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2024-12-14 00:51:32
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Wu Chaoming, chief economist of Caixin Financial Holdings: The foundation for stabilizing the stock market is more solid. Wu Chaoming, chief economist of Caixin Financial Holdings, said that the Central Economic Work Conference will stabilize the stock market in the overall target paragraph, highlighting the central government's attention and care for the capital market. Since this round of incremental policies, the stock market has become a weather vane to test the effect of policies to some extent, and it is an important starting point for stabilizing expectations and stimulating vitality. Judging from the signals revealed at this meeting, the foundation for stock market stabilization in the future will be more solid.The 30-year Treasury ETF rose sharply at the opening, hitting a record high. Both "Boshi SSE 30-year Treasury ETF" and "Pengyang China Bond -30-year Treasury ETF" rose by 0.65%.Google reached a strategic cooperation with domestic consumer-grade AR glasses manufacturer XREAL. At the Android XR conference, Google reached a strategic cooperation with domestic consumer-grade AR glasses manufacturer XREAL. XREAL's industrial chain partners include Luxshare and Longqi Technology. Last week, XREAL just released a new generation of XREAL One, which is equipped with XREAL's self-developed space computing chip-X1 for the first time.


Chongda Technology: Five measures are taken to deal with the challenges and opportunities of industry development. Chongda Technology (002815) said in the online collective reception day of investors on December 12 that the company's measures to deal with the challenges and opportunities of industry development include: optimizing product structure, continuing to promote the optimization and upgrading of product structure, increasing R&D investment and market expansion in the field of high-end PCB boards, and accelerating the introduction of high-value customers and orders; Improve production efficiency and cost control; Accelerate the pace of capacity expansion, and promote the speed of capacity improvement of Dalian Plant, Zhuhai No.1 Plant and Zhuhai No.2 Plant in an orderly manner; According to market demand, adjust product price strategy in real time to improve profitability; Accelerate the construction of production base in Thailand, actively participate in international competition and cooperation, and enhance the company's visibility and influence in the global PCB market.Inter-bank cash bonds are strong as a whole, and national debt and CDB active bonds are down by 3-5bp. The 5-year treasury bonds and CDB active bonds went down by about 5bp, and "24 Treasury bonds with interest 20" reported 1.42%, which was a record low compared with yield to maturity, a Chinese bond in the same period, and "24 CDB 08" reported 1.515% in the same period, a record low since January 26th, 2006. The 10-year "24 interest-bearing treasury bonds 11" initially declined, and now it remains below 1.8%.Pacific Securities: The reversal of photovoltaic industry is about to focus on three directions. The Pacific Securities Research Report pointed out that with the continuous breakthrough of new markets and technologies, the new cycle of photovoltaic parity is accelerating, and the reversal of photovoltaic industry is about to begin. It is suggested to focus on three directions: 1) The new cycle of supply and demand is expected to start in 2025, the industry quotation and profit are expected to be restored, and the leading advantages will be gradually highlighted. In 2025, it is expected to usher in a new round of growth, including Longji Green Energy and Jingke Energy. 2) New technology fields with large cost reduction space and continuous technology iteration, such as GCL Technology and Perovskite, are expected to fully benefit; 3) The advantages of supporting facilities and leading enterprises are prominent, and emerging markets are expected to promote the rapid improvement of shipments and profits, and the advantages of leading enterprises will be further enhanced, and enterprises such as Sunshine Power and Foster are expected to fully benefit.


The application direction of AI fell in early trading, with Jincai Internet falling more than 8%, followed by Tianyu Digital, Huayang Lianzhong, Fushi Holdings, Aofei Entertainment and Fengyuzhu.Chief Cabinet Secretary of Japan: Short-term data show that enterprises have a strong willingness to invest.Zijiang Enterprise set up a packaging company in Hubei with 20 million yuan. According to the enterprise search APP, Hubei Zijiang Packaging Co., Ltd. was recently established, with Shao Chunjiang as the legal representative and a registered capital of 20 million yuan. Its business scope includes: the production of plastic packaging containers and tools for food; Sales of plastic packaging containers, tools and products for food. Enterprise investigation shows that the company is wholly owned by Zijiang Enterprise.

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