Market News: South Korea's National Power Party discusses Yin Xiyue's stepping down in February or March.China's total export in November was 2,221.72 billion yuan, with the previous value of 2,189.92 billion yuan. China's total import volume in November was 1,528.92 billion yuan, with the previous value of 1,510.82 billion yuan.1 trillion yuan of ultra-long-term special government bonds have been arranged! The combination of boxing has been effective. At present, the "double"+"two new" annual 1 trillion yuan ultra-long-term special national debt has all been arranged. In November, the purchasing managers' index of manufacturing industry reached 50.3%, rising for three consecutive months. The "two-fold" and "two innovations" package of incremental policies is effectively promoting the sustained and steady progress of the economy. (CCTV News)
Big financial stocks rose in intraday trading, with great wisdom hitting the daily limit. Tianmao Group, Guosheng Financial Holdings and Tianli Technology had previous daily limit, while huijin technology, Compass, Winson, Dongxing Securities and Oriental Fortune rose more than 5%.Liang Zhonghua of Haitong Securities: The general direction of "positive" macro policy in 2025 has been determined, and the Political Bureau of the Communist Party of China (CPC) Central Committee held a meeting on December 9 to analyze and study the economic work in 2025. Liang Zhonghua, chief macro analyst of Haitong Securities, said that judging from the statement of the meeting, the general direction of "positive" macro policy in 2025 is certain. Among them, "supernormal countercyclical adjustment" was put forward for the first time. Liang Zhonghua analyzed that "supernormal adjustment" may be different from QE (quantitative easing) in western countries, but refers to a traditional tool that has grown steadily in the past few years, making a breakthrough on the margin and playing the role of "keeping innovation" and "enriching and perfecting the policy toolbox". Judging from the policies that have been issued since September, this round of steady growth is a steady growth under the framework of "high quality". The high-quality framework will not change, and there will be no strong stimulation of flood irrigation. The meeting proposed to "implement a more active fiscal policy and a moderately loose monetary policy". Liang Zhonghua believes that next year's finance is expected to make further marginal efforts. It is expected that deficit ratio may improve. At present, 3.5%-4.0% is more likely, and the scale of special bonds may be marginally increased. Special government bonds supporting "duality" and "two innovations" will continue to be issued or increased. In addition, the debt-melting policy launched in November will also be the financial focus next year, and it is expected that special government bonds may be issued to supplement bank capital. In addition, the gradual interest rate cut will continue next year, and the structural monetary policy will continue to exert its strength. The meeting stressed that "it is necessary to vigorously boost consumption, improve investment efficiency, and expand domestic demand in all directions." In this regard, Liang Zhonghua believes that compared with Politburo meeting of the Chinese Communist Party's statement of "expanding domestic demand with the focus on boosting consumption" in July, this meeting pays more attention to expanding domestic demand, and its support is expected to be further increased in the future. Since the beginning of this year, with the extra-long special national debt funds in place, the consumption of consumer goods trade-in policy has gradually emerged. There is still room for further efforts to expand domestic demand policies such as replacing old consumer goods with new ones next year. Liang Zhonghua also mentioned that this meeting clearly put forward "stabilizing the property market and stock market", which shows that the policy pays high attention to the property market and stock market. As an important signal to pay attention to the economy and expectations, the policies of the property market and stock market are also positive.Huasu Technology: Contemporary Amperex Technology Co., Limited is actively docking BMS-related products in the energy storage field. Huasu Technology said on the interactive platform on December 10 that the company and Contemporary Amperex Technology Co., Limited are actively docking BMS-related products in the energy storage field, and there is still uncertainty about whether they can reach cooperation in the later stage. Companies in the field of electric vehicle BMS have not been involved yet.
The Beijing Municipal Science and Technology Commission and Zhongguancun Management Committee investigated the brain-computer interface technology under Chengyitong. Recently, Li Junnan, Minister of the Frontier Department of Medical Center of Beijing Science and Technology Commission and Zhongguancun Management Committee, and Zheng Meng, Deputy Director of Daxing District Science and Technology Commission, and his party went to Beijing Naolin Technology Co., Ltd., a subsidiary of Chengyitong, to have in-depth exchanges on further promoting the development and application of brain-computer interface technology. According to reports, at present, the company has made a series of important technological breakthroughs, and has completed the trial production of three prototypes of nerve rehabilitation products based on brain-computer interface technology, namely, products based on visual evoked potential paradigm-brain-computer interface cognitive rehabilitation system, brain-computer interface hand function rehabilitation system, and innovative mixed paradigm products based on visual reinforcement of motor imagination-brain-computer interface upper and lower limb active and passive rehabilitation system.China's trade account in November was 692.8 billion yuan, with the previous value of 679.1 billion yuan.The Chinese side said that all factions in Syria should put the interests of the people first. On the 9th local time, the Security Council held closed-door consultations on the situation in Syria at the request of Russia. Fu Cong, Permanent Representative of China to the United Nations, said: We are paying close attention to this situation and hope that it will stabilize as soon as possible. We also hope to start an inclusive political process as soon as possible. At the same time, all factions and parties in Syria should put the interests of the people first.