Market News: Due to weak sales in the United States, Nissan halved the output of its Mexican factory.On the 13th, glass fell by 2.14%, and the latest main contract positions changed as follows. According to the exchange data, as of December 13th, the main contract glass closed at 2505, up or down by -2.14%, with a turnover of 671,300 lots. The position data showed that the top 20 seats were clear, and the difference position was 46,081 lots. The total turnover of glass futures contracts was 999,900 lots, an increase of 189,100 lots over the previous day. The first 20 seats in the contract held 565,600 lots, a decrease of 12,000 lots from the previous day. The short positions in the top 20 seats of the contract were 661,500 lots, a decrease of 13,600 lots from the previous day. (Sina Futures)Comments on Hong Kong stocks: Hang Seng Index fell by 2.09%, Hang Seng Technology Index fell by 2.63%, Hong Kong stocks closed, Hang Seng Index fell by 2.09% and Hang Seng Technology Index fell by 2.63%. Domestic insurance stocks and domestic housing stocks were among the top losers, with Sunac China falling more than 8%, and Xpeng Motors, China Pacific Insurance and Zijin Mining falling more than 5%.
Guoxin Technology: Serialized chip products have been launched in the field of automotive electronic MCU. Guoxin Technology said in an investigation that the company has launched serialized chip products in the field of automotive electronic MCU in recent years, which has been welcomed by the market; Through the implementation of the strategy of "standing on the ground" and "overwhelming", this year, the company's automobile electronic MCU chip business has formed certain advantages, and obvious progress has been made in loading application and shipment volume. The product price is relatively stable, the fluctuation range is small, and the gross profit margin of the product remains relatively stable. In 2024, the company's BMS main control chip CCFC2007PT, high-end domain control chip CCFC3007PT, airbag ignition drive chip CCL1600B, etc. have all been used for loading/installing, and several manufacturers are developing at designated locations based on the above chips. In the future, with the increase of fixed-point mass production projects, shipments are expected to continue to grow.On the 13th, silver fell by 1.91%, and the latest main contract positions changed as follows. According to the exchange data, as of December 13th, the main contract silver was 2,502, up or down by -1.91%, with a turnover of 1,004,900 lots. The position data showed that the top 20 seats were net, and the difference position was 30,444 lots. The total turnover of silver futures contracts was 1,505,900 lots, an increase of 417,500 lots over the previous day. The first 20 seats in the contract held 335,600 lots, a decrease of 15,200 lots from the previous day. The short positions in the top 20 seats of the contract were 251,300 lots, an increase of 17,500 lots over the previous day. (Sina Futures)The Zhuhai earthquake did not meet the emergency response standard, so citizens need not worry too much. On December 13th, some Zhuhai citizens felt obvious vibration, and many people suspected that an earthquake had occurred. Some citizens felt the vibration during lunch break, and some people felt the building shaking in the office. On the afternoon of the 13th, the reporter called the Seismological Bureau of Guangdong Province, and the relevant staff responded that at about 1: 25 noon on December 13th, a magnitude 2.1 earthquake occurred in the urban area of Zhuhai, so citizens need not worry too much. Because the magnitude of the earthquake did not reach the preset emergency response standard, the relevant departments did not start the emergency response mechanism, so the earthquake quick report information was not released. The staff member said that the bureau is also concerned about the public's concern about the earthquake, and is currently conducting corresponding research and judgment, and will issue corresponding research and judgment opinions later. (Nanfang Daily)
Jiangxi procuratorate prosecuted Gao Zhunhu's suspected bribery case according to law. Recently, Gao Zhunhu (deputy department level), former deputy secretary and vice chairman of Jingdezhen CPPCC in Jiangxi Province, was under the jurisdiction of Jiangxi Provincial People's Procuratorate, and Pingxiang Municipal People's Procuratorate filed a public prosecution with Pingxiang Intermediate People's Court according to law. The case is being further processed. At the stage of examination and prosecution, the procuratorate informed the defendant Gao Zhuhu of his litigation rights according to law, interrogated the defendant according to law and listened to the opinions of the defenders. The Pingxiang Municipal People's Procuratorate sued the accusation: the defendant Gao Zhuhu used to be the secretary, deputy secretary and director of the Party Working Committee of Jingdezhen Ceramic Industrial Park, the secretary of the Party Working Committee of Jingdezhen Central City Changnan Development Zone, the party secretary and chairman of Jingdezhen Urban Construction and Development Investment Co., Ltd., the party secretary and chairman of Jingdezhen Urban Construction Investment Group Co., Ltd., and the party working Committee secretary of Jingdezhen Changnan New District. Jingdezhen High-tech Industrial Development Zone, deputy secretary of the Party Working Committee, director of the management committee and other positions, seek benefits for others, illegally accept other people's property, the amount is particularly huge, and should be investigated for criminal responsibility for accepting bribes according to law.During the policy landing period, the market may become a structural market, which is expected to further benefit the performance of high-interest stocks. On December 13, the Standard & Poor's dividend ETF(562060) closed down by 1.93%, with a turnover of 35.7287 million yuan. Puyin International pointed out that next year, before the two sessions next year, it will enter the policy landing period, and more detailed policies will be gradually implemented. The superimposed overseas uncertainty may increase with Trump's coming to power, so we expect the market to present a structural market. Based on the profit growth rate, capital stock, liquidity and market sentiment, the overall performance of A shares may be more stable than that of overseas Chinese shares. Investment trading strategy suggests both offensive and defensive. When the market sentiment improves and the stock index rebounds, it is expected that the high beta sector, such as non-bank finance, optional and mandatory consumption, real estate and other sectors and individual stocks may be more elastic. When the market sentiment is low and the stock index fluctuates downward, funds may prefer more defensive sectors, such as telecommunications services. There are many high-quality and high-interest stocks in the defensive sector. There is still room for the Bank of China to cut interest rates further next year, which is expected to further benefit the performance of high-interest stocks.Wuzhong, Jiangsu; Dobutamine Hydrochloride Injection and Paramivir Injection are planned to win the bid for the national centralized drug procurement. Jiangsu Wuzhong announced that in the national centralized drug procurement, the bid price of Dobutamine Hydrochloride Injection and Paramivir Injection is 3.58 yuan and 7.47 yuan respectively. The procurement cycle of the two products is until December 31, 2027, and they are supplied to Fujian, Anhui, Jilin, Hubei, Beijing, Inner Mongolia and other provinces and cities respectively. Winning the bid will help to expand the sales of related products, improve market share and brand influence, and have a positive impact on the company's future business performance.
Strategy guide 12-14
Strategy guide
Strategy guide
12-14