Market news: Putin will extend the permission of some Russian companies not to consider voting by shareholders from unfriendly countries until the end of 2025.According to sources, Greece will repay the first batch of rescue loans of 7.9 billion euros in advance on December 13th.Hikvision: It plans to buy back 2 billion to 2.5 billion yuan of shares for cancellation. Hikvision announced that it plans to buy back 2 billion to 2.5 billion yuan of shares for cancellation according to law to reduce registered capital. The repurchase price range is no more than 40 yuan/share, and the funds come from the company's own funds and special loans for stock repurchase.
CITIC Jiantou interprets the Politburo meeting in December: it opens up the market's expectation of monetary easing space in 2025. CITIC Jiantou Research Report pointed out that there are six obvious expressions of the positive signal of the Politburo meeting in December: 1. "Implementing a more active and promising macro policy"; 2. "Stabilize the property market and stock market"; 3. "Strengthening unconventional counter-cyclical adjustment"; 4. "We should vigorously boost consumption"; 5. "More active fiscal policy"; 6. "moderately loose monetary policy". The most concerned is the last expression, "moderately loose monetary policy". For most of the time, the Politburo used the word "steady" to describe the currency. This time, it adopted the rare "moderate easing", which opened the market's expectation for the monetary easing space in 2025. The "liquidity trap" recently discussed in the market does not apply to China, and monetary easing can solve a considerable part of the problem of weak domestic demand. From the perspective of trend, observing the future domestic demand trend of China, what needs to be tracked most is the currency. From the short-term emotional point of view, "stabilizing the property market and stock market" will become a short-term market trading point.According to the report, the sales of China's household appliances industry will maintain a low growth rate in 2025. S&P Credit Rating (China) Co., Ltd. (S&P Credit Rating) released a report on the 9th, saying that the sales of China's household appliances industry will maintain a low growth rate in 2025, thanks to the continuous growth of exports and the promotion of the "trade-in" policy for domestic sales. According to the report, in 2025, China's home appliance exports will maintain a relatively high growth rate, and the external environment will have a relatively controllable impact on China's home appliance exports. Specifically, emerging market countries, mainly in the Middle East, Southeast Asia and Africa, have a large demand space for China's household appliances, and the penetration rate of household appliances will continue to increase. In 2025, China head home appliance enterprises will further seize the global share and drive home appliance exports to maintain a high growth rate, relying on the advantages of supply chain and the continuous improvement of brand influence.Ziyan Food is caught in a product safety storm: the products in the online mall have been removed from the shelves and entrusted to a third party for testing. Ziyan Food, whose total number of exposed product colonies exceeds the standard, responded to the food safety storm. On the evening of December 8, Ziyan Food issued a clarification announcement. "After review and investigation by the company, the factory inspection report of the corresponding batch of products released in the video was qualified. The company has also entrusted a number of authoritative third-party testing institutions to conduct microbial testing on the company's products in the near future, and the relevant test results will be made public in time. " On December 9, Ziyan Food related people explained to reporters that the products involved in the video inspection were the "locked fresh clothes" series of Ziyan Baiwei Chicken Online Mall, which were sold by Shanghai Zihao Food Co., Ltd. through e-commerce platforms (JD.COM, Tik Tok, Taobao, Tmall, etc.) and new retail (box horse, ding-dong, etc.). "After the products sold by e-commerce platforms are produced by foreign factories, they are directly distributed to consumers by logistics companies." "At present, the related products of the online mall have been removed from the shelves for the first time", and Ziyan Food related people pointed out that "the company actively accepts the inspection by the regulatory authorities", and the incident is still waiting for the final confirmation of the regulatory authorities. (21 Finance)
Ruifeng Optoelectronics: Hubei Ruihua, a wholly-owned subsidiary, received a government subsidy of 8,820,200 yuan. Ruifeng Optoelectronics announced that Hubei Ruihua Optoelectronics Co., Ltd., a wholly-owned subsidiary, recently received a loan interest subsidy of 8,820,200 yuan from the local finance of gedian Development Zone in Ezhou City, accounting for 19.20% of the company's audited net profit attributable to shareholders of listed companies in the latest fiscal year.Artes: The shares to be transferred by this inquiry have been fully subscribed. Artes announced that according to the inquiry and subscription on December 9, 2024, the initial transfer price of this inquiry was 11.88 yuan/share. A total of 38 valid quotations were received for this inquiry transfer, covering professional institutional investors such as fund management companies, insurance companies, qualified foreign investors, securities companies and private fund managers. The total number of shares effectively subscribed by institutional investors participating in this inquiry and transfer quotation is 121 million shares, and the corresponding effective subscription multiple is 2.18 times. The shares to be transferred in this inquiry have been fully subscribed, and it is preliminarily determined that there are 23 transferees, and the total number of shares to be transferred is 55,323,300 shares.Merchants Shekou: In November, the contracted sales amount was 21.592 billion yuan. Merchants Shekou announced that in November 2024, the company realized the contracted sales area of 827,400 square meters and the contracted sales amount was 21.592 billion yuan. From January to November, 2024, the contracted sales area was 8,169,500 square meters, and the contracted sales amount was 189.063 billion yuan.
Strategy guide
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Strategy guide 12-13
Strategy guide
12-13