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2024-12-13 04:36:53

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.German Foreign Minister: The truce between Kurds and Turkey is good news.Monetary authority of singapore survey shows that economists predict that Singapore's core inflation rate will be 1.8% in 2025 and 2.8% in 2024 (the previous value is 2.9%).


The State Council Taiwan Affairs Office: Welcome Mr. Ma Ying-jeou to lead a delegation to visit again. On the 11th, Zhu Fenglian, a spokesman for the Taiwan Affairs Office of, introduced at a regular press conference that Mr. Ma Ying-jeou will lead Taiwan Province youth to attend and visit the Youth Ice and Snow Festival on both sides of the Taiwan Strait in Heilongjiang and Sichuan from December 18 to 26. We welcome Mr. Ma Ying-jeou to lead a delegation to visit again and will make arrangements for various activities. (Xinhua News Agency)Bank of Communications International: In November, the penetration rate of new energy vehicles in the mainland was 52.3%, and the performance in December was optimistic. Bank of Communications International published a research report to give the mainland auto industry a leading rating. According to the report, the retail sales of passenger cars increased by 16.5% year-on-year in November; The retail penetration rate of new energy vehicles was 52.3%, exceeding 50% for the fifth consecutive month, and the retail sales of new energy vehicles increased by 50.5% year-on-year. In November, the export growth slowed down, and the proportion of new energy vehicles fell to 20%. The bank pointed out that considering that the Spring Festival in 2025 is earlier than that in 2024, some car purchases before the Spring Festival will be completed by the end of 2024, and the subsidy policy for trade-in will enter the final stage in December, and some car companies are also sprinting sales through promotional activities. The bank expects the passenger car market in December. It is expected to maintain the potential of the current retail sales to continue to increase year by year. However, after the sales sprint in December, the auto market entered the off-season of consumption, so it is necessary to be cautious that the stock price performance of the auto sector may fluctuate.Can TCL make a three-fold mobile phone? Li Dongsheng responded: We have the technology, depending on the needs of the market. At the TCL Global Technology Innovation Conference held today, Li Dongsheng, the founder and chairman of TCL, attended the conference for the 11th time and made a live speech. At this conference, TCL exhibited and introduced the first Tandem three-fold screen (7.85 ") developed by the company. The folding screen can support "G-shaped" or "Z-shaped" folding, and combines Tandem, LTPO and PLP multiple low-power technologies to realize comprehensive promotion of high brightness, low power consumption and long service life. Will TCL launch three-fold mobile phones and other products? In the communication with Sina Technology, Li Dongsheng responded that "we have such technology", but we need to "see the market needs" whether to launch related products. (Sina Technology)


Another South Korean lawmaker from Yin Xiyue's party said that he would vote to impeach Yin Xiyue.Li Jiaqi said it was a rumor to go to the entertainment industry and he was optimistic about the future of the live broadcast industry. Li Jiaqi said in an interview that I have always been an optimist. I don't think the live broadcast e-commerce industry can be as it is now, and technological innovation will definitely bring changes and opportunities. Li Jiaqi also talked about the experience of participating in variety shows. He said that it is a rumor to go to the entertainment industry. "A person has more than one identity in his life. I can be an anchor, a singer or an actor." (The Paper)The "moderately loose" monetary policy boosted the confidence of all parties. A50ETF Huabao (159596) attracted 17.02 million yuan of gold yesterday. On December 11, the Shanghai Composite Index fluctuated within a narrow range in the morning, and A50ETF Huabao (159596) fell slightly by 0.18% with a turnover of 84.21 million yuan. In terms of constituent stocks, the top ten awkward stocks are mixed. On the upside, Midea Group led the gains, followed by Zijin Mining and Changjiang Power. On the downside, Hengrui Pharma led the decline. In terms of capital flow, A50ETF Huabao (159596) received a net inflow of 17.02 million yuan yesterday. China Post Securities said that the the Political Bureau of the Communist Party of China (CPC) Central Committee meeting continued to actively set the tone, and the policy turned loose, and expanding domestic demand in all directions became the current policy direction. This meeting made it clear that "strengthening unconventional countercyclical adjustment" and the fiscal policy adjustment was "more active", which basically met market expectations; The monetary policy is set to be "moderately loose", and the tone is adjusted again after 14 years. Next year, it is expected to be wide in currency and credit.

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