digital currency biden, Reviews

2024-12-13 05:41:32

Huaxi Securities Interpretation of the Political Bureau Meeting in December: The policy strength showed an upward trend. The Huaxi Securities Research Report pointed out that the release signal of this meeting was positive. Judging from the significant strength of Hong Kong stocks and A50 futures, the content of the meeting greatly exceeded previous market expectations. There are mainly the following aspects: First, the policy tone is more positive. "Strengthening unconventional countercyclical adjustment", which is used to describe countercyclical adjustment for the first time, reflects the upward trend of policy strength. The policy of this year's two sessions is expressed as "strengthening countercyclical and cross-cyclical adjustment of macro policies", the Politburo meeting in July "strengthening countercyclical adjustment" and the Politburo meeting in September "strengthening countercyclical adjustment". From the point of view of change, it gradually turns to counter-cycle instead of cross-cycle, and the intensity is constantly upgrading. Create a follow-up policy for the market that may continue to be introduced until the economy stabilizes and rebounds. At the same time, the meeting did not mention "coordinating the expansion of domestic demand and deepening the structural reform of the supply side", but directly mentioned the expansion of domestic demand, which is also a manifestation of facing the problem more directly and attaching importance to the demand side. Second, as far as finance and money are concerned, this meeting mentioned "implementing a more active fiscal policy and a moderately loose monetary policy", and the modifier "more" was added in front of the active fiscal policy. A similar expression was found in the Politburo meeting in April 2020, "The active fiscal policy should be more active and promising", and then in May, the two sessions formulated a large-scale fiscal combination boxing (deficit ratio 3.6%+, 3.75 trillion new special debts and 1 trillion special national debts). The third is to stabilize the property market and write the stock market into the 2025 goal. The fourth is to pay attention to consumption. The meeting mentioned "vigorously boosting consumption, improving investment efficiency and expanding domestic demand in all directions". It is expected that the policy of promoting consumption will make a breakthrough in scale and direction. Fifth, the meeting also mentioned science and technology (to lead the development of new quality productive forces with scientific and technological innovation and build a modern industrial system), green (to jointly promote carbon reduction, pollution reduction and green growth, and accelerate the overall green transformation of economic and social development) and foreign trade. Emphasizing science and technology, it is clear that the direction of future policy is in the industrial direction led by science and technology. At the same time, for green, because next year is the last year of the 14 th Five-Year Plan, emission reduction and other targets need to be completed. In terms of foreign trade and foreign investment, the meeting mentioned that "it is necessary to expand high-level opening to the outside world and stabilize foreign trade and foreign investment".Polls show that the cabinet support rate of Japanese Prime Minister Shi Pomao dropped to 38%. According to reports, the results of a nationwide poll conducted by the agency from 6 to 8 this month showed that the cabinet support rate of Prime Minister Shi Pomao was 38%, which was 3 percentage points lower than the previous poll of the agency. The disapproval rate was 38%, which was 1 percentage point higher than the previous poll.Guoguang Chain: The wholly-owned subsidiary plans to invest 260 million yuan to purchase assets. Guoguang Chain announced that the wholly-owned subsidiary Ganzhou Guoguang plans to set up a wholly-owned subsidiary in Ruijin City, Jiangxi Province. It is estimated that the total investment will not exceed 260 million yuan within 18 months, which will be mainly used to purchase the state-owned land use right owned by Ganzhou Shuofeng Real Estate Co., Ltd. and the projects under construction, civil decoration projects, equipment purchase, start-up expenses, laying liquidity and so on. Among them, it is planned to purchase the underlying assets in cash of 115 million yuan.


 UAE Foreign Ministry official: Pay close attention to the development of the situation in Syria; Emphasize the importance of safeguarding Syrian unity and protecting its national institutions.Reuters survey: 27 of 31 economists believe that the Swiss National Bank will cut interest rates by 25 basis points to 0.75% in December; Four people think that they will cut interest rates by 50 basis points; Fifteen of the 28 economists believe that the Swiss National Bank will cut the policy interest rate to 0.25% or lower by the end of 2025; 13 people think it will drop to 0.50% or higher.


Contemporary Amperex Technology Co., Limited's "knife-moving" passenger car business: the CEO became a virtual post, and the horse racing mechanism was implemented. As the penetration of new energy vehicles accelerated in 2025, Contemporary Amperex Technology Co., Limited started the knife-moving adjustment of passenger car business. The most iconic thing is that the business veterans of this battery leader have retreated and turned to the "horse racing" mechanism under the existing system. According to sources, Zhu Wei, the executive director of Contemporary Amperex Technology Co., Limited Passenger Car Division, and Liu Changyan, the former head of Times Changan Company, have been upgraded from level 16 to level 17, but they are no longer responsible for specific business. Instead, Contemporary Amperex Technology Co., Limited's power battery passenger car business will implement the group responsibility system, "including the business that Zhu Wei is responsible for, it will be divided into 12 groups, reporting to Han Wei". According to sources, these groups mainly continue the previous business scope and divide them according to the corresponding customer orientation. Han Wei is the co-president in charge of marketing business in Contemporary Amperex Technology Co., Limited, and was previously the president of commercial vehicle division in Contemporary Amperex Technology Co., Limited. In early 2023, he succeeded Tu Feng as the co-president of Contemporary Amperex Technology Co., Limited market system. "Whoever runs out of these groups will be eligible for promotion." The above-mentioned person said, "Zhu Wei, these veterans, are more likely to play the role of a sponsor." According to the analysis of Contemporary Amperex Technology Co., Limited observers, on the whole, Contemporary Amperex Technology Co., Limited's adjustment is to "make room for veterans who have earned enough stock incentives and are old enough to give way to more aggressive young people". (36Kr)Aauto Quicker-W: On December 9th, it spent HK$ 48,418,900 to buy back 1,037,800 shares. Aauto Quicker -W(01024) announced that on December 9th, 2024, the company spent HK$ 48,418,900 to buy back 1,037,800 shares.Western Mining Group Co., Ltd. signed a cooperation framework agreement with Changsha Mining and Metallurgy Research Institute Co., Ltd. According to WeChat official account of Western Mining, on December 9, the group company signed a cooperation framework agreement with Changsha Mining and Metallurgy Research Institute Co., Ltd., and conducted exchanges and discussions on project experience, technical advantages and personnel technical exchanges around mining and metallurgical business cooperation.

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