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.Wanwuyun: Signing a new framework agreement with Vanke, with the term ending at the end of 2027. On December 13th, Wanwu cloud hosting Science and Technology Service Co., Ltd. (02602.HK) issued an announcement. In view of the fact that the existing framework agreement will expire on December 31st, 2024 and the company intends to continue to sign similar transactions thereafter, the board of directors announced that Wanwuyun signed a new framework agreement with Vanke on December 12th, 2024, including a framework agreement on the use and maintenance of new technology systems. New property leasing Framework Agreement; New AIoT and BPaaS solution service framework agreement; New property service framework agreement; New value-added service framework agreement; And the new property agency service framework agreement, valid from January 1, 2025 to December 31, 2027. As of the date of announcement, Vanke Company accounts for 56.84% of the issued share capital of Wanwuyun and is the controlling shareholder. At the same time, the announcement shows that the extraordinary general meeting of shareholders will be held on December 31, 2024 to review and approve related transactions and annual caps. In addition, Wanwuyun announced that its registered address in China has been changed to Room 2201, Building B, Chuangzhiyun Center, No.1 Guangsha Road, Futian District, Shenzhen City, Guangdong Province.Macao held a public sacrifice ceremony to mourn the victims of the Nanjing Massacre, and December 13th, 2024 was the 11th national public sacrifice day for the victims of the Nanjing Massacre. On the morning of the same day, the Macao SAR Government held a ceremony at the Institute of Environmental Protection and Security Forces, deeply mourning the victims of the Nanjing Massacre and all the compatriots killed by the Japanese aggressors. (CCTV)
Faba Bank: Some people think that Trump's policies (especially tariffs) will not cause inflation. However, market analysts have been misled and need to take Trump's tariff policy seriously.The winning bid rate of China's 2-year treasury bonds was 1.06%, which was 31 basis points lower than last month. The Ministry of Finance of China issued treasury bonds today, and the weighted average winning bid rate of 2-year varieties was 1.06%. The data shows that the bid-winning interest rate is about 31 basis points lower than that when the national debt of the same term was issued in November, the lowest since Bloomberg recorded it in 2004.About 300 people have been killed in the attack on civilians by Haitian gangs. On December 12, local time, it was learned that the attack on civilians by Haitian gangs continued. As of December 11, the number of victims has reached nearly 300, and nearly 60 people have been kidnapped. (CCTV News)
Argentina made the final verdict of sunset review of anti-dumping against China's spring shock absorbers. According to China Trade Relief Information Network, on December 12, the Argentine Ministry of Economic Affairs issued Announcement No.1364 in 2024, which made the negative final verdict of the first sunset review of anti-dumping on spring shock absorbers originating in China, including single shock absorber components, used in motorcycles and bicycles equipped with auxiliary engines with or without buckets, and decided not to continue to impose anti-dumping duties on the products involved. The announcement shall take effect as of the date of promulgation. This case involves the products under the tax numbers of 8714.10.00 and 8714.99.90 of the Southern Communist Party.Hikvision signed a cooperation agreement with many parties to jointly promote the digitalization of fishery scenes. On December 11th, Five units signed the agreement: Donghai Fisheries Research Institute of Chinese Academy of Fishery Sciences (referred to as Donghai Institute), China Institute of Fishery Machinery and Instruments (referred to as Fishing Machinery Institute), China Institute of Fishery Engineering (referred to as Fishery Engineering Institute), Hangzhou Hikvision Digital Technology Co., Ltd. (referred to as Hikvision) and Boyan Technology Co., Ltd. (referred to as Boyan Technology). We will jointly promote the deep integration of scientific research and enterprises, build a joint research platform for scientific and technological innovation driven by "Industry-University-Research", achieve win-win cooperation, and help the layout and rapid development of fishery digital intelligence industry. According to the cooperation agreement, all parties will focus on intelligent breeding, aquaculture, fishing, processing and fishery resources and environmental protection, carry out joint research and industrial application of intelligent equipment, system engineering and data management, and actively carry out talent exchange and technical training by jointly establishing key laboratories, innovation centers, research institutes and other platforms, and jointly declare national, provincial and ministerial projects to enhance the collaborative innovation and application demonstration capacity of digital intelligence fisheries.EDI SUSIANTO, Executive Director of the Bank of Indonesia: The decline of the Indonesian rupiah was affected by global sentiment and the rise of the US dollar.
Strategy guide
Strategy guide
12-14
Strategy guide 12-14
Strategy guide 12-14