2024-12-14 11:11:36
Ministry of Finance of Korea: If the volatility is excessively intensified, more market stabilization measures will be taken.CITIC Jiantou: The domestic cross-border e-commerce industrial chain has been gradually improved. CITIC Jiantou said that from 2010 to 2014, China's cross-border e-commerce entered a stage of rapid development. With the rise of mobile Internet infrastructure and the penetration rate of overseas cross-border e-commerce giants in the Mainland, the supporting facilities of the industrial chain have been gradually improved, subdivided and specialized, relevant policies have continued to exert their strength, and the customs supervision model has gradually become clear; Cross-border e-commerce industry chain is long, and there are relatively many hidden risk points because it involves cross-border. The cost structure of each link is mainly different due to the differences in participation roles, platform models, product types, warehousing and logistics structures, etc. Overall, the current cost structure is relatively stable, but there is also a large room for optimization. The degree of specialization and refinement of service providers will be improved, and the overall control, collaboration and empowerment of the industry chain and the refined arrangement led by big data and industry cognition will become one of the core competitiveness.CITIC Securities: It is expected that the global semiconductor and hardware fundamentals will resume their upward trend from the second quarter of next year. According to the CITIC Securities Research Report, the global semiconductor and hardware fundamentals are expected to remain weak from the fourth quarter of 2024 to the first quarter of 2025, and will resume their upward trend from the second quarter of 2025. Similar to 2024, GenAI is expected to continue to be the core driving force, but industrial opportunities are expected to continue to spread around NVIDIA. At the same time, we should also pay attention to the recovery progress of IT expenditure of European and American enterprises after the US election, the pull of end-side AI and windows10 EOL on consumer electronics and bulk storage chips, and the recovery process of automobile and industrial sectors at the bottom of the cycle. Tariff and trade policies, US macro and inflation data, and GenAI technology progress are expected to continue to be the core influencing variables of the industry. At the sub-sector level, our preference order is: advanced process, AI network (Ethernet equipment and high-speed interface), AI computing chip (ASIC, commercial GPU), AI server, enterprise IT equipment (network equipment, high-end storage, general server), consumer electronics (PC, mobile phone), analog chip, semiconductor equipment, bulk storage chip, mature process and so on.
Yuejiang: It is planned to sell about 40 million H shares globally through the IPO of Hong Kong stocks. It is expected to be listed on the Hong Kong Stock Exchange on December 23, and Yuejiang announced on the Hong Kong Stock Exchange on December 13 that the company plans to sell about 40 million H shares globally, with Hong Kong public offering accounting for 5% and international offering accounting for 95%. The offer price will not be higher than HK$ 20.80 per offering share, and it is currently expected to be not lower than HK$ 18.80 per offering share, with 200 shares per lot. It is expected that the shares will start trading on the Stock Exchange at 9: 00 am on Monday, December 23, 2024, Hong Kong time.Haitong Securities: The moderate price reduction of traditional Chinese medicine varieties continues. The domestic pharmaceutical industry is expected to set off a wave of mergers and acquisitions. Haitong Securities released a research report saying that the moderate price reduction of traditional Chinese medicine varieties continues. In 2024, the traditional Chinese medicine industry was under pressure due to the pressure of pharmacy terminal sales and inventory pressure, and it is expected to return to a good situation in the next 25 years. In addition, the continuous technological changes in the pharmaceutical industry, the development of IPO to mergers and acquisitions and the promotion of corporate governance optimization at the shareholder level are the main reasons for promoting mergers and acquisitions in the industry. In terms of fields, mergers and acquisitions are expected to occur intensively in sub-sectors such as medical devices, Chinese medicine, medical services, blood products and scientific research services.[In November, the global sales of pure electric and plug-in hybrid vehicles exceeded 1.8 million, with China accounting for 70%. According to the data released by market research company Rho Motion on Friday, the global sales of pure electric and plug-in hybrid vehicles increased for the seventh consecutive month in November, with a year-on-year increase of 32.3%, reaching 1.83 million, the third consecutive month reaching a record high. Among them, the sales of pure electric and plug-in hybrid vehicles in China market increased by 50%, reaching 1.27 million vehicles, accounting for nearly 70% of the total global sales.
The memorial hall for the victims of the Nanjing Massacre by the Japanese invaders held a ceremony to raise the national flag and fly it at half mast. (CCTV)Yuejiang: It is planned to sell about 40 million H shares globally through the IPO of Hong Kong stocks. It is expected to be listed on the Hong Kong Stock Exchange on December 23, and Yuejiang announced on the Hong Kong Stock Exchange on December 13 that the company plans to sell about 40 million H shares globally, with Hong Kong public offering accounting for 5% and international offering accounting for 95%. The offer price will not be higher than HK$ 20.80 per offering share, and it is currently expected to be not lower than HK$ 18.80 per offering share, with 200 shares per lot. It is expected that the shares will start trading on the Stock Exchange at 9: 00 am on Monday, December 23, 2024, Hong Kong time.The "unlimited price" for a single plot of high-quality land in Beijing has gradually started. After only half a month, Beijing once again auctioned a single plot of land exceeding 10 billion yuan. On December 12, the Wanquan Temple plot outside the southwest second ring road of Fengtai, Beijing was acquired by Zhonghai for 11.054 billion yuan. So far, the total number of land auctions in Beijing has reached 40 this year, and the total amount of land transfer fees has exceeded 150 billion yuan. It is worth mentioning that the future commercial housing sales of this plot are not limited. The industry unanimously believes that the cancellation of the double limit of land price and house price shows that the one with the highest price is becoming a new trend of high-quality land auction in Beijing, and on the other hand, it is a powerful performance of returning the property market to the market. (beijing business today)