BOC International: The first choice for nuclear power next year is to recommend Rundian and Everbright Environment for China Guangdong Nuclear Power Mining Power Sector. BOC International published a research report that China will continue to be more optimistic about the power sector than the solar sector in 2025, although it is expected that the effective supply of solar energy value chain will continue to decline under the increasing inventory pressure. However, the lack of visibility of demand growth is still the main downside risk for the solar sector to reverse its disadvantages. BOC International believes that the power sector may maintain a good rate of return in 2025, and provide safe-haven options for investors concerned about AH shares. In addition, the bank believes that nuclear power will continue to be the focus of the market in 2025, and get the support of rare global consensus to increase the share of this sector in the power structure. BOC International said that its research scope prefers upstream uranium miners to nuclear independent power plants, so China Guangdong Nuclear Mining is the first choice for nuclear power next year. As for the power sector, Rundian and Everbright Environment are recommended. In addition, BOC International maintained the "overweight" rating of China power sector; China's solar sector maintained a "neutral" rating.Academician Qiao Jie, Executive Vice President of Peking University, and his party visited Sunflower Pharmaceutical Group. On December 9th, Academician Qiao Jie, Executive Vice President of Peking University, and his party visited the headquarters of Sunflower Pharmaceutical Group for investigation and exchange. At the symposium, Tan Lei, general manager of the strategic management department of Sunflower Pharmaceutical Group, gave a detailed report on the promotion plan of the project "Peking University Medical-Sunflower Pharmaceutical Group Joint Laboratory of Bacterial Enzyme and Innovative Drugs". Sunflower Pharmaceutical Group will join hands with Peking University Medical Center, and the teams of the two sides will cooperate in depth to jointly develop new drugs based on the active substances of traditional Chinese medicine and the discovered important disease targets, promote the transformation of scientific research achievements, deepen the advantageous fields of biotechnology, and help improve the scientific research and innovation ability and technology development level. During the talks, the two sides also conducted in-depth exchanges and discussions on a number of contents.IDC: It is estimated that the edge cloud market in China will grow at a compound annual rate of over 25% from 2023 to 2028. Recently, the latest report "China Edge Cloud Market Tracking Research, 2024H1" released by International Data Corporation (IDC) shows that in the first half of the year, the edge cloud market in China totaled 5.48 billion yuan, with a year-on-year growth rate of 21.0%. Among them, the market scale of edge public cloud services, edge exclusive cloud services and edge cloud solutions reached 3 billion yuan, 970 million yuan and 1.5 billion yuan respectively. According to IDC, it is estimated that the average annual compound growth rate of China's edge cloud market will be 25.5% from 2023 to 2028, taking into account the changing trend of customer expenditure in major industries, the commercialization progress of hot demand and the changes of bandwidth supply policy throughout the year.
Want Want Group, a Taiwanese enterprise, and CICC Capital started industrial fund cooperation in Xiamen. Taiwan Affairs Office: It is conducive to deepening cooperation between Fujian and Taiwan. Zhu Fenglian, spokesman of Taiwan Affairs Office: On December 6, a kick-off meeting for cooperation between Taiwan-funded enterprise Want Want Group and CICC Capital Industrial Fund was held in Tongan, Xiamen, with the participation of Xiamen Industrial Guidance Fund, Xiamen Tongan Science and Technology Innovation Parent Fund and Xiamen Free Trade Zone Industrial Guidance Fund, which provided sufficient financial support for fund operation. This industrial fund cooperation will help promote the upgrading and innovation of food, beverage and retail industries in Xiamen, attract more high-quality enterprises to settle in Xiamen, form an industrial agglomeration effect, deepen cooperation between Fujian and Taiwan, promote the construction of a demonstration zone for cross-strait integration and development, and promote the integration and development of cross-strait food fields.Before the Bank of Japan's policy meeting, it released chaotic signals. Japanese traders were confused about when to raise interest rates. After the Bank of Japan officials' remarks and media reports sent different signals, traders have been confused about when the central bank might raise interest rates in the past week. This kind of confusion led to sharp fluctuations in the market's interest rate hike bets. The overnight index swap pricing showed that the probability of raising interest rates in December was 22%, which was significantly lower than 60% at the beginning of last week. This week, the yen fell from 150 last Friday to a low of 152.18 to the dollar, and the exchange rate was 151.73 at 10:40 Tokyo time. Kazuo Ueda, governor of the Bank of Japan, said in an interview last month that the interest rate hike was approaching. A few days later, a report by the news agency emphasized the concern of the central bank about raising interest rates prematurely. Tomaki Nakamura, a member of the Dove Policy Committee, said last week that he was not opposed to raising interest rates, but this month's policy decision must consider data factors.CEO of audi ag: I hope to keep pace with BYD in China. audi ag is in the stage of strategic stability and will enter the growth stage of new energy vehicles from 2026. Audi ag hopes to maintain its leading position in the China market and keep pace with BYD. On December 10th, 2024, Oliver Blume, CEO of German audi ag, made the above remarks in a speech at Tongji University. (Caixin. com)
Afternoon comment: the three major indexes rose slightly in half a day, and the concept of Shanghai's state-owned enterprise reform lifted the tide of daily limit. The three major indexes opened lower and went higher in early trading and rose slightly in half a day. In terms of sectors, the concept of Shanghai's state-owned enterprise reform is on the rise, and Shanghai Material Trade, First Medicine and Shibei High-tech are collectively on the rise. The retail sector continued to be strong, with the daily limit of Youa, Zhongbai Group and Maoye Commercial. The concept of AI glasses is higher, and Tianjian shares and Star Technology both have a daily limit of 20cm; Insurance stocks continued to adjust, and Tianmao Group fell to an intraday limit; Sora concept stocks collectively adjusted back, and the word Huayang Lianzhong fell; Bank shares fluctuated lower, with Bank of Ningbo leading the decline. Overall, stocks rose more and fell less, with more than 3,500 stocks rising. On the disk, Shanghai's state-owned enterprise reform, AI glasses and retail sectors were among the top gainers, while insurance, Sora concept and banking sectors were among the top losers.Sony group's share price hit a record high in intraday trading.In 2024, the e-sports industry grew by 4.6% year-on-year, and the live broadcast revenue of e-sports content accounted for the highest proportion. On December 11th, the 2024 China E-sports Industry Annual Conference was held in Beijing. The 2024 China E-sports Industry Report was officially released at the meeting. According to the report, the actual income of e-sports industry in China in 2024 was 27.568 billion yuan, up 4.6% year-on-year. In the income composition, the live broadcast of e-sports content is still the sector with the highest proportion of income, reaching 80.84%; The income from the competition accounts for 8.75%; E-sports club income is 6.37%, and other income is 4.04%. (The country is a through train)
Strategy guide
12-13
Strategy guide
12-13
Strategy guide
12-13
Strategy guide 12-13