Huatai Securities: The countercyclical adjustment is stronger than expected, and the expansion of domestic demand may fall on the policy of boosting consumption. Huatai Securities believes that the macro-policy orientation conveyed by the Central Economic Work Conference is more positive, in fiscal policy (expanding deficit, increasing special national debt, expanding the use scope of special debt, etc.), monetary policy (moderately easing, timely lowering the RRR and cutting interest rates), real estate and capital market (stabilizing the property market and stock market), and expanding domestic demand policy (implementing special actions to boost consumption) In terms of currency securities, Huatai Securities believes that there is still room for interest rate cuts. On the one hand, the current real interest rate level is still high in horizontal comparison; On the other hand, credit expansion, especially the balance sheet expansion of developers and local governments, is relatively weak, and the cost of capital has room for further decline. It is expected that the central bank will cut interest rates by 30-50 basis points next year, but the pace may be affected by external changes and exchange rates.The customer service said that the technical department was working hard to find out the reason. Today, many netizens reported that there was a problem with the Lingke App, such as "the network was disconnected", "the App was out of position" and "the App should be repaired quickly". Many netizens left a message under the official website of Lingke Auto. Linke customer service said that at present, the technical department is working hard to investigate the reasons, and it is recommended that you use the remote control key or NFC key to drive the vehicle in the near future. Some netizens ridiculed that it was not a broken pole, and it was broken into a collar. Recently, Geely's shareholding has experienced a business crisis, and Link is also a brand of Geely. (Sina Technology)CMB International: Upgraded the target price of WuXi Bio to HK$ 22.88, optimistic about the company's valuation and performance repair. CMB International published a report, predicting that the US Biosafety Act will fail with high probability, which will help WuXi Bio to achieve continuous performance growth in a relatively stable business environment. With the recovery of global biomedical financing, we are optimistic about the company's valuation and performance repair. According to the report, the NDAA in FY 2025 does not include the Biosafety Act, and the legislation of the Biosafety Act failed with high probability. On December 7, the US Senate and the House Armed Services Committee announced the National Defense Authorization Act (NDAA) for fiscal year 2025, which was finally negotiated by the committees of the two houses. The Biosafety Act was not included in the amendment of NDAA in FY 2025, which means that the Biosafety Act failed to pass the legislative path of joining NDAA. The Biosafety Act can still promote separate legislation, but considering that the window of the current US Congress session is less than two weeks, the Bank believes that the success rate of separate legislation is extremely low. CMB International maintained the "Buy" rating of Yaoming Bio, and its target price rose from HK$ 13.58 to HK$ 22.88. It is estimated that the company's revenue will increase by 7.1%/12.4%/ 13.9% from 2024 to 2026, and its adjusted net profit will increase by 0.8%/11.1%/13.4% respectively.
Fuli Zong took the helm for 100 days: the management, dealers and product ideas were completely adjusted. At the end of August this year, Fuli Zong took over the legal representative, chairman and general manager of Hangzhou Wahaha Group Co., Ltd. (hereinafter referred to as "Wahaha") from his father Zong Qinghou, and took over 29.40% of the company's shares. By early December, more than three months had passed. In just 100 days, Fuli Zong, who is in charge of Wahaha, has implemented a series of controversial reform measures, including adjusting the organizational structure and almost completely replacing the core management; The employee contract and distributor contract of the core department were signed to Hongsheng Beverage Group Co., Ltd. (hereinafter referred to as "Hongsheng Beverage"); Reconstruct the dealer system, and even select the dealers in the form of "bidding" for the first time ... On December 11 -12, I called Ye Yaqiong, director of the president's office and director of the government affairs center of Wahaha Group, and contacted Wahaha public affairs related people to send them an interview outline, but as of press time, I did not get a reply. (21 Finance)Huatai Securities: The countercyclical adjustment is stronger than expected, and the expansion of domestic demand may fall on the policy of boosting consumption. Huatai Securities believes that the macro-policy orientation conveyed by the Central Economic Work Conference is more positive, in fiscal policy (expanding deficit, increasing special national debt, expanding the use scope of special debt, etc.), monetary policy (moderately easing, timely lowering the RRR and cutting interest rates), real estate and capital market (stabilizing the property market and stock market), and expanding domestic demand policy (implementing special actions to boost consumption) In terms of currency securities, Huatai Securities believes that there is still room for interest rate cuts. On the one hand, the current real interest rate level is still high in horizontal comparison; On the other hand, credit expansion, especially the balance sheet expansion of developers and local governments, is relatively weak, and the cost of capital has room for further decline. It is expected that the central bank will cut interest rates by 30-50 basis points next year, but the pace may be affected by external changes and exchange rates.Shaanxi Construction Co., Ltd. and other companies invested in the establishment of building materials development company. The enterprise search APP shows that recently, Shaanxi Weihe Ecological Shaanxi Construction Building Materials Development Co., Ltd. was established, with Wang Fan as the legal representative and a registered capital of 20 million yuan. Its business scope includes: sales of building materials; Building block manufacturing; Water resources management. Enterprise investigation shows that the company is jointly owned by Shaanxi Construction Engineering Thirteenth Construction Group Co., Ltd., a subsidiary of Shaanxi Construction Co., Ltd., and Shaanxi Weihe Ecological Group Co., Ltd.
Sora concept stocks strengthened, Huace Film and Television rose by more than 10%, Sora concept stocks strengthened, Huace Film and Television rose by more than 10%, Fengyuzhu and Tianyu Entertainment both went up, and Borui Communication, Jincai Internet, Yuanlongyatu and Huayang Lianzhong followed suit.American soldiers stationed in Japan were sentenced to five years' imprisonment for abducting and sexually assaulting a woman under the age of 16. On December 13th, it was learned that the Naha District Court sentenced the soldier to five years' imprisonment for the abduction and sexual assault of a woman under the age of 16 by an American air force soldier in Okinawa last December. (CCTV News)Trump supports that American dockers' employers should not replace them with automated equipment. US President-elect Donald Trump met with the leaders of the International Dockers' Association on Thursday and expressed his support for the dockers' union. The union's strike in October led to the closure of ports in the east and the Gulf Coast, and may now strike again. Trump met with Harold Daggett, chairman of the labor union, and Dennis Daggett, his son and executive vice chairman, and then posted on social media: "I have studied automation and know almost everything about it. The money saved is far less than the anxiety, pain and harm it brings to American workers. " The union's strike in October closed all major container ports from Houston to Miami to Boston for three days, and then the union agreed to return to work in exchange for a 61.5% contract salary increase in the next six years.