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2024-12-13 04:32:33

New quality productivity is still the core of policy orientation! Kechuang 100TF (588190) closed up 1.71%. On December 10th, Kechuang 100TF (588190) closed up 1.71%, with a turnover of 667 million yuan. The constituent stocks rose strongly, with Guo Dun Quantum up 6.19%, Siwei up 4.18%, and Hengxuan Technology, Ruichuang Micro-nano and Alice followed suit. Huajin Securities said that developing new quality productivity is still the main policy orientation. The meeting clearly put forward that "scientific and technological innovation should lead the development of new quality productivity", showing that the emerging industries related to the eight new quality productivity are still the main direction of the policy. From a short-term perspective, positive policies are expected to drive A-shares to start the New Year's market. First, from the molecular perspective, the meeting may raise the market's expectation of economic recovery: the meeting can expect to adjust fiscal and monetary easing next year and further economic recovery. In terms of liquidity, further easing of monetary policy is expected to rise.Zhongyuan Trust Yunnan Green Food Co., Ltd. established the Plateau Modern Agriculture Investment Fund with a capital contribution of 500 million yuan. According to Tianyancha App, the Yunnan Plateau Modern Agriculture Investment Fund Partnership (Limited Partnership) was recently established, and the executive partner is Kunming Jingtou Equity Investment Fund Management Co., Ltd., with a capital contribution of about 500 million yuan. Its business scope is to engage in equity investment, investment management and asset management with private funds. According to the partner information, the fund is jointly funded by Zhongyuan Trust Co., Ltd., Yunnan Green Food Investment Group Co., Ltd. and Kunming Jingtou Equity Investment Fund Management Co., Ltd.Zhongyuan Trust Yunnan Green Food Co., Ltd. established the Plateau Modern Agriculture Investment Fund with a capital contribution of 500 million yuan. According to Tianyancha App, the Yunnan Plateau Modern Agriculture Investment Fund Partnership (Limited Partnership) was recently established, and the executive partner is Kunming Jingtou Equity Investment Fund Management Co., Ltd., with a capital contribution of about 500 million yuan. Its business scope is to engage in equity investment, investment management and asset management with private funds. According to the partner information, the fund is jointly funded by Zhongyuan Trust Co., Ltd., Yunnan Green Food Investment Group Co., Ltd. and Kunming Jingtou Equity Investment Fund Management Co., Ltd.


A shares may have more upside! Core assets can be laid out with one click through the Shanghai and Shenzhen 300ETF South (159925). On December 10th, the Shanghai and Shenzhen 300ETF South (159925) closed up 0.83%, with a turnover of 115 million yuan. Component stocks rose strongly, with China Merchants Bank and Wuliangye rising by over 2%, and Kweichow Moutai, China Ping 'an and Zijin Mining rising by over 1%. China Merchants Securities said that at present, the expected returns of wealth management products and deposit interest rates are declining, the expected returns of various types of assets are declining, residents' deposits and net deposits are soaring, and residents' investment funds are greatly increased. In this state of asset shortage, if the profit-making effect of the follow-up equity market continues to improve and residents' deposits move to the equity market, theoretically, A shares will have greater upside. In terms of configuration, among the industries before and after the two important meetings in December, petroleum and petrochemical, food and beverage, household appliances, social services, medicine and biology, agriculture, forestry, animal husbandry and fishery are more likely to rise. You can use the Shanghai and Shenzhen 300ETF South (159925) to lay out the core assets with one click.Beijing Securities Regulatory Bureau issued a warning letter to Longhui Investment: after SuperMap Software's shareholding reached 5%, it continued to buy and failed to stop trading according to regulations and fulfill the obligation of letter covering. Beijing Securities Regulatory Bureau issued a decision on taking administrative supervision measures to issue a warning letter to Beijing Longhui Investment Co., Ltd. According to the Prompt Announcement on Disclosure of Simplified Equity Change Report disclosed by SuperMap Software on December 10, 2024 and the Simplified Equity Change Report disclosed by the company, in November 2021, On November 28th, 2024, the company held 5.26% of SuperMap Software's shares in total, and became a shareholder holding more than 5% of SuperMap Software's shares. The company continued to buy shares of listed companies after the shareholding ratio reached 5%, and failed to stop trading and fulfill its information disclosure obligations as required. The above-mentioned behavior of the company violated relevant regulations. The Beijing Securities Regulatory Bureau decided to take the administrative supervision measures of issuing a warning letter to the company and record it in the integrity file of the securities and futures market. The company shall abide by the laws and regulations of the capital market, earnestly fulfill the obligation of information disclosure, prevent such behaviors from happening again, and submit a written report within 15 working days from the date of receiving this decision.The Turkish President and NATO Secretary-General discussed the situation in Syria by telephone. The Information Bureau of the Turkish Presidential Office released a message on December 10 local time, saying that Turkish President Erdogan had a telephone conversation with NATO Secretary-General Rutte on the same day, focusing on the latest development of the situation in Syria. Erdogan said that since the first day of the civil war in Syria, Turkey has always advocated maintaining the territorial integrity and stability of Syria. He stressed that Syria should be managed by the Syrian people, and Turkey will continue to do its best to build a unified and complete Syria free from terrorism.


Why does the watch suck on the glass? Apple's customer service responded that on the 10th, "Why does Apple Watch suck on the glass" was hotly debated on social platforms. In this regard, Apple's official customer service said on the 10 th that the dial of Apple Watch does not have any adsorption force. If it can be attached to smooth glass, it is necessary to consider whether it is the reason for the film of the watch. "If you can't take it off, you can try to tear off some of the film and see if you can move the dial away." Another customer service also said that the Apple Watch uses a retina display, and the dial will not be adsorbed with any material including glass. If there is such a situation, consider whether to stick a protective film. (Zhongxin Jingwei)In early trading, the main domestic futures contracts rose almost across the board, with coke and glass rising by over 5%, BR rubber and coking coal rising by over 4%, screw thread and soda ash rising by over 3%, iron ore rising by nearly 3%, and hot coil, polyvinyl chloride (PVC), para-xylene (PX), PTA, Shanghai Bank, Shanghai Tin, rapeseed meal and SC crude oil rising by over 2%. In terms of decline, asphalt and low sulfur fuel oil (LU) declined slightly.Five departments, including the Ministry of Industry and Information Technology, jointly deployed the "One-month-one-chain" financing for small and medium-sized enterprises to promote the nationwide activities. The Ministry of Industry and Information Technology, the Ministry of Finance, the People's Bank of China, the General Administration of Financial Supervision and the China Securities Regulatory Commission recently jointly issued the Notice on Launching the "One-month-one-chain" financing for small and medium-sized enterprises to promote the nationwide activities, so as to accelerate the construction of small and medium-sized enterprises' financing, promote a good ecology and help them develop with high quality. The theme of the "One Chain in January" SME financing promotion activities nationwide is "One Chain in January is beneficial to the smooth integration of enterprises", focusing on key SME groups such as high-quality SMEs and key nodes in the industrial chain, giving play to the role of "share, loan, insurance and burden" comprehensive financing means, and guiding financial resources to support SMEs in the chain more accurately by organizing various docking activities. (Ministry of Industry and Information Technology)

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