Scientific and technological innovation leads the high-quality development of the economy, and the 100tf (588,190) of Science and Technology Innovation may meet the layout window period. By midday on December 13th, the 100tf (588,190) of Science and Technology Innovation had fallen by 2.08%, with a turnover of 181 million yuan. The constituent stocks are mixed. In terms of rising, Alice led the rise, and Hengxuan Technology followed suit. In terms of decline, Guo Dun Quantum led the decline, while Core Source followed slightly. In the news, from December 11th to 12th, the Central Economic Work Conference was held in Beijing, which made a systematic plan for next year's economic work. Regarding the highlights of the conference, CITIC Jiantou said that "scientific and technological innovation" ranked first in the ranking of key tasks last year, and it was divided into independent segments and listed a number of emerging technologies, industries and tracks in a large space. This year's science and technology-related expressions focus on "artificial intelligence+",and we expect "AI+" to be the core variety of future science and technology themes. In addition, scientific and technological innovation is in the big paragraph of "new quality productivity" this year, ranking second in all key tasks. Wanlian Securities said that scientific and technological innovation is the vanguard to lead the high-quality economic development, and it is also the only way for the transformation and upgrading of traditional industries, emerging industries and future industries to grow and develop.CICC: Depleting inventories to eliminate excess supply is still the main direction. The Central Economic Work Conference was held in Beijing from December 11th to 12th. In terms of real estate, the meeting will "continue to push the real estate market to stop falling and stabilize" as the primary task of risk prevention. The research department of CICC believes that destocking to eliminate excess supply is still the main direction. First, control the supply of new land; second, optimize the supply structure of existing land and commercial housing; it is expected that the supply optimization policies such as land ticket, land exchange and commercial housing reform will be further promoted; third, dispose of existing commercial housing; it is expected that the efforts to store unsold commercial housing and existing second-hand housing for affordable housing will be increased; fourth, intensify the implementation of the renovation of urban villages and dilapidated houses.Indian Rupee rebounded slightly against the US dollar to 84.8350.
Dividend assets are expected to become the main investment line next year, and the investment in dividend plate is heating up! Standard & Poor's dividend ETF(562060) rallied. On December 13th, by midday, the standard & poor's dividend ETF(562060) had dropped by 1.58%, with a turnover of 18,545,900 yuan. The constituent stocks are mixed, and in terms of rising, Sanqi Mutual Entertainment leads the rise; In terms of decline, Yongxing Materials led the decline. In the news, on December 12th, official website of China Securities Regulatory Commission published the latest personal pension investment list, and 85 index funds were included, including 7 bonus index funds. In addition, the recent performance of high dividend assets is strong, and the market's investment enthusiasm for the dividend sector continues to heat up. The industry believes that dividend assets are expected to become the main line of investment next year with the downward trend of interest rates and the improvement of dividend yield. In addition, considering that there are still many uncertainties in the current global environment, the defensive nature of dividend assets may still be a safe haven for capital seeking. Faced with the long-term trend that domestic risk-free interest rates will continue to decline, the scarcity and stability of dividend income are expected to help dividend assets continue to serve as an important direction for long-term funds to seek cost performance.Ye Fan, Southwest Securities: In 2025, the upward trend of domestic economy will continue, and it is estimated that the annual RRR will be lowered by about 100bp. The Central Economic Work Conference will be held in Beijing from December 11th to 12th. Ye Fan, chief economist of Southwest Securities, said that in 2025, the domestic economy will continue to stabilize and upward under the policy. From the structural point of view, infrastructure and manufacturing investment are expected to remain the main support items for domestic investment next year, and the decline in real estate investment will gradually narrow; Domestic demand is expected to play a stronger role in stimulating the economy than external demand, and domestic residents' consumption is expected to continue to pick up under the policy. Regarding the direction of fiscal and monetary policies, Ye Fan predicted that the issuance scale of ultra-long-term special government bonds will be around 1.5 trillion -2 trillion yuan in 2025, and it will continue to support the "dual" areas. In the first half of next year or the peak of government bond issuance, there may be a RRR cut for hedging. It is estimated that the RRR cut will be about 100bp for the whole year, and the interest rate cut will be decided by camera. The interest rate cut of 25bp-40bp may be promoted step by step.The REIT of AVIC E-commerce warehousing and logistics will be put on sale to public investors today. According to the announcement issued by AVIC Fund, on December 13th, the closed infrastructure securities investment fund of AVIC E-commerce warehousing and logistics (hereinafter referred to as "AVIC E-commerce warehousing and logistics REIT", fund code: 508078) will be put on sale to public investors. The fundraising period will be from December 13th to 19th, and it will be issued for 5 working days.
Lin Yifu: Four advantages empower China's economy and drive global development. The Central Economic Work Conference was held in Beijing on December 11th and 12th. It was pointed out that in 2025, more active and promising macro policies will be implemented to expand domestic demand and promote the integrated development of scientific and technological innovation and industrial innovation. Lin Yifu, president of Peking University New jiegou Research Institute, said in an interview that the advantages of talent, market, supply chain and system make China continuously competitive, and China will continue to be the driving force of global economic growth. (CGTN)Beijing officially launched the online game boutique publishing project. At the 2024 China Game Industry Annual Conference held today, Zhai Degang, deputy director of the Propaganda Department of Beijing Municipal Committee and director of Beijing Press and Publication Bureau, said that Beijing Press and Publication Bureau would organize the implementation of the online game boutique publishing project to guide and drive the high-quality development of Beijing's game industry. It is reported that the online game boutique publishing project will focus on five key directions: spreading positive mainstream values, carrying forward the spirit of Chinese culture, showing the style of the capital era, highlighting the vitality of scientific and technological innovation, and having the potential for international communication. Five supporting mechanisms including priority recommendation, whole-process incubation, copyright protection, platform service and talent guarantee mechanism will be implemented. The works selected for the project will be included in the Beijing online game key selection database, and priority will be given to the national-level promotion and selection projects, and incentives will be given.The winning bid rate of China's 2-year treasury bonds was 1.06%, which was 31 basis points lower than last month. The Ministry of Finance of China issued treasury bonds today, and the weighted average winning bid rate of 2-year varieties was 1.06%. The data shows that the bid-winning interest rate is about 31 basis points lower than that when the national debt of the same term was issued in November, the lowest since Bloomberg recorded it in 2004.
Strategy guide 12-14
Strategy guide 12-14
Strategy guide
12-14
Strategy guide
12-14