Zou Yingguang, General Manager of CITIC Securities: It is expected that the demand for cross-border investment and financing at home and abroad will be further released. At the investor open day of CITIC Securities in 2024, Zou Yingguang, General Manager of CITIC Securities, said that the demand for two-way cross-border investment and financing is very strong, whether it is a China enterprise "going abroad" or an overseas investor "coming to China". Among them, with the rapid evolution of China's new open economic system, cross-border finance will usher in greater development space, and securities companies will be in cross-border finance. In the medium and long term, China's macro securitization rate is still accelerating, the internationalization of Chinese-funded enterprises will continue to increase, and the opening up of China's capital market will continue to increase. It is expected that the demand for cross-border investment and financing from domestic and foreign customers will be further released.Runhe Software and other 300 million yuan set up a venture capital fund partnership. The enterprise search APP shows that Yuanshi (Changzhou) venture capital fund partnership (limited partnership) was established recently with a capital contribution of 300 million yuan, and its business scope includes: venture capital (limited investment in unlisted enterprises); Engage in equity investment, investment management, asset management and other activities with private equity funds. Enterprise equity penetration shows that the enterprise is jointly held by Runhe Software.Ping An Securities: The gold price center is expected to increase in 2025. Ping An Securities released the 2025 annual strategy report of nonferrous metals and new materials industry, saying that nonferrous metals have entered a stage of high fluctuation in 2024, and the main pricing lines and core variables have changed to varying degrees. 2025 is still a year in which the core contradictions of various varieties continue to ferment, and the monetary attributes of precious metals represented by gold are expected to continue to be prominent. It is expected that the gold price center will still improve throughout the year, and it is recommended to pay attention to Shandong gold and Zhongjin gold; The long-term resource bottleneck of industrial metal copper has bottomed out, and the demand elasticity driven by internal and external policies is expected to be gradually released. It is suggested to pay attention to Zijin Mining and Luoyang Molybdenum Industry; The supply and demand pattern of electrolytic aluminum continues to improve, and the demand side maintains a high growth rate under the shrinking supply elasticity, and the long-term center of aluminum price is expected to further rise. It is recommended to pay attention to Tianshan Aluminum, China Aluminum, Shenhuo and Yunnan Aluminum. Tin resources are in short supply or accelerated transmission, and the gap between supply and demand is further enlarged. It is suggested to pay attention to tin industry shares; At the bottom of the energy metal industry, it is confirmed that enterprises with lower valuation level may enjoy greater flexibility under the marginal improvement of fundamentals. It is recommended to pay attention to enterprises with significant integration advantages, and it is recommended to pay attention to China Mining Resources, Tianqi Lithium Industry and Huayou Cobalt Industry.
Laiyifen set up a business development company including integrated circuit business. The enterprise search APP shows that recently, Shanghai Laiyifen Future Domain Business Development Co., Ltd. was established, with the legal representative of Yu Ruifen and the registered capital of 1 million yuan. Its business scope includes: the second type of value-added telecommunications business; Internet information service; Communication equipment sales; Integrated circuit chips and product sales; Integrated circuit sales, etc. Enterprise investigation shows that the company is wholly owned by Laiyi.A total of 211 cases of monkeypox have been reported in France this year. The French Public Health Agency issued a communique on the 11th, saying that 211 cases of monkeypox have been reported in France this year, including 2 new cases in the past two weeks. The communique said that these monkeypox patients are all adults, including 203 males and 8 females. According to reports, after viral gene sequencing, 168 cases were infected with monkeypox virus II, of which 61 cases were further diagnosed as infected monkeypox virus IIb. (Xinhua News Agency)The turnover of Shanghai and Shenzhen stock markets exceeded 1 trillion for the 52nd consecutive trading day, exceeding 10 billion compared with yesterday.
In 2024, the qualification examination and approval of the first batch of new materials insurance compensation was started, and the Ministry of Industry and Information Technology recently issued a notice to organize the qualification examination and approval of the first batch of new materials insurance compensation in 2024. It is clear that the enterprise applying for qualification should be an enterprise that produces and manufactures the products listed in the Catalogue for the Demonstration and Guidance of the First Application of Key New Materials (2024 Edition). It belongs to an independent legal person registered in People's Republic of China (PRC), has strong design and development, manufacturing and industrialization capabilities, has a relatively complete team of professional technicians, and has mastered the core technology and intellectual property rights of this product development. The qualification examination and approval procedures need to go through three steps: enterprise declaration, review by local industrial and information authorities or recommended units such as the central enterprise group, and expert review organized by the Ministry of Industry and Information Technology. After review, the product compensation qualification is determined, and the amount of subsidy funds is approved according to a certain proportion of the product value, and the effective period is no more than 3 years.The trading of traditional Chinese medicine has increased the daily limit of Panlong Pharmaceutical, the trading of traditional Chinese medicine has increased, Panlong Pharmaceutical has increased its daily limit, Xiangxue Pharmaceutical has increased by over 9%, and Kunyao Group, Weikang Pharmaceutical, Huasen Pharmaceutical and Xinguang Pharmaceutical have followed suit.The personal pension system has been extended to the whole country. On December 12th, the Ministry of Human Resources and Social Security and other five departments issued the Notice on the Full Implementation of the Personal Pension System. Since December 15th, the personal pension system has been extended to the whole country from 36 pilot cities (regions). (Xinhua News Agency)
Strategy guide
12-14
Strategy guide
12-14