Shengyi Technology: The total sales volume of the company's rigid copper clad laminate ranks second in the world. Shengyi Technology said at the collective exchange meeting of investors that according to the statistics and ranking of the global rigid copper clad laminate in 2023 by Prismark of the United States, the total sales volume of the company's rigid copper clad laminate ranks second in the world, with a global market share of 14%. Regarding the growth trend of AI server, the company said that the upgrade iteration of hardware equipment related to AI server is fast, and the product form is quite different from that of previous wired products. The company can quickly respond to customer requirements and provide solutions. It is expected that AI applications will gradually develop from large model training to application in the future, and it is expected to achieve good growth.Baiyun Airport: The passenger throughput in the first November increased by 21.16% year-on-year. Baiyun Airport (600004) released the November production and operation data express on the evening of December 13th, and Baiyun Airport took 43,637 flights (sorties) in November, up by 12.94% year-on-year. Passenger throughput was 6,504,400 person-times, up by 19.94% year-on-year; The cargo and mail throughput was 212,100 tons, a year-on-year increase of 5.68%. Baiyun Airport took off and landed 465,983 sorties from January to November, up 12.05% year-on-year; The passenger throughput was 69.6674 million person-times, up by 21.16% year-on-year; The cargo and mail throughput was 2,161,300 tons, up 18.12% year-on-year.During the policy landing period, the market may become a structural market, which is expected to further benefit the performance of high-interest stocks. On December 13, the Standard & Poor's dividend ETF(562060) closed down by 1.93%, with a turnover of 35.7287 million yuan. Puyin International pointed out that next year, before the two sessions next year, it will enter the policy landing period, and more detailed policies will be gradually implemented. The superimposed overseas uncertainty may increase with Trump's coming to power, so we expect the market to present a structural market. Based on the profit growth rate, capital stock, liquidity and market sentiment, the overall performance of A shares may be more stable than that of overseas Chinese shares. Investment trading strategy suggests both offensive and defensive. When the market sentiment improves and the stock index rebounds, it is expected that the high beta sector, such as non-bank finance, optional and mandatory consumption, real estate and other sectors and individual stocks may be more elastic. When the market sentiment is low and the stock index fluctuates downward, funds may prefer more defensive sectors, such as telecommunications services. There are many high-quality and high-interest stocks in the defensive sector. There is still room for the Bank of China to cut interest rates further next year, which is expected to further benefit the performance of high-interest stocks.
Centaline Property: The price of second-hand houses in Hong Kong dropped by 0.6% on a weekly basis. Centaline Property said on its website that in the week from December 2 to 8, the leading index of Central Plains cities, which measures the price of second-hand houses in Hong Kong, fell by 0.6% to 137.59.Wuzhong, Jiangsu; Dobutamine Hydrochloride Injection and Paramivir Injection are planned to win the bid for the national centralized drug procurement. Jiangsu Wuzhong announced that in the national centralized drug procurement, the bid price of Dobutamine Hydrochloride Injection and Paramivir Injection is 3.58 yuan and 7.47 yuan respectively. The procurement cycle of the two products is until December 31, 2027, and they are supplