Hong Kong stock black sesame intelligence once rose more than 20%. The company was recently included in the Hong Kong Stock Connect, and its interim net profit turned a profit year-on-year.Reuters opinion polls show that 94% of economists said that the tariffs of US President-elect Trump will have a negative or some negative impact on the Japanese economy; 51 of 52 economists said that the Bank of Japan will raise interest rates to at least 0.50% before the end of March; 58% of analysts said that the Bank of Japan will keep the benchmark interest rate unchanged at 0.25% in December, compared with 44% in November; The salary increase in Japan's labor negotiations in the next fiscal year is 4.7%, which is lower than the median forecast of 5.1% in this fiscal year.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".
Guangdong: In the next five years, 10 billion yuan will be invested to support the development of the tourism industry. On December 12th, a site meeting was held to promote the implementation of the spirit of the provincial tourism development conference in Guangdong. The meeting proposed to promote the implementation of the "three hundred" plan for cultural tourism investment, that is, to promote 100 major projects under construction and 100 key investment projects, to coordinate provincial financial investment of 10 billion yuan to support the development of tourism industry in the next five years, and to accelerate the implementation of the list of 100 major projects under construction and 100 key investment projects.Zhejiang: By 2027, the output value of the province's industrial machine tool industry will exceed 150 billion yuan. The Office of the Leading Group for High-quality Development of Manufacturing Industry in Zhejiang Province recently issued the Implementation Plan for High-quality Development of Industrial Machine Tool Industry in Zhejiang Province (2025-2027). The "Implementation Plan" proposes that by 2025, the output value of the province's industrial machine tool industry will exceed 120 billion yuan, making it the highland of the national high-end industrial machine tool industry. Positive results have been achieved in the construction of the national advanced manufacturing cluster of East Zhejiang industrial machine tools, with 30 new "little giant" enterprises specializing in manufacturing and 50 new products. Form a number of application scenarios with national promotion value. By 2027, the output value of the province's industrial machine tool industry will exceed 150 billion yuan, the supporting level of key core technologies and key functional components will be greatly improved, and the level of integrated application will be at the forefront of the country.Wanwuyun: Signing a new framework agreement with Vanke, with the term ending at the end of 2027. On December 13th, Wanwu cloud hosting Science and Technology Service Co., Ltd. (02602.HK) issued an announcement. In view of the fact that the existing framework agreement will expire on December 31st, 2024 and the company intends to continue to sign similar transactions thereafter, the board of directors announced that Wanwuyun signed a new framework agreement with Vanke on December 12th, 2024, including a framework agreement on the use and maintenance of new technology systems. New property leasing Framework Agreement; New AIoT and BPaaS solution service framework agreement; New property service framework agreement; New value-added service framework agreement; And the new property agency service framework agreement, valid from January 1, 2025 to December 31, 2027. As of the date of announcement, Vanke Company accounts for 56.84% of the issued share capital of Wanwuyun and is the controlling shareholder. At the same time, the announcement shows that the extraordinary general meeting of shareholders will be held on December 31, 2024 to review and approve related transactions and annual caps. In addition, Wanwuyun announced that its registered address in China has been changed to Room 2201, Building B, Chuangzhiyun Center, No.1 Guangsha Road, Futian District, Shenzhen City, Guangdong Province.
Argentina made the final verdict of sunset review of anti-dumping against China's spring shock absorbers. According to China Trade Relief Information Network, on December 12, the Argentine Ministry of Economic Affairs issued Announcement No.1364 in 2024, which made the negative final verdict of the first sunset review of anti-dumping on spring shock absorbers originating in China, including single shock absorber components, used in motorcycles and bicycles equipped with auxiliary engines with or without buckets, and decided not to continue to impose anti-dumping duties on the products involved. The announcement shall take effect as of the date of promulgation. This case involves the products under the tax numbers of 8714.10.00 and 8714.99.90 of the Southern Communist Party.Luo Zhiheng, Yuekai Securities: It is expected that the monetary policy will be further strengthened in 2025, or the RRR will be lowered or the interest rate will be reduced by 0.5 percentage points respectively. The Central Economic Work Conference will be held in Beijing from December 11 to 12. Luo Zhiheng, chief economist and dean of the research institute of Yuekai Securities, believes that overall, the tone of the meeting is more positive, and positive signals are released in terms of work objectives, policy tone and task deployment next year, which is conducive to strengthening and consolidating the momentum of sustained economic recovery next year. It is still a high probability that China's economy will achieve a growth rate of around 5% next year, as long as we implement greater fiscal and monetary policies, ensure that the policies work in the same direction, and promote a series of institutional reforms that restrict development. Luo Zhiheng predicts that in 2025, the monetary policy will be further strengthened, and the RRR and interest rate will be lowered by 0.5 percentage points respectively throughout the year; Rhythm or more advanced. In addition, the monetary policy toolbox will be further enriched and improved. On the one hand, it will adjust and optimize the policy tools such as refinancing of affordable housing, "convenient exchange of securities, funds and insurance companies" and stock repurchase and refinancing, which will be implemented and achieved practical results; On the other hand, we may appropriately narrow the width of the interest rate corridor and guide the money market interest rate to run smoothly around the policy interest rate center.South Korean police: A compulsory investigation of Yin Xiyue is being considered. The South Korean police said on the 13th that they are discussing a compulsory investigation of President Yin Xiyue and considering a seizure and search of his communication records and presidential residence. The special investigation team of the National Investigation Headquarters under the South Korean Police Agency held a press conference on the same day, saying that the plan to detain and search the presidential residence in Hannandong, Longshan District, Seoul is in the "discussion stage". The police are considering seizing and searching Yin Xiyue's communication records. (Xinhua News Agency)
Strategy guide 12-14
Strategy guide 12-14