Luo Zhiheng, Yuekai Securities: It is expected that the monetary policy will be further strengthened in 2025, or the RRR will be lowered or the interest rate will be reduced by 0.5 percentage points respectively. The Central Economic Work Conference will be held in Beijing from December 11 to 12. Luo Zhiheng, chief economist and dean of the research institute of Yuekai Securities, believes that overall, the tone of the meeting is more positive, and positive signals are released in terms of work objectives, policy tone and task deployment next year, which is conducive to strengthening and consolidating the momentum of sustained economic recovery next year. It is still a high probability that China's economy will achieve a growth rate of around 5% next year, as long as we implement greater fiscal and monetary policies, ensure that the policies work in the same direction, and promote a series of institutional reforms that restrict development. Luo Zhiheng predicts that in 2025, the monetary policy will be further strengthened, and the RRR and interest rate will be lowered by 0.5 percentage points respectively throughout the year; Rhythm or more advanced. In addition, the monetary policy toolbox will be further enriched and improved. On the one hand, it will adjust and optimize the policy tools such as refinancing of affordable housing, "convenient exchange of securities, funds and insurance companies" and stock repurchase and refinancing, which will be implemented and achieved practical results; On the other hand, we may appropriately narrow the width of the interest rate corridor and guide the money market interest rate to run smoothly around the policy interest rate center.Chengdu Luqiao invested in the establishment of a mining company in Inner Mongolia. According to the enterprise survey APP, recently, Harqin Banner Beichenxing Mining Co., Ltd. was established, with Hu Wen as the legal representative and a registered capital of 10 million yuan. Its business scope includes: metal ore sales; Non-metallic minerals and products sales; Manufacturing of nonmetallic mineral products; Mineral processing; Mineral washing and processing; Non-metallic waste and debris processing, etc. Enterprise survey shows that the company is indirectly wholly-owned by Chengdu Luqiao.German authorities predict that the German economy will stagnate in 2025. On the 12th, local time, Kiel Institute for World Economics, one of the authoritative German economic research institutes, released a winter forecast, predicting that the German GDP will stagnate in 2025, neither increasing nor decreasing, which is 0.5% lower than the previous autumn forecast. Germany's GDP will shrink by 0.2% in 2024, compared with the previous autumn forecast of 0.1%. The agency believes that Germany's potential signs of weak economic growth are emerging, not only facing the foreseeable impact of the US tariff increase, but also the domestic industrial crisis is intensifying. (CCTV Finance)
The South Korean prosecutor summoned Guo Zhonggen, the commander of the special operations before the investigation. On the 13th local time, the South Korean prosecutor summoned Guo Zhonggen, the commander of the special operations before the investigation.Joy City's daily limit The fourth Joy City in Beijing is about to open, and Joy City (000031.SZ) has raised its daily limit to a new high price in 4 yuan for 15 months, with a total market value of 17.1 billion yuan. According to the news, Haidian Joy City, the fourth Joy City in Beijing, will open on December 21st. At present, the second installation of many brands has come to an end, and the merchants in the venue have entered intensive preparations for opening.Vista Jiajie: The development of cloud computing and digitalization in Asia-Pacific IT distribution is accelerating. According to the research report of CLSA, Vista Jiajie, as the eighth largest IT distributor in the world and the second largest IT distributor in China, has benefited from the rapid growth of cloud computing and the digitalization development in Southeast Asia, and has a good market position. The company occupies a dominant position in the ICT industry in the Asia-Pacific region, especially in Southeast Asia and China, with obvious demographic advantages and huge growth potential. Vista Jiajie is Starlink's preferred partner in ASEAN. The global cloud computing market is expected to grow at a compound annual growth rate of 18.6% from 2023 to 2027. Vista Jiajie has an optimistic prospect in the fields of cloud computing and artificial intelligence.
Bawang Chaji hired a new CFO from McDonald's. It is reported that Huang Hongfei, the former CFO of McDonald's China, left his post on October 14, 2024, and after a short break, he joined Bawang Chaji. According to informed sources, this move means that the listing process of Bawang Tea Ji is expected to accelerate.Hong Kong Securities Regulatory Commission: The quarterly loss from July to September narrowed sharply year-on-year, with a net inflow of 664.3 billion yuan from Hong Kong Stock Connect so far this year.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.
Strategy guide
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Strategy guide 12-14
Strategy guide
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Strategy guide 12-14
Strategy guide 12-14
Strategy guide 12-14
Strategy guide 12-14
Strategy guide
12-14
Strategy guide
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