Galaxy Securities: Domestic policies may continue to increase, and metal prices are expected to go up. china galaxy Securities said that on the demand side, the domestic package of economic incremental policies played a significant role. In November, China's manufacturing PMI rose to 50.30%, which was in the expansion range for two consecutive months, and the expansion pace was slightly accelerated. The domestic central economic work conference is just around the corner, and it is expected to put forward more positive incremental policy instructions for the economy next year, continue to raise the expectation of macro-recovery, and benefit the rise of copper prices. In addition, the new non-agricultural data in November in the United States reflected that the negative impact of hurricanes and strikes dissipated, but the number of new jobs in the first two months was revised up and the unemployment rate rose, which made the market worry about weak employment. After the data was released, traders increased their bets on the Fed's interest rate cut in December. It is expected that the possibility of the Fed's interest rate cut in December will rise from 67% before the report was released to 85%, and now it has risen to 86%. However, China's central bank once again increased its holdings of gold by nearly 5 tons after half a year in November, indicating that the logic and willingness of global central banks to increase their holdings of gold are still there in the current geopolitical turmoil. The expected warming of interest rate cuts, the central bank's continued increase in gold holdings, and the recent short-term martial law in South Korea and the escalating conflict between Russia and Ukraine are expected to jointly support the price of gold.Huichuan Technology: At present, the layout of humanoid robot industry is still in the early stage of insight and research and development. Huichuan Technology recently said that the company itself is engaged in industrial robot business and is constantly following up and exploring in the field of humanoid robots. At present, the company's layout of humanoid robot industry is still in the early stage of insight and research and development, and the parts and components under development include motors, drives and actuator modules.Many countries condemned Israel's control of the Syrian-Israeli military buffer zone in the Golan Heights, and Israeli troops invaded the Syrian-Israeli military buffer zone in the Golan Heights on the 8th. On the 9th, Israeli Defense Minister Katz ordered the Israeli army to fully control the buffer zone between Israel and Syria. The Israeli army's actions have been strongly condemned by Qatar, Iraq and other governments. On the 9th, the Ministry of Foreign Affairs of Qatar issued a statement strongly condemning the control of the Syrian post in the Golan Heights by the Israel Defense Forces. On the same day, the Iraqi Foreign Ministry issued a statement condemning Israel's control of the military buffer zone and the nearby land between it and Syria, and stressed that this act was a flagrant violation of international law and relevant resolutions of international legitimacy. In addition, the foreign ministries of Egypt and Jordan also issued statements on the same day, strongly condemning Israel's aggression, saying that it violated international law. The statement also called on the UN Security Council to take a firm stand against Israel's occupation.
In early trading, the main domestic futures contracts rose almost across the board, with coke and glass rising by over 5%, BR rubber and coking coal rising by over 4%, screw thread and soda ash rising by over 3%, iron ore rising by nearly 3%, and hot coil, polyvinyl chloride (PVC), para-xylene (PX), PTA, Shanghai Bank, Shanghai Tin, rapeseed meal and SC crude oil rising by over 2%. In terms of decline, asphalt and low sulfur fuel oil (LU) declined slightly.More than 1,000 A-share companies have issued shareholder return plans, and both the mid-term dividend and the third quarterly dividend reached record highs this year. Since the beginning of this year, more than 1,000 A-share listed companies have issued shareholder return plans, focusing on the company's long-term and sustainable development, and making institutional arrangements for profit distribution in the next three or five years based on the actual business development and shareholders' wishes. Among them, many leading enterprises with large market capitalization have made high dividend commitments. Judging from the dividend situation in 2024, under the guidance of policies, the dividend rhythm of listed companies has been continuously optimized. During the year, the number and amount of A-share listed companies that have announced interim dividends and third quarterly dividends have set a new record, and the awareness of listed companies to repay investors has been continuously enhanced. (Economic Information Daily)Hisense responded to the rumors of layoffs: all of them are false guesses. Hisense Weibo issued a statement saying: Thank you for your concern for Hisense. At present, the relevant data and information about Hisense's layoffs circulated on the Internet are all false guesses. Hisense will hold some media and self-media responsible for their bad behavior of deliberately exaggerating the number and proportion of layoffs. Hisense, like most enterprises, allocates human resources through evaluation mechanism. At the end of each year, the organization and employees are appropriately adjusted according to the performance of enterprises and individuals, and the middle and high-level employees of the company are treated equally, and there are gains and losses at all levels.
59 Hong Kong stocks were repurchased by the company yesterday, with Tencent Holdings, AIA and Aauto Quicker having the largest amount of repurchase. On December 9, a total of 59 Hong Kong stocks were repurchased by the company, and the amount of repurchase of 11 stocks exceeded HK$ 10 million. Among them, Tencent Holdings, AIA and Aauto Quicker -W have the largest repurchase amounts, with the repurchase amounts of HK$ 701 million, HK$ 61.927 million and HK$ 48.4189 million respectively.South Korea's Ministry of Finance: Considering the economic fundamentals, South Korea's exchange rate fluctuates too much.Wuhan Economic Development Zone signed a cooperation agreement with Fuao Co., Ltd., and on December 9, Wuhan Economic Development Zone signed a cooperation agreement with Fuao Auto Parts Co., Ltd. Fuao shares are laid out in Wuhan for the first time, and an automobile thermal management system project will be built in Wuhan Economic Development Zone to help transform and upgrade Wuhan auto parts industry. It is reported that Fuao's automobile thermal management system project is located in Junshan New City, mainly producing automobile air conditioning boxes and other products. The project will start in April next year and reach production in 2026. At present, Fuao Co., Ltd. has established a Wuhan branch in Wuhan Economic Development Zone. In the future, the two sides will actively promote the landing of Fuao Huazhong Base, and introduce more business sectors such as chassis system, thermal management system and new energy products to provide near-ground support for complete vehicle enterprises in Wuhan Economic Development Zone such as Lantu Automobile. (Hubei Daily)
Strategy guide
12-13
Strategy guide
12-13
Strategy guide 12-13