Guotai Junan expects Hong Kong stocks to fluctuate upward in an N-shaped pattern next year to explore domestic demand and improve investment opportunities. Chen Ximiao, chief analyst of Guotai Junan's overseas strategy, said that looking forward to 2025, the disturbance factors in the Hong Kong stock market from the external environment will continue, and the pace of interest rate cuts by the Federal Reserve under overseas inflation, policy restrictions in areas such as strong US dollar and tariffs, and game friction among big countries will continue. However, the domestic policy thinking is clear, economic expectations are expected to stabilize under the financial impetus, and the profitability of molecular enterprises will improve, and the industrial chain will be able to cope with it. She said that in 2025, the sensitivity of the Hong Kong stock market to external shocks is expected to decline, and more attention should be paid to returning to its own logic. For the trend of Hong Kong stocks in 2025, it is expected to be dominated by the upward pattern of N-shaped shocks, and there are many opportunities for flexibility during the stage. In 2025, we should still actively look for the structure, and focus on the barbell strategy to shift the weight of the two ends. We need to pay more attention to the configuration rhythm and pay attention to the repair opportunities of some domestic products.Li Dongsheng: The annual benefit of the landing application of TCL AI technology exceeds 540 million yuan. On December 11th, Li Dongsheng, the founder and chairman of TCL, said at the TCL Global Technology Innovation Conference that TCL promoted the landing application of AI technology in high-value scenes such as R&D and manufacturing through long-term development planning, with an annual benefit exceeding 540 million yuan. Yan Xiaolin, CTO of TCL Technology, CTO of TCL Huaxing and Dean of TCL Industrial Research Institute, said that AI has been used to improve the display quality, provide human-computer interaction ability, and also used in intelligent manufacturing. This 540 million yuan is the direct new benefit approved by the financial department and business department of BU (business department), excluding the unclear benefits such as image quality improvement and voice function. (CBN)Baoxin software: Baokang electronic Beidou vehicle-mounted positioning terminal has achieved a substantial breakthrough in Beidou application through the certification of the Third Institute of Public Security. Recently, the Beidou vehicle-mounted positioning terminal independently integrated by Baoxin software Baokang Electronics has passed the authoritative certification of the Third Institute of Public Security. The terminal adopts a fully domestic chip, which indicates that Baokang Electronics has made a substantial breakthrough in the Beidou application field and has taken a solid step to expand into new business fields. The terminal is based on a single Beidou chip, and all components are made in China, which can achieve centimeter-level accurate positioning. It has a wide application potential in many fields, such as official vehicle management, iron ore transport vehicle scheduling, steel coil frame transport vehicle positioning, fully automatic torpedo tank car positioning, electric bicycle management and so on.
In response to MAC's refusal to lift the ban on group tours to mainland China, Democratic Progressive Party authorities deliberately confuse the audience and make excuses for refusing to lift the ban on group tours to mainland China, further exposing their confrontational nature of "independence", showing that they have no intention to promote cross-strait personnel exchanges and benefit the tourism industry and grassroots people in Taiwan Province, and arousing stronger dissatisfaction and opposition from the industry on the island and Taiwan Province compatriots. Adhering to the concept of "one family on both sides of the strait", we always respect, care for and benefit Taiwan Province compatriots, and always support the normalization of cross-strait personnel exchanges and cross-strait exchanges in various fields, including tourism. We warmly welcome Taiwan Province compatriots to visit the mainland for sightseeing, visiting relatives and friends, visiting and communicating, and studying and working.The Syrian opposition and Kurdish armed forces reached a ceasefire agreement in northern Syria. The reporter was informed that in the early morning of 11th local time, Mazlum Abdi, commander of the Syrian Kurdish armed forces "Syrian Democratic Army" supported by the United States, said that under the mediation of the United States, "Syrian Democratic Army" had reached a ceasefire agreement with the Turkish-supported Syrian opposition armed forces "Syrian National Army" in Mambiji, northern Syria. The "Syrian National Army" has not confirmed this news. The "Syrian National Army" supported by Turkey has launched an offensive in Mambiji near the Turkish border in northern Syria in recent days. According to Turkish media reports, the Syrian National Army took control of Manbiji on the 9th. (CCTV News)According to the Islamic Republic of Iran News Agency (IRNA), a senior Russian parliamentarian called for Iran to join the Ji 'an organization.
The Taiwan Affairs Office of the State Council responded to the island's hope that Kinmen would become a pilot site for cross-strait financial cooperation. Zhu Fenglian, a spokesperson for the Taiwan Affairs Office, said that in April 2009, ARATS and the Taiwan Province SEF signed the Agreement on Cross-Strait Financial Cooperation. Under this framework, cross-strait financial supervision and cooperation mechanism and currency clearing mechanism have been established, and relevant policies for cross-strait financial industry opening have been introduced one after another, providing important support for cross-strait industrial cooperation and integration. In 2023, the Opinions of the Central Committee of the Communist Party of China and the State Council on Supporting Fujian to Explore a New Road for Cross-Strait Integration and Development and Building a Demonstration Zone for Cross-Strait Integration and Development was issued, which clearly put forward such tasks as supporting the construction of multi-level cross-strait financial markets, innovating cross-strait social capital cooperation methods, deepening Xiamen-Tianjin exchanges and cooperation, and creating Xiamen-Tianjin "city life circle". We are willing to explore new paths and new styles of cross-strait financial integration and development with our compatriots in Kinmen, and share the new opportunities brought by the deepening financial system reform in the mainland of China. (Riyue Tan Tian)Taiwan Affairs Office of the State Council: It is obvious to all that Democratic Progressive Party's "fake democracy and true dictatorship" is notorious. The Taiwan Affairs Office of the State Council held a regular press conference. A reporter asked: The Democratic Progressive Party Party Group, the legislature of Taiwan, recently published a document on the social platform to support the South Korean declaration of martial law and then deleted it, which was strongly criticized by all parties on the island. It was believed that Democratic Progressive Party used so-called "democracy" to package its resistance to "opposition" forces and split the imaginary enemies created by the two sides of the strait. What's your comment on this? Spokesperson Zhu Fenglian said that Democratic Progressive Party is "fake democracy, true dictatorship" and engages in "green terror" on the island, which is obvious to all and unpopular. (CCTV News)Business community: The melamine market with insufficient demand is mainly weak and volatile. According to the commodity market analysis system of business community, the price of melamine is weak and volatile recently. As of December 11th, the benchmark price of melamine in the business community was 6,412.5 yuan/ton, which was 0.12% lower than 6,420 yuan/ton at the beginning of this month. This week, the overall price of melamine showed a stable trend, although there were small fluctuations, but there was no sharp rise or fall. This week, the production capacity of the melamine industry remained relatively stable, and there was no large-scale increase or decrease in production, which helped to maintain the smooth operation of the market. Some melamine production enterprises may adjust their inventory to cope with the fluctuation of raw material prices, thus stabilizing the market price to some extent. This week, the demand for melamine in downstream industries such as plates and coatings remained stable, and there was no obvious increase or decrease, which supported the melamine market to some extent. In the future, enterprises need to pay close attention to market dynamics and policy changes and formulate reasonable business strategies to deal with potential market risks.
Strategy guide 12-14
Strategy guide 12-14
Strategy guide 12-14