Guangdong: crude steel production can be regulated according to the completion of ultra-low emission transformation. The Guangdong Provincial People's Government issued an action plan for continuous improvement of air quality in Guangdong Province, and carried out ultra-low emission transformation in key industries in an orderly manner. By 2025, the iron and steel enterprises in the province will basically complete the ultra-low emission transformation, and the crude steel output can be regulated according to the completion of the ultra-low emission transformation. Promote existing cement clinker production enterprises (excluding mines) and independent grinding stations to implement ultra-low emission transformation, implement positive incentive policies such as reducing peak shifting production time for enterprises that meet the requirements of ultra-low emission transformation, and build new (including relocated) cement clinker production enterprises (excluding mines) and independent grinding stations in accordance with ultra-low emission requirements.In November, the national second-hand car market traded 1,785,600 vehicles, up 4.33% from the previous month. On December 10th, according to china automobile dealers association, in November 2024, the national second-hand car market traded 1,785,600 vehicles, up 4.33% from the previous month and 8.12% from the same period last year, with a transaction amount of 114.167 billion yuan. From January to November, 2024, the cumulative transaction volume of used cars was 17,713,900, up 5.74% year-on-year, up 961,600 compared with the same period, and the cumulative transaction amount was 1,165.243 billion yuan.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.
Aoyuan Group: It failed to pay off the due debt principal of about 43 billion yuan in time. Aoyuan Group Co., Ltd. issued an announcement to disclose the latest situation of the company's debt settlement and pending litigation. According to the announcement, as of November 30, 2024, the accumulated debt principal that Aoyuan Group failed to pay off in time was about 43.028 billion yuan, of which the open market debt principal that failed to pay off in time was 250,000 yuan; The company and its subsidiaries are involved in a number of major pending lawsuits, involving about 60.600 billion yuan, including about 52.554 billion yuan related to financing and 8.046 billion yuan related to non-financing. In addition, Aoyuan Group has 64 pieces of information about untrustworthy executors, involving a total amount of 2.228 billion yuan.Ubs keeps the rating of western oil companies neutral.The first batch of SSE 180ETFs have been issued. After the SSE 180 index has been upgraded, the first batch of SSE 180ETFs-Yifangda SSE 180 ETF and Xingye SSE 180 ETF are being issued this week, and six SSE 180 ETFs under Penghua, Nanfang, Huatai Bairui, Tianhong, Ping An and Yin Hua will be issued one after another from next week. Shanghai Stock Exchange 180 Index is one of the important benchmark indexes in China's capital market and Shanghai Stock Exchange index system. It consists of 180 securities with large scale and good liquidity in Shanghai Stock Exchange. It is positioned to reflect the overall performance of securities of core listed companies in Shanghai Stock Exchange, covering 60% of the market value, 7% of dividends and 80% of profits of listed companies in Shanghai Stock Exchange. A few days ago, the Shanghai Stock Exchange and the China Securities Index Company announced the revision of the Shanghai Stock Exchange 180 Index compilation plan, which will be officially implemented on December 16th. After this optimization, its industry distribution is basically the same as that of Shanghai stock market as a whole, and it is the most representative broad-based component index in Shanghai market. With the optimization of the index scheme, the product is expanding. Market participants pointed out that among many A-share core broad-base indexes, the SSE 180 Index is the broad-base index with the best comprehensive properties in the A-share market, considering the representativeness, stability, profitability, investment and scientific and technological properties of the index. (The Paper)
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.A shares may have more upside! Core assets can be laid out with one click through the Shanghai and Shenzhen 300ETF South (159925). On December 10th, the Shanghai and Shenzhen 300ETF South (159925) closed up 0.83%, with a turnover of 115 million yuan. Component stocks rose strongly, with China Merchants Bank and Wuliangye rising by over 2%, and Kweichow Moutai, China Ping 'an and Zijin Mining rising by over 1%. China Merchants Securities said that at present, the expected returns of wealth management products and deposit interest rates are declining, the expected returns of various types of assets are declining, residents' deposits and net deposits are soaring, and residents' investment funds are greatly increased. In this state of asset shortage, if the profit-making effect of the follow-up equity market continues to improve and residents' deposits move to the equity market, theoretically, A shares will have greater upside. In terms of configuration, among the industries before and after the two important meetings in December, petroleum and petrochemical, food and beverage, household appliances, social services, medicine and biology, agriculture, forestry, animal husbandry and fishery are more likely to rise. You can use the Shanghai and Shenzhen 300ETF South (159925) to lay out the core assets with one click.Yuanfei Pet: The company's overseas sales revenue and profits are on the rise. On December 9, Yuanfei Pet said that at present, the company maintains a good development trend and we have great confidence in the future market development at home and abroad. Since the beginning of this year, due to the continuous increase in the demand of the pet industry and the continuous rise in the company's comprehensive competitiveness, the sales revenue and profit realization of the company's overseas sales have shown an upward trend. At present, the company has put into production a total of four production bases, and has two production bases in Pingyang, Wenzhou, which are equipped with many production lines such as pet snacks, pet traction appliances and pet toys. There are two production bases in Cambodia, namely, Aitao, Cambodia, which focuses on pet food, and Ryder, Cambodia, which focuses on pet products. In the second half of this year, Ryder, Cambodia added a new pet toy production line. In addition, factories in Bangladesh and China are under construction.
Strategy guide
12-13
Strategy guide 12-13
Strategy guide
12-13