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2024-12-14 00:52:42

On the 13th, the South Korean opposition party reported to the National Assembly on the motion of impeaching President Yin Xiyue again. (Xinhua News Agency)Fuli Zong took the helm for 100 days: the management, dealers and product ideas were completely adjusted. At the end of August this year, Fuli Zong took over the legal representative, chairman and general manager of Hangzhou Wahaha Group Co., Ltd. (hereinafter referred to as "Wahaha") from his father Zong Qinghou, and took over 29.40% of the company's shares. By early December, more than three months had passed. In just 100 days, Fuli Zong, who is in charge of Wahaha, has implemented a series of controversial reform measures, including adjusting the organizational structure and almost completely replacing the core management; The employee contract and distributor contract of the core department were signed to Hongsheng Beverage Group Co., Ltd. (hereinafter referred to as "Hongsheng Beverage"); Reconstruct the dealer system, and even select the dealers in the form of "bidding" for the first time ... On December 11 -12, I called Ye Yaqiong, director of the president's office and director of the government affairs center of Wahaha Group, and contacted Wahaha public affairs related people to send them an interview outline, but as of press time, I did not get a reply. (21 Finance)The turnover of Shanghai and Shenzhen stock markets exceeded 1.5 trillion for the 11th consecutive trading day, nearly 70 billion more than yesterday.


Guangdong has issued a batch of personnel appointments and dismissals. According to the news of WeChat official account, the Guangdong Provincial People's Government has appointed and dismissed staff. Appoint Guan Jin as the deputy director of the General Office of Guangdong Provincial People's Government for a trial period of one year; Appointed Chen Yongkang as Deputy Director of the Guangdong Provincial Department of Justice; Zhang Hezhi was appointed as the deputy director of the Development Research Center of Guangdong Provincial People's Government; Appointed Ke Mofu as Deputy Director of the Local Records Office of Guangdong Provincial People's Government; Liu Huilin was appointed as the deputy director of the Development Research Center of Guangdong Provincial People's Government for a trial period of one year. Li Mingliang was removed from the post of chairman of Guangdong Inspection and Certification Institute Group Co., Ltd.; Jin Ping was removed from the post of deputy director of the Guangdong Provincial Ethnic and Religious Affairs Committee and retired; Lai Haibin was removed from the post of director (deputy department level) of Guangdong Ecological Environmental Protection Supervision Office and retired; Jiao Fangtai was removed from the post of vice president of Guangdong University of Foreign Studies and retired; Chen Tinggen was removed from the post of vice president of Wuyi University and retired; Wu Qifeng was removed from the post of Dean of Guangdong Songshan Vocational and Technical College and retired; Jasmine Zhang was removed from the post of president of Maoming Vocational and Technical College and retired; Tan Xuerui was removed from the post of Dean of Shantou University School of Medicine and retired.Shaanxi Construction Co., Ltd. and other companies invested in the establishment of building materials development company. The enterprise search APP shows that recently, Shaanxi Weihe Ecological Shaanxi Construction Building Materials Development Co., Ltd. was established, with Wang Fan as the legal representative and a registered capital of 20 million yuan. Its business scope includes: sales of building materials; Building block manufacturing; Water resources management. Enterprise investigation shows that the company is jointly owned by Shaanxi Construction Engineering Thirteenth Construction Group Co., Ltd., a subsidiary of Shaanxi Construction Co., Ltd., and Shaanxi Weihe Ecological Group Co., Ltd.The concept of solid-state battery is partially active, with SAIC pulling up the daily limit, researching new materials and Lihu shares rising.


CMB International: Upgraded the target price of WuXi Bio to HK$ 22.88, optimistic about the company's valuation and performance repair. CMB International published a report, predicting that the US Biosafety Act will fail with high probability, which will help WuXi Bio to achieve continuous performance growth in a relatively stable business environment. With the recovery of global biomedical financing, we are optimistic about the company's valuation and performance repair. According to the report, the NDAA in FY 2025 does not include the Biosafety Act, and the legislation of the Biosafety Act failed with high probability. On December 7, the US Senate and the House Armed Services Committee announced the National Defense Authorization Act (NDAA) for fiscal year 2025, which was finally negotiated by the committees of the two houses. The Biosafety Act was not included in the amendment of NDAA in FY 2025, which means that the Biosafety Act failed to pass the legislative path of joining NDAA. The Biosafety Act can still promote separate legislation, but considering that the window of the current US Congress session is less than two weeks, the Bank believes that the success rate of separate legislation is extremely low. CMB International maintained the "Buy" rating of Yaoming Bio, and its target price rose from HK$ 13.58 to HK$ 22.88. It is estimated that the company's revenue will increase by 7.1%/12.4%/ 13.9% from 2024 to 2026, and its adjusted net profit will increase by 0.8%/11.1%/13.4% respectively.In 2024, the actual overseas sales revenue of China's self-developed games is expected to be 18.557 billion US dollars, up 13.39% year-on-year. The Game Working Committee released the "Research Report on Games Going to Sea in China in 2024". In 2024, the global game market will be 1,216.335 billion yuan, up 3.31% year-on-year. The global mobile game market was 635.569 billion yuan, up 4.83% year-on-year. The growth trend of the global mobile game market has obviously slowed down. In 2024, the actual sales revenue of China's self-developed games in overseas markets is estimated to be $18.557 billion, up 13.39% year-on-year.Ping An Securities: It is estimated that the overall net profit growth rate of listed banks will be 1% in 2025. Ping An Securities released the annual strategy report of the banking industry in 2025, saying that looking forward to 2025, the insufficient effective demand and the continuous pressure on asset-side pricing level are still important factors restricting the upward flexibility of bank profits. On the one hand, the inhibitory effect of insufficient effective demand on scale growth still exists, and it is estimated that the scale of new credit will be 17.9 trillion to 19.2 trillion yuan in 2025, corresponding to the year-end growth rate of 7.0%-7. On the other hand, the level of interest margin is also subject to the downward trend of asset-side pricing level, and factors such as LPR reduction, stock mortgage adjustment and implicit bond swap will continue to impact asset-side pricing. However, considering the acceleration of the reduction of deposit listing interest rate, the improvement of deposit repricing progress, and the supervision of manual interest payment and interbank liabilities, it is expected that the decline of interest margin will be slightly narrowed in 2025. In terms of asset quality, it is expected to remain stable, the policy will continue to exert its efforts to bottom out risks, the core indicators are expected to remain stable, and the provision is expected to continue to feed back the profit level. On the whole, it is estimated that the overall net profit growth rate of listed banks will be 1.0% in 2025. The idea of stock selection is "high dividend+pro-cyclical", and policy combination boxing promotes the repair of plate valuation.

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