During the policy landing period, the market may become a structural market, which is expected to further benefit the performance of high-interest stocks. On December 13, the Standard & Poor's dividend ETF(562060) closed down by 1.93%, with a turnover of 35.7287 million yuan. Puyin International pointed out that next year, before the two sessions next year, it will enter the policy landing period, and more detailed policies will be gradually implemented. The superimposed overseas uncertainty may increase with Trump's coming to power, so we expect the market to present a structural market. Based on the profit growth rate, capital stock, liquidity and market sentiment, the overall performance of A shares may be more stable than that of overseas Chinese shares. Investment trading strategy suggests both offensive and defensive. When the market sentiment improves and the stock index rebounds, it is expected that the high beta sector, such as non-bank finance, optional and mandatory consumption, real estate and other sectors and individual stocks may be more elastic. When the market sentiment is low and the stock index fluctuates downward, funds may prefer more defensive sectors, such as telecommunications services. There are many high-quality and high-interest stocks in the defensive sector. There is still room for the Bank of China to cut interest rates further next year, which is expected to further benefit the performance of high-interest stocks.Goldman Sachs lowered the UK's GDP growth forecast for 2024 from the previous 1.2% to 1.0%.Deutsche Bank: There is little hope that the British economy will rebound at the end of the year. Sanjay Raja, an economist at Deutsche Bank, wrote in a research report that the British economy will face more twists and turns in the future. Data released on Friday showed that Britain's GDP contracted again in October from the previous month, which surprised the market. Raja said that business surveys predict that economic activity will further weaken in the last few months of this year. In his research report, he reminded investors that the uncertainty in taxation and expenditure, coupled with the reduction in retail and service consumption caused by bad weather, added more resistance to Britain's fragile economic recovery.
Shanghai Gold Exchange: the settlement price of NYAuTN12 contract in Shanghai New Zealand was 627.85 yuan/gram. On December 13th, Shanghai Gold Exchange issued a notice saying that NYAuTN12 contract in Shanghai New Zealand was settled on December 13th, 2024. The details of the settlement of the contract are as follows: the settlement price of NYAuTN12 contract in Shanghai New Zealand was 627.85 yuan/gram.On the 13th, the European futures of the container freight index rose by 7.03%, and the latest main contract positions changed as follows. According to the data of the exchange, as of December 13th, the European futures of the main contract container freight index closed at 2502, up or down by +7.03%, with a turnover of 41,900 lots. The position data showed that the top 20 seats were net, and the difference position was 3,022 lots. A total of 78,900 lots of European futures contracts were traded, an increase of 8,599 lots over the previous day. The first 20 seats in the contract held 25,100 lots, an increase of 466 lots over the previous day. The short positions in the top 20 seats of the contract were 22,100 lots, a decrease of 120 lots from the previous day. (Sina Futures)Hunan procuratorate prosecuted Wang Yonghong for alleged bribery and abuse of power according to law. Recently, the case of Wang Yonghong (deputy department level), former member of the Standing Committee of Shaoyang Municipal Committee of Hunan Province and former executive deputy mayor of the Municipal People's Government, was assigned jurisdiction by Hunan Provincial People's Procuratorate, and Loudi Municipal People's Procuratorate prosecuted Loudi Intermediate People's Court according to law. The case is being further processed. At the stage of examination and prosecution, the procuratorial organ informed the defendant Wang Yonghong of his litigation rights according to law, interrogated the defendant according to law and listened to the opinions of defenders. Loudi City People's Procuratorate sued the accusation that the defendant Wang Yonghong, as a national staff member, used his position to seek benefits for others and illegally accepted other people's property, with a huge amount; As a staff member of a state organ, he abuses his power, causing great losses to the interests of the state and the people. According to law, he should be investigated for criminal responsibility for accepting bribes and abusing his power.
Zhu Xiaohong, the former party secretary of Guizhou Aerospace Hospital, was decided to be arrested. According to the news of "Guizhou Procuratorate" WeChat WeChat official account, the case of Zhu Xiaohong, the former party secretary of Guizhou Aerospace Hospital (director level), was investigated by Zunyi City Supervision Committee and transferred to the procuratorate for review and prosecution. Under the jurisdiction designated by Zunyi Municipal People's Procuratorate, Fenggang County People's Procuratorate will review and prosecute. A few days ago, the Fenggang County People's Procuratorate made an arrest decision on Zhu Xiaohong on suspicion of accepting bribes. The case is being further processed.Wuzhong, Jiangsu; Dobutamine Hydrochloride Injection and Paramivir Injection are planned to win the bid for the national centralized drug procurement. Jiangsu Wuzhong announced that in the national centralized drug procurement, the bid price of Dobutamine Hydrochloride Injection and Paramivir Injection is 3.58 yuan and 7.47 yuan respectively. The procurement cycle of the two products is until December 31, 2027, and they are supplied to Fujian, Anhui, Jilin, Hubei, Beijing, Inner Mongolia and other provinces and cities respectively. Winning the bid will help to expand the sales of related products, improve market share and brand influence, and have a positive impact on the company's future business performance.Zhonglu Co., Ltd.: The total amount of taxes and late fees paid is 15,430,100 yuan. Zhonglu Co., Ltd. announced that the company, as a limited partner of Zhonglu Advantage, received its cash asset distribution according to the resolution of Zhonglu Advantage Partner Meeting. In view of the above-mentioned asset allocation matters, the company strictly abides by the relevant regulations and adopts the principle of "tax after distribution". As required, it has declared and paid enterprise income tax of 11,770,500 yuan and late payment fee of 3,659,500 yuan, totaling 15,430,100 yuan. The late payment fee paid by the company will be included in the current profit and loss in 2024, which is expected to affect the company's net profit attributable to shareholders of listed companies in 2024 by about 3,659,500 yuan.
Strategy guide
12-14
Strategy guide 12-14
Strategy guide 12-14
Strategy guide 12-14
Strategy guide
Strategy guide 12-14
Strategy guide 12-14