Extreme Yue Xia Yiping voiced: The first-line stores did not resume work and production, and 200 sales were kept in the stores. The reporter was informed that at about 20: 30 yesterday, the CEO of Extreme Yue Xia Yiping replied whether the stores resumed work on the internal communication platform of Extreme Yue, saying that "the first-line stores did not resume work and production, and our purpose was only to ensure the minimum operating needs, that is, to keep 200 sales in the stores." At about 20: 25 on the same day, six employee representatives of Jiyue Automobile entered the conference room on the third floor of the enterprise to talk with Xia Yiping about related issues. Previously, the owner's representative and Xia Yiping talked in the conference room for nearly an hour. (Shell Finance)Hong Kong stocks ushered in the "structural bull" and the future valuation center is expected to rise. Since late September, the policy combination boxing has exceeded expectations, and the Hang Seng Index has taken advantage of the trend. As of the close of December 13th, the Hang Seng Index has risen by 17.15% this year, which is the first time since 2020. In terms of sectors and individual stocks, it is one after another, constantly deducing "structural cattle". Wind's statistics show that since the beginning of this year, a total of 333 stocks have increased by more than 50%, of which 142 stocks have doubled, and Quanzhi International has increased by more than 10 times this year. Eight stocks including Boya Interactive, Wanshun Ruiqiang Group, Zheli Holdings, Honghao International Holdings and Shanghai Qingpu Fire Protection have also increased by more than 5 times. For the trend of Hong Kong stocks in 2025, Guotai Junan Hong Kong believes that the Federal Reserve will continue to cut interest rates in 2025, and the valuation center of Hong Kong stocks will continue to improve marginally. Looking ahead, Hong Kong stocks will remain volatile and investors need to pay attention to structural industry opportunities. In its view, the Hong Kong stock market is dominated by "N"-shaped upward volatility, and there are many flexible opportunities in the stage, but we should pay attention to actively looking for structural industry opportunities. (Securities Times)Shanghai Airlines Exchange: This week, the export container transportation market was basically stable, and the market freight rates fluctuated. According to Shanghai Airlines Exchange, this week, the export container transportation market in China was basically stable, and different routes were divided due to their different supply and demand fundamentals, and the comprehensive index rose. On December 13th, the comprehensive freight index of Shanghai export containers released by Shanghai Shipping Exchange was 2,384.40 points, up 5.7% from the previous period.
Fat Donglai: Measures will be taken to control purchasing behavior. Fat Donglai released the control measures on purchasing behavior, saying that from December 14, Fat Donglai will implement the following series of measures to control, including improving the real-name information of membership cards, implementing dynamic code checkout for membership cards, restricting the purchase of goods, limiting the flow of stores, and quickly processing purchasing mechanisms.Market News: A 6.6-magnitude earthquake occurred in Moller, Chile.Betta claimed 6 million yuan from college students. The arbitration result came out: it was awarded 20,000 yuan as liquidated damages, and Betta claimed 6 million yuan from Luo Li, a college student who had a dispute over the interpretation agreement. After several years, the arbitration result finally came out, and Shenzhen International Arbitration Court only supported 20,000 yuan as compensation. (The Paper)
Hainan: Accelerate the implementation of the core policy of Hainan Free Trade Port. The (enlarged) meeting of the Standing Committee of Hainan Provincial Party Committee was held on the 13th, which conveyed the spirit of studying the Central Economic Work Conference and studied and deployed the implementation work in Hainan Province. The meeting stressed that the core policy of Hainan Free Trade Port should be accelerated, and the policy system of free trade port should be continuously optimized and upgraded, so that enterprises and ordinary people can get a real sense of gain. We should expand domestic demand in an all-round way, make full use of more active macro policies, fully implement the national package of incremental policies, do everything possible to boost consumption and improve investment efficiency, continuously expand effective demand, strengthen project planning, give full play to the role of ultra-long-term special national debt, and plan and build forward-looking investment projects in seed industry, deep sea, aerospace and other fields. It is necessary to cultivate and expand the modern industrial system, focus on "five strong plans", improve the system and mechanism for cultivating and developing new quality productivity, promote the deep integration of scientific and technological innovation and industrial innovation, and build an important practice place for China's new quality productivity according to local conditions.Wafer factory "bargains for orders"? Insiders: It's not so exaggerated that there is no need for drastic price reduction at present. Recently, some industry media reported that the Chinese mainland wafer foundry has overflowed its capacity and is striving for more IC design factory orders to return at a low price discount. A manager of Chinese mainland Head Wafer Factory told reporters that the actual situation was "not as serious as reported by the media, and not so exaggerated". The source said that since the fourth quarter of this year, the quotation of its wafer factory has been "stable at present". In the fourth quarter, product orders from display drivers, power management and other categories were "not bad", and the market demand was similar to that previously publicly disclosed. The independent control of the mainland market is still the main theme. It is understood that the fourth quarter is usually the "off-season" of the wafer foundry industry, and downstream customers will review the sales plan at the beginning of the year, and they are not willing to stock up and receive goods. A person from a consumer chip company in Chinese mainland said, "Fab factories generally adjust prices according to market supply and demand." Yang Shengxin, a senior analyst of Sigmaintell's semiconductor business unit, said in an interview that according to the observation of Sigma Intell, Chinese mainland's wafer factory decreased by about 5% in the fourth quarter of 2024, and concentrated on 12-inch products; The price of China Taiwan Province Wafer Factory has not changed significantly. (science and technology innovation board Daily)Syrian Human Rights Watch: Israeli troops attacked many places in Syria. According to Syrian Human Rights Watch's early morning news on the 14th local time, Israeli troops attacked the Kasong Mountain area in Damascus, the Syrian capital, the Harhala military airport in Suweida province in southern Syria and the military factory in Mesyaf, Hama province in western Syria on the evening of 13th. The Israeli military has not responded to this.
Strategy guide
12-14
Strategy guide 12-14
Strategy guide
Strategy guide 12-14
Strategy guide 12-14
Strategy guide 12-14
Strategy guide
12-14
Strategy guide 12-14