Market news: Putin will extend the permission of some Russian companies not to consider voting by shareholders from unfriendly countries until the end of 2025.800 million time and space: it is planned to buy back shares of 50 million yuan to 100 million yuan. According to the announcement of 800 million time and space, it is planned to buy back shares of 50 million yuan to 100 million yuan. The source of funds is the company's own funds and the special loan for stock repurchase provided by CITIC Bank Beijing Branch, in which the amount of special loan does not exceed 70 million yuan. The repurchased shares are used for employee stock ownership plans or equity incentives at an appropriate time in the future. The repurchase price shall not exceed 41 yuan/share.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".
800 million time and space: it is planned to buy back shares of 50 million yuan to 100 million yuan. According to the announcement of 800 million time and space, it is planned to buy back shares of 50 million yuan to 100 million yuan. The source of funds is the company's own funds and the special loan for stock repurchase provided by CITIC Bank Beijing Branch, in which the amount of special loan does not exceed 70 million yuan. The repurchased shares are used for employee stock ownership plans or equity incentives at an appropriate time in the future. The repurchase price shall not exceed 41 yuan/share.The Gansu Provincial Department of Transportation launched a Class IV defense response to low-temperature rain, snow and freezing disasters, and the Lanzhou Central Meteorological Observatory issued a blue warning of blizzard at 10: 34 on December 9: It is expected that there will be heavy snow in Lanzhou, Baiyin, Dingxi, Linxia and other cities and States, as well as northern Gannan, western Tianshui, western Pingliang, western Qingyang, southern Zhangye and southern Wuwei from 15: 00 on the 9 th to 20: 00 on the 10 th; Blizzard will appear in southern Linxia, western Dingxi, southern Lanzhou and central Baiyin. According to the relevant provisions of "Emergency Plan for Highway Traffic Security in Gansu Province" and "Comprehensive Emergency Plan for Transportation in Gansu Province", the Gansu Provincial Department of Transportation decided to start the level IV defense response to the freezing rain, snow and ice disaster of transportation at 20: 00 on December 9.The main contract of Shanghai Bank expanded to 2.00% in the day, and it is now reported at 7933.00 yuan/kg.
Black futures continued to rise, the main contracts of coking coal and coke rose by more than 3%, the main contracts of thread and iron ore rose by nearly 3%, and the main contracts of hot coil rose by more than 2%.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.Black futures continued to rise, the main contracts of coking coal and coke rose by more than 3%, the main contracts of thread and iron ore rose by nearly 3%, and the main contracts of hot coil rose by more than 2%.
Strategy guide 12-13
Strategy guide 12-13
Strategy guide
12-13
Strategy guide 12-13