Reuters survey: the short bet of won is at the highest level since October 20, 2022; Indian Rupee's short bet reached the highest level since November 17, 2022; Investors reduced their short bets on Philippine peso, Indonesian rupiah, Thai baht and Singapore dollar.The Israeli army launched several rounds of air strikes on many places in Gaza, resulting in 37 deaths. On December 12, local time, the reporter of the General Station was informed that the Israeli army launched several rounds of air strikes on Gaza City in the north, Nuseilet refugee camp in the middle and Khan Younis in the south of the Gaza since the early morning of that day, which has caused 37 deaths. At present, the Israeli side has not issued a statement on related events. (CCTV News)The Global Ecosystem and Transformation Center jointly established by the Ministry of Finance and the World Bank, and the China-World Bank Group Global Ecosystem and Transformation Center jointly established by the Ministry of Finance and the World Bank, with the theme of ecological protection, conforms to the new needs of the times to meet global challenges and is a new achievement of cooperation between China and the World Bank in the new era. At the launching ceremony, Lan Foan, Minister of Finance, said that China adhered to the concept of "Lucid waters and lush mountains are invaluable assets" and further promoted the three major defense wars of blue sky, clear water and pure land. Over the past decade, the central government has invested nearly 6 trillion yuan to fully guarantee the construction of beautiful China. The "gold content" of China's ecological environment has improved significantly, and the "green content" of its development has increased significantly. (CCTV News)
China Merchants Securities: Hisense's household appliances are obviously underestimated, and the safety cushion is thick, and it is rated as "strongly recommended". China Merchants Securities Research Report pointed out that the growth rate of Hisense's household appliances (000921.SZ) slowed down, showing the first year-on-year decline in nine quarters since 22Q3, and the market confidence was weak. The company is obviously underestimated, and the safety mat is thick. Looking horizontally, in 2025, the valuations of Hisense, Midea and Haier will be 10/13/13 times; Historically, the company's share price has been deeply adjusted since May this year, and the current valuation is at a lower level since the 22-year reform. Referring to the global valuation system, the steady-state PE hub of johnson controls/Carrier/Trane is 30/25/20 times, which is higher than the valuation of white power enterprises represented by Whirlpool and Electrolux. Hisense household appliances, as the standard of A-share central air conditioning, should enjoy a higher valuation than white power companies. The improvement of the company's bottom management promotes efficiency and cost reduction+the global operation competitiveness is constantly strengthened+the company's leading position is stable under the background of domestic substitution of central air conditioning, and it continues to be firmly optimistic about the company. It is estimated that the company's revenue will increase by +8%, +9% and +10% from 2024 to 2026, and its performance will increase by +15%, +14% and +16% respectively. Give a "strongly recommended" rating.The OpenAI webpage shows that API, ChatGPT and Sora are all running normally.Rapdidus will start producing 2-nanometer chips in April next year. Dong Zhelang, president of Rapdidus, an advanced Japanese semiconductor foundry company, said that by the end of March 2025, Rapdidus will complete all the equipment setup required for trial production of 2-nanometer chips, and start the trial production line in April to actually produce 2-nanometer chips.
The Nikkei 225 index just broke through the 39,900.00 mark, and the latest report was 39,899.07, up 1.34% in the day.Liu Shijin: To expand consumption, we should manage from the source, and give priority to improving basic public services and consumption of low-and middle-income groups. Liu Shijin, deputy director of the 13th Chinese People's Political Consultative Conference Economic Commission and former deputy director of the the State Council Development Research Center, pointed out in his speech at the main forum of the 2024 Southern Finance and Economics International Forum that the macro-economy is picking up, but it is also facing the increasing pressure of insufficient total demand, especially insufficient consumer demand, and the focus of which is insufficient service consumption. We should give priority to improving basic public services and the consumption environment of low-and middle-income groups through "source governance" to promote the integrated development of urban and rural areas. On the basis of short-term stimulus policies, combined with medium-and long-term reforms, we will solve the institutional problems that restrict the expansion of consumption and help China's economy achieve high-quality development. "At present, it is necessary to distinguish the problems caused by insufficient demand from the causes of insufficient demand." Liu Shijin pointed out that from the perspective of international comparison, the lack of consumption demand in China at this stage is a structural deviation. In Liu Shijin's view, it is necessary to identify the key points or pain points in expanding consumer demand at this stage. First, service consumption based on basic public services, including education, medical and health care, affordable housing, social security, culture, sports and entertainment, financial services, transportation and communication; Second, the middle and low-income class with migrant workers as the focus; Third, people-centered, urbanization and urban-rural integration. (21 Finance)Hebang Bio established a mining engineering company in Leshan, Sichuan. The enterprise search APP shows that Leshan Hebang Mining Engineering Co., Ltd. was established recently, with Fei Wang as the legal representative and a registered capital of 10 million yuan. Its business scope includes: mineral resources reserve evaluation service; Mineral resources reserve estimation and report preparation services; Geological disaster management services, etc. Enterprise investigation shows that the company is wholly owned by Hebang Bio.
Strategy guide
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Strategy guide 12-13
Strategy guide 12-13
Strategy guide