The financing balance of the two cities increased by 3.489 billion yuan. As of December 9, the financing balance of the Shanghai Stock Exchange was 951.454 billion yuan, an increase of 223 million yuan over the previous trading day; The financing balance of Shenzhen Stock Exchange was 901.246 billion yuan, an increase of 3.266 billion yuan over the previous trading day; The two cities totaled 1,852.70 billion yuan, an increase of 3.489 billion yuan over the previous trading day.Galaxy Securities: Looking ahead, A-shares are expected to fluctuate upward. china galaxy Securities said that since September 24th, domestic policies have been intensively introduced. The convening of the Politburo meeting of the Chinese Communist Party on December 9 pointed out the important direction for economic work in 2025, and at the same time released a more positive and promising policy signal, and then focused on the statement of the Central Economic Work Conference. With the accelerated implementation of the stock policy and the introduction of a package of incremental policies, the economic fundamentals are expected to show a gradual improvement trend. The policy expectation of "stabilizing the property market and stock market" will help boost investors' confidence and protect the long-term healthy development of the A-share market. Looking forward to the market outlook, A shares are expected to fluctuate upwards.CITIC Securities: Short-term home fundamentals are expected to usher in a window of policy improvement, and we can bargain and seize the opportunity of valuation repair. CITIC Securities recently reported that the situation in the light industry has been severe since 2024, but it still presents three bright spots: channel reconstruction of the personal care industry, internationalization of the tobacco industry and asset integration of the metal packaging industry. The above-mentioned opportunities for subdividing the track are expected to continue and be further strengthened in 2025. Short-term home fundamentals are expected to usher in a policy improvement window, which can be laid out on dips, seize the opportunity of valuation repair, pay attention to industry demand and policy continuity, and attach importance to reasonable valuation intervals. In 2025, the papermaking and paper packaging industries will benefit from the recovery of consumption.
Guotai Junan: Actively grasp the double-low and low-premium convertible bonds with high selective price and good flexibility. Guotai Junan said that the probability of short-term risk events is not high, and the liquidity of the domestic stock market is also supported. Considering the A500 opening of positions, the allocation of insurance and wealth management products and the year-end ranking of funds, we should actively prepare for the new year-end rebound of China stock market from December 2024 to January 2025. Actively grasp the new year's rebound, high selective price and good flexibility of double low and low premium convertible bonds.CICC interprets the meeting of the Politburo in December: the fiscal policy next year is expected to be significantly higher than this year. CICC issued a document saying that the tone of the Politburo in September will be continued, and this Politburo meeting will further inject confidence into the market, and there will be many new formulations in policy. From the perspective of policy objectives, the demand for growth is more clear, and the expression of "property market and stock market" is also very clear. From the policy direction, expanding domestic demand ranks first, and the tendency to boost consumption and improve people's livelihood is further highlighted. From the policy tone, monetary and fiscal policies are more active, and "extraordinary countercyclical adjustment" is put forward for the first time. In terms of specific policy prospects, we believe that the following aspects are worthy of attention: the intensity of fiscal policy next year is expected to be significantly higher than this year; The loose space of monetary policy may be opened through comprehensive policies, and the structural monetary policy may be significantly overweight; Expand domestic demand in an all-round way, and incremental measures may focus more on consumption; Further promote reform and opening up. Generally speaking, the policy mix is in line with what we judge as "tight credit, loose money and wide finance" in the second half of the financial cycle.Sharp's share price once rose by 5.2%, and KDDI will acquire SAKAI website.
Five A-shares registered today, among which Longyan Group, Juyi Technology and China CITIC Bank have the strongest dividends. According to the statistics of the equity distribution plan of listed companies, five A-shares registered today. Among them, 5 shares are intended to pay dividends. In terms of dividends, date of record, where 5 stocks pay dividends, is December 10th. Longbai Group, Juyi Technology and China CITIC Bank have the strongest dividends, with dividends of 3 yuan, 2.2 yuan and 1.83 yuan for every 10 shares. In addition, there are 7 shares that have made dividend plans, among which Radio and Television Metrology, Cube Pharmaceutical and Hefei Hi-Tech have the strongest dividend plans, and every 10 shares will be distributed to 2.5 yuan, 2 yuan and 1 yuan respectively.The director of the South Korean Police Department and the director of the Seoul Police Department were forbidden to leave the country. On December 10th, local time, the special investigation team of the National Investigation Headquarters under the South Korean Police Department took measures to prohibit the director of the South Korean Police Department Zhao Zhihao and the director of the Seoul Police Department Jin Fengzhi from leaving the country.The decline in the yield of major inter-bank interest rate bonds has expanded, and the decline in the yield of major inter-bank interest rate bonds has expanded. The yield of 10-year treasury bonds "24 interest-bearing treasury bonds 11" has dropped by 2.5bp to 1.88%, continuing to hit a record low; The yield of 30-year active bond "24 Special Bond 06" went down 3.5bp to 2.0750%.
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide
12-13
Strategy guide
12-13
Strategy guide 12-13