The Huangmaohai Cross-sea Passage was opened to traffic today. At 15: 00 on December 11th, Guangdong-Hong Kong-Macao Greater Bay Area's key traffic project, the Huangmaohai Cross-sea Passage, will be put into trial operation, adding another "key level" to Guangdong-Hong Kong-Macao Greater Bay Area's cross-river traffic network. After opening to traffic, the land transit time from Zhuhai to Jiangmen will be shortened from more than one hour to about 30 minutes.Spot gold hit $2,700 per ounce, a two-week high, rising by 0.24% in the day.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)
There is still a large range of rainy weather in the south due to temperature fluctuations in many places in the country. Today and tomorrow (December 11-12), snowfall in the north will continue to shrink, and the south will continue to maintain a large range of rainy weather. At the same time, the cooling effect brought by cold air is still in progress, and the temperature in most areas will go down to a new level, with cold on top and cold on top, and many places will hit new lows since beginning of winter this year.Twelve stocks were rated by brokers, and the target of walrus new materials increased by 88.1%. On December 10th, a total of 12 stocks were rated by brokers, and 3 of them announced their target prices. According to the highest target price, Walrus New Materials, Longjing Environmental Protection and Kangguan Science and Technology ranked in the top, with increases of 88.1%, 57.39% and 30.67% respectively. From the perspective of rating adjustment, the ratings of 4 stocks remain unchanged, and 8 stocks are rated for the first time. Judging from the Wind industry to which the buy-rated stocks belong, capital goods, food, beverages and tobacco, technical hardware and equipment have the largest number of buy-rated stocks, with 3, 3 and 2 respectively.Skyworth Digital won the first bid for China Mobile's smart set-top box collection. In the announcement of "Publicity of Selected Candidates for Centralized Procurement of Smart Set-top Box Products of China Mobile from 2024 to 2026 (Public Procurement Part)" issued by China Mobile, Skyworth Digital won the bid in the first place, with the winning share of 4K set-top boxes being 23.91% and the number of selected units being 13.12 million. The winning share of 8K ultra HD set-top boxes is 40%, and the selected number is 500,000. China Mobile released the centralized procurement of 8K ultra-high-definition set-top box products for the first time. After Skyworth Digital, the 8K ultra-high-definition set-top box, won the exclusive bid for Henan Mobile and Shanghai Mobile, the company won the first prize in centralized procurement.
The Hang Seng Index of Hong Kong stocks opened higher by 0.46%, the index of state-owned enterprises rose by 0.51%, and the branch index rose by 0.46%.The central bank conducted a 7-day reverse repurchase operation of 78.6 billion yuan today, and the winning bid rate was 1.50%, which was the same as before. As 41.3 billion yuan of 7-day reverse repurchase expired today, the net investment on that day was 37.3 billion yuan.Guojin Securities: There is a certain room for the valuation of brokers to rise, focusing on two main lines. Guojin Securities said that looking forward to 2025, liquidity is expected to be further relaxed, market stability will be improved, and a solid market bottom will be built. The improvement of economic fundamentals will be confirmed, and the stock market is expected to go further, which will benefit the valuation and performance of brokerage sectors. Under the background of previous liquidity easing, the valuation of securities firms has expanded to above 1.9X, and the current valuation of securities firms is 1.6X, which has a certain room for growth on the whole. Pay attention to the main line of strong beta business and the main line of mergers and acquisitions.
Strategy guide 12-14
Strategy guide 12-14
Strategy guide
12-14