The United States ITC officially launched a 337 investigation on injection molding machines, their components and downstream products. According to China Trade Relief Information Network, on December 12, the United States International Trade Commission (ITC) voted to launch a 337 investigation (investigation code: 337-TA-1427) on specific injection molding machines, their components and downstream products.Tesla China will launch advanced intelligent summoning ASS function for vehicles with EAP or FSD. On December 13th, Tesla China official website launched a brand-new vehicle function-Actually Smart Summon. This function is suitable for Tesla vehicles with EAP (enhanced automatic driving assistance function) or FSD (full automatic driving capability). Tesla owners can automatically park the vehicle from the parking space and drive to the owner's side or the location designated by the owner on the mobile phone by operating on the Tesla application of the mobile phone, and the vehicle needs to be kept within the owner's sight during the moving process. It is reported that this function will be pushed to the owner through OTA remote software update function.Ge Yu, former assistant general manager of China Xinbao Shandong Branch, was examined and investigated. The website of the State Supervision Committee of the Central Commission for Discipline Inspection reported on December 13th that according to the news of the Discipline Inspection and Supervision Team of the State Supervision Committee of the Central Commission for Discipline Inspection in China Export Credit Insurance Company and the Supervision Committee of Liaoning Provincial Commission for Discipline Inspection, Ge Yu, former member of the Party Committee and assistant general manager of Shandong Branch of China Export Credit Insurance Company, was suspected of serious violation of discipline and law. At present, he is being examined by the Discipline Inspection and Supervision Team of the State Supervision Committee of the Central Commission for Discipline Inspection in China Export Credit Insurance Company and supervised by the Supervision Committee of Dandong City, Liaoning Province.
Puli Pharmaceutical Co., Ltd.: It won the bid for the tenth batch of national centralized drug procurement. According to Puli Pharmaceutical, on December 12, Puli Pharmaceutical's meglumine gadolinium tetate injection (trade name: Puli Yingxian) and Posaconazole injection (trade name: Puli Posa) both won the bid for the tenth batch of national centralized drug procurement.The People's Procuratorate of Fujian Province decided to arrest Lou Wenlong according to law. The case of Lou Wenlong, former member of the Party Committee and vice president of Agricultural Bank of China, was investigated by the National Supervisory Commission (NSC) and transferred to the procuratorate for examination and prosecution. A few days ago, the Fujian Provincial People's Procuratorate made an arrest decision on Lou Wenlong on suspicion of accepting bribes. The case is being further processed. (highest inspection)Fat Donglai is working out stricter measures to solve the problem of purchasing, including real-name purchase and regular quantitative purchase system. On December 13th, Yu Donglai issued a document saying: Fat Donglai is working out stricter and more effective measures! In the future, including real-name purchase and regular quantitative purchase system! Discuss and formulate relevant systems to control purchasing behavior and lift the membership of permanent fat east!
According to TASS news agency, Turkish President Erdogan said that if national security is threatened, Turkey will take action against Syrian terrorists.What is the significance of fiscal and monetary policy adjustment? Expert: The path of "more active and promising" fiscal policy has been clarified. The Central Economic Work Conference, which closed yesterday, pointed out that a more active fiscal policy and a moderately loose monetary policy should be implemented next year. What kind of signals are released behind these policies? In terms of fiscal policy, the Central Economic Work Conference requested that a more active fiscal policy should be implemented next year, so as to improve the fiscal deficit ratio, increase the issuance of ultra-long-term special government bonds, increase the issuance of special bonds for local governments, optimize the structure of fiscal expenditure, and secure the bottom line of "three guarantees" at the grassroots level. Experts said that these requirements clarified the path of "more active and promising" fiscal policy. Focusing on vigorously boosting consumption, the Central Economic Work Conference requires that special actions to boost consumption should be implemented next year, the basic pension for retirees should be appropriately raised, and the "two new" policies (large-scale equipment renewal and trade-in of consumer goods) should be implemented. (CCTV News)Chen Guo, China Securities: The 2025 policy will focus on expanding domestic demand and AI+ in all directions, and the Central Economic Work Conference will be held in Beijing from December 11th to 12th. Chen Guo, chief strategy officer of China Securities, said that the meeting had seven highlights, including clarifying the growth target and fiscal and monetary policy measures, expanding domestic demand in all directions as the top priority of the policy, focusing on "AI+" in science and technology, focusing on implementation of reform measures, paying attention to coping with external shocks in opening up, strengthening the expression of real estate policies, and increasing efforts to improve people's livelihood. Chen Guo said that further RRR cuts and interest rate cuts from the end of 2024 to 2025 are worth looking forward to, and the easing of the liquidity environment has become a market consensus. However, this does not mean that liquidity is rampant, because the growth of money supply in the scale of social financing still continues the requirement of matching the expected target of the overall price level of economic growth. Chen Guo believes that the 2025 policy will focus on expanding domestic demand and AI+ in an all-round way, and the strength and direction of the policy are in line with expectations. With the support of policy expectations and liquidity, it is expected that the market will continue to show the characteristics of volatility. From the perspective of investment strategy, Chen Guo suggested focusing on non-bank finance, real estate chain, consumer electronics, machinery, construction, building materials, steel, social services, catering chain and other sectors. In terms of theme, it is suggested to pay attention to investment opportunities such as "duality" and "two innovations", supply-side optimization, new quality productivity, market value management of state-owned enterprises and CSI A500 index.
Strategy guide 12-14
Strategy guide
12-14
Strategy guide 12-14
Strategy guide 12-14