Two China scholars were selected as the top ten figures in Nature, and on December 10th, Nature published the top ten figures in 2024. Two scholars from China were selected, namely Professor Xu Huji, a rheumatologist from the PLA Naval Medical University, and Li Chunlai, a researcher at the National Astronomical Observatory of the Chinese Academy of Sciences and deputy chief designer of the Chang 'e-6 mission project. (CBN)The trio set up a new digital technology company in Horgos, and the enterprise search APP shows that Horgos moderns Digital Technology Co., Ltd. was recently established, with Ye Gengen as the legal representative and a registered capital of 10 million yuan. Its business scope includes: digital creative product exhibition service; Data processing and storage support services, etc. Enterprise investigation shows that the company is wholly owned by three banks.Liang Zhonghua of Haitong Securities: The general direction of "positive" macro policy in 2025 has been determined, and 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. Liang Zhonghua, chief macro analyst of Haitong Securities, said that judging from the statement of the meeting, the general direction of "positive" macro policy in 2025 is certain. Among them, "supernormal countercyclical adjustment" was put forward for the first time. Liang Zhonghua analyzed that "supernormal adjustment" may be different from QE (quantitative easing) in western countries, but refers to a traditional tool that has grown steadily in the past few years, making a breakthrough on the margin and playing the role of "keeping innovation" and "enriching and perfecting the policy toolbox". Judging from the policies that have been issued since September, this round of steady growth is a steady growth under the framework of "high quality". The high-quality framework will not change, and there will be no strong stimulation of flood irrigation. The meeting proposed to "implement a more active fiscal policy and a moderately loose monetary policy". Liang Zhonghua believes that next year's finance is expected to make further marginal efforts. It is expected that deficit ratio may improve. At present, 3.5%-4.0% is more likely, and the scale of special bonds may be marginally increased. Special government bonds supporting "duality" and "two innovations" will continue to be issued or increased. In addition, the debt-melting policy launched in November will also be the financial focus next year, and it is expected that special government bonds may be issued to supplement bank capital. In addition, the gradual interest rate cut will continue next year, and the structural monetary policy will continue to exert its strength. The meeting stressed that "it is necessary to vigorously boost consumption, improve investment efficiency, and expand domestic demand in all directions." In this regard, Liang Zhonghua believes that compared with Politburo meeting of the Chinese Communist Party's statement of "expanding domestic demand with the focus on boosting consumption" in July, this meeting pays more attention to expanding domestic demand, and its support is expected to be further increased in the future. Since the beginning of this year, with the extra-long special national debt funds in place, the consumption of consumer goods trade-in policy has gradually emerged. There is still room for further efforts to expand domestic demand policies such as replacing old consumer goods with new ones next year. Liang Zhonghua also mentioned that this meeting clearly put forward "stabilizing the property market and stock market", which shows that the policy pays high attention to the property market and stock market. As an important signal to pay attention to the economy and expectations, the policies of the property market and stock market are also positive.
The diet pills sector strengthened locally, with Changshan Pharmaceutical rising by over 13%, followed by Hanyu Pharmaceutical, Shengnuo Bio, Hongyuan Pharmaceutical and Borui Pharmaceutical.European stocks collectively opened lower, with the Stoxx 50 index in Europe down 0.3%, DAX index in Germany down 0.2%, FTSE 100 index in Britain down 0.4% and CAC 40 index in France down 0.4%.Stellantis Group: The joint venture battery factory with Contemporary Amperex Technology Co., Limited is planned to be put into operation at the end of 2026, with an annual production capacity of 50 GWh. On December 10th, Stellantis Group announced that it had reached an agreement with Contemporary Amperex Technology Co., Limited to set up a joint venture with an investment of up to 4.1 billion euros to build a large lithium iron phosphate battery factory in Zaragoza, Spain. The factory plans to start production at the end of 2026, and its planned annual production capacity can reach 50 GWh. Depending on the customary regulatory conditions and approval, it is expected that the transaction will be completed in 2025.
Musk responded that Cyberruck has no Logo: the design is special enough. Cybercab and Cyberruck are not equipped with the iconic "T" logo like the four flagship models. Tesla CEO Musk said on X that if the product is special enough, there is no need for any logo. When Musk showed Cybertruck in November 2019, he pointed out that most pickup trucks on the market today look the same. If the brand logo of the front of the car is removed, it is difficult to distinguish the pickup truck models of different manufacturers.Big financial stocks rose in intraday trading, with great wisdom hitting the daily limit. Tianmao Group, Guosheng Financial Holdings and Tianli Technology had previous daily limit, while huijin technology, Compass, Winson, Dongxing Securities and Oriental Fortune rose more than 5%.What does it mean for China's chip exports to exceed one trillion yuan? According to the latest data of the General Administration of Customs today, the export value of integrated circuits in China in the first 11 months was 1.03 trillion yuan, up 20.3% year-on-year. It is not easy for chip exports to break through trillions. In recent years, the United States has continuously suppressed China's chip industry, not only by itself, but also by pulling its allies to "contain" it. In this case, the export of integrated circuits in China continues to grow, which shows that the U.S. sanctions have not stopped the development of China's chip industry. Now, in all aspects of chip manufacturing, design, packaging and testing, China enterprises are far from the most advanced in the world, although there is still a gap, but they all have a certain level. The determination and ability of China chip industry enterprises to catch up have exceeded expectations. (The country is a through train)
Strategy guide 12-13
Strategy guide 12-13