In October, China's corporate credit index was 158.83 points, and the trend of steady improvement continued to consolidate. The General Administration of Market Supervision announced today (10th) that in October, 2024, China's corporate credit index was 158.83 points, up 0.47 points from September, and the steady improvement of corporate credit level continued to consolidate.Japan's Minister of Economic Regeneration Ryosuka Akazawa: Steady progress is being made in overcoming deflation.Six Guatemalans were arrested on suspicion of an immigrant truck accident. On December 9, local time, the United States and Guatemala jointly announced that six Guatemalans were arrested. They are suspected of human smuggling and involved in the accident that the vehicle carrying immigrants overturned in Mexico in 2021. The suspect will be charged with conspiracy, endangering life, causing serious personal injury and causing death. In 2021, a truck carrying more than 160 immigrants crashed into a bridge pillar of an overpass in Tustra Gutierrez, the capital of Chiapas in southern Mexico, killing more than 50 people.
25 shares were rated by brokers, and Ziguang Guowei's target rose by 48.59%. On December 9, a total of 25 stocks were rated by brokers, and 5 of them announced their target prices. According to the highest target price, Ziguang Guowei, Shaanxi Coal Industry and Zhongju High-tech are among the top gainers, with gains of 48.59%, 39.54% and 33.95% respectively. Judging from the direction of rating adjustment, the ratings of 18 stocks remain unchanged and 7 stocks are rated for the first time. In addition, two stocks have attracted the attention of many brokers, among which Zhongju Hi-tech and Shaanxi Coal were ranked in the top number, with three and two brokers giving ratings respectively. Judging from the Wind industry to which the buy-rated stocks belong, the number of buy-rated stocks in technical hardware and equipment, semiconductor and semiconductor production equipment, food, beverage and tobacco is the largest, with 6, 4 and 4 respectively.CITIC Securities: The main line of the anti-monopoly investigation on domestic chips in NVIDIA is clear. According to the CITIC Securities Research Report, on December 9, 2024, the General Administration of Market Supervision launched an investigation on NVIDIA Company in accordance with the law, which is a legal management means to regulate and maintain fair market competition order, and has a leading role in the domestic chip industry, and is expected to boost domestic computing power and market sentiment of chips in a short time. In combination with the increasing emphasis on self-control by relevant domestic departments and industry associations, we expect that the overall localization pace of domestic semiconductor industry is expected to be further accelerated, and the manufacturing link is also expected to benefit.List of A-share restricted shares lifted: The restricted shares with a market value of 3.961 billion yuan were lifted today. On Tuesday (December 10th), the restricted shares of six companies were lifted, with a total lifting amount of 185 million shares. According to the latest closing price, the total lifting market value was 3.961 billion yuan. Judging from the amount of lifting the ban, one company lifted more than 10 million shares. Dongxin, Guiyan Platinum and Hangzhou Jiebai were among the top companies, with 166 million shares, 6,131,900 shares and 6,033,300 shares respectively. Judging from the market value of lifting the ban, the number of shares lifted by a company exceeds 100 million yuan. Dongxin Co., Ltd., Guiyan Platinum Industry and Yineng Power are among the top companies in terms of market value, with market values of 3.717 billion yuan, 86.767 million yuan and 81.6371 million yuan respectively. Judging from the proportion of shares released from the ban to the total share capital, the proportion of one company released from the ban exceeded 10%. Dongxin, Yineng Power and Baolijie are among the top companies, with the lifting rates of 37.47%, 5.75% and 1.78% respectively.
Guotai Junan: Airline naked fares will keep rising year-on-year, and the pressure on oil prices will continue to improve. Guotai Junan Research Report said that the recent trend of passenger flow and load factor conforms to the characteristics of off-season, and is better than the same period in 2023. The pressure on oil prices has improved significantly since the fourth quarter of 2024. In December, the ex-factory price of domestic jet fuel increased slightly by 3% from the previous month and decreased by 17% year-on-year, continuing the downward trend of the central government. Recently, domestic naked fares have kept rising year-on-year, and it is estimated that more than half of the fuel has been reduced, reflecting that the recovery of supply and demand is better than expected, and it is expected that the off-season will greatly reduce losses year-on-year. Considering that the recent decline in international oil prices will be transmitted to China with a delay of about two months, the oil price pressure will continue to improve in the first quarter of 2025. It is predicted that the concentration of passenger flow in Spring Festival travel rush in the first half of 2025 will contribute to the active revenue management of the airline company, and the peak season may show more than expected profit elasticity and catalyze optimistic expectations. Reaffirm the logic of super cycle and long period of aviation equipment. When supply and demand recover, considering the marketization of fares and the slowdown of fleet growth, the profit center can be expected to rise.The yield of China's 10-year government bonds hit the 1.88% mark, hitting a new low.Sources: The current Secretary-General of OPEC, Ghais, will be re-elected. Four representatives of the Organization of Petroleum Exporting Countries (OPEC) said that the organization will re-elect the current Secretary-General Haitham Al-Ghais for a three-year term at a virtual meeting on December 10th. A source said that the meeting will start at 18:30 Beijing time today and is expected to be short and only deal with administrative affairs.
Strategy guide 12-13
Strategy guide
12-13
Strategy guide
12-13
Strategy guide
12-13