A shares are slow! A50ETF Huabao (159596) closed up by 0.9%, and eight of the top ten stocks rose. On December 10, the market opened sharply higher and then continued to fall. A50ETF Huabao (159596) closed up by 0.9%, with a turnover of 158 million yuan. In terms of constituent stocks, eight of the top ten awkward stocks rose. China Merchants Bank led the gains, while Kweichow Moutai, China Ping An and other stocks followed suit. Datong Securities pointed out that Politburo meeting of the Chinese Communist Party's policy of steady growth next year exceeded expectations, and A-shares are expected to usher in a cross-grade market. Under the guidance of the two monetary policy tools of the central bank and a series of policies such as mergers and acquisitions and market value management of the CSRC, the stock market ushered in a reversal at the end of September. Driven by loose monetary policy and more active fiscal policy, the economic fundamentals will stabilize and rebound with high probability next year; In terms of funds, the entry of stabilization funds and more long-term patient capital into the market is also predictable, and the risk appetite and valuation of A shares will also be supported. Therefore, in 2025, A-share slow cattle can be expected.Chenglian Branch: In November, the retail sales of domestic narrow passenger car market reached 2.424 million, up 16.6% year-on-year. On December 10th, according to the latest retail sales statistics of china automobile dealers association Passenger Car Market Information Branch, the retail sales of domestic narrow passenger car market reached 2.424 million in November, up 16.6% year-on-year and 7.2% quarter-on-quarter. From January to November, the cumulative sales volume was 20.258 million vehicles, a year-on-year increase of 4.7%.Jinzhi Technology: China Southern Power Grid Project won the bid of 26,312,900 yuan. Jinzhi Technology announced that the company recently won the bid for the "Accurate Location Device for Transmission Line Faults" project in Hainan, Guizhou Province in the second batch of frame bidding for digital substations, digital transmission and intelligent distribution series sensing terminals and Beidou terminals of China Southern Power Grid Corporation in 2024, with the winning bid amount of 26,312,900 yuan. The counterparty is China Southern Power Grid Co., Ltd., and there is no relationship between the two parties. The winning bid will have a positive impact on the company's operating performance. At present, the bid-winning notice of the project has been issued, but the contract has not yet been signed.
Guangdong: crude steel production can be regulated according to the completion of ultra-low emission transformation. The Guangdong Provincial People's Government issued an action plan for continuous improvement of air quality in Guangdong Province, and carried out ultra-low emission transformation in key industries in an orderly manner. By 2025, the iron and steel enterprises in the province will basically complete the ultra-low emission transformation, and the crude steel output can be regulated according to the completion of the ultra-low emission transformation. Promote existing cement clinker production enterprises (excluding mines) and independent grinding stations to implement ultra-low emission transformation, implement positive incentive policies such as reducing peak shifting production time for enterprises that meet the requirements of ultra-low emission transformation, and build new (including relocated) cement clinker production enterprises (excluding mines) and independent grinding stations in accordance with ultra-low emission requirements.Mao Geping opened 59.90% higher on the first day of listing, and Mao Geping opened 59.90% higher on the first day of listing. According to public information, the subscription for public offering of new shares of Hong Kong stocks in Mao Geping reached HK$ 173.814 billion, oversubscribed by 826.27 times, making it the "king of frozen capital" in the new stock market of Hong Kong stocks this year.Swiss Re: It is estimated that the global real GDP growth rate will reach 2.7% in 2026. Swiss Re released the latest sigma report, and the world economy is expected to maintain steady growth in the next two years, but the downside risks will rise. It is estimated that the global real GDP growth rate will reach 2.8% and 2.7% in 2025 and 2026, which is basically the same as that in 2024.
Nippon Steel issued a statement to the employees of American Steel Company to seek understanding about the acquisition case. On December 9, local time, Nippon Steel issued a statement for the employees of the company, saying that "Nippon Steel has been working hard to completely eliminate the concerns of united steelworkers union". According to Nippon Steel, Hong Gao Sen, vice chairman of the company, met with the executive department of USW and introduced the acquisition plan. It is reported that he also listened to the requirements of USW. USW claims that Japan Steel will transfer its production from the existing blast furnace equipment to the electric furnace steel works. Nippon Steel Co., Ltd. said that "the only way to prevent production transfer is to complete the acquisition" and stressed its consistent commitment not to close the factory. In addition, Nippon Steel also revealed the details of the future blast furnace investment plan.Darentang: Chloe Wang resigned as the general manager due to job change. Darentang announced on the evening of December 10th that Chloe Wang applied to resign as the general manager of the company due to job change. After resigning, Ms. Chloe Wang still served as the director and chairman of the company.Foreign media: Hungarian Prime Minister Orban posted that he met with Trump and Musk at Haihu Manor. According to CNN and Russian Tass News Agency on the 9th, Hungarian Prime Minister Orban went to the United States at the invitation of President-elect Trump, and met with Trump at Haihu Manor in Florida. American billionaire Musk also attended the talks. According to the report, Orban posted on social media X on the 9th: "America today. The future has begun! One afternoon at Haihu Manor with Trump, Musk and Mike Valcz (appointed by Trump as US National Security Adviser-Editor's Note). " (World Wide Web)
Strategy guide 12-13
Strategy guide
12-13