Outlook of Consumer Industry of Minyin Securities in 2025: The expansion of domestic demand grasps the opportunity of differentiation and change. Minyin Securities released a report on the outlook of consumer industry in 2025, saying that consumer demand is generally weak in 2024, and price factors also restrict growth. Looking forward to China's consumer industry in 2025: (1) Consumption plays a leading role and expanding domestic demand is in a more priority position. The variety and scale of trade-in of consumer goods are expected to continue to expand, and local governments will also introduce new policies to promote consumption in light of local conditions. (2) Rational consumption is more differentiated, and consumers pay for quality-price ratio and spiritual experience. The performance of Tou International Consumer Goods Company in China is also characterized by differentiation. Most of them recognize the long-term value of the China market. Despite short-term challenges, they plan to focus on strengthening localization and continue to invest in the China market. (3) When Trump comes to power, consumption will face greater challenges, and it will require higher global supply chain integration ability, diversified layout and localization ability. It is suggested to grasp the main line of domestic demand expansion, including dairy products with expected improvement at the bottom, outdoor sectors with high prosperity and tidal play sectors. If the demand recovers as scheduled, the catering/sports shoes and clothing/chain retail industry in a period of change will be flexible. In terms of export chain, it is necessary to observe whether the risk of trade friction is fully priced. In the medium term, the overseas market is vast, and the key to success is the added value and bargaining power of products, the matching degree between overseas demand and overseas supply chain, and the global diversified layout.The semiconductor sector bottomed out, and Purran shares rose by more than 17%. The semiconductor sector bottomed out, and Puran shares rose by more than 17%. Zhongke Lanxun, Zhaoyi Innovation, Hengxuan Technology, Shanghai Beiling and Jinghe Jicheng followed suit.Pinduoduo's concept oscillates higher, which is worth buying up by over 10%, and Pinduoduo's concept oscillates higher, which is worth buying up by over 10%. If Yuchen has a daily limit, Yuanlong Yatu, Xuan Ya International, rebate technology, online and offline will follow suit.
CICC: It is expected that the central bank will further set up other new monetary instruments in the future. CICC said that on the basis of Politburo meeting of the Chinese Communist Party, the policy objectives and directions of the Central Economic Work Conference have been further stated. For next year's economic goals, after "maintaining stable economic growth", the meeting proposed to "maintain overall stability in employment and prices" and pointed out that "we should pay attention to target guidance and strive to achieve an optimal combination of stable growth, stable employment and reasonable price recovery". In terms of monetary policy, CICC believes that this meeting clearly pointed out that "timely RRR cuts and interest rate cuts". It is expected that in order to meet the government bond issuance, credit supply and seasonal liquidity demand, the RRR cut may be implemented before the Spring Festival, and the interest rate cut may also be gradually promoted with the Fed's interest rate cut. CICC also judged that in the past period, the central bank has established new monetary instruments such as treasury bonds trading tools, securities fund insurance company exchange facilities, and affordable housing refinancing, and its ability to play a role in the stock, bond, real estate and other markets has been strengthened, and other new instruments may be further established in the future. (SSE)Zhongkong Technology won the bid for the whole plant control system project of Rong Sheng New Materials and held a kick-off meeting. Recently, Zhongkong Technology successfully won the bid for the whole plant control system framework project of Jintang New Materials Project of Rong Sheng New Materials (Zhoushan) Co., Ltd. (hereinafter referred to as "Jintang New Materials Project") and held a kick-off meeting in Zhongkong Science Park. The project is expected to deploy 360,000-point I/O DCS system, 15,000-point SIS system and 10,000-point GDS system. At the same time, a number of new products and technologies that occupy the forefront of the industry, such as UCS products of central control technology, SmartEIO, million-point real-time database and calorific value analysis, will also be applied on a large scale in this project, helping Jintang new materials to build a world-leading intelligent factory.The cryptocurrency market fluctuated violently again, exceeding 110,000 people. In the past 24 hours, the cryptocurrency headed by Bitcoin jumped up and down. After Trump said "something great will be done in the cryptocurrency field", the price of Bitcoin once rose to about $102,500, and then profit-making funds poured out. Bitcoin plunged over $3,000, and the lowest dropped to around $99,200. Other smaller cryptocurrency varieties followed suit. Coinglass data shows that within 24 hours, the number of people in the cryptocurrency market has exceeded 110,000. At present, there are great differences in the market on cryptocurrency. Some optimists predict that Bitcoin may reach $150,000 in mid-2025. At the NEXT meeting in Reuters this week, American bankers expressed their caution about cryptocurrencies. BlackRock, a world-renowned asset management company, suggested in a report on Thursday that interested investors could consider allocating 2% of their portfolio to Bitcoin. However, the report also warned: "Investors should also be alert to the risks of Bitcoin, which may not be widely adopted in the end, and it is still very unstable and vulnerable to sharp selling." In addition, Turkish regulators said they would block access to dozens of cryptocurrency exchanges. (Broker China)
By 13:42, 100 stocks in the two cities had daily limit.Singapore iron ore futures fell 2.4%, almost erasing the gains this week.Guangzhou Metro won the Asian Games Avenue plot in Panyu District, Guangzhou with a reserve price of 1,183.96 million yuan. According to the website of Guangzhou Public Resource Trading Center, on December 13th, Guangzhou Metro Group Co., Ltd. won the Asian Games Avenue plot BD0210116 in Panyu District, Guangzhou, Guangdong Province with a reserve price of 1,183.96 million yuan. According to the transfer documents, the plot is planned to be a second-class residential land, a primary and secondary school land and a commercial land compatible with roads and transportation facilities; The parcel area is 99,936.54 square meters, of which the leased parcel area is 85,151.63 square meters, and the calculated floor area ratio is 118,396 square meters.
Strategy guide 12-14
Strategy guide
12-14
Strategy guide
12-14
Strategy guide 12-14
Strategy guide
12-14