The impeachment case of South Korean President Yin Xiyue is expected to be voted again in the National Assembly at 17: 00 on the 14th. According to the news of the Common Democratic Party, the largest opposition party in South Korea, the impeachment case against President Yin Xiyue is expected to be voted again in the National Assembly of South Korea at 17: 00 on the 14th (16: 00 Beijing time on the 14th).The first batch of four local standards for the integration of vehicles and Lu Yun in Beijing were released. Recently, in order to boost the expansion of Beijing's high-level autonomous driving demonstration zone, based on the Guide for the Construction of National Vehicle Networking Industry Standard System and the practical experience in the construction of Beijing's high-level autonomous driving demonstration zone, Beijing released the first batch of four local standards for the integration of vehicles and Lu Yun, and more than 30 representative enterprises participated extensively. Up to now, Beijing High-level Autopilot Demonstration Zone has promoted 70 standards research, and Beijing has issued 9 local standards related to autopilot. The 9 local standards under study are expected to be released and implemented within this year and next.Some state-owned banks received a notice from the meeting that the personal pension system is expected to be fully opened. On December 11, the reporter learned from people familiar with the matter that some state-owned banks have received a notice from the Ministry of Human Resources and Social Security that a video conference on the full implementation of the personal pension system will be held in the middle of this month. By then, on the basis of the pilot experience in 36 cities or regions, the individual pension system is expected to be fully implemented throughout the country. "Open the gate after the meeting!" The above-mentioned person said. (21st century business herald)
CICC: Xiamen Tungsten Industry will be successfully issued, and resource development and high-end production capacity construction are expected to accelerate. According to the research report of CICC, Xiamen Tungsten Industry (600549.SH) will be successfully issued, and resource development and high-end production capacity construction are expected to accelerate. It is worth noting that the final issue price of this fundraising is 20.80 yuan/share, which is 28.87% higher than the reserve price, and 3.35% lower than the closing price of 21.52 yuan/share on November 6, the first day of the issuance period. After the completion of the issuance, the company is expected to accelerate the development of tungsten resources and the construction of downstream high-end production capacity, and strengthen profit growth. Considering the impact of stock issuance, the net profit of returning to the mother in 2024 will remain unchanged at 1.92 billion yuan, and the net profit of returning to the mother in 2025 will be raised by 1.7% to 2.25 billion yuan, and CAGR+18.6% from 2023 to 2025. Raise the target price by 17% to 24.1 yuan.Barclays lowered its target share price of Nike from $81 to $79.Sanofi flu and COVID-19 vaccine get FDA fast track.
Morgan Asset Management: Trump's economic policy is generally beneficial to the US economy to maintain the "overweight" rating on US stocks and credit. Sheng Nan, global multi-asset strategist of Morgan Asset Management, said that it is expected that the economic policy of US President-elect Trump will be generally beneficial to the local economy, but the implementation order of specific policies will also determine the growth trajectory in the next two years. Sheng Nan mentioned that Trump pays more attention to deregulation and measures to boost finance by extending tax cuts, which will improve business confidence, open capital markets and accelerate growth and return on assets. However, if the focus is on immigration and tariff policies, the interruption of labor supply or trade may have negative consequences, inhibit economic growth and lead to asset market fluctuations. Sheng Nan believes that despite the above uncertainties, the US economy is expected to grow strongly next year, and the local GDP will not slow down to 2% until the fourth quarter of next year, so he maintains the "overweight" rating on US stocks and credit.Allan Monks, an economist in JPMorgan Chase: The Bank of England's signal about gradually cutting interest rates has been very strong recently, suggesting that the possibility of cutting interest rates next week is very low. However, if the signs of the accelerated weakening of the labor market continue, it will force the Bank of England's Monetary Policy Committee to deviate from this information.Wang Tao, UBS: It is expected that the Central Economic Work Conference will focus on the short-term policy package. Recently, the market highly expects the Central Economic Work Conference to guide the high-quality economic development of China next year. Wang Tao, head of Asian economic research at UBS and chief China economist, said: "I expect that the Central Economic Work Conference may focus on the short-term policy package in 2025 and 2026, but it will also emphasize accelerating some reform measures already outlined at the Third Plenary Session." Wang Tao believes that the next important reform measures may include providing better protection and access for the private economy, deepening the reform of state-owned enterprises to improve efficiency and governance, promoting household registration reform to improve the welfare of migrant workers, strengthening the social security network, and carrying out fiscal and taxation reforms to solve local fiscal revenue problems. "I think structural, deeper and faster reforms will be very important, not only to attract foreign investment, but also to boost domestic confidence." (China Daily)
Strategy guide 12-13
Strategy guide
12-13