Henan: Promote the research on new crystalline silicon solar cell technologies such as heterojunction and perovskite/stack. The General Office of the People's Government of Henan Province issued an implementation plan for accelerating the integration of source, grid, load and storage in Henan Province, which proposed to tackle key technical problems. Promote the research on new crystalline silicon solar cell technologies such as heterojunction and perovskite/stack, and improve the efficiency of new energy power generation. Accelerate technological breakthroughs such as core chips of power equipment and coordinated control of source and network, and improve the adaptability of power grid to new energy sources. Carry out research on key technologies of digitalization and intelligence of energy system, improve the matching degree between supply and demand of power supply and load, and solve the intermittent and unstable problems of new energy power generation. Develop a new generation of high-performance energy storage technologies such as solid-state batteries and sodium ion batteries, improve the flexible adjustment ability of the system, and solve the problem of time-space mismatch between power generation and power consumption. Accelerate research on high-precision new energy and flexible load power forecasting technology, economic optimization scheduling technology, and promote the establishment of an integrated laboratory for source, network, load and storage.CF40 Research: Three Channels to Expand Domestic Demand. An article published by Guan Wei of China Financial Forty Forum (CF40) pointed out that the expansion of total demand, whether it is to expand consumption or investment demand, should be implemented on credit growth. When credit goes up, residents, enterprises and governments have more money in their pockets, so do expenditures and incomes, as well as profits and investments. At present, there are three main ways to expand credit: first, fiscal policy is exerted and the government borrows money; Second, the monetary policy will exert its strength and reduce the policy interest rate; The third is to stabilize the real estate market, and there can be no further sharp decline. In terms of finance, maintain the intensity of fiscal expenditure in a broad sense, and moderately increase the fiscal deficit to 4% in 2025. In terms of monetary policy, we should take reducing the real interest rate as an important goal, continue to implement "strong interest rate reduction", and timely reduce the interest rate of structural monetary policy tools below the policy interest rate level. In terms of the property market, it will ease the current cash flow pressure faced by real estate enterprises and promote the real estate to stop falling and stabilize from both ends of supply and demand.Australia's S&P/ASX200 index opened down 12.60 points, or 0.15%, at 8380.4 points on Wednesday, December 11th.
Eight-day four-board three-dimensional communication: the company's operation is normal, and the internal and external operating environment has not changed significantly. On December 9, December 10 and December 11, 2024, the company's closing price increase deviated by more than 20% for three consecutive trading days, which belongs to the abnormal fluctuation of stock trading. The company's operation is normal, and the internal and external operating environment has not changed significantly. The Company has no other circumstances that violate the provisions on fair disclosure of information.Wells Fargo: Reduce the target price of Dow Chemical from $60 to $55, and maintain the "overweight" rating.Morgan Asset Management: In 2025, there are sufficient reasons to continue to over-allocate US stocks. Sylvia Sheng, global multi-asset strategist of Morgan Asset Management, said that there are sufficient reasons to continue to over-allocate US stocks and increase exposure to small and medium-sized stocks. She pointed out that although the valuation may look high, it is expected that the profit growth of S&P 500 companies will continue. Sheng wrote that it is estimated that in 2025, the contribution of the six giants in the S&P 500 index to the profit growth of the other 494 stocks will be the same, and the profit growth of these six giants is expected to slow down from 40% in 2024 to 22%. In the international market, Morgan Asset Management continues to over-allocate Japanese stocks, and its quantitative model shows that the yield of Japanese stocks is attractive and the bottom-up profitability is strong.
Thirteen people lost contact due to the road collapse in Shenzhen, Guangdong Province. According to the website of the Emergency Management Department on December 11, the the State Council Work Safety Committee issued the Notice on Handling Major Production Safety Accidents on December 10. On December 4, 2024, a major road collapse accident occurred at the construction site of No.5 bid section of Shenjiang Railway in Hangcheng Street, Baoan District, Shenzhen, which has caused 13 people to lose contact. According to the Measures for Handling Major Accidents, the the State Council Safety Committee decided to supervise the handling of this major accident. Guangdong Province should, in accordance with the Regulations on the Reporting, Investigation and Handling of Production Safety Accidents and other relevant laws, regulations and rules, promptly organize accident investigations, quickly identify the cause of accidents, and study and put forward handling opinions in strict accordance with the requirements of accident investigations. Before the accident is closed, the accident investigation report (not finalized) shall be submitted to the the State Council Safety Committee Office for examination and approval, and Guangdong Province shall be responsible for approving the case and announcing it to the public. After the case is closed, the accident investigation report and the implementation of the accident handling decision shall be reported to the the State Council Safety Committee Office for the record.Jialiqi: It is planned to distribute a cash dividend of RMB 2.8 yuan every 10 shares. Jialiqi announced that it plans to distribute a cash dividend of RMB 2.8 yuan to all shareholders every 10 shares based on the company's existing total share capital of 82,975,500 shares, with a total cash dividend of RMB 23,233,100, accounting for 29.56% of the company's net profit attributable to shareholders of listed companies in the first three quarters of 2024. No bonus shares will be paid this time, and the capital reserve fund will not be converted into share capital, and the remaining undistributed profits will be carried forward to the next year.Thirteen people lost contact due to the road collapse in Shenzhen, Guangdong Province. According to the website of the Emergency Management Department on December 11, the the State Council Work Safety Committee issued the Notice on Handling Major Production Safety Accidents on December 10. On December 4, 2024, a major road collapse accident occurred at the construction site of No.5 bid section of Shenjiang Railway in Hangcheng Street, Baoan District, Shenzhen, which has caused 13 people to lose contact. According to the Measures for Handling Major Accidents, the the State Council Safety Committee decided to supervise the handling of this major accident. Guangdong Province should, in accordance with the Regulations on the Reporting, Investigation and Handling of Production Safety Accidents and other relevant laws, regulations and rules, promptly organize accident investigations, quickly identify the cause of accidents, and study and put forward handling opinions in strict accordance with the requirements of accident investigations. Before the accident is closed, the accident investigation report (not finalized) shall be submitted to the the State Council Safety Committee Office for examination and approval, and Guangdong Province shall be responsible for approving the case and announcing it to the public. After the case is closed, the accident investigation report and the implementation of the accident handling decision shall be reported to the the State Council Safety Committee Office for the record.
Strategy guide 12-14
Strategy guide
12-14
Strategy guide
12-14
Strategy guide
12-14