The concept of solid-state battery is partially active, with SAIC pulling up the daily limit, researching new materials and Lihu shares rising.CMB International: Upgraded the target price of WuXi Bio to HK$ 22.88, optimistic about the company's valuation and performance repair. CMB International published a report, predicting that the US Biosafety Act will fail with high probability, which will help WuXi Bio to achieve continuous performance growth in a relatively stable business environment. With the recovery of global biomedical financing, we are optimistic about the company's valuation and performance repair. According to the report, the NDAA in FY 2025 does not include the Biosafety Act, and the legislation of the Biosafety Act failed with high probability. On December 7, the US Senate and the House Armed Services Committee announced the National Defense Authorization Act (NDAA) for fiscal year 2025, which was finally negotiated by the committees of the two houses. The Biosafety Act was not included in the amendment of NDAA in FY 2025, which means that the Biosafety Act failed to pass the legislative path of joining NDAA. The Biosafety Act can still promote separate legislation, but considering that the window of the current US Congress session is less than two weeks, the Bank believes that the success rate of separate legislation is extremely low. CMB International maintained the "Buy" rating of Yaoming Bio, and its target price rose from HK$ 13.58 to HK$ 22.88. It is estimated that the company's revenue will increase by 7.1%/12.4%/ 13.9% from 2024 to 2026, and its adjusted net profit will increase by 0.8%/11.1%/13.4% respectively.CICC: Gradually filling the gap between inflation and demand will be the direction of economic work next year. The Central Economic Work Conference will be held in Beijing from December 11th to 12th. The research department of CICC believes that for the economic goal of next year, after "maintaining stable economic growth", the meeting proposed to "maintain overall stability in employment and prices" and put forward "focusing on goal guidance and striving to achieve an optimal combination of stable growth, stable employment and reasonable price recovery". This is the first time in the past 15 years that "stabilizing prices" has been taken as the goal of annual economic work during the period of low prices. The research department of CICC believes that gradually bridging the inflation gap and demand gap will be the direction of economic work next year.
The cryptocurrency market fluctuated violently again, exceeding 110,000 people. In the past 24 hours, the cryptocurrency headed by Bitcoin jumped up and down. After Trump said "something great will be done in the cryptocurrency field", the price of Bitcoin once rose to about $102,500, and then profit-making funds poured out. Bitcoin plunged over $3,000, and the lowest dropped to around $99,200. Other smaller cryptocurrency varieties followed suit. Coinglass data shows that within 24 hours, the number of people in the cryptocurrency market has exceeded 110,000. At present, there are great differences in the market on cryptocurrency. Some optimists predict that Bitcoin may reach $150,000 in mid-2025. At the NEXT meeting in Reuters this week, American bankers expressed their caution about cryptocurrencies. BlackRock, a world-renowned asset management company, suggested in a report on Thursday that interested investors could consider allocating 2% of their portfolio to Bitcoin. However, the report also warned: "Investors should also be alert to the risks of Bitcoin, which may not be widely adopted in the end, and it is still very unstable and vulnerable to sharp selling." In addition, Turkish regulators said they would block access to dozens of cryptocurrency exchanges. (Broker China)Zhongkong Technology won the bid for the whole plant control system project of Rong Sheng New Materials and held a kick-off meeting. Recently, Zhongkong Technology successfully won the bid for the whole plant control system framework project of Jintang New Materials Project of Rong Sheng New Materials (Zhoushan) Co., Ltd. (hereinafter referred to as "Jintang New Materials Project") and held a kick-off meeting in Zhongkong Science Park. The project is expected to deploy 360,000-point I/O DCS system, 15,000-point SIS system and 10,000-point GDS system. At the same time, a number of new products and technologies that occupy the forefront of the industry, such as UCS products of central control technology, SmartEIO, million-point real-time database and calorific value analysis, will also be applied on a large scale in this project, helping Jintang new materials to build a world-leading intelligent factory.CICC: Gradually filling the gap between inflation and demand will be the direction of economic work next year. The Central Economic Work Conference will be held in Beijing from December 11th to 12th. The research department of CICC believes that for the economic goal of next year, after "maintaining stable economic growth", the meeting proposed to "maintain overall stability in employment and prices" and put forward "focusing on goal guidance and striving to achieve an optimal combination of stable growth, stable employment and reasonable price recovery". This is the first time in the past 15 years that "stabilizing prices" has been taken as the goal of annual economic work during the period of low prices. The research department of CICC believes that gradually bridging the inflation gap and demand gap will be the direction of economic work next year.
The turnover of Shanghai and Shenzhen stock markets exceeded 1.5 trillion for the 11th consecutive trading day, nearly 70 billion more than yesterday.In the first 11 months of this year, Guangdong's import and export increased by 10% year-on-year. According to statistics from Guangdong Branch of the General Administration of Customs, in the first 11 months of this year, Guangdong's foreign trade import and export reached 8.27 trillion yuan, up by 10% year-on-year, faster than the national growth rate by 5.1 percentage points, accounting for 20.8% of the national total import and export value. Among them, exports were 5.37 trillion yuan, an increase of 8.7%; Imports reached 2.9 trillion yuan, up by 12.6%.According to sources, Keppel and Sovico Group are discussing submarine cables between Singapore and Vietnam.
Strategy guide 12-13
Strategy guide 12-13
Strategy guide