Comments on Hong Kong stocks: Hang Seng Index fell by 0.77%, Hang Seng Technology Index fell by 1.31%, Hong Kong stocks closed, Hang Seng Technology Index fell by 0.77%, Hang Seng Technology Index fell by 1.31%, dropped by over 5%, and JD.COM Group and Meituan fell by over 2%.The Taiwan Affairs Office of the State Council introduced the situation of the 2024 Shanghai-Taipei Twin Cities Forum. The Taiwan Affairs Office held a regular press conference. Spokesperson Zhu Fenglian said that it is understood that the 2024 Shanghai-Taipei Urban Forum will be held in Taipei on December 17, and Shanghai will send a delegation to Taiwan to attend the forum. With the theme of "Smart Governance for a Sustainable Future", the forum will promote the interactive exchanges between the two cities in terms of friendly transportation, river governance and humanistic cities. During the forum, the two cities will also sign a memorandum on exchanges and cooperation. We hope the forum will be successful.The wide currency and weak credit logic may continue, and the upward direction of the market volatility will not change. The Shanghai and Shenzhen 300ETF South (159925) is gaining momentum. On December 11, the Shanghai and Shenzhen 300ETF South (159925) closed down by 0.25%, with a turnover of 75,892,100 yuan. The constituent stocks are mixed. In terms of rising, Midea Group led the rise, and Changjiang Power followed suit. In terms of decline, China Ping An led the decline, while Contemporary Amperex Technology Co., Limited followed. In the news, Contemporary Amperex Technology Co., Limited, the power battery giant, once again announced that it will build a power battery factory overseas, which will also become the company's third battery factory in Europe. Bank of China Securities said that the important meeting at the end of the year is about to land, and the market may face fluctuations caused by the expected landing of policies in the short term, but the tone of monetary policy will not change. The logic of "wide money+weak credit" will continue in the short term. Under the expectation of loose monetary policy, the upward direction of market volatility will not change. According to industry insiders, looking forward to 2025, the allocation of A-share industry can be developed around three main lines: first, the direction of domestic macro-circulation, attaching importance to "duality and innovation", "debt conversion" and new growth points in the consumption field; Second, science and technology are self-reliant: pay attention to artificial intelligence industry, self-controllable, new energy technology, aerospace information technology and data elements; The third is to open wider to the outside world: pay attention to cross-border e-commerce, digital trade, tax exemption and inbound tourism. You can use the Shanghai and Shenzhen 300ETF South (159925) to lay out the core assets with one click.
Association: On December 1-8, the retail sales of 502,000 passenger cars increased by 32% compared with the same period in December last year. According to the data of Association, on December 1-8, the retail sales of 502,000 passenger cars increased by 32% compared with the same period in December last year and increased by 11% compared with the same period in last month. Since this year, the cumulative retail sales have reached 20.76 million, up by 5% year-on-year. From December 1 to 8, the national passenger car manufacturers wholesaled 565,000 vehicles, up 55% year-on-year and 6% year-on-year. Since the beginning of this year, 24.681 million vehicles have been wholesaled, up 6% year-on-year.Changhong Meiling: It plans to use its own idle funds not exceeding 6.35 billion yuan to invest in wealth management products. Changhong Meiling announced that in order to improve the efficiency of the company's use of funds, increase the company's cash assets income, and maximize the interests of shareholders, the company and its subsidiaries (excluding Zhongke Meiling Cryogenic Technology Co., Ltd. and its subsidiaries) will use their own idle funds not exceeding 6.35 billion yuan (this amount can be used in a rolling way) to invest and purchase products with high safety, good liquidity and a term of less than one year.The Israeli army has launched more than 350 attacks in Syria. According to the news of Syrian Human Rights Watch on December 11th, local time, up to now, Israel has launched more than 352 attacks in Syria, destroying military facilities in 13 provinces in Syria. On the 10th local time, the Israel Defense Forces issued a statement saying that up to now, the Israeli military has cracked down on 320 strategic targets in Syria and destroyed weapons that may fall into the hands of hostile forces. According to Israeli military estimates, more than 70% of Syria's military forces have been destroyed.
On the 11th, CSI 1000 index futures rose by 1.01%, and the latest main contract positions changed as follows. According to the exchange data, as of December 11th, the main contract CSI 1000 index futures closed at 2,412, up or down by +1.01%, with a turnover of 147,000 lots. The position data showed that the top 20 seats were clear, and the difference position was 7,210 lots. The total number of contracts of CSI 1000 index futures was 235,100 lots, a decrease of 70,300 lots from the previous day. The first 20 seats in the contract held 237,700 lots, a decrease of 17,700 lots from the previous day. The short positions in the top 20 seats of the contract were 266,100 lots, a decrease of 16,500 lots from the previous day. (Sina Futures)The Israeli army has launched more than 350 attacks in Syria. According to the news of Syrian Human Rights Watch on December 11th, local time, up to now, Israel has launched more than 352 attacks in Syria, destroying military facilities in 13 provinces in Syria. On the 10th local time, the Israel Defense Forces issued a statement saying that up to now, the Israeli military has cracked down on 320 strategic targets in Syria and destroyed weapons that may fall into the hands of hostile forces. According to Israeli military estimates, more than 70% of Syria's military forces have been destroyed.Kanglongda: The company's products have not been directly sold to humanoid robots and aerospace manufacturing-related enterprises. Kanglongda said on the interactive platform on December 11 that the ultra-high molecular weight polyethylene (UHMWPE) fibers produced by the company are mainly used for industrial synergy, and the products sold abroad are mainly used in the fields of national defense and police, rope nets and belts. Up to now, the company's products have not been directly sold to humanoid robots and aerospace manufacturing related enterprises.
Strategy guide
Strategy guide
12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide
12-13