Market news: Australia will punish technology giants who don't pay for news.The restricted shares with a market value of 2.546 billion yuan were lifted today. Yongda, Sitaili and Dameng Data were among the top companies in terms of market value. On Thursday (December 12), the restricted shares of 8 companies were lifted, with a total lifting amount of 175 million shares. According to the latest closing price, the total lifting market value was 2.546 billion yuan. Judging from the amount of lifting the ban, the number of shares lifted by the two companies exceeded 10 million. Si Taili, Yongda and Ningxin New Materials were among the top, with 95,895,400 shares, 65,203,300 shares and 6,633,200 shares respectively. Judging from the market value of lifting the ban, the number of shares lifted by the two companies exceeded 100 million yuan. Yongda Co., Ltd., Sitaili and Dameng Data are among the top companies in terms of market value, with market values of 1.039 billion yuan, 992 million yuan and 349 million yuan respectively. Judging from the proportion of shares released from the ban to the total share capital, the proportion of the two companies released from the ban exceeded 10%. Yongda Co., Ltd., Sitaili Co., Ltd. and Ningxincai Co., Ltd. have the highest proportion of lifting the ban, accounting for 27.17%, 21.87% and 7.13% respectively.China Bank's RMB clearing volume in Australia exceeded 100 trillion yuan. According to Bank of China, recently, Bank of China Sydney Branch and Bank of China Hong Kong jointly held a RMB forum in Sydney to celebrate the 10th anniversary of being an Australian RMB clearing bank. As the only RMB clearing bank in the South Pacific at present, in the past ten years, China Bank has taken root in Australia and South Pacific, continuously expanded its clearing network, cooperated with four local banks and other financial institutions in Australia, and became the main channel for RMB clearing of local important banks, providing RMB clearing volume of more than 100 trillion yuan.
18 shares were rated by brokers, and Yuhetian's target increased by 54.72%. On December 11th, a total of 18 shares were rated by brokers, and 6 of them announced their target prices. According to the highest target price, Yuhetian, Steady Medical Care and Fulongma ranked in the top, with increases of 54.72%, 19.96% and 17.62% respectively. Judging from the direction of rating adjustment, the ratings of 12 stocks remain unchanged and 6 stocks are rated for the first time. In addition, one stock attracted the attention of many brokers, and Hagrid Communications was ranked in the top number, with two brokers rating it respectively. Judging from the Wind industry to which the rated stocks are bought, the number of rated stocks for technical hardware and equipment, capital goods and materials II is the largest, with 4, 3 and 2 respectively.The US dollar just broke through the 7.2700 yuan mark against the offshore RMB, and the latest price was 7.2698 yuan, down 0.10% in the day.CITIC Jiantou: With the continuous promotion of new power system construction, the growth attribute of green power is expected to be highlighted. CITIC Jiantou Research Report said that recently, the National Energy Administration issued the "Guiding Opinions on Supporting the Innovation and Development of New Business Entities in the Power Field", proposing that new business entities should be exempted from applying for power business licenses and exploring the mechanism of establishing new energy direct connection to increase the supply of green power for enterprises. Specifically, the new business entities include distributed power supply, adjustable load, virtual power plant and smart microgrid. At present, the installed capacity of new energy in China is growing rapidly. Due to the restriction of power grid access capacity, the problem of power abandonment is on the rise. The mechanism of direct connection of new energy enterprises is helpful to improve the ability of local consumption of new energy, reduce the abandonment of wind and light, and promote the improvement of project yield. Generally speaking, with the continuous promotion of new power system construction, the profitability of new energy power generation projects is expected to improve marginally, and the growth attribute of green power is expected to be highlighted.
On the occasion of Yin Xiyue's speech, the increase of KOSPI index in South Korea narrowed to 0.3%, and it rose by 1.1% earlier.Shengmei Shanghai issued a statement on the new US export control regulations. Shengmei Shanghai issued a statement on the new US export control regulations, saying that on December 2, the BIS of the US Department of Commerce issued new control measures for semiconductors exported and transferred to People's Republic of China (PRC) (China), covering advanced integrated circuit (IC) products, specific integrated circuit manufacturing equipment and technology, and supercomputers related to artificial intelligence (AI) and advanced computing. According to the new regulations, Shengmei Shanghai and its domestic and Korean subsidiaries are included in the BIS entity list. ACM Research, Inc and its direct subsidiaries outside Chinese mainland are not included in the list. The company is comprehensively evaluating the potential impact of the new regulations on the company's business and operation plans. Based on the current information, the company believes that as the company has established diversified supply chains and alternative resources, the impact on the delivery and service capacity of equipment produced by Shengmei Shanghai and sold to domestic customers will be controllable and manageable. The new regulations will not affect the company's product sales, delivery and service capabilities to overseas customers. Consistent with previous years, the company plans to voluntarily disclose the announcement of 2024 annual operating results and 2025 annual operating results forecast in January 2025.Citic Jiantou: We are optimistic about the investment opportunities in the pharmaceutical industry in 2025, focusing on the opportunities of new increase and industry integration. Citic Jiantou Securities reported on December 11th that looking forward to 2025, the reform policy in the pharmaceutical field has been normalized, and the most noteworthy incremental policy in the medical insurance field is to establish a diversified payment system. The medical field is about to usher in the reform of "deep water areas" such as salary system and graded diagnosis and treatment, which is in line with expectations on the whole. At the same time, the innovation of China's pharmaceutical industry has gradually stepped onto the international stage, some sub-sectors will be marginally improved, and industry integration will begin. We are optimistic about the investment opportunities in the pharmaceutical industry in 2025. It is suggested to focus on the new increase (innovation, going out to sea, marginal change) and industry integration opportunities.
Strategy guide 12-14
Strategy guide
12-14
Strategy guide 12-14
Strategy guide
12-14