Market News: A 6.6-magnitude earthquake occurred in Moller, Chile.Market News: A 6.6-magnitude earthquake occurred in Moller, Chile.Minsheng Securities: In 2025, the banking sector grasped three main lines. The Minsheng Securities Research Report pointed out that it is expected that the revenue growth rate of listed banks will remain under pressure and profits will maintain positive growth in 2025. Restricted by factors such as the slowdown of scale expansion, the pressure of narrowing the net interest margin, and the marginal reduction of the contribution of financial investment to revenue, there is still pressure on the year-on-year growth of listed banks' revenue in 2025. However, with the gradual progress of local debt resolution, the real estate package policy has gradually become effective, and the hidden risks of banks in real estate and urban investment assets are expected to be effectively alleviated, and banks can maintain a low level of impairment provision, which supports profit performance. Grasp three main lines: 1) low-valued stock banks: it is recommended to pay attention to China Merchants Bank, Industrial Bank and Shanghai Pudong Development Bank; 2) High-quality rural commercial banks in regional cities: banks benefiting from chemical bonds. It is recommended to pay attention to Chongqing Rural Commercial Bank, Chongqing Bank and regional high-quality banks, and Qilu Bank, Chengdu Bank, Changshu Bank and Hangzhou Bank. 3) High dividend banks: In the process of economic recovery, high dividend strategy has absolute income stability, so it is suggested to pay attention to state-owned big banks, Nanjing Bank and Shanghai Rural Commercial Bank.
The giant pandas "Xingqiu" and "Yilan" set off for the Adelaide Zoo in Australia. According to china wildlife conservation association news, "Xingqiu" (male, born on September 29th, 2020) and "Yilan" (female, born on August 10th, 2021) set off for the Adelaide Zoo in Australia today (December 14th), continuing the 15-year panda protection cooperation relationship between the two sides for 10 years. China and Australia have arranged various preparations before transportation in an orderly manner, and made every effort to ensure the safe and smooth arrival of the two giant pandas at Adelaide Zoo. The Chinese side carried out quarantine and physical examination on the two giant pandas, and they were in good health. Experts were organized to go to Adelaide National Zoo for technical guidance, and food, water and medicines such as Wowotou, bamboo shoots and carrots were prepared to ensure the needs of giant pandas during the flight. China and Australia sent veterinarians and breeders to escort two giant pandas on the same plane. In order to welcome the arrival of giant pandas, Adelaide Zoo has made full preparations, the venue arrangement is brand-new, the edible bamboo has a long-term and stable guarantee, the feeding management team is experienced, and a complete feeding management system and technical specifications have been formulated.Russian parliamentarian: North Korea's special forces are assisting Russia in the war. On the 14th, the reporter of the General Taiwan Affairs Office learned that Andrei Kolesnik, a member of the National Defense Committee of the Russian State Duma, said in an interview with Lenta.ru on the 13th local time that soldiers of North Korea's special forces are assisting Russia in the war in order to gain practical experience. North Korean leaders sent troops to help Russia fight because the DPRK believes that the combat effectiveness of soldiers who have participated in actual combat will be doubled, especially the special forces must have experience in participating in real conflicts. Kolesnik also stressed that North Korean soldiers participated in the operation legally according to the treaty signed between Russia and the DPRK. (CCTV News)Ministry of Education: Steadily promote the expansion of high-quality undergraduate courses and go all out to do a good job in the employment of college graduates. On December 13th, Huai Jinpeng, Party Secretary and Minister of the Ministry of Education, presided over a party meeting to convey the spirit of the Central Economic Work Conference, and to study, deploy and implement the work. The meeting stressed that it is necessary to strengthen the supporting role of education in science, technology and talents, focus on grasping strategic competition and historical initiative, closely promote educational development, scientific and technological innovation and personnel training, accelerate the construction of "double first-class", dynamically adjust disciplines and majors ahead of schedule, speed up the training of talents urgently needed in national strategy, strengthen the construction of national strategic scientific and technological strength, and strongly support the construction of modern industrial system.
It is difficult to "choose a base" for the people in thousands of miles. How to solve the problem of consignment agencies, Public Offering of Fund's development is marching forward, and 10,000 funds compete on the same stage. Since the beginning of this year, the scale and quantity of Public Offering of Fund have hit record highs, and investors are also facing the "one in a million" difficulty in choosing a base. As a key link to solve this problem, the agency is speeding up its exploration. In the interview, the reporter learned that with the continuous strengthening of supervision and the continuous promotion of Public Offering of Fund's rate reform, the consignment agencies that have accelerated the reshuffle in the industry competition are deeply impressed by the traditional seller's sales thinking, and have explored the road of differentiated and characteristic services and accelerated the transformation to the buyer's investment mode. However, at present, the buyer's investment model in China is still in the early stage of development, and there are shortcomings such as low investor acceptance and insufficient technical allocation of institutional talents. The transformation of consignment agencies still has a long way to go and needs further refined development. (Securities Daily)Two-way opening-up continues to deepen, and foreign-funded institutions continue to be optimistic about China's capital market. Near the end of the year, many foreign-funded institutions have issued investment strategies for 2025. Foreign-funded institutions generally believe that a series of incremental policies since the end of September are gradually exerting their effects, providing strong support for China's stable economic growth and high-quality development. At the same time, the interconnection of financial markets continues to deepen, and the system of qualified foreign investors continues to be optimized, which also makes foreign investors' interest in investing in China continue to rise. Many foreign-funded institutions such as Goldman Sachs, UBS and Morgan Asset Management continue to be optimistic about the market outlook of China's capital market. Xing Ziqiang, chief economist of Morgan Stanley in China, said that the regulatory authorities are increasingly friendly to foreign investment, and the attention of overseas long-term capital and foreign investors to China is also developing in a positive direction. With the coordinated efforts of reform, it is believed that China's economy and market confidence will continue to stabilize and rebound. (Securities Times)National Bureau of Statistics: Compared with the end of November, the market prices of 50 kinds of important means of production in 9 categories in the national circulation field increased in early December, 23 kinds decreased and 4 kinds remained flat. The National Bureau of Statistics released the market price changes of important means of production in the circulation field in early December 2024: According to the monitoring of the market prices of 50 kinds of important means of production in 9 categories in the national circulation field, compared with the end of November, the prices of 23 kinds of products increased in early December 2024, 23.
Strategy guide 12-14
Strategy guide 12-14