Market News: The Knesset group approved a bill to increase deficit ratio's GDP to 7.7%, which will be submitted to the Knesset plenary session for voting.Shanghai Ailu: Signed the Strategic Cooperation Agreement with Huaneng New Energy. Shanghai Ailu (301062) announced on the evening of December 11th and signed the Strategic Cooperation Agreement with Huaneng New Energy: Huaneng New Energy will combine the technological research and development and industrial introduction advantages of the company and its holding subsidiary Aina New Energy, and conduct business transactions on the "glass fiber reinforced polyurethane composite frame" products independently developed by Aina New Energy, and through product procurement and technical exchange.It is reported that Walgreens Boots Alliance is negotiating to sell itself to a private equity company, which will delist the drugstore chain. The company's share price has been declining for nearly ten years. According to informed sources, Wobolian and Sycamore Partners have been discussing a deal, which may be completed as early as early next year, provided that the negotiations do not break down. It is reported that the market value of Wobolian peaked at more than 100 billion US dollars in 2015, but it has shrunk to about 7.5 billion US dollars since then.
South Korea's chaebol triggered public outrage among investors, and regulators began to show their swords and rectify. For half a century, South Korea's oligarchs have dominated almost every economic field. They are in charge of corporate giants, making waves in political circles, carefully planning mysterious business transactions, and sacrificing the interests of shareholders while making profits for themselves. Regulators and investors began to show their swords. South Korean President Yin Xiyue announced that martial law was hastily lifted, or faced the fate of stepping down. The current political situation may accelerate this counterattack process again.Zhengshang Institute: Xinfengming Jiangsu Xintuo New Materials Co., Ltd. was added as the designated short fiber delivery warehouse. Zhengzhou Commodity Exchange announced on the 11th that after research, Xinfengming Jiangsu Xintuo New Materials Co., Ltd. was added as the designated short fiber delivery warehouse, and the short fiber futures delivery business was started from the date of announcement, with the daily minimum delivery speed of 1,000 tons/day and the premium of 0 yuan/ton.Meifeng, Sichuan: The wellhead natural gas trial production and recovery project has entered the trial production stage. meifeng, Sichuan announced that the trial production and recovery project of "Jinshi 103 Well" invested and built by Dongcai Shuangrui has completed the joint commissioning, and the trial production LNG products meet the requirements of national standards and are now entering the trial production stage. The total investment of the project is about 70 million yuan, and the main construction content is a set of wellhead gas trial production recovery device with a daily processing capacity of 200,000 m and supporting utilities and auxiliary facilities.
On the 11th, the 10-year treasury bond futures fell by 0.09%, and the latest main contract positions changed as follows. According to the exchange data, as of December 11th, the main contract 10-year treasury bond futures closed at 2503, up or down by -0.09%, with a turnover of 65,600 lots. The position data showed that the top 20 seats were clear, and the difference position was 4,068 lots. The total number of 10-year treasury bond futures contracts was 69,300 lots, a decrease of 26,600 lots from the previous day. The first 20 seats in the contract held 176,000 lots, a decrease of 3,678 lots from the previous day. The short positions in the top 20 seats of the contract were 181,200 lots, a decrease of 713 lots from the previous day. (Sina Futures)Shenzhen reports an explosion in a residential building: fire rescue forces have arrived, and Shenzhen Fire Release Report: At 14: 46 on December 11, 2024, Shenzhen Fire Rescue Detachment received an alarm: an alarm occurred in Yuefu Phase II Building, Yuehai Street, Nanshan District, and the command center dispatched 16 fire engines and 80 fire rescue personnel from the first battle force to the scene for disposal, and the full-time command group of Nanshan Brigade was dispatched. At present, fire rescue forces have arrived, and the specific situation needs further verification.With the intensive IPO process of domestic semiconductor companies, we can seize new opportunities in the semiconductor chip industry through the semiconductor ETF(512480). On December 11th, the semiconductor ETF(512480) closed up 0.20% with a turnover of 1.29 billion yuan. The constituent stocks are mixed. In terms of rising, the Cambrian led the rise, and Weir shares followed. In terms of decline, Zhongwei Company led the decline, and Haiguang Information followed suit. In the news, in the fourth quarter of 2024, the IPO acceptance review in science and technology innovation board has been accelerated, with 12 companies updating their review status, mostly in the semiconductor industry. According to industry insiders, from the current audit dynamics, materials, parts and components in the upstream of the industry, as well as AI chips in the design process, may be more popular in the future. Guojin Securities pointed out that semiconductor self-control is the general trend, and it is optimistic about semiconductor equipment parts, materials and domestic computing power industry chain. CITIC Securities said that it is expected that the overall localization pace of the domestic semiconductor industry will be further accelerated, and the manufacturing sector is also expected to benefit. Investors can take advantage of the semiconductor ETF(512480) to grasp the new opportunities in the semiconductor chip industry.
Strategy guide 12-14
Strategy guide 12-14