From January to October, the national output of photovoltaic polysilicon, silicon wafers, batteries and components all increased by more than 20% year-on-year. According to the Ministry of Industry and Information Technology, from January to October 2024, China's photovoltaic industry operated smoothly as a whole. According to the announcement of photovoltaic industry norms, enterprise information and industry associations, the output of photovoltaic polysilicon, silicon wafers, batteries and components in China increased by more than 20% year-on-year, and the export volume of photovoltaic cells increased by more than 40%. In the polysilicon sector, the national output from January to October was about 1.58 million tons, up 39.0% year-on-year. In the silicon wafer link, the national output from January to October was about 608GW, and the export volume was about 53.2GW. In the battery sector, from January to October, the national output of crystalline silicon batteries was about 510GW, and the export volume was about 45.9GW. In terms of components, from January to October, the national output of crystalline silicon components was about 453GW, and the export volume was about 205.9GW.The White House commuted the sentences of 1,500 people in one day, and Biden pardoned 39 people in one day. According to Agence France-Presse reported on December 12, US President Biden commuted the sentences of nearly 1,500 people and pardoned 39 people at the end of his term. The White House said that this was the "largest" leniency action in a single day in American history. Biden announced on the 12th that about 1,500 people would be commuted, and at the same time, 39 non-violent offenders would be pardoned, saying that they had turned over a new leaf and were committed to making the community safer. (Reference message)Internal notice of Extreme Vietnam: The social security accumulation fund has been paid successfully in November, and the company's financial status may not be paid normally in December. According to the internal staff of Extreme Vietnam, the internal notice issued by Extreme Vietnam said that the social security accumulation fund and individual tax in Shanghai, Beijing and Zhejiang, which everyone is concerned about at present, have just been paid successfully thanks to the strong support of shareholders of Baidu and Geely. Please believe that the company is doing its best to tide over the difficulties with you. However, the notice also mentioned, "We are still very sorry about the problem in December. The company's book cash has bottomed out, and according to the relevant regulations of social security, December 13 is the final time limit for operating social security downsizing. If you miss the window period, the social security accumulation fund in December will not be paid in your own name. Colleagues who choose not to downsize may face the same problem next month. "(Sina Technology)
The yield of China's 30-year national debt "24 Special National Debt 06" fell below 2%, hitting a new low.The strength of the policy is in line with expectations. The New Year's market may have started, and the Shanghai and Shenzhen 300ETF South (159925) can be used as a key layout. On December 13th, as of midday, the Shanghai and Shenzhen 300ETF South (159925) fell by 2%, with a turnover of 115 million yuan. The constituent stocks are mixed, and in terms of rising, Yangtze Power leads the rise; In terms of decline, Zijin Mining led the decline. In the news, from December 11th to 12th, the Central Economic Work Conference was held in Beijing, which made a systematic plan for next year's economic work. Regarding the highlights of the meeting, CITIC Jiantou said that the meeting of the Central Economic Work Conference continued the main tone of the Politburo meeting on Monday, and made systematic arrangements for economic work next year. Next year's policy will focus on expanding domestic demand and AI+ in an all-round way, and the policy strength and direction are in line with our expectations. With the support of policy expectation and liquidity, the current new year's market has been launched, and it is expected that the market will continue to show the characteristics of shock upward. Focus on industries: non-bank finance, real estate chain, consumer electronics, machinery, construction, building materials, steel, social services, catering chain, etc. Topics of concern: duality and innovation, supply-side optimization, new quality productivity, market value management of state-owned enterprises. You can use the Shanghai and Shenzhen 300ETF South (159925) to lay out the core assets with one click.SHIBOR reported 1.4040% overnight, down by 7.80 basis points. In 7 days, SHIBOR reported 1.7580%, up 12.30 basis points. SHIBOR reported 1.7350% in three months, down by 0.50 basis point.
Chen Guo, China Securities: The 2025 policy will focus on expanding domestic demand and AI+ in all directions, and the Central Economic Work Conference will be held in Beijing from December 11th to 12th. Chen Guo, chief strategy officer of China Securities, said that the meeting had seven highlights, including clarifying the growth target and fiscal and monetary policy measures, expanding domestic demand in all directions as the top priority of the policy, focusing on "AI+" in science and technology, focusing on implementation of reform measures, paying attention to coping with external shocks in opening up, strengthening the expression of real estate policies, and increasing efforts to improve people's livelihood. Chen Guo said that further RRR cuts and interest rate cuts from the end of 2024 to 2025 are worth looking forward to, and the easing of the liquidity environment has become a market consensus. However, this does not mean that liquidity is rampant, because the growth of money supply in the scale of social financing still continues the requirement of matching the expected target of the overall price level of economic growth. Chen Guo believes that the 2025 policy will focus on expanding domestic demand and AI+ in an all-round way, and the strength and direction of the policy are in line with expectations. With the support of policy expectations and liquidity, it is expected that the market will continue to show the characteristics of volatility. From the perspective of investment strategy, Chen Guo suggested focusing on non-bank finance, real estate chain, consumer electronics, machinery, construction, building materials, steel, social services, catering chain and other sectors. In terms of theme, it is suggested to pay attention to investment opportunities such as "duality" and "two innovations", supply-side optimization, new quality productivity, market value management of state-owned enterprises and CSI A500 index.Zhejiang: By 2027, the output value of the province's industrial machine tool industry will exceed 150 billion yuan. The Office of the Leading Group for High-quality Development of Manufacturing Industry in Zhejiang Province recently issued the Implementation Plan for High-quality Development of Industrial Machine Tool Industry in Zhejiang Province (2025-2027). The "Implementation Plan" proposes that by 2025, the output value of the province's industrial machine tool industry will exceed 120 billion yuan, making it the highland of the national high-end industrial machine tool industry. Positive results have been achieved in the construction of the national advanced manufacturing cluster of East Zhejiang industrial machine tools, with 30 new "little giant" enterprises specializing in manufacturing and 50 new products. Form a number of application scenarios with national promotion value. By 2027, the output value of the province's industrial machine tool industry will exceed 150 billion yuan, the supporting level of key core technologies and key functional components will be greatly improved, and the level of integrated application will be at the forefront of the country.Afternoon comment: index adjustment The Shanghai Composite Index fell by 1.49% in half a day. Bean bag concept stocks were strong in early trading, and the index was collectively adjusted in early trading. The three major stock indexes all fell by more than 1%. In terms of sectors, the concept stocks of bean bags were strong in early trading, and the collective daily limit of three-dimensional communication, Beiwei Technology, Global Printing, and Zhewen Internet; The concept of ice and snow industry continued its upward trend. Jingxue energy-saving 20cm daily limit, iceberg cold and hot, snowman shares and other daily limit closures; The game e-sports sector is active, and the daily limit of Zhewen Internet and Electric Soul Network is up; Real estate stocks continued to adjust, and Hefei Urban Construction and Gorgeous Family were among the top losers. Food, liquor and other consumer sectors fell into a callback, and Yiming food fell to a limit; Insurance stocks weakened collectively, led by China Life Insurance. Overall, individual stocks showed a general decline trend, with more than 4,100 stocks falling. On the disk, the Aauto Quicker concept, short play games and cultural media sectors were among the top gainers, while the insurance, liquor and real estate sectors were among the top losers.
Strategy guide 12-14
Strategy guide 12-14
Strategy guide 12-14
Strategy guide
Strategy guide
12-14
Strategy guide