The central bank's open market today launched a 7-day reverse repurchase operation of 205.1 billion yuan, and the operating interest rate was flat at 1.50%. Today, 190.9 billion yuan of 7-day reverse repurchase expired, and the net investment on that day was 14.2 billion yuan.Solar energy and other new companies have set up photovoltaic power generation equipment business. The enterprise search APP shows that recently, China Energy Saving Ledebao Solar Technology (Delingha) Co., Ltd. was established, with Du Hu as the legal representative and a registered capital of 1 million yuan. Its business scope includes: sales of solar thermal utilization equipment; Lease of photovoltaic power generation equipment; Ecological restoration and ecological protection services, etc. Enterprise investigation shows that the company is jointly owned by China Energy Saving Solar Technology Co., Ltd. and Qinghai Laidebao New Materials Co., Ltd., a wholly-owned subsidiary of solar energy.It is reported that Baidu and Geely are taking the transfer process to pay the social security arrears for employees of Extreme Vietnam in November. According to media reports, on the evening of December 12, the CEO of Extreme Vietnam Xia Yiping and Geely and Baidu held a closed meeting. After several rounds of communication, Baidu and Geely are taking the transfer process to pay the arrears of social security for employees in November. Shareholders Geely and Baidu set up an emergency team to participate remotely. In response to this news, Baidu and Geely did not comment. (Sina Technology)
Kangxinuo said on the interactive platform that the company is promoting the research and development of a variety of innovative vaccines, submitting applications for related matters in accordance with the guiding principles of CDE, and actively communicating and reporting.Domestic insurance in Hong Kong stocks and Chinese brokerage stocks fluctuated lower, while domestic insurance in Hong Kong stocks and Chinese brokerage stocks fluctuated lower. Guolian Securities fell more than 5%, followed by New China Life Insurance, China Pacific Insurance, China Life Insurance, China Merchants Securities and china galaxy.Guojin Securities: The warm wind of medical policy comes first, then the progress of innovation going out to sea, and then the opportunity of performance reversal. Guojin Securities Research Report said that the core investment opportunities in the pharmaceutical sector in 25 years will revolve around three logics: 1) innovation going out to sea; 2) demand recovery; 3) Policy expectation reversal. At present, the policy warm wind comes first (the medical track policy continues to warm up, and the overall industry expectation is expected to be optimistic); Then, R&D and innovation will go to sea (innovative drug track will continue to make progress, and it will still be the hottest track in the pharmaceutical sector in 2025, especially it is recommended to pay attention to the clinical data reading and commercialization progress of the first-line target, as well as the fluctuation opportunity of the expected difference of the second-line innovative drugs), and then the performance growth rate is expected to bottom out in the first half of 2025 (but it will take time for this improvement in performance growth rate to come. Considering the current industry communication and historical base, it is expected that 4Q24 and 1Q25 should still be cautiously optimistic.)
Most gold stocks in Hong Kong stocks fell, and Lingbao Gold fell by nearly 5%. As of press time, Lingbao Gold (03330.HK) fell by 4.75%, Zijin Mining (02899.HK) fell by 2.82% and Zhaojin Mining (01818.HK) fell by 2.75%.The United States said that the ceasefire agreement in Gaza was close to being reached, but Hamas didn't respond. On the 12th local time, Sullivan, Assistant to the President of the United States for National Security Affairs, held talks with Israeli Prime Minister Benjamin Netanyahu. After the talks, Sullivan told the media that he thought Netanyahu was ready to reach a ceasefire agreement with Palestinian Islamic Resistance Movement (Hamas). According to US media reports on the 12th, sources said that the negotiating position of Palestinian Islamic Resistance Movement (Hamas) has softened, and it may agree to the temporary presence of Israeli troops in the Gaza after the ceasefire. However, Hamas has not yet responded to this news.Shanghai Securities: The pharmaceutical and bio-industry is expected to further repair its performance and valuation. The Shanghai Securities Research Report pointed out that with the support of policies and the adjustment of the internal structure of the industry, the pharmaceutical and bio-industry is expected to further repair its performance and valuation. It is suggested to pay attention to five directions: 1) Innovative drugs (with strong national policy support, the payment terminal is expected to further improve and go to sea to occupy the global market); 2)CXO (the negative impact of the biosafety bill event has been eliminated, and the demand for orders in the superimposed interest rate reduction cycle has increased, which is expected to usher in a double repair of performance and valuation); 3) Imitation and innovation (centralized procurement is expected to clear up, increase innovation, and traditional pharmaceutical companies will usher in new opportunities); 4) Traditional Chinese Medicine (the national policy supports the innovation of traditional Chinese medicine, and its performance is expected to maintain a good growth rate); 5) Medical devices (equipment updating, high-consumption innovation, low-consumption going to sea, etc.). Individual stocks can be concerned about: Baekje Shenzhou, Wuxi PharmaTech, China Resources Sanjiu and so on.
Strategy guide
Strategy guide 12-14
Strategy guide
Strategy guide 12-14
Strategy guide
12-14
Strategy guide 12-14
Strategy guide 12-14
Strategy guide 12-14
Strategy guide 12-14
Strategy guide 12-14
Strategy guide
12-14