Afternoon comment: index adjustment The Shanghai Composite Index fell by 1.49% in half a day. Bean bag concept stocks were strong in early trading, and the index was collectively adjusted in early trading. The three major stock indexes all fell by more than 1%. In terms of sectors, the concept stocks of bean bags were strong in early trading, and the collective daily limit of three-dimensional communication, Beiwei Technology, Global Printing, and Zhewen Internet; The concept of ice and snow industry continued its upward trend. Jingxue energy-saving 20cm daily limit, iceberg cold and hot, snowman shares and other daily limit closures; The game e-sports sector is active, and the daily limit of Zhewen Internet and Electric Soul Network is up; Real estate stocks continued to adjust, and Hefei Urban Construction and Gorgeous Family were among the top losers. Food, liquor and other consumer sectors fell into a callback, and Yiming food fell to a limit; Insurance stocks weakened collectively, led by China Life Insurance. Overall, individual stocks showed a general decline trend, with more than 4,100 stocks falling. On the disk, the Aauto Quicker concept, short play games and cultural media sectors were among the top gainers, while the insurance, liquor and real estate sectors were among the top losers.Huatai Securities: The countercyclical adjustment is stronger than expected, and the expansion of domestic demand may fall on the policy of boosting consumption. Huatai Securities believes that the macro-policy orientation conveyed by the Central Economic Work Conference is more positive, in fiscal policy (expanding deficit, increasing special national debt, expanding the use scope of special debt, etc.), monetary policy (moderately easing, timely lowering the RRR and cutting interest rates), real estate and capital market (stabilizing the property market and stock market), and expanding domestic demand policy (implementing special actions to boost consumption) In terms of currency securities, Huatai Securities believes that there is still room for interest rate cuts. On the one hand, the current real interest rate level is still high in horizontal comparison; On the other hand, credit expansion, especially the balance sheet expansion of developers and local governments, is relatively weak, and the cost of capital has room for further decline. It is expected that the central bank will cut interest rates by 30-50 basis points next year, but the pace may be affected by external changes and exchange rates.The strength of the policy is in line with expectations. The New Year's market may have started, and the Shanghai and Shenzhen 300ETF South (159925) can be used as a key layout. On December 13th, as of midday, the Shanghai and Shenzhen 300ETF South (159925) fell by 2%, with a turnover of 115 million yuan. The constituent stocks are mixed, and in terms of rising, Yangtze Power leads the rise; In terms of decline, Zijin Mining led the decline. In the news, from December 11th to 12th, the Central Economic Work Conference was held in Beijing, which made a systematic plan for next year's economic work. Regarding the highlights of the meeting, CITIC Jiantou said that the meeting of the Central Economic Work Conference continued the main tone of the Politburo meeting on Monday, and made systematic arrangements for economic work next year. Next year's policy will focus on expanding domestic demand and AI+ in an all-round way, and the policy strength and direction are in line with our expectations. With the support of policy expectation and liquidity, the current new year's market has been launched, and it is expected that the market will continue to show the characteristics of shock upward. Focus on industries: non-bank finance, real estate chain, consumer electronics, machinery, construction, building materials, steel, social services, catering chain, etc. Topics of concern: duality and innovation, supply-side optimization, new quality productivity, market value management of state-owned enterprises. You can use the Shanghai and Shenzhen 300ETF South (159925) to lay out the core assets with one click.
Yuncheng, Shanxi: The maximum amount of housing provident fund loans for families with two or more children is 1.2 million yuan. On December 12, according to the news of "Yuncheng Municipal People's Government" on WeChat WeChat official account, Yuncheng City, Shanxi Province recently issued "Measures for Yuncheng City to Further Promote the Stable and Healthy Development of the Real Estate Market". The measures mentioned that for high-level talents, families with two or more children, the maximum amount of housing provident fund loans will increase by 20% on the basis of 1 million yuan; Optimize the "loan recognition" standard for housing provident fund loans; Increase the amount and frequency of rental withdrawal; Expand the scope of housing provident fund purchase; In Salt Lake District and Yuncheng Economic and Technological Development Zone, those who purchase commercial housing (including stock houses) will open a green channel for household registration, and tenants will give priority to school-age children.South Korea's finance minister held a conference call with three major rating companies to try to dispel the concerns caused by political turmoil, and South Korea's finance minister held a conference call with the heads of sovereign ratings of three major credit rating companies to try to dispel the concerns caused by political turmoil in South Korea. According to the announcement issued by South Korea's Ministry of Finance on Friday, Finance Minister Cui Xiangmu held a conference call with S&P, Moody's and Fitch, telling them that major domestic institutions are operating normally, and said that the previous two presidential impeachments had limited impact on the economy, suggesting that the development of the situation would not have an impact on South Korea's economic activities. South Korea currently receives Moody's Aa2 rating, Standard & Poor's AA rating and Fitch's AA- rating. The rating outlook of the three major rating agencies for South Korea is "stable".Hikvision signed a cooperation agreement with many parties to jointly promote the digitalization of fishery scenes. On December 11th, Five units signed the agreement: Donghai Fisheries Research Institute of Chinese Academy of Fishery Sciences (referred to as Donghai Institute), China Institute of Fishery Machinery and Instruments (referred to as Fishing Machinery Institute), China Institute of Fishery Engineering (referred to as Fishery Engineering Institute), Hangzhou Hikvision Digital Technology Co., Ltd. (referred to as Hikvision) and Boyan Technology Co., Ltd. (referred to as Boyan Technology). We will jointly promote the deep integration of scientific research and enterprises, build a joint research platform for scientific and technological innovation driven by "Industry-University-Research", achieve win-win cooperation, and help the layout and rapid development of fishery digital intelligence industry. According to the cooperation agreement, all parties will focus on intelligent breeding, aquaculture, fishing, processing and fishery resources and environmental protection, carry out joint research and industrial application of intelligent equipment, system engineering and data management, and actively carry out talent exchange and technical training by jointly establishing key laboratories, innovation centers, research institutes and other platforms, and jointly declare national, provincial and ministerial projects to enhance the collaborative innovation and application demonstration capacity of digital intelligence fisheries.
A small plane crashed on a highway in New York, USA, causing one death and one injury. On the evening of December 12, local time, a small plane crashed on a highway in Westchester County, New York, USA, killing one of the two people on board and injuring the other. It is reported that the plane crashed into the guardrail in the middle of the highway. Emergency rescue vehicles blocked all the lanes of the accident section, and the environmental protection department has rushed to the scene to clean up the leaked aviation fuel.Tianjin Port Bonded Area Industrial Development Fund registered and established with a capital contribution of 10 billion yuan. According to Tianyancha App, recently, Tianjin Port Bonded Area Industrial Development Fund Partnership (Limited Partnership) was established, with Tianjin Lingang Equity Investment Fund Management Co., Ltd. as the executive partner, with a capital contribution of 10 billion yuan. Its business scope is to engage in equity investment, investment management, asset management and other activities with private funds. According to the partner information, the fund is jointly funded by the Finance Bureau of Tianjin Port Bonded Area and Tianjin Lingang Equity Investment Fund Management Co., Ltd.The net purchase of southbound funds reached 5 billion yuan.
Strategy guide 12-14
Strategy guide 12-14
Strategy guide 12-14
Strategy guide 12-14
Strategy guide
12-14