Han Dongxun, leader of South Korea's ruling party: Yin Xiyue has no intention of stepping down early. On December 12, local time, Han Dongxun, leader of South Korea's ruling party, said that President Yin Xiyue confirmed that he had no intention of stepping down early. Han Dongxun said that people involved in the martial law incident, including the president, should be severely punished, and Yin Xiyue should immediately remove the right to operate state affairs, including the commander-in-chief of the army. In addition, Han Dongxun said that he would vote in favor of the impeachment case, and members of the ruling party should vote on the impeachment case according to their conscience.Offshore RMB and Australian dollar rose slightly. Affected by the news, USD/offshore RMB fell 0.1% to 7.2696. AUD/USD rose 0.2% to 0.6381. A foreign exchange trader in Asia said that the small leveraged account that shorted AUD/USD on Wednesday also closed its position. NZD/USD rose 0.1% to 0.5792.The restricted shares with a market value of 2.546 billion yuan were lifted today. Yongda, Sitaili and Dameng Data were among the top companies in terms of market value. On Thursday (December 12), the restricted shares of 8 companies were lifted, with a total lifting amount of 175 million shares. According to the latest closing price, the total lifting market value was 2.546 billion yuan. Judging from the amount of lifting the ban, the number of shares lifted by the two companies exceeded 10 million. Si Taili, Yongda and Ningxin New Materials were among the top, with 95,895,400 shares, 65,203,300 shares and 6,633,200 shares respectively. Judging from the market value of lifting the ban, the number of shares lifted by the two companies exceeded 100 million yuan. Yongda Co., Ltd., Sitaili and Dameng Data are among the top companies in terms of market value, with market values of 1.039 billion yuan, 992 million yuan and 349 million yuan respectively. Judging from the proportion of shares released from the ban to the total share capital, the proportion of the two companies released from the ban exceeded 10%. Yongda Co., Ltd., Sitaili Co., Ltd. and Ningxincai Co., Ltd. have the highest proportion of lifting the ban, accounting for 27.17%, 21.87% and 7.13% respectively.
South Korean President Yin Xiyue: I will face impeachment, investigation or any possible situation; My martial law attempt cannot constitute rebellion. Martial law is the president's decision to protect the country's freedom, democracy and constitutional order from the dictatorship of the opposition parliament.Market News: Australia and Papua New Guinea sign bilateral security agreement.On the evening of December 10th, Sunac announced that two bonds, H6 Rongdi 01 and H0 Sunac 03, had taken the lead in voting on restructuring, and the other eight bonds still had two weeks to vote, and the voting results of the overall restructuring of 10 bonds would finally be ushered in on December 23rd. On November 27th, Sunac announced the second restructuring plan for domestic bonds, involving four restructuring options and a total of 10 bonds. Some analysts said that although the final result has not yet been settled, two bonds successfully passed the restructuring vote in a short period of time, indicating that some investors still have confidence in Sunac. Liu Shui, director of enterprise research at the China Central Finger Research Institute, told reporters that the recent stabilization of the real estate market and the improvement of creditors' confidence will be beneficial to the debt restructuring of real estate enterprises in danger. (21 Finance)
Huatai Securities looks forward to the communication industry in 2025: embrace the trend of AI/ satellite industry and allocate core assets. When looking forward to the communication industry in 2025, Huatai Securities said that it is optimistic about three main investment lines: 1) Continue to embrace the industry trend, and with the progress of commercialization of AI computing chain and satellite Internet, we are optimistic about investment opportunities in related sub-sectors; 2) New quality productivity: low-altitude industries or the opening of provincial and municipal infrastructure construction, the domestic quantum communication industry is expected to go from 0 to 1, and the commercial aviation scene will be accelerated; 3) revaluation of core assets: with the improvement of market liquidity, leading enterprises with long-term competitiveness and performance toughness are expected to usher in opportunities for valuation improvement; In addition, the merger and reorganization of central state-owned enterprises is expected to promote more high-quality enterprises to complete the process of capitalization and play a positive role in the valuation of the sector.Citic Jiantou: We are optimistic about the investment opportunities in the pharmaceutical industry in 2025, focusing on the opportunities of new increase and industry integration. Citic Jiantou Securities reported on December 11th that looking forward to 2025, the reform policy in the pharmaceutical field has been normalized, and the most noteworthy incremental policy in the medical insurance field is to establish a diversified payment system. The medical field is about to usher in the reform of "deep water areas" such as salary system and graded diagnosis and treatment, which is in line with expectations on the whole. At the same time, the innovation of China's pharmaceutical industry has gradually stepped onto the international stage, some sub-sectors will be marginally improved, and industry integration will begin. We are optimistic about the investment opportunities in the pharmaceutical industry in 2025. It is suggested to focus on the new increase (innovation, going out to sea, marginal change) and industry integration opportunities.Under the interest rate cut cycle, the scale of domestic dollar wealth management doubled compared with the same period of last year. Although the Fed's expectation of continuing to cut interest rates is strong, the ability of domestic dollar wealth management products to "absorb gold" is still strong. Straight flush data shows that since January 2024, there are 756 newly established wealth management products with the word "USD". Among them, 30 new wealth management products with the word "USD" have been established since November, and most of them are fixed-income products. As of December 9, the scale of US dollar financial management reached 282 billion yuan, which has doubled compared with the scale of 140.4 billion yuan in December last year. Market analysts believe that although the Fed has entered the interest rate cut cycle, under the influence of many complicated factors, the US dollar still has support, and the attractiveness of US dollar wealth management products to investors is still there in the short term. However, investors also need to pay attention to market risk and exchange rate fluctuation risk, and rationally allocate related assets. (21st century business herald)
Strategy guide
12-13
Strategy guide 12-13
Strategy guide
12-13