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2024-12-14 03:32:33

Ministry of Finance of the Republic of Korea: We will pay close attention to the financial and foreign exchange market trends and take adequate measures to curb excessive fluctuations in the foreign exchange market.CITIC Securities: More positive policy signals are expected to drive the market of resource products. CITIC Securities Research Report said that the Politburo meeting released more positive policy signals, and the improvement of the real economy is expected to boost the prices of upstream resource products and lead the sector to return to the upward trend. It is suggested to focus on three main lines: 1) improving the fundamentals of general steel, coking coal, copper-aluminum basic metals and chemicals with strong consumption attributes; 2) Bonus varieties such as crude oil and thermal coal under favorable market liquidity; 3) Growing varieties such as lithium and rare earth under the favorable market style.Argentine President Millay: It will take four years to close the central bank. According to the video released by the media Infobae on Tuesday, Argentine President Millay said that it will take four years to close the country's central bank. Millay predicts that the economy will grow and inflation will fall next year. When asked about the possibility of closing the Argentine central bank in 2025, he said, "We don't have time. I have always said that it will take four years, and I have only been in power for one year. "


One case of pre-application for residential land in Fengtai District, Beijing, with an initial total price of 4.008 billion yuan. According to official website of Beijing Municipal Planning and Natural Resources Committee, one case of pre-application for residential land in Fengtai District, Beijing, with an initial total price of 4.008 billion yuan. This plot is plot No.056 [2024], namely plot FT00-2404-0005 of the reconstruction project of the cold storage in the southwest suburb of Fengtai District, Beijing, with a land area of 27,422.21 square meters and a planned construction area of 69,104 square meters. The pre-application for this plot will be accepted from December 9, 2024 to January 7, 2025.Galaxy Securities: The equity market rebounded, and the improved double-low strategy exceeded 9% during the year. According to china galaxy Securities, the last cycle (11.26-12.9) recorded 2.3%, 1.7% and 3.2% respectively (the benchmark for the same period was 2.7%). Since the beginning of this year, the performance of the three types of strategies has been 8.5%, 8.6% and 15.1% respectively (the benchmark for the same period is 6.6%), and the cumulative excess rate of return is 2-9%. In the last cycle, the equity market rebounded and repaired. Wandequan A rose by 4.05%, and CSI convertible bonds followed (2.68%), among which the double-low style (3.25%) rose higher, and the low-price enhancement and low-price large-market strategy slightly underperformed the benchmark, and the double-low improvement strategy continued to dominate.Maotai Group went to Laos, Cambodia and Thailand for investigation and exchange. From December 3 to 9, local time, Wan Bo, member of the Party Committee and deputy general manager of Maotai Group, led a team to Laos, Cambodia and Thailand for investigation and exchange. Through in-depth investigation of the local market, the brand promotion activities of "Maotai Night" were carried out, which continued to promote Maotai's deep cultivation in Southeast Asia. During this period, Wanbo and his party also visited Eisenwo, Chairman of the China-Cambodia Friendship Exchange Association, Princess Norodom Allen Rasmi, Director of the Cambodian Royal Modita Foundation, former Thai Deputy Prime Minister Chichai Vanashati, Chairman of the Thailand-China Friendship Association and former Thai Deputy Prime Minister Gong Taparansi, and Lao Minister of Education and Sports Pu Simarong to discuss how Maotai culture and Southeast Asian cultures can be blended and promoted together to help Maotai and China traditional culture go to sea.


Greedy was elected as the representative word of Taiwan Province in 2024, and the voting results of Taiwan Province 2024 representative word were announced on the 10th. The word "Greedy" ranked first with 8736 votes and was elected as the representative word of this year. The word "dou" and "cheat" are ranked second and third respectively. This annual representative voting activity in Taiwan Province is sponsored by United Daily News. People from all walks of life are invited to recommend it, and then the people vote by telephone, SMS and online. A total of 57 candidate words were collected this year, and the top 10 were ranked as greed, struggle, fraud, resilience, earthquake, financing, danger, security and electricity in the order of votes. (Xinhua News Agency)CITIC Securities: The logic of "grabbing exports" is expected to support the short-term performance of China's exports. According to the CITIC Securities Research Report, in November, China's exports maintained a certain growth rate, exports to emerging markets maintained a high growth rate, and exports of mechanical and electrical products performed brilliantly. In the short term, both CCFI index and SCFI index are on the rise, and the logic of "grabbing exports" is expected to support the short-term performance of China's exports. In the long run, if the United States imposes tariffs on China, China's export performance may be dragged down. However, based on the analysis of the import share structure of the United States, the European Union, Vietnam, Mexico and other economies, we can see that the current pattern of China's trade diversification has improved compared with the last round of Sino-US trade friction, and the trade between emerging markets and China has become closer and closer. The imposition of tariffs by the United States on China may affect the bilateral trade between China and the United States more, and domestic enterprises going to sea and re-exporting trade may still be effective ways to hedge the impact of US tariffs on China.CITIC Jiantou: China's commercial space layout continues to land, and SpaceX's first mobile phone direct connection constellation has been built. CITIC Jiantou Research Report said that China's state-owned private enterprises have laid out one after another, and the satellite development and rocket launch modes have gradually transformed, and commercial space forces are expected to accelerate the layout process of low-orbit Internet. Recently, China Aerospace Science and Technology Corporation Commercial Satellite Co., Ltd. unveiled its design concept of Internet satellite for the first time, including standardization, low cost, integration, digitalization and scale. The company's production line in Tianjin has an annual production capacity of more than 100 satellites, and the satellite super factory in Wenchang, Hainan is expected to be put into operation in 2025, with an annual production capacity of 1,000 satellites. The third batch of networked satellites in Qian Fan (G60) constellation was successfully launched, and the number of satellites in orbit increased to 54. China Telecom invested 1 billion yuan to set up a new satellite company. Internationally, SpaceX has built the world's first low-orbit mobile phone direct connection constellation, and the three European aerospace giants Airbus Group, Terez Company and Leonardo Company want to jointly build a new satellite company.

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