The first day of listing, the new shares of Gem Boyuan opened sharply higher, and now it has risen by over 220%.CITIC Securities: As the Spring Festival approaches, consumption is expected to usher in a new round of rebound and repair. CITIC Securities Research Report said that the Politburo meeting held on December 9, 2024 once again made it clear that expanding domestic demand is the key policy direction for the coming year, "expanding domestic demand in all directions" and "vigorously boosting consumption", expressing positive and igniting market expectations. After experiencing a rapid rebound in September, the consumer sector generally pulled back in October-November because the short-term consumption data has not yet reflected the effectiveness of the policy and the policy strength in the coming year is unclear. We believe that as the Spring Festival approaches, the top-down emphasis on domestic demand and policy expectations are heating up, and consumption is expected to usher in a new round of rebound and repair. On the policy side, in addition to the "trade-in policy", we believe that there is still a package of consumption promotion toolboxes available, such as subsidies for first-time car buyers, maternity subsidies, and the issuance of state-subsidized catering and tourism coupons. We suggest that the consumption allocation should be progressive from both offensive and defensive to flexible varieties, with both offensive and defensive features: consumer Internet, dairy products with low valuation and high return, mass catering, etc., and flexibility: catering supply chain, alcohol, human resources services, hotels, etc., with obvious pro-cyclical characteristics, considering the consumption allocation demand driven by expectations first.YTO Express invested 30 million yuan in Hengyang City to set up a new company. The enterprise search APP shows that recently, Hengyang YTO Express Co., Ltd. was established, with the legal representative of Sun Kai and the registered capital of 30 million yuan. Its business scope includes: general cargo warehousing services; Domestic freight forwarder; Storage equipment rental service. Enterprise equity penetration shows that the company is indirectly wholly-owned by YTO Express.
Haosen Intelligent: It has started to reserve technology in the field of humanoid robot application and equipment. Haosen Intelligent said on the investor interaction platform that the company, as an integrated supplier of intelligent production lines and intelligent equipment, has profound automation, intelligence, informationization and flexibility in the fields of automobile and industrial manufacturing. At present, we have started to reserve technology in the field of humanoid robot application and equipment, which can provide integrated solutions for humanoid robots and AMR robots, and simultaneously lay out humanoid robot production lines and test benches.The concept of quantum technology was active at the beginning of Fudan Fuhua 2 board, and the concept of quantum technology was active at the beginning. Starlight, Geer Software and Fudan Fuhua had daily limit, and Guo Dun Quantum, Jida Zhengyuan and Feilixin collectively opened higher.The President of Argentina announced that a package of financial, political and security reforms will be carried out next year. On December 10, local time, Argentine President Millai said in a televised speech on the first anniversary of his administration that a package of financial, political and security reforms will be carried out in 2025. Millay also announced that the national tax revenue will be reduced by 90%. (CCTV News)
Ho Iat Seng, Chief Executive of the Macao Special Administrative Region: Macao's integration into the national development has taken on a new look. Since its return to the motherland 25 years ago, with the strong support of the central authorities and the mainland of the motherland, the government of the Macao Special Administrative Region and all sectors of society have continued to struggle, and the practice of "one country, two systems" with Macao characteristics has achieved remarkable achievements. Ho Iat Seng, Chief Executive of the Macao Special Administrative Region, summed up his work in the past five years, saying that Macao's integration into national development has taken on a new look. Ho Iat Seng said that the Macao SAR Government has unswervingly implemented the policy of "one country, two systems", "Macao people ruling Macao" and a high degree of autonomy, continuously optimized people's livelihood and achieved new results in the development of various undertakings in the Macao SAR. (CCTV)German police searched Adidas' office and conducted a tax investigation. As part of the tax investigation that lasted for several years, German police searched Adidas' German headquarters on December 10th. An Adidas spokesperson said that the search operation involved customs and tax clearance regulations for goods imported into Germany from 2019.Institution: The Q3 revenue of the global semiconductor industry in 2024 reached US$ 158.2 billion, a year-on-year increase of 17%. Counterpoint Research, a market research organization, reported that the global semiconductor market picked up in the third quarter of 2024. Driven by the demand for artificial intelligence technology and the recovery of the memory market, the revenue of the global semiconductor industry in the third quarter reached US$ 158.2 billion, a year-on-year increase of 17%. The top 22 semiconductor suppliers in the world accounted for 73.1% of the market share, which was the same as the same period last year.
Strategy guide 12-14
Strategy guide 12-14