The winning bid rate of China's 2-year treasury bonds was 1.06%, which was 31 basis points lower than last month. The Ministry of Finance of China issued treasury bonds today, and the weighted average winning bid rate of 2-year varieties was 1.06%. The data shows that the bid-winning interest rate is about 31 basis points lower than that when the national debt of the same term was issued in November, the lowest since Bloomberg recorded it in 2004.The cryptocurrency market fluctuated violently again, exceeding 110,000 people. In the past 24 hours, the cryptocurrency headed by Bitcoin jumped up and down. After Trump said "something great will be done in the cryptocurrency field", the price of Bitcoin once rose to about $102,500, and then profit-making funds poured out. Bitcoin plunged over $3,000, and the lowest dropped to around $99,200. Other smaller cryptocurrency varieties followed suit. Coinglass data shows that within 24 hours, the number of people in the cryptocurrency market has exceeded 110,000. At present, there are great differences in the market on cryptocurrency. Some optimists predict that Bitcoin may reach $150,000 in mid-2025. At the NEXT meeting in Reuters this week, American bankers expressed their caution about cryptocurrencies. BlackRock, a world-renowned asset management company, suggested in a report on Thursday that interested investors could consider allocating 2% of their portfolio to Bitcoin. However, the report also warned: "Investors should also be alert to the risks of Bitcoin, which may not be widely adopted in the end, and it is still very unstable and vulnerable to sharp selling." In addition, Turkish regulators said they would block access to dozens of cryptocurrency exchanges. (Broker China)The cryptocurrency market fluctuated violently again, exceeding 110,000 people. In the past 24 hours, the cryptocurrency headed by Bitcoin jumped up and down. After Trump said "something great will be done in the cryptocurrency field", the price of Bitcoin once rose to about $102,500, and then profit-making funds poured out. Bitcoin plunged over $3,000, and the lowest dropped to around $99,200. Other smaller cryptocurrency varieties followed suit. Coinglass data shows that within 24 hours, the number of people in the cryptocurrency market has exceeded 110,000. At present, there are great differences in the market on cryptocurrency. Some optimists predict that Bitcoin may reach $150,000 in mid-2025. At the NEXT meeting in Reuters this week, American bankers expressed their caution about cryptocurrencies. BlackRock, a world-renowned asset management company, suggested in a report on Thursday that interested investors could consider allocating 2% of their portfolio to Bitcoin. However, the report also warned: "Investors should also be alert to the risks of Bitcoin, which may not be widely adopted in the end, and it is still very unstable and vulnerable to sharp selling." In addition, Turkish regulators said they would block access to dozens of cryptocurrency exchanges. (Broker China)
Today, there is a wave of daily limit in the two major outlets. "No bean bags, no AI." With the continuous fermentation of the concept of bean curd in A-shares, some investors shouted such a slogan. Bean bag+toys, bean bag+advertising and marketing, bean bag+data, bean bag+computing power, bean bag+headphones ... Haitian Ruisheng, Runxin Technology, Shengguang Group and other concept stocks have caused continuous market pursuit. This morning, the concept of bean curd became active again, and the AI application end and hardware end of bean curd rose together. Lexin Technology, Zhongke Lanxun, Juxin Technology and Hengxuan Technology, which are known as the "four little dragons" of end-side AI SOC (system on a chip), rose collectively in intraday trading. Runze Technology, a computing stock, rose more than 16%, and its share price reached a new high. In addition, this morning, the market paid more attention to the concept of starting economy, and the exhibition and IP economy sectors rose. The ground element fashion gap opened higher, and it didn't take long for the daily limit to open. The reason is that Shanghai Disu Fashion Co., Ltd. was listed in the "2023 Shanghai First Economic Leading Brand List" published at the end of last year. (CSI)Bank of Indonesia: It intervened "quite boldly" when the Indonesian rupiah fell. As the Indonesian rupiah hit a four-month low and approached the key level of 16,000 rupiah to the dollar, the Indonesian central bank intervened more actively in the market on Friday. Edi Susianto, executive director of the Monetary and Asset Securities Management Department of the Bank of Indonesia, said by SMS that in order to maintain market confidence, the central bank entered the spot, domestic non-deliverable forwards (NDF) and national debt markets. The Indonesian rupiah fell 0.4% to 15,994 to the dollar in early trading on Friday, the weakest intraday level since August 8, and the worst weekly performance since mid-November.LI self-developed high-toughness stainless steel rolled off the assembly line. According to LI official WeChat official account news, on December 12th, LI's first high-toughness stainless steel coil rolled off the assembly line in Qingtuo Group. Compared with traditional stainless steel, the strength of the self-developed stainless steel is improved by 46%, and the stress corrosion resistance is significantly improved. LI L series adopts high-pressure stainless steel fuel tanks. The application of this material in high-pressure fuel tanks can greatly improve the safety performance of fuel tanks under extreme working conditions. The off-line production of this material also indicates that LI has the ability of independent formula development and parts design in the field of high-toughness stainless steel.
China Merchants Ping 'an Assets established the No.2 Investment Center for Intelligent Calculation. According to the enterprise search APP, recently, Shenzhen Zhaoping Intelligent Calculation No.2 Investment Center (Limited Partnership) was established with a capital contribution of 300 million yuan, and its business scope includes: engaging in investment activities with its own funds. Enterprise equity penetration shows that the enterprise is indirectly wholly-owned by Shenzhen Merchants Ping An Asset Management Co., Ltd.The concept of memory chip fluctuated and strengthened. The daily limit of Purran shares was 20CM, and Zhaoyi Innovation approached the daily limit. Hengshuo shares, Netac Technology, Juchen shares and Weiwei Storage all rose by more than 5%.Outlook of Consumer Industry of Minyin Securities in 2025: The expansion of domestic demand grasps the opportunity of differentiation and change. Minyin Securities released a report on the outlook of consumer industry in 2025, saying that consumer demand is generally weak in 2024, and price factors also restrict growth. Looking forward to China's consumer industry in 2025: (1) Consumption plays a leading role and expanding domestic demand is in a more priority position. The variety and scale of trade-in of consumer goods are expected to continue to expand, and local governments will also introduce new policies to promote consumption in light of local conditions. (2) Rational consumption is more differentiated, and consumers pay for quality-price ratio and spiritual experience. The performance of Tou International Consumer Goods Company in China is also characterized by differentiation. Most of them recognize the long-term value of the China market. Despite short-term challenges, they plan to focus on strengthening localization and continue to invest in the China market. (3) When Trump comes to power, consumption will face greater challenges, and it will require higher global supply chain integration ability, diversified layout and localization ability. It is suggested to grasp the main line of domestic demand expansion, including dairy products with expected improvement at the bottom, outdoor sectors with high prosperity and tidal play sectors. If the demand recovers as scheduled, the catering/sports shoes and clothing/chain retail industry in a period of change will be flexible. In terms of export chain, it is necessary to observe whether the risk of trade friction is fully priced. In the medium term, the overseas market is vast, and the key to success is the added value and bargaining power of products, the matching degree between overseas demand and overseas supply chain, and the global diversified layout.
Strategy guide
12-14
Strategy guide 12-14
Strategy guide 12-14
Strategy guide 12-14