The game and media sectors moved up three boards in vision china, three boards in vision china, Fuchun, Reader Media, Zhewen Internet and Guangdong Media, and Kaiying Network, Shengguang Group and Tianlong Group followed suit.Google reached a strategic cooperation with domestic consumer-grade AR glasses manufacturer XREAL. At the Android XR conference, Google reached a strategic cooperation with domestic consumer-grade AR glasses manufacturer XREAL. XREAL's industrial chain partners include Luxshare and Longqi Technology. Last week, XREAL just released a new generation of XREAL One, which is equipped with XREAL's self-developed space computing chip-X1 for the first time.On December 4, the price of pig food was 7.74, up 0.52% from November 27. According to the data of the National Development and Reform Commission, as of December 4, the price of live pigs nationwide was 16.72 yuan/kg, down 1.30% from November 27. The price of corn in the main wholesale market is 2.16 yuan/kg, down 1.82% from November 27; The price of pig food was 7.74, up 0.52% from November 27th.
Hongrun Construction established a commercial management company in Wuxi. According to the enterprise search APP, Wuxi Hongrun Commercial Management Co., Ltd. was recently established. The legal representative is Jin Zhenjun, with a registered capital of 1 million yuan. Its business scope includes: commercial complex management services; Property management; Real estate broker, etc. Enterprise investigation shows that the company is wholly owned by Hongrun Construction.Treasury bond futures opened, with 30-year main contracts rising by 0.48%, 10-year main contracts rising by 0.36%, 5-year main contracts rising by 0.25% and 2-year main contracts rising by 0.05%.Wu Chaoming, chief economist of Caixin Financial Holdings: The foundation for stabilizing the stock market is more solid. Wu Chaoming, chief economist of Caixin Financial Holdings, said that the Central Economic Work Conference will stabilize the stock market in the overall target paragraph, highlighting the central government's attention and care for the capital market. Since this round of incremental policies, the stock market has become a weather vane to test the effect of policies to some extent, and it is an important starting point for stabilizing expectations and stimulating vitality. Judging from the signals revealed at this meeting, the foundation for stock market stabilization in the future will be more solid.
Guotai Junan: Pay attention to the investment opportunities in liquor, beverages, popular food and other fields. Guotai Junan Research Report pointed out that 1) Liquor: Determine ahead of growth, pay attention to the wholesale price trend and the orientation of head liquor enterprises. The report end of liquor industry began to enter the downward period in the second quarter of 2024, and the bottom shock is expected in the first half of 2025. Sales are slowing down, inventory is passively rising, and the approval price is expected to be relatively weak. The Spring Festival in 2025 will experience a stress test period. In terms of price, real estate liquor > high-end > secondary high-end. After this round of adjustment, real estate liquor is expected to recover first, followed by high-end liquor, and the secondary high-end liquor is expected to recover for a long period. 2) Beer and beverage: the performance of beer is divided and the beverage structure is prosperous. In the third quarter of 2024, the number of trips in the summer peak season was stronger than the price, and the number of trips maintained a recovery and growth trend. The beverages with low-cost/high-frequency consumption characteristics benefited significantly and the demand resilience was prominent; The regional brand of beer performance differentiation is better than the national brand, and it is expected to be repaired under the low expectation in 2025. It is expected that the passive upgrading trend and regional brand advantages will continue. 3) Popular food: marginal improvement and structural differentiation. Mass food improved marginally in the third quarter, with obvious structural differentiation. The cost reduction is gradually reflected, low cost and low price become the trend, the advantages of high cost-effective products are highlighted, and the key layout is two ends; The valuation premium of growth stocks has been significantly digested, focusing on growth track snacks, and paying attention to adjusted condiments, catering supply chain and low valuation oversold and high dividend targets.Maotai Group had an exchange discussion with Huawei. Kweichow Moutai official news on December 13th. On December 12th, Zhang Pingan, managing director of Huawei Technologies Co., Ltd. and CEO of Huawei Cloud, visited Maotai and held an exchange discussion with Zhang Deqin, Party Secretary and Chairman of Maotai Group.Shenzhen accelerates to build a new generation of world-class automobile cities. The total output of automobiles this year is expected to exceed 2.8 million. Over the past hundred years, many well-known "automobile cities" have emerged continuously in the world automobile industry. As one of the earliest cities to develop new energy industry, Shenzhen has a solid foundation for industrial development, actively seizing the historical opportunity of global automobile industry reform and achieving "overtaking in corners" on new energy automobile tracks. In 2023, the output of new energy vehicles in the city reached 1.733 million, ranking first among cities in China. With the acceleration of intelligent process and the high coordination of industrial chain, a "new generation world-class automobile city" is accelerating in Shenzhen. (Shenzhen Special Zone Daily)
Strategy guide 12-14
Strategy guide 12-14