the policy tools such as refinancing of affordable housing, "convenient exchange of securities, funds and insurance companies" and stock repurchase and refinancing, which will be implemented and achieved practical results; On the other hand, we may appropriately narrow the width of the interest rate corridor and guide the money market interest rate to run smoothly around the policy interest rate center.German authorities predict that the German economy will stagnate in 2025. On the 12th, local time, Kiel Institute for World Economics, one of the authoritative German economic research institutes, released a winter forecast, predicting that the German GDP will stagnate in 2025, neither increasing nor decreasing, which is 0.5% lower than the previous autumn forecast. Germany's GDP will shrink by 0.2% in 2024, compared with the previous autumn forecast of 0.1%. The agency believes that Germany's potential signs of weak economic growth are emerging, not only facing the foreseeable impact of the US tariff increase, but also the domestic industrial crisis is intensifying. (CCTV Finance)The concept of memory chip fluctuated and strengthened. The daily limit of Purran shares was 20CM, and Zhaoyi Innovation approached the daily limit. Hengshuo shares, Netac Technology, Juchen shares and Weiwei Storage all rose by more than 5%.
Fuli Zong took the helm for 100 days: the management, dealers and product ideas were completely adjusted. At the end of August this year, Fuli Zong took over the legal representative, chairman and general manager of Hangzhou Wahaha Group Co., Ltd. (hereinafter referred to as "Wahaha") from his father Zong Qinghou, and took over 29.40% of the company's shares. By early December, more than three months had passed. In just 100 days, Fuli Zong, who is in charge of Wahaha, has implemented a series of controversial reform measures, including adjusting the organizational structure and almost completely replacing the core management; The employee contract and distributor contract of the core department were signed to Hongsheng Beverage Group Co., Ltd. (hereinafter referred to as "Hongsheng Beverage"); Reconstruct the dealer system, and even select the dealers in the form of "bidding" for the first time ... On December 11 -12, I called Ye Yaqiong, director of the president's office and director of the government affairs center of Wahaha Group, and contacted Wahaha public affairs related people to send them an interview outline, but as of press time, I did not get a reply. (21 Finance)Chengdu Luqiao invested in the establishment of a mining company in Inner Mongolia. According to the enterprise survey APP, recently, Harqin Banner Beichenxing Mining Co., Ltd. was established, with Hu Wen as the legal representative and a registered capital of 10 million yuan. Its business scope includes: metal ore sales; Non-metallic minerals and products sales; Manufacturing of nonmetallic mineral products; Mineral processing; Mineral washing and processing; Non-metallic waste and debris processing, etc. Enterprise survey shows that the company is indirectly wholly-owned by Chengdu Luqiao.CICC: Gradually filling the gap between inflation and demand will be the direction of economic work next year. The Central Economic Work Conference will be held in Beijing from December 11th to 12th. The research department of CICC believes that for the economic goal of next year, after "maintaining stable economic growth", the meeting proposed to "maintain overall stability in employment and prices" and put forward "focusing on goal guidance and striving to achieve an optimal combination of stable growth, stable employment and reasonable price recovery". This is the first time in the past 15 years that "stabilizing prices" has been taken as the goal of annual economic work during the period of low prices. The research department of CICC believes that gradually bridging the inflation gap and demand gap will be the direction of economic work next year.
The concept of solid-state battery is partially active, with SAIC pulling up the daily limit, researching new materials and Lihu shares rising."Black Myth: Wukong" won two TGA awards and is competing for the best game of the year. On December 13th, the reporter learned that at the TGA(The Game Awards)2024 award ceremony, the domestic game "Black Myth: Wukong" won the best action game and the player's voice award, and the best game award is in the competition. Jiang Baicun, the director of the planning of Black Myth: Wukong, said in his acceptance speech: "It is a great honor to win this award. First of all, I want to thank every player. It is your support that makes such an oriental myth about courage and wisdom shine on such a stage. I also want to thank the organizers for not setting up an' air wall' during my coming to power." (Dahe Finance Cube)Macao held a public sacrifice ceremony to mourn the victims of the Nanjing Massacre, and December 13th, 2024 was the 11th national public sacrifice day for the victims of the Nanjing Massacre. On the morning of the same day, the Macao SAR Government held a ceremony at the Institute of Environmental Protection and Security Forces, deeply mourning the victims of the Nanjing Massacre and all the compatriots killed by the Japanese aggressors. (CCTV)
Strategy guide
12-14
Strategy guide 12-14
Strategy guide
12-14
Strategy guide
12-14