The USD/JPY just broke through the 153.00 mark, and the latest price was 153.01, up 0.25% in the day.The privatization of Avenue Industry is nearing completion. Patec, a precision engineering manufacturer, and related parties have accumulated 85.27% of the shares of Broadway Industrial Group, and the acquisition of Avenue Industry is nearing completion. According to the announcement, the offer price is S $0.197 per share, which is the final price and will not be further increased. The deadline for the offer is 5: 30 pm on December 23rd.Hongxin Electronics: Promote the technical research and development and product supply of folding mobile phone reels with Xiaomi. Hongxin Electronics officially announced today that recently, the 2024 Xiaomi Global Core Supplier Conference was held in Beijing Yanqi Lake International Convention & Exhibition Center. Under the background that Xiaomi's strategy of "people, cars and homes are all ecological" continues to deepen, Hongxin Electronics will closely follow Xiaomi's footsteps, actively expand emerging fields such as home appliances and automobiles, and provide all-round support and services in flexible electronics for Xiaomi's intelligent hardware all-ecological products. At present, in the face of the booming folding mobile phone market, Hongxin Electronics and Xiaomi jointly promote the technology research and development and product supply of folding mobile phone reels. According to reports, in the era of vigorous development of artificial intelligence and digital economy, at present, Hongxin Electronics has deeply laid out frontier fields such as AI mobile phones, AIPC, smart cars, smart homes, smart wearable devices, robots, industrial control, medical care and meta-universe.
Jinshanyun's information technology company increased its capital to USD 500 million. Tianyancha App shows that Jinshan Yun (Hainan Yangpu) Information Technology Co., Ltd. has undergone industrial and commercial changes recently, and its registered capital has increased from USD 400 million to USD 500 million. The company was established in August 2022, and its legal representative is Zou Tao. Its business scope is Internet domain name registration service, computer software and hardware and auxiliary equipment wholesale, technical service, technical development, technical consultation, technical exchange, technology transfer, technology promotion, information system integration service, software development and software sales, and it is wholly owned by Jinshanyun Co., Ltd.Asia-Pacific Pharmaceuticals: The new specifications of cefmetazole sodium for injection were approved, and Asia-Pacific Pharmaceuticals announced that the company was approved by National Medical Products Administration, and the new specifications of cefmetazole sodium for injection were 0.5g and 2g, which further enriched the product categories on the basis of the original 1g specifications. The annual sales income of this drug in 2023 was 96.3946 million yuan, accounting for 22.92% of the company's operating income. New specifications are helpful to market promotion and competitiveness improvement, but drug production and sales are affected by policies and market environment, and there are uncertainties.Guangxi Energy established a new energy company, and the enterprise search APP showed that Fengyuan (Pinggui District, Hezhou City) New Energy Co., Ltd. was established recently, with Xie Jianheng as the legal representative and a registered capital of 400 million yuan. Its business scope includes: energy storage technical services; Contract energy management; Big data service; Electric vehicle charging infrastructure operation, etc. Enterprise survey shows that the company is wholly owned by Guangxi Energy.
ST Mo Long and other materials companies have set up sales business of renewable resources. The enterprise search APP shows that recently, Shandong Cangyuan Materials Co., Ltd. was established, with Liu Shuai as the legal representative and a registered capital of 5 million yuan. Its business scope includes: sales of machinery and equipment; Sales of coal and products; Sales of renewable resources; Import and export agents, etc. Enterprise equity penetration shows that the company is jointly held by ST Mo Long and others.Contemporary Amperex Technology Co., Limited applied for the trademark of "Chargeo Charging Dog", and the intellectual property information of Tianyancha shows that recently, Contemporary Amperex Technology Co., Limited New Energy Technology Co., Ltd. applied for the registration of three trademarks of "Chargeo Charging Dog", which are internationally classified as transportation, scientific instruments and building repair, and the current trademark status is awaiting substantive examination. According to media reports, "CharGo charging dog" is a storage, charging and inspection integrated robot developed by Contemporary Amperex Technology Co., Limited. The charging dog has three functions in one. It is not only a mobile charging facility, but also a distributed energy storage, and it is also a battery safety guardian of new energy vehicles.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