Sinosteel Tianyuan: The production and sales of battery-grade manganous oxide increased by 140% in the first 10 months. According to Sinosteel Tianyuan, with the 20,000-ton battery-grade manganous oxide production line officially put into use, the production and sales of battery-grade manganous oxide of Sinosteel Tianyuan increased by 140% from January to October. This also indicates that Sinosteel Tianyuan has made a key breakthrough in the field of new energy battery materials, greatly enhancing the industry's influence and competitiveness.1 trillion yuan of ultra-long-term special government bonds have been arranged! The combination of boxing has been effective. At present, the "double"+"two new" annual 1 trillion yuan ultra-long-term special national debt has all been arranged. In November, the purchasing managers' index of manufacturing industry reached 50.3%, rising for three consecutive months. The "two-fold" and "two innovations" package of incremental policies is effectively promoting the sustained and steady progress of the economy. (CCTV News)Goldman Sachs: Take a positive view on the demand prospect of Xiaomi Yuqi and rate it as "Buy". Goldman Sachs published a report that it has a positive view on the demand prospect of Xiaomi Yuqi based on the disclosed specifications, performance and endurance, and thinks that Xiaomi Yuqi has the potential to become one of the best-selling high-end new energy SUVs in China. According to the report, since the strong debut of the first model SU7 in March this year, its performance has exceeded the original expectations of the bank, and it has continued to consolidate its leading position as one of the best-selling premium BEV cars. Since this year, the average monthly retail volume has reached 13,000, which is in line with Tesla Model 3. Since October 2024, the average monthly retail volume has reached more than 20,000. The bank gave Xiaomi a "buy" rating with a target price of HK$ 33.3.
Shengsi Artificial Intelligence Framework Summit will be held soon, and Shengsi Artificial Intelligence Framework Summit will be held on December 14th. The summit was hosted by Shengsi MindSpore Open Source Community and AITISA, and co-organized by Huawei and OpenI Qizhi Community. It included a keynote speech, four special forums, a closed round table, 70+ achievements display and two community meetings. It is reported that the on-site 15+ community partners will release the results of mainstream native large models. (science and technology innovation board Daily)South Korea's ruling party is talking about letting Yin Xiyue resign in February or March next year, or will soon disclose the road map. According to several media reports on December 10, the ruling National Power Party of South Korea will announce the road map of South Korea's President Yin Xiyue's "orderly withdrawal", which may announce the time and manner of Yin Xiyue's early resignation, including the different possibilities of "resignation in February and general election in April" or "resignation in March and general election in May". Lee Yang-soo, a member of the ruling party in charge of political stability, said that compared with impeachment, the timetables of the above two schemes have advanced faster, and Yin Xiyue's resignation and holding presidential elections will reduce uncertainty and minimize public opinion differences; "Yin Xiyue should step down in a safer and more dignified way than impeachment", and the party needs to make a decision on Yin Xiyue's "orderly withdrawal" this week. Earlier, Li Zaiming, leader of South Korea's largest opposition party, stressed that Yin Xiyue must be successfully impeached on December 14th. (Interface News)Israeli troops crossed the military buffer zone tanks and marched towards the city of Gaetana near the Syrian capital. Many Israeli media quoted Lebanese "Square" TV station as saying in the early morning of the 10th local time that Israeli troops had crossed the Syrian-Israeli military buffer zone and entered the rural province of Damascus, Syria, occupying several towns near the Lebanese border. Israeli tanks are heading for Qatana, about 20 kilometers from Damascus. At present, other Arab media have not reported this news, and the Israeli army has not responded to this. (CCTV News)
The upper limit of each order is 2000 yuan! IKEA launched a government consumption subsidy activity. From December 7 to December 31, IKEA launched a consumption subsidy activity. Consumers can buy designated furniture, home improvement, home textiles and aging-resistant products at IKEA Home App and IKEA (China) Customer Service Center, and they can enjoy 15% government subsidy when the paid amount is over 1999 yuan, with a maximum subsidy of 2,000 yuan per order. (released in Beijing)FTSE China A50 index futures fell to 3%.Huang Wentao, China CITIC Construction Investment Co., Ltd.: Policy strength and tools are expected to achieve new breakthroughs. the Political Bureau of the Communist Party of China (CPC) Central Committee held a meeting on December 9 to analyze and study the economic work in 2025. Huang Wentao, chief economist of CITIC Jiantou, said in the latest interpretation that the meeting first mentioned "strengthening unconventional countercyclical adjustment", and the policy framework is expected to get rid of the mindset and achieve new breakthroughs in strength and tools. Huang Wentao mentioned that the "unconventional" policy will be mainly reflected in the breakthrough of the original conventional policy model, including: First, the breakthrough of monetary policy from "steady" to "moderately loose", and the transformation from the traditional model to the modern central bank system in the transmission system. Second, it is expected that the fiscal deficit constraint of 3% will be greatly exceeded, and the mode of financial development may also be optimized in the past, with more inclination to the residential sector. Third, in stabilizing the capital market, more powerful and effective measures are introduced to prevent excessive market volatility. "The stocks and debts are expected to continue." Huang Wentao pointed out that the unconventional countercyclical adjustment policy not only provides sufficient impetus for the recovery of economic vitality, but also provides strong support for improving expectations and reviving confidence, and provides sufficient source of living water for the capital market. The stock market is expected to continue to strengthen and the risk-free rate of return is expected to continue to decline.
Strategy guide
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Strategy guide
12-13
Strategy guide
12-13
Strategy guide
12-13
Strategy guide