Everbright Securities: Support the innovative development of new business entities in the power sector. Everbright Securities Research Report stated that the National Energy Administration issued the Guiding Opinions on Supporting the Innovative Development of New Business Entities in the Power Sector to guide the innovative development of new technologies, new models and new formats in the power sector: encourage virtual power plants to aggregate distributed photovoltaic, decentralized wind power, new energy storage, adjustable load and other resources to provide flexible adjustment capabilities for the power system; Support qualified industrial enterprises and industrial parks to carry out smart microgrid construction; Support to participate in the electricity market, in order to release more accurate node price signals; In principle, new business entities can be exempted from applying for power business licenses.Guotai Junan: OPEC+ once again postponed the increase in production without changing the global increase in production trend, and the supply and demand will still improve. Guotai Junan issued a document saying that since December, the VLCC freight rate has dropped to a low level, and the MR freight rate has rebounded slightly. Recently, OPEC+ decided to postpone production for another quarter until April 2025, and then increase production month by month, until the end of September 2026, the cumulative increase of 2 million barrels per day was completed. If implemented as scheduled, it is estimated that the increase of OPEC+production in 2025-26 will drive the global increase by 0.4%/1.2%. In addition, North America and South America are expected to increase production in 2025. The increase of crude oil production will benefit the growth of oil transportation demand, and the supply of tankers will be rigid in the next few years, and the improvement of supply and demand and the rise of prosperity will still be expected, suggesting that there is an option to lower oil prices.The introduction of detailed measures for the supervision of centralized drug consumables emphasizes the priority of using the selected products. Recently, the Notice of the National Health and Health Committee of the National Medical Insurance Bureau on Improving the Working Mechanism of Centralized Drug Purchasing and Implementation put forward detailed measures to strengthen the supervision of the admission, use, monitoring and assessment of centralized drug consumables. The local authorities are required to conduct investigations from the third month after centralized procurement, and urge medical institutions to give priority to the use of selected products and rationally manage the use of non-selected drugs. Emphasis is placed on the dynamic monitoring of the online price and purchase volume of centralized varieties, and institutions that fail to complete the agreed purchase volume will be regarded as unqualified. It is required to improve the provincial consultation mechanism for centralized procurement, ensure stable supply, and at the same time promote comprehensive supervision in coordination, curb unhealthy practices, and promote the priority use of selected drugs and consumables. (Official WeChat official account of the National Medical Insurance Bureau)
List of A-share restricted shares lifted: The restricted shares with a market value of 3.961 billion yuan were lifted today. On Tuesday (December 10th), the restricted shares of six companies were lifted, with a total lifting amount of 185 million shares. According to the latest closing price, the total lifting market value was 3.961 billion yuan. Judging from the amount of lifting the ban, one company lifted more than 10 million shares. Dongxin, Guiyan Platinum and Hangzhou Jiebai were among the top companies, with 166 million shares, 6,131,900 shares and 6,033,300 shares respectively. Judging from the market value of lifting the ban, the number of shares lifted by a company exceeds 100 million yuan. Dongxin Co., Ltd., Guiyan Platinum Industry and Yineng Power are among the top companies in terms of market value, with market values of 3.717 billion yuan, 86.767 million yuan and 81.6371 million yuan respectively. Judging from the proportion of shares released from the ban to the total share capital, the proportion of one company released from the ban exceeded 10%. Dongxin, Yineng Power and Baolijie are among the top companies, with the lifting rates of 37.47%, 5.75% and 1.78% respectively.Many countries condemned Israel's control of the Syrian-Israeli military buffer zone in the Golan Heights, and Israeli troops invaded the Syrian-Israeli military buffer zone in the Golan Heights on the 8th. On the 9th, Israeli Defense Minister Katz ordered the Israeli army to fully control the buffer zone between Israel and Syria. The Israeli army's actions have been strongly condemned by Qatar, Iraq and other governments. On the 9th, the Ministry of Foreign Affairs of Qatar issued a statement strongly condemning the control of the Syrian post in the Golan Heights by the Israel Defense Forces. On the same day, the Iraqi Foreign Ministry issued a statement condemning Israel's control of the military buffer zone and the nearby land between it and Syria, and stressed that this act was a flagrant violation of international law and relevant resolutions of international legitimacy. In addition, the foreign ministries of Egypt and Jordan also issued statements on the same day, strongly condemning Israel's aggression, saying that it violated international law. The statement also called on the UN Security Council to take a firm stand against Israel's occupation.The US military suspended the flight of some Osprey transport planes and informed the Japanese government. On the 9th, the US military said that it had suspended the flight of some Osprey transport planes and informed the Japanese government of the relevant situation. According to the Associated Press, the suspension of the flight was related to the plane crash that almost happened at an air base in New Mexico on November 20th.
The US military suspended the flight of some Osprey transport planes and informed the Japanese government. On the 9th, the US military said that it had suspended the flight of some Osprey transport planes and informed the Japanese government of the relevant situation. According to the Associated Press, the suspension of the flight was related to the plane crash that almost happened at an air base in New Mexico on November 20th.South Korea's opposition party said that if necessary, it can seek to introduce additional budgets later.Huatai Securities: The statement of the Politburo meeting on macro-policies generally exceeded market expectations. Huatai Securities said in reading the research report of the Politburo meeting in December that, on the whole, the statement of the Politburo meeting on macro-policies generally exceeded market expectations, and the stocks and debts all gave positive responses. The subsequent central bank RRR cut is expected to land soon, which is expected to form a certain emotional resonance. The next focus is on the more specific economic deployment of the Central Economic Work Conference for next year. Compared with the expected guidance, the market pays more attention to the actual scale, especially whether there are clearer signals in finance, inflation and exchange rate, and whether the broad credit can actually come. As far as debt is concerned, the short-term market inertia is still there, and the downward trend of interest rates has not wavered. However, the market quickly responded to the mid-term "good" and overdrawn the market next year. It is suggested to enhance operational flexibility, maintain long-term interest rate positions, stop chasing up, cash in when it is favorable to prevent profit impulse, and continue to seize opportunities such as credit bonds for 3-5 years.
Strategy guide
12-13
Strategy guide 12-13
Strategy guide