The yield of China's 10-year treasury bonds dropped to 1.87% at the beginning of the session, and the betting easing policy was accelerated. The yield of 10-year treasury bonds "24 Treasury bonds with interest 11" dropped by 3.5bp to 1.87%, hitting a record low.The Singapore Straits Times Index was basically flat at 3,795.86.Donghai securities: The domestic sales of excavators increased, and the domestic brand bamua exhibited its elegant demeanour. The donghai securities Research Report pointed out that the total sales of excavators increased. Domestically, the domestic sales of excavators in November 2024 increased by 20.5% year-on-year, and the growth continued, which was better than expected by CME. Overseas, in November 2024, excavator exports increased by 15.2% year-on-year, and the monthly sales growth rate of exports expanded. With the large-scale equipment renewal policy and real estate financial policy landing one after another, domestic demand gradually recovered and warmed up; Overseas, domestic enterprises are laying out overseas pre-sales and after-sales networks, establishing overseas local production capacity, entering an accelerated period of globalization, gradually increasing market penetration and effectively smoothing domestic and international cycles. It is suggested to pay attention to overseas leading enterprises of machinery and equipment with deep layout, high brand recognition, perfect product matrix, high cost efficiency and strong R&D strength, such as Sany Heavy Industry, Xugong Machinery and Zoomlion.
Google has developed a "quantum chip" with super computing power. On the 9th, Google announced that it has developed a chip with super computing power, which is suitable for quantum computers. It claims that this chip can complete the task that the existing fastest computer takes 10 years (10 to the 25th power) in just 5 minutes. On the same day, Google posted a message on the website saying that in addition to high-speed computing power, this chip named "Willow" also has outstanding error correction ability, paving the way for the development of "practical large-scale quantum computers".Chen Long was selected into the World Badminton Hall of Fame, and Guoyu won many awards of the year. On December 9, Beijing time, the welcome dinner of the 2024 World Badminton Year-end Finals and the award ceremony of the best athlete of the year were held in Hangzhou. The ceremony announced the results of the best selection of the year. Guoyu gained a lot and won many awards of the year: the best male athlete of the year: Shi Yuqi; Best mixed doubles combination of the year: Huang Dongping/Feng Yanzhe; Best men's doubles combination of the year: Liang Weikeng/Wang Chang; Best women's doubles combination of the year: Liu Shengshu/Tan Ning; Best Disabled Male Athlete of the Year: Qu Zimo WH1;; Best Disabled Female Athlete of the Year: Liu Yutong WH2 and Li Fengmei SH6.The Hang Seng Index of Hong Kong stocks opened higher by 3.21%, the index of state-owned enterprises rose by 3.46%, and the branch index rose by 4.24%.
Fushi Holdings decreased by 3.23% today, and the net sales of Beijing-sponsored seats was 164 million yuan, while Fushi Holdings decreased by 3.23% today, with a turnover of 3.424 billion yuan and a turnover rate of 43.73%. After-hours statistics show that Beijing-sponsored seats sold 164 million yuan, seats dedicated to one institution bought 15.6999 million yuan and seats dedicated to two institutions sold 81.5964 million yuan.视觉交易香港收购在香港暂停交易。Pacific Securities: The historical low of the valuation office of liquor industry is about to be repaired. The Pacific Securities Research Report pointed out that the liquor industry is rationally slowing down, and the valuation office is at a historical low, and it is about to be repaired. Next year, the leading growth target will generally drop to single digits. However, the accumulated inventory risk and pricing pressure still need time to gradually ease after the imbalance between supply and demand has intensified in the past two years and the previous industry bubble has receded. With the economic recovery stimulated by this round of policies and the stabilization of the bottom of the real estate industry, the liquor industry is expected to usher in a wave of recovery. Since 2023, industry differentiation has intensified, but with the improvement of management level and refined channel operation in recent years, excellent wine enterprises have stronger marketing foundation and anti-risk ability compared with previous downward cycles. The price of high-end wine determines the brand position, so the approval price is more important, which depends on the choice of quantity and price and the control of approval price by wine enterprises. Sub-high-end needs to pay more attention to channel risks. The high growth brought by pre-distribution investment needs to be tested in the downward period, and once the channel collapses and stalls, it is difficult to reverse it. Real estate wine pays attention to the growth momentum of internal product structure and the market potential in and around the province. The upgrading speed determines the slope and the ceiling determines the space. Suggested attention: Wuliangye, LU ZHOU LAO JIAO CO.,LTD, Shuijingfang, etc.
Strategy guide 12-13
Strategy guide 12-13
Strategy guide
12-13
Strategy guide
Strategy guide 12-13