On the analysis of the daily limit at noon on December 13, the three major indexes fell by more than 1% in half a day, and the AI application side strengthened against the trend. Rishang group has 12 boards in 13 days, and one picture can be understood > >Hongxin Electronics: Promote the technical research and development and product supply of folding mobile phone reels with Xiaomi. Hongxin Electronics officially announced today that recently, the 2024 Xiaomi Global Core Supplier Conference was held in Beijing Yanqi Lake International Convention & Exhibition Center. Under the background that Xiaomi's strategy of "people, cars and homes are all ecological" continues to deepen, Hongxin Electronics will closely follow Xiaomi's footsteps, actively expand emerging fields such as home appliances and automobiles, and provide all-round support and services in flexible electronics for Xiaomi's intelligent hardware all-ecological products. At present, in the face of the booming folding mobile phone market, Hongxin Electronics and Xiaomi jointly promote the technology research and development and product supply of folding mobile phone reels. According to reports, in the era of vigorous development of artificial intelligence and digital economy, at present, Hongxin Electronics has deeply laid out frontier fields such as AI mobile phones, AIPC, smart cars, smart homes, smart wearable devices, robots, industrial control, medical care and meta-universe.According to CITIC Securities, it is necessary for deficit ratio to rise to nearly 4%, and mortgage interest rates is expected to fall further. According to Yicai, the Central Economic Work Conference was held in Beijing on December 11th and 12th. Regarding what it means to change the tone of fiscal policy from "positive" to "more positive", the chief economist of CITIC Securities clearly said that I think it means that the whole fiscal policy will be further expanded next year. First of all, from the perspective of deficit ratio, our deficit ratio is 3% this year and 3% at the beginning of last year. However, we had a special budget adjustment at the end of last year, so the deficit ratio from the end of last year to the end of last year was actually 3.8%. Looking forward to next year, we think that the ratio that may be close to 4% should be the effect that everyone expects to achieve at present. In terms of monetary policy, we can see a series of monetary policies, including further relaxing some restrictions on purchase restriction and loan restriction, including the down payment ratio, and a particularly important one is to reduce the mortgage interest rates. I think these monetary policies will be further promoted in the future, and even further declined in mortgage interest rates, for example.
The net purchase of southbound funds reached 5 billion yuan.US media: Hamas may agree to temporarily stay in Gaza after the ceasefire of the Israeli army. On the 12th, the US media reported that the Palestinian Islamic Resistance Movement (Hamas) had softened its negotiating position and might agree to temporarily stay in Gaza after the ceasefire. Hamas has not yet responded to this news. (Xinhua News Agency)Wofei Sky Global Headquarters Base started in Chengdu. On December 12th, Wofei Sky Global Headquarters Base officially started in Chengdu High-tech Zone Future Science and Technology City. The first phase of the project started this time covers an area of about 30 mu, with a planned construction area of 26,700 square meters. It will build a production chain including composite material production, component assembly, painting, machine assembly, flight test, etc., which is mainly used for mass production of Wofei Changkong self-developed AE200 products.
Midea Group increased its capital to 7.66 billion yuan. According to Tianyancha App, Midea Group (000333) has undergone industrial and commercial changes, and its registered capital has increased from about 6.98 billion yuan to about 7.66 billion yuan. Midea Group Co., Ltd. was established in April 2000, and its legal representative is Fang Hongbo. Its business scope includes the production and operation of household appliances, motors and their parts, etc. Midea Holdings Limited, Hong Kong Securities Clearing Company Limited and China Securities Finance Co., Ltd. jointly hold shares.Wofei Sky Global Headquarters Base started in Chengdu. On December 12th, Wofei Sky Global Headquarters Base officially started in Chengdu High-tech Zone Future Science and Technology City. The first phase of the project started this time covers an area of about 30 mu, with a planned construction area of 26,700 square meters. It will build a production chain including composite material production, component assembly, painting, machine assembly, flight test, etc., which is mainly used for mass production of Wofei Changkong self-developed AE200 products.[The yield of 30-year treasury bonds fell below the 2% mark, and the active bonds of 30-year treasury bonds fell below 2% by 4.26bp, reaching 1.9999% as of press time.
Strategy guide 12-14
Strategy guide
Strategy guide
12-14