Hikvision: It plans to buy back 2 billion to 2.5 billion yuan of shares for cancellation. Hikvision announced that it plans to buy back 2 billion to 2.5 billion yuan of shares for cancellation according to law to reduce registered capital. The repurchase price range is no more than 40 yuan/share, and the funds come from the company's own funds and special loans for stock repurchase.The third batch of CSI A 500 ETFs under Rongtong, Puyin AXA and Yongying was approved and will be released soon. Less than two weeks after the report, the third batch of CSI A 500 ETFs got the approval. The reporter learned from the industry that the CSI A500ETF of many fund companies, including Rongtong Fund, Puyin AXA Fund, Yongying Fund, Haifutong Fund and Galaxy Fund, got the approval. Previously, nine fund companies reported the product. So far, more than 50 Public Offering of Fund managers have reported 107 products related to the CSI A500 Index. After excluding the linked funds, 22 CSI A500ETF have been issued and listed, with a current market scale of nearly 220 billion; Twenty-two products in CSI A500 index increase products have been approved for issuance; In addition, nearly 20 CSI A500 index products have been approved.Xinhua Pharmaceutical Co., Ltd.: It plans to acquire no more than 75% equity of Noah Shengnuo. Xinhua Pharmaceutical announced that the company signed an Intention Agreement on Equity Acquisition with NovoSanaB.V on December 9, 2024, and plans to acquire no more than 75% equity of Noah Shengnuo in cash, and will become its controlling shareholder after the acquisition. The specific acquisition plan and transaction price will be determined according to the results of due diligence, audit and evaluation.
Caitong Securities: It is expected that the main objectives and tasks of economic and social development will be successfully completed throughout the year. the Political Bureau of the Communist Party of China (CPC) Central Committee held a meeting on December 9 to analyze and study the economic work in 2025. According to Chen Xing, the macro chief analyst of Caitong Securities, from the current situation, the economic operation has been generally stable this year, and the key areas of risks have also been resolved in an orderly and effective manner. The meeting has confidence in this year's economic performance, and it is expected that the main objectives and tasks of economic and social development will be successfully completed throughout the year. From the perspective of future deployment, first, the positive attitude is unprecedented. The meeting mentioned that the policy will be more active and promising, and on the basis of counter-cyclical adjustment, it emphasized that the intensity should be "extraordinary" to offset "external shocks". We will implement a more proactive fiscal policy and a moderately loose monetary policy. Second, pay more attention to the actual effect of policies, not only to strengthen the forward-looking, targeted and effective regulation at the macro level, but also to promote the effectiveness of landmark reform measures in specific measures. Third, pay more attention to systematicness, emphasize "system integration and coordination", improve the toolbox, lay a good policy "combination boxing" and stabilize expectations.Su Hao Hongye: Received a government subsidy of 7,296,200 yuan. Su Hao Hongye announced that the company and its holding subsidiaries recently received a total of about 7,296,200 yuan in government subsidies. Among them, the amount of income-related subsidies is 3.92 million yuan, accounting for 12.01% of the company's latest audited net profit; Another income-related subsidy is 3,376,200 yuan, accounting for 10.35% of the company's latest audited net profit.Armed representatives of the Syrian opposition: I hope to establish cooperative relations with the international community including Russia. Ahmed Toma, head of the armed delegation of the Syrian opposition in Astana talks on Syria, told the Russian media on the 9 th that the Syrian opposition is committed to establishing an independent democratic country in accordance with UN Security Council Resolution 2254 and hopes to establish cooperative relations based on mutual respect with all parties including Russia. Sputnik news agency & radio reported on the same day that Toma said in an interview with the satellite news agency that the Syrian opposition will devote itself to maintaining the operation of state institutions, ensuring security and improving people's livelihood in the future. "We hope to build a civilized, independent and democratic country according to UN Security Council Resolution 2254." Toma said that the Syrian opposition "hopes to achieve stability and has no intention of punishing anyone." (CCTV News)
