Institution: It is expected that the PC market in China will resume growth in the second half of 2025. IDC, an international data company, issued a document saying that the overall PC market in China is expected to improve in 2025, and the shipment volume will drop slightly by 0.2% compared with that in 2024. Among them, the first half of 2025 will be affected by the early release of demand at the end of 2024, and the expected shipment volume is still negative, down 4.2% year-on-year; In the second half of 2025, it will improve as a whole, with a year-on-year growth rate of 3.0%.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.Faba Bank: Some people think that Trump's policies (especially tariffs) will not cause inflation. However, market analysts have been misled and need to take Trump's tariff policy seriously.
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.Sumeida: Its mechanical and electrical company won two standby power supply projects in succession. According to Sumeida, in the fourth quarter of 2024, Sumeida went all out to sprint the annual target task. Its mechanical and electrical company continued to deepen the domestic and international markets and won two standby power supply projects in succession, namely, the first-phase mechanical and electrical equipment room supporting project of China Mobile Guangdong, Hong Kong and Macao (Shaoguan) data center and the standby power supply project with an annual output of 100,000 tons of high-purity silicon-based materials in the Middle East.The strength of the policy is in line with expectations. The New Year's market may have started, and the Shanghai and Shenzhen 300ETF South (159925) can be used as a key layout. On December 13th, as of midday, the Shanghai and Shenzhen 300ETF South (159925) fell by 2%, with a turnover of 115 million yuan. The constituent stocks are mixed, and in terms of rising, Yangtze Power leads the rise; In terms of decline, Zijin Mining led the decline. In the news, from December 11th to 12th, the Central Economic Work Conference was held in Beijing, which made a systematic plan for next year's economic work. Regarding the highlights of the meeting, CITIC Jiantou said that the meeting of the Central Economic Work Conference continued the main tone of the Politburo meeting on Monday, and made systematic arrangements for economic work next year. Next year's policy will focus on expanding domestic demand and AI+ in an all-round way, and the policy strength and direction are in line with our expectations. With the support of policy expectation and liquidity, the current new year's market has been launched, and it is expected that the market will continue to show the characteristics of shock upward. Focus on industries: non-bank finance, real estate chain, consumer electronics, machinery, construction, building materials, steel, social services, catering chain, etc. Topics of concern: duality and innovation, supply-side optimization, new quality productivity, market value management of state-owned enterprises. You can use the Shanghai and Shenzhen 300ETF South (159925) to lay out the core assets with one click.
The Indonesian rupee fell to its lowest level against the US dollar since early August, falling by 0.4% in the day.Argentina made the final verdict of sunset review of anti-dumping against China's spring shock absorbers. According to China Trade Relief Information Network, on December 12, the Argentine Ministry of Economic Affairs issued Announcement No.1364 in 2024, which made the negative final verdict of the first sunset review of anti-dumping on spring shock absorbers originating in China, including single shock absorber components, used in motorcycles and bicycles equipped with auxiliary engines with or without buckets, and decided not to continue to impose anti-dumping duties on the products involved. The announcement shall take effect as of the date of promulgation. This case involves the products under the tax numbers of 8714.10.00 and 8714.99.90 of the Southern Communist Party.Huayi Brothers Dianji Animation Film Co., Ltd. is operating abnormally. Tianyancha App shows that recently, Huayi Brothers Dianji Animation Film Co., Ltd. was listed in the list of abnormal operations by Shanghai Xuhui District Market Supervision Administration because it could not be contacted through the registered residence or business premises. Huayi Brothers Touching Animation Film Co., Ltd. was established in March 2016. Its legal representative is Wang Zhonglei, with a registered capital of 200 million yuan. Its business scope includes film distribution, film screening, film production, production of audio-visual products and electronic publications, etc. It is wholly owned by Huayi Brothers.
Strategy guide
Strategy guide 12-14
Strategy guide 12-14
Strategy guide
Strategy guide