From January to October, the national output of photovoltaic polysilicon, silicon wafers, batteries and components all increased by more than 20% year-on-year. According to the Ministry of Industry and Information Technology, from January to October 2024, China's photovoltaic industry operated smoothly as a whole. According to the announcement of photovoltaic industry norms, enterprise information and industry associations, the output of photovoltaic polysilicon, silicon wafers, batteries and components in China increased by more than 20% year-on-year, and the export volume of photovoltaic cells increased by more than 40%. In the polysilicon sector, the national output from January to October was about 1.58 million tons, up 39.0% year-on-year. In the silicon wafer link, the national output from January to October was about 608GW, and the export volume was about 53.2GW. In the battery sector, from January to October, the national output of crystalline silicon batteries was about 510GW, and the export volume was about 45.9GW. In terms of components, from January to October, the national output of crystalline silicon components was about 453GW, and the export volume was about 205.9GW.Huichuan Technology's newly established subsidiary contains a number of AI businesses. The enterprise search APP shows that Beijing Huichuan Technology Co., Ltd. was recently established with Guo Lipeng as the legal representative and a registered capital of 300 million yuan. Its business scope includes: artificial intelligence theory and algorithm software development; Basic resources and technical platform of artificial intelligence; General application system of artificial intelligence; Artificial intelligence application software development, etc. Enterprise investigation shows that the company is wholly owned by Huichuan Technology.Ukrainian Ministry of Agriculture: It is estimated that Ukraine's grain output will be close to 55 million tons in 2024, compared with the previous estimate of 54 million tons.
Zuo Qiang served as the chairman and secretary of the Party Committee of China Construction No.1 Bureau (Group) Co., Ltd. On the afternoon of December 13th, China Construction No.1 Bureau (Group) Co., Ltd. held a meeting of cadres and workers. China Construction Group announced the decision to supplement the main leaders of China Construction No.1 Bureau (Group) Co., Ltd.: Comrade Zuo Qiang is the chairman and party secretary of China Construction No.1 Bureau (Group) Co., Ltd.The implementation of personal pension system will bring multiple impacts. According to CCTV news, the implementation of personal pension system will have a far-reaching impact on China's old-age security system. This system aims to improve the multi-level old-age security system, encourage individuals to participate in old-age savings, and improve the level of life security after retirement. In addition, the establishment of individual pension accounts will provide new business growth points for financial institutions and help the development of the capital market. On the whole, this move is expected to promote the transformation of the concept of social pension and promote the sustainable development of the pension service industry.Guangxi Energy established a new energy company, and the enterprise search APP showed that Fengyuan (Pinggui District, Hezhou City) New Energy Co., Ltd. was established recently, with Xie Jianheng as the legal representative and a registered capital of 400 million yuan. Its business scope includes: energy storage technical services; Contract energy management; Big data service; Electric vehicle charging infrastructure operation, etc. Enterprise survey shows that the company is wholly owned by Guangxi Energy.
Hyundai Motor set up 200 million technology companies in Shanghai, including a number of AI-related businesses. According to Tianyancha App, Hyundai Kemo (Shanghai) Technology Co., Ltd. was recently established, with NOH YONG HO as the legal representative and a registered capital of 213 million RMB. Its business scope includes application system integration services in artificial intelligence industry, Internet of Things application services, data processing services, artificial intelligence basic software development, artificial intelligence application software development, artificial intelligence theory and algorithm software development, etc. According to shareholder information, the company is wholly owned by Hyundai Motor Co., Ltd.The Emergency Management Department made unannounced visits to inspect enterprises involved in dust explosion. Recently, the Emergency Management Department sent a working group to carry out unannounced visits to enterprises in key industries of industry and trade in Henan and Guangxi without greeting, accompanying reception and preparing materials, so as to promote the key areas of industry and trade to do a good job in the investigation and rectification of potential safety hazards in industry and trade this winter and next spring. It was found that some enterprises involved in dust explosion did not take explosion prevention and control measures, did not set up gas lock and ash unloading devices, did not set up spark detection and elimination devices, and did not implement dust cleaning system.Chen Guo, China Securities: The 2025 policy will focus on expanding domestic demand and AI+ in all directions, and the Central Economic Work Conference will be held in Beijing from December 11th to 12th. Chen Guo, chief strategy officer of China Securities, said that the meeting had seven highlights, including clarifying the growth target and fiscal and monetary policy measures, expanding domestic demand in all directions as the top priority of the policy, focusing on "AI+" in science and technology, focusing on implementation of reform measures, paying attention to coping with external shocks in opening up, strengthening the expression of real estate policies, and increasing efforts to improve people's livelihood. Chen Guo said that further RRR cuts and interest rate cuts from the end of 2024 to 2025 are worth looking forward to, and the easing of the liquidity environment has become a market consensus. However, this does not mean that liquidity is rampant, because the growth of money supply in the scale of social financing still continues the requirement of matching the expected target of the overall price level of economic growth. Chen Guo believes that the 2025 policy will focus on expanding domestic demand and AI+ in an all-round way, and the strength and direction of the policy are in line with expectations. With the support of policy expectations and liquidity, it is expected that the market will continue to show the characteristics of volatility. From the perspective of investment strategy, Chen Guo suggested focusing on non-bank finance, real estate chain, consumer electronics, machinery, construction, building materials, steel, social services, catering chain and other sectors. In terms of theme, it is suggested to pay attention to investment opportunities such as "duality" and "two innovations", supply-side optimization, new quality productivity, market value management of state-owned enterprises and CSI A500 index.
Strategy guide
12-13
Strategy guide
12-13
Strategy guide
12-13
Strategy guide
Strategy guide
12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13