2024-12-14 03:13:58
CITIC Securities: As the Spring Festival approaches, consumption is expected to usher in a new round of rebound and repair. CITIC Securities Research Report said that the Politburo meeting held on December 9, 2024 once again made it clear that expanding domestic demand is the key policy direction for the coming year, "expanding domestic demand in all directions" and "vigorously boosting consumption", expressing positive and igniting market expectations. After experiencing a rapid rebound in September, the consumer sector generally pulled back in October-November because the short-term consumption data has not yet reflected the effectiveness of the policy and the policy strength in the coming year is unclear. We believe that as the Spring Festival approaches, the top-down emphasis on domestic demand and policy expectations are heating up, and consumption is expected to usher in a new round of rebound and repair. On the policy side, in addition to the "trade-in policy", we believe that there is still a package of consumption promotion toolboxes available, such as subsidies for first-time car buyers, maternity subsidies, and the issuance of state-subsidized catering and tourism coupons. We suggest that the consumption allocation should be progressive from both offensive and defensive to flexible varieties, with both offensive and defensive features: consumer Internet, dairy products with low valuation and high return, mass catering, etc., and flexibility: catering supply chain, alcohol, human resources services, hotels, etc., with obvious pro-cyclical characteristics, considering the consumption allocation demand driven by expectations first.Foreign media: The Israeli army said that Israel launched about 480 attacks on Syria in the past 48 hours. According to Agence France-Presse, the Israel Defense Forces issued a statement on the 10th local time, saying that in the past 48 hours, the Israeli army launched about 480 attacks on Syria's strategic targets.Hong Kong stock Fosun's tourism culture opened 83.25% higher. In the news, the company plans to privatize at a premium of about 95.00%.
The Hang Seng Science and Technology Index rose to 1%, and the Hang Seng Index is now up 0.70%.Sora concept stocks fell, Huayang Lianzhong fell, Easy Point World, Fushi Holdings fell more than 8%, and Wanxing Technology fell nearly 5%.Aston Martin will start producing its first plug-in hybrid supercar next year.
The three major stock indexes opened lower, with the Shanghai Composite Index down 0.19%, the Shenzhen Component Index down 0.29% and the Growth Enterprise Market down 0.15%.The change in the concept of computing power leasing has increased the daily limit of Yakang shares and Chengdi Xiangjiang, and the concept of computing power leasing has increased. Both Yakang shares and Chengdi Xiangjiang have daily limit, and Runze Technology, Yunsai Zhilian, Tongniu Information and Kehua Data have followed suit.50 Hong Kong stocks were repurchased by the company yesterday, with Tencent Holdings, Guangzhou Automobile Group and AIA having the largest amount of repurchase. On December 10th, a total of 50 Hong Kong stocks were repurchased by the company, and the amount of repurchase of 8 stocks exceeded HK$ 10 million. Among them, Tencent Holdings, Guangzhou Automobile Group and AIA have the largest repurchase amounts, with the repurchase amounts of HK$ 703 million, HK$ 64,988,500 and HK$ 62,310,000 respectively.
Strategy guide
12-14
Strategy guide
12-14
Strategy guide 12-14
Strategy guide 12-14
Strategy guide
12-14
Strategy guide
12-14