Hua Fu Securities Interpretation of the Politburo Meeting in December: More incremental policies can be expected in the future. The Hua Fu Securities Research Report pointed out that the Politburo Meeting in December decided to implement more active and promising macro policies in economic work next year, which released major signals to the market, including: First, it proposed to implement a more active fiscal policy, which was also proposed in response to the impact of the COVID-19 epidemic in 2020. Second, it is proposed to implement a moderately loose monetary policy, which is more positive than the previous statement. Moreover, from the historical experience, the "moderately loose" monetary policy implemented in China after the last financial crisis in 2009-2010 has significantly enhanced its support for economic growth. This change in expression will send a clearer and clearer policy signal to the market. Third, it is proposed for the first time to strengthen unconventional countercyclical adjustment, and more incremental policies can be expected in the future. Fourth, after the policy adjustment, the expansion of domestic demand will be put in the first place, which highlights the importance and policy determination of expanding domestic demand next year. The follow-up consumption promotion policy may exert its efforts in many aspects, such as continuously promoting the trade-in of consumer goods, introducing incremental measures related to service consumption, and improving the support and protection of low-and middle-income people. Fifth, it is clearly proposed to stabilize the property market stock market, which will help to continuously consolidate the momentum of stabilization and recovery of the real estate market and give full play to the important functions of the capital market.New york cocoa futures on the Intercontinental Exchange jumped more than 4% to $10,271 a ton.Contemporary Amperex Technology Co., Limited's "knife-moving" passenger car business: the CEO became a virtual post, and the horse racing mechanism was implemented. As the penetration of new energy vehicles accelerated in 2025, Contemporary Amperex Technology Co., Limited started the knife-moving adjustment of passenger car business. The most iconic thing is that the business veterans of this battery leader have retreated and turned to the "horse racing" mechanism under the existing system. According to sources, Zhu Wei, the executive director of Contemporary Amperex Technology Co., Limited Passenger Car Division, and Liu Changyan, the former head of Times Changan Company, have been upgraded from level 16 to level 17, but they are no longer responsible for specific business. Instead, Contemporary Amperex Technology Co., Limited's power battery passenger car business will implement the group responsibility system, "including the business that Zhu Wei is responsible for, it will be divided into 12 groups, reporting to Han Wei". According to sources, these groups mainly continue the previous business scope and divide them according to the corresponding customer orientation. Han Wei is the co-president in charge of marketing business in Contemporary Amperex Technology Co., Limited, and was previously the president of commercial vehicle division in Contemporary Amperex Technology Co., Limited. In early 2023, he succeeded Tu Feng as the co-president of Contemporary Amperex Technology Co., Limited market system. "Whoever runs out of these groups will be eligible for promotion." The above-mentioned person said, "Zhu Wei, these veterans, are more likely to play the role of a sponsor." According to the analysis of Contemporary Amperex Technology Co., Limited observers, on the whole, Contemporary Amperex Technology Co., Limited's adjustment is to "make room for veterans who have earned enough stock incentives and are old enough to give way to more aggressive young people". (36Kr)
Ramsden, deputy governor of the Bank of England: The relatively calm market conditions this year may lead to greater risks in the future; In view of the increasing uncertainty of the future, we must continue to be vigilant; We should monitor and evaluate the risks in the UK financial market and make use of our balance sheet when appropriate.Jingxing Paper: The second phase of Malay project is expected to start in the first quarter of 2025. Jingxing Paper said in an institutional survey on December 9 that the capacity utilization rate of the company's packaging paper is relatively high, except for necessary maintenance and downtime, it is basically in the state of full-load operation, and the annual output this year is about 1.5 million tons. On the issue of the company's capital expenditure plan in the later period, Jingxing Paper said that the company's largest capital expenditure plan at present is the Malay Phase II project, which is expected to be officially launched in the first quarter of next year, with an estimated construction period of two years.HSBC Holdings: It will pay a dividend of USD 0.1 per share in the third quarter on December 19th, and HSBC Holdings (00005) announced that it will pay a dividend of USD 0.1 per share in the third quarter on December 19th, 2024.
German Finance Minister: The German government is optimistic that European fiscal rules will be properly implemented.At the evening peak, the security check of Guangzhou Metro resumed its previous process. At the evening peak of December 9, according to feedback from many citizens, the security check of Guangzhou Metro has resumed its previous security check process. Many netizens also said that they did not encounter the situation of queuing for security inspection when they entered the subway station after work. (South+)253 companies have signed orders for the 16th China Air Show, and the 15th China Air Show was successfully concluded in Zhuhai on November 17th this year. In order to book the next booth as soon as possible, 253 companies have signed orders for the 16th China Air Show, with an exhibition area of over 34,000 square meters. It is reported that the 15th Air Show attracted 1022 exhibitors from 47 countries and regions, and the number of exhibitors reached a record high. The 16th China Air Show will be held in Zhuhai from November 10 to 15, 2026.
Strategy guide 12-13
Strategy guide
Strategy guide
12-13
Strategy guide
12-13