The policy continued to catalyze the large consumption sector or welcome a new round of valuation to repair the market. On December 11, the A-share market shrank. The concept sector of big consumption has been concerned by the market, and the food, beverage and retail sectors are among the top gainers. Analysts believe that near the Spring Festival, the top-down emphasis on domestic demand and policy expectations are heating up, and the big consumer sector is expected to usher in a new round of valuation repair. An Yaze, chief analyst of the food and beverage industry of CITIC Jiantou Securities, said that the recent introduction of a series of incremental fiscal and monetary policies has released a clear policy signal to strive to achieve the goals and tasks of economic and social development throughout the year, focusing on boosting consumption and expanding effective domestic demand. The food and beverage industry is expected to usher in a turning point in the boom. (china securities journal)Merger and acquisition, restructuring and opening up a new bureau, market value management has achieved results. Shanghai is a state-owned state-owned enterprise in the big game of capital market, and Shanghai is a major town of state-owned state-owned enterprises. The market value of state-owned listed companies in Shanghai has exceeded 2.7 trillion yuan, which is a powerful state-owned company in the capital market. Since the beginning of this year, Shanghai state-owned listed companies have taken the initiative to take the lead, tried first, actively reformed and innovated, decisively settled in the big chess game of the capital market, opened a new game in mergers and acquisitions, and managed the market value quite effectively, handing over a sample answer sheet. (SSE)
Trump's NASA candidate called his future SpaceX mission a "question mark". On Wednesday, Jared Isaacman, a billionaire in science and technology, who was selected by President-elect Trump, said that his planned private astronaut mission with Musk's SpaceX company "is still a question mark and may be put on hold for the time being" because he is going to enter the government department to lead NASA.In recent years, the installed capacity of new energy generation in China has increased rapidly, and the demand for new energy storage and other regulatory resources has also increased. The energy storage development track is competing with each other, and the total output value of the industry will reach trillion level. In many new energy storage routes, lithium-ion batteries occupy more than 90% of the energy storage, and they are firmly in the first place; All-vanadium redox flow battery has high hopes because of its advantages of high safety, long life and expansibility, and has a good application prospect in the field of large-scale energy storage. This year, Sichuan Province issued the first national special policy to support the development of vanadium battery industry, Panzhihua City, Sichuan Province put forward the vision of building "China Vanadium Power Capital", and the demonstration project of all-vanadium liquid energy storage power station with commercial lease mode was launched here. In November, the project completed the bidding for the procurement of all-vanadium flow battery equipment, which has benchmarking significance for the integration and development of vanadium energy storage industry and financial services industry. (Securities Times)Market participants: In 2025, the steel industry may deduce the upstream profit-making logic. At the 2025 China steel market prospect and the annual meeting of "My Steel", whether the profit space of steel enterprises can be enlarged in 2025, whether the supply-side capacity will be withdrawn in an orderly manner, and what factors should be relied on for the long-term development of enterprises have become the minds of many participants. The industry believes that the survival pressure of steel enterprises may be eased in 2025. The upstream supply of iron ore, coke and coking coal will reduce their prices, and the cost of steel enterprises will fall. The market may deduce the upstream profit-making logic. Market participants said that although steel prices are still expected to decline in 2025, the profit margin of steel enterprises may increase. (SSE)
Chief Financial Officer of Uber: "Very confident". At least in the first few quarters of 2025, the mobile business will grow at a rate of "10% to 20%".In recent years, the installed capacity of new energy generation in China has increased rapidly, and the demand for new energy storage and other regulatory resources has also increased. The energy storage development track is competing with each other, and the total output value of the industry will reach trillion level. In many new energy storage routes, lithium-ion batteries occupy more than 90% of the energy storage, and they are firmly in the first place; All-vanadium redox flow battery has high hopes because of its advantages of high safety, long life and expansibility, and has a good application prospect in the field of large-scale energy storage. This year, Sichuan Province issued the first national special policy to support the development of vanadium battery industry, Panzhihua City, Sichuan Province put forward the vision of building "China Vanadium Power Capital", and the demonstration project of all-vanadium liquid energy storage power station with commercial lease mode was launched here. In November, the project completed the bidding for the procurement of all-vanadium flow battery equipment, which has benchmarking significance for the integration and development of vanadium energy storage industry and financial services industry. (Securities Times)Market News: Most members of the US House of Representatives support the $895 billion national defense policy bill, and voting continues.
Strategy guide
12-14
Strategy guide 12-14
Strategy guide 12-14
Strategy guide
Strategy guide 12-14
Strategy guide 12-14