Market News: The United States is considering imposing tougher oil sanctions on Russia before Trump takes office.Ma Zhixin, the chief financial officer of Nissan, was informed that he would lead the business in China again. According to the Nikkei News, the board of directors of Nissan Motor Co., Ltd. decided to re-appoint Stephen Ma to take charge of the business in China, and JÉRÉMIE PAPIN, the chairman of Nissan Americas Company, will replace Ma Zhixin as the chief financial officer. In 2012, Ma Zhixin served as vice president of Dongfeng Co., Ltd., then transferred back to Nissan headquarters in 2018 and was promoted to chief financial officer the following year.Yongtai energy ranked first in the exposure of leveraged capital stocks. On the last trading day (December 10th), a total of 2,076 stocks were bought by financing, and 28 stocks had a net purchase amount of more than 100 million yuan. Oriental Fortune ranked first in the net purchase of financing, with a net purchase of 388 million yuan; The top net purchases of financing were Zhongji Xuchuang, Iflytek and Wanxing Technology, with net purchases of 316 million yuan, 297 million yuan and 265 million yuan respectively. Sellers, Luxshare and Gree Electric were among the top sellers, with the amounts of 369 million yuan, 207 million yuan and 181 million yuan respectively.
During the year, the enthusiasm of securities firms for issuing bonds was less than that of the same period last year. Adequate capital is an important condition for securities firms to develop innovative business, enhance market competitiveness and prevent risks. In order to supplement working capital and support business development, this year, brokers have raised more than 1.2 trillion yuan by issuing bonds. The data shows that since the beginning of this year, as of December 10th (according to the starting date of issuance), 67 securities firms have issued a total of 644 bonds, with the total amount of bonds issued reaching 1,224.727 billion yuan. On the whole, compared with the same period of last year, the number of bonds issued by brokers has dropped by 13.56% this year, and the total issuance has dropped by 13.58%. Zhu Keli, executive director of China Information Association, said, "Since the beginning of this year, the' enthusiasm' of securities companies to issue bonds is not as good as last year, which shows that securities companies are more cautious and calm in their attitude towards issuing bonds and actively respond to policy calls such as taking the road of capital-saving and high-quality development. In the future, brokers should further balance the development of light and heavy capital business, reasonably determine the scale and frequency of debt issuance financing, improve the efficiency of capital use and develop more steadily. " (Securities Daily)Shanxi Securities: The launch of new OpenAI products catalyzes the demand for low-orbit satellite to continue to accelerate. Shanxi Securities Research Report pointed out that 1) The "Open AI 12 Days" activity was held, and the official version of o1 &pro and the full version of ChatGPT pro o1 were released faster and more powerful than o1 preview, and they performed better in code, mathematics and writing, and still possessed the original ability of picture reasoning. With the marginal cost of training continuing to increase and cot reasoning computing power continuing to increase, the computing power demand in 2025 is real and may continue to exceed expectations. It is suggested that the current optical module, copper connection, power supply and liquid cooling should be switched to the low valuation of 2025 performance. 2) Amazon shows trn1 ultra cabinet products, and cloud manufacturer ASIC brings incremental demand for copper connection. Cloud manufacturers' self-developed ASIC will bring important demand increment for high-speed copper connection. At present, copper connection system component manufacturers are concentrated overseas, while bare wire supporting capacity is concentrated in China. 3) Last week, Yuanxin Qian Fan's third networking satellite was successfully launched in Taiyuan, and SpaceX mobile phones were directly connected to satellite networking for commercial use. The development of LEO satellite Internet is related to 6G standard discourse right, orbital frequency resources and the game of international air and space infrastructure powers, which is expected to force the launch of LEO constellation in China to accelerate again. Under the catalysis of continuous events, the relevant targets of the industrial chain are expected to usher in a certain performance contribution and drive the double-click market.Del Co., Ltd.: The solid-state battery trial production line that the company is preparing is used for sample trial production. Del Co., Ltd. said on the interactive platform that the trial production line that the company is preparing is used for sample trial production, and the application scenarios of solid-state battery products in the future are very wide, including power batteries, consumption, energy storage and many other fields.
Biden's last speech on the economy warned Trump that "trickle-down economics" was making a comeback. US President Biden publicized his economic achievements in a speech at the Brookings Institution in Washington on Tuesday, and warned Trump to repeat the Republican "trickle-down economics" during his second term. This may be his last speech on the economy during his tenure. Biden said in his speech that he promoted investment in infrastructure, manufacturing and neglected communities, avoided a bigger economic crisis and laid the foundation for sustained economic growth. "The new government will take over a fairly strong economy, and most economists agree with this view," Biden said. "I deeply hope that the new government can maintain and carry forward such progress. Biden proudly said that after decades of trickle-down economics, which gave priority to the wealthy Americans, his government adopted a new approach. At present, the economy is growing from the inside out and from the bottom up, benefiting the middle class. He admitted that American workers still suffer from inflation and high housing prices. Biden stressed that during his tenure, he created 16 million jobs, the highest in a single presidency, the lowest average unemployment rate in all previous governments in the past 50 years, and the smallest racial gap between the rich and the poor in the past 20 years. Biden warned Trump to provide more tax cuts for the rich and enterprises during his second term, and said that Trump's commitment to impose tariffs on overseas goods may make a "big mistake". He also said that he thought Trump would be in trouble if he stopped the investments he made during his administration, because these investments benefited many Republican and Democratic-led states.Galaxy Securities: The economies of scale of the network industry chain are expected to be prominent. The Galaxy Securities Research Report pointed out that the supply of new kinetic energy in emerging communication industries is constantly enriched, and the economies of scale of the network industry chain are expected to be prominent. With the development of AI, the promotion of 6G and the popularization of satellite-related services in the future, in order to gain greater global leadership in digital technology, China's technological changes need to be accelerated. The integration of 5G-A/6G synaesthesia and general intelligence computing respectively add perceptual and AI elements to the communication network, and continue to deepen the supply capacity upgrade of key links such as chip modules, industry terminals, virtual private networks and common capability platforms, so as to empower the development of emerging industries. The upgrading of communication technology focuses on promoting the integration and innovation of digital technology, bringing about the upgrading of traditional industrial production and operation. Generally speaking, the development of 5G+ promotes multi-directional deep empowerment, and the effect of economies of scale is expected to be prominent. Looking forward to the future, new infrastructure and new applications will usher in great development.Zhongying Electronics: A small number of products have been used for service robots, but not for humanoid robots. Zhongying Electronics (300327) replied to investors' questions on the interactive platform on December 11th, saying that a small number of products have been used for service robots, but not for humanoid robots. The company has been paying attention to the application and technical development of robot motor control MCU and its lithium battery management chip, and evaluating the R&D investment.
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide
12-13