The Gansu Provincial Department of Transportation launched a Class IV defense response to low-temperature rain, snow and freezing disasters, and the Lanzhou Central Meteorological Observatory issued a blue warning of blizzard at 10: 34 on December 9: It is expected that there will be heavy snow in Lanzhou, Baiyin, Dingxi, Linxia and other cities and States, as well as northern Gannan, western Tianshui, western Pingliang, western Qingyang, southern Zhangye and southern Wuwei from 15: 00 on the 9 th to 20: 00 on the 10 th; Blizzard will appear in southern Linxia, western Dingxi, southern Lanzhou and central Baiyin. According to the relevant provisions of "Emergency Plan for Highway Traffic Security in Gansu Province" and "Comprehensive Emergency Plan for Transportation in Gansu Province", the Gansu Provincial Department of Transportation decided to start the level IV defense response to the freezing rain, snow and ice disaster of transportation at 20: 00 on December 9.Huaxi Securities Interpretation of the Political Bureau Meeting in December: The policy strength showed an upward trend. The Huaxi Securities Research Report pointed out that the release signal of this meeting was positive. Judging from the significant strength of Hong Kong stocks and A50 futures, the content of the meeting greatly exceeded previous market expectations. There are mainly the following aspects: First, the policy tone is more positive. "Strengthening unconventional countercyclical adjustment", which is used to describe countercyclical adjustment for the first time, reflects the upward trend of policy strength. The policy of this year's two sessions is expressed as "strengthening countercyclical and cross-cyclical adjustment of macro policies", the Politburo meeting in July "strengthening countercyclical adjustment" and the Politburo meeting in September "strengthening countercyclical adjustment". From the point of view of change, it gradually turns to counter-cycle instead of cross-cycle, and the intensity is constantly upgrading. Create a follow-up policy for the market that may continue to be introduced until the economy stabilizes and rebounds. At the same time, the meeting did not mention "coordinating the expansion of domestic demand and deepening the structural reform of the supply side", but directly mentioned the expansion of domestic demand, which is also a manifestation of facing the problem more directly and attaching importance to the demand side. Second, as far as finance and money are concerned, this meeting mentioned "implementing a more active fiscal policy and a moderately loose monetary policy", and the modifier "more" was added in front of the active fiscal policy. A similar expression was found in the Politburo meeting in April 2020, "The active fiscal policy should be more active and promising", and then in May, the two sessions formulated a large-scale fiscal combination boxing (deficit ratio 3.6%+, 3.75 trillion new special debts and 1 trillion special national debts). The third is to stabilize the property market and write the stock market into the 2025 goal. The fourth is to pay attention to consumption. The meeting mentioned "vigorously boosting consumption, improving investment efficiency and expanding domestic demand in all directions". It is expected that the policy of promoting consumption will make a breakthrough in scale and direction. Fifth, the meeting also mentioned science and technology (to lead the development of new quality productive forces with scientific and technological innovation and build a modern industrial system), green (to jointly promote carbon reduction, pollution reduction and green growth, and accelerate the overall green transformation of economic and social development) and foreign trade. Emphasizing science and technology, it is clear that the direction of future policy is in the industrial direction led by science and technology. At the same time, for green, because next year is the last year of the 14 th Five-Year Plan, emission reduction and other targets need to be completed. In terms of foreign trade and foreign investment, the meeting mentioned that "it is necessary to expand high-level opening to the outside world and stabilize foreign trade and foreign investment".Hailiang shares: planning to invest in Jinlong Group and cooperative management. Hailiang shares announced that the company plans to invest no more than 1 billion yuan to acquire part of the shares of Jinlong Group held by Chongqing Wanzhou Economic and Technological Development (Group) Co., Ltd., and at the same time, Hailiang shares plan to cooperate with Jinlong Group. This transaction does not constitute a connected transaction or a major asset restructuring.
Strategy guide 12-13
Strategy guide 12-13
Strategy guide
12-13
Strategy guide 12-13