The winning bid rate of China's 2-year treasury bonds was 1.06%, which was 31 basis points lower than last month. The Ministry of Finance of China issued treasury bonds today, and the weighted average winning bid rate of 2-year varieties was 1.06%. The data shows that the bid-winning interest rate is about 31 basis points lower than that when the national debt of the same term was issued in November, the lowest since Bloomberg recorded it in 2004.Dalian Shengya had a daily limit in the afternoon, and its share price hit a record high. Since November, its cumulative increase has exceeded 150%.De Mingli: Under the guidance of the strategic development plan focusing on storage industry, the company has sold touch-related businesses and assets. De Mingli said on the interactive platform that under the guidance of the strategic development plan focusing on storage industry, the company has sold touch-related businesses and assets to optimize resource allocation and business structure. For details, please refer to previous related announcements.
Trump supports that American dockers' employers should not replace them with automated equipment. US President-elect Donald Trump met with the leaders of the International Dockers' Association on Thursday and expressed his support for the dockers' union. The union's strike in October led to the closure of ports in the east and the Gulf Coast, and may now strike again. Trump met with Harold Daggett, chairman of the labor union, and Dennis Daggett, his son and executive vice chairman, and then posted on social media: "I have studied automation and know almost everything about it. The money saved is far less than the anxiety, pain and harm it brings to American workers. " The union's strike in October closed all major container ports from Houston to Miami to Boston for three days, and then the union agreed to return to work in exchange for a 61.5% contract salary increase in the next six years.The Hang Seng Index fell by 1.6%; Led by industrial and commercial stocks, the Hang Seng Index fell 1.6% to 20,072.69 in Hong Kong. In midday trading, industrial and commercial stocks led the market down, and all kinds of stocks fell; Of the 83 stocks, 75 fell and 7 rose. Meituan dragged down the index the most, falling by 2.8%. Budweiser Asia Pacific suffered the biggest decline, down 6.1%.In the first 11 months of this year, Guangdong's import and export increased by 10% year-on-year. According to statistics from Guangdong Branch of the General Administration of Customs, in the first 11 months of this year, Guangdong's foreign trade import and export reached 8.27 trillion yuan, up by 10% year-on-year, faster than the national growth rate by 5.1 percentage points, accounting for 20.8% of the national total import and export value. Among them, exports were 5.37 trillion yuan, an increase of 8.7%; Imports reached 2.9 trillion yuan, up by 12.6%.
Guosheng Financial Holdings hit the daily limit in the afternoon and staged the "Earth Sky Board". The turnover exceeded 3.5 billion yuan, and the stock price approached an all-time high.Ping An Securities: It is estimated that the overall net profit growth rate of listed banks will be 1% in 2025. Ping An Securities released the annual strategy report of the banking industry in 2025, saying that looking forward to 2025, the insufficient effective demand and the continuous pressure on asset-side pricing level are still important factors restricting the upward flexibility of bank profits. On the one hand, the inhibitory effect of insufficient effective demand on scale growth still exists, and it is estimated that the scale of new credit will be 17.9 trillion to 19.2 trillion yuan in 2025, corresponding to the year-end growth rate of 7.0%-7. On the other hand, the level of interest margin is also subject to the downward trend of asset-side pricing level, and factors such as LPR reduction, stock mortgage adjustment and implicit bond swap will continue to impact asset-side pricing. However, considering the acceleration of the reduction of deposit listing interest rate, the improvement of deposit repricing progress, and the supervision of manual interest payment and interbank liabilities, it is expected that the decline of interest margin will be slightly narrowed in 2025. In terms of asset quality, it is expected to remain stable, the policy will continue to exert its efforts to bottom out risks, the core indicators are expected to remain stable, and the provision is expected to continue to feed back the profit level. On the whole, it is estimated that the overall net profit growth rate of listed banks will be 1.0% in 2025. The idea of stock selection is "high dividend+pro-cyclical", and policy combination boxing promotes the repair of plate valuation.CICC: It is expected that the central bank will further set up other new monetary instruments in the future. CICC said that on the basis of Politburo meeting of the Chinese Communist Party, the policy objectives and directions of the Central Economic Work Conference have been further stated. For next year's economic goals, after "maintaining stable economic growth", the meeting proposed to "maintain overall stability in employment and prices" and pointed out that "we should pay attention to target guidance and strive to achieve an optimal combination of stable growth, stable employment and reasonable price recovery". In terms of monetary policy, CICC believes that this meeting clearly pointed out that "timely RRR cuts and interest rate cuts". It is expected that in order to meet the government bond issuance, credit supply and seasonal liquidity demand, the RRR cut may be implemented before the Spring Festival, and the interest rate cut may also be gradually promoted with the Fed's interest rate cut. CICC also judged that in the past period, the central bank has established new monetary instruments such as treasury bonds trading tools, securities fund insurance company exchange facilities, and affordable housing refinancing, and its ability to play a role in the stock, bond, real estate and other markets has been strengthened, and other new instruments may be further established in the future. (SSE)
Strategy guide
12-14
Strategy guide
Strategy guide
12-14
Strategy guide 12-14
Strategy guide
Strategy guide 12-14
Strategy guide 12-14
Strategy guide 12-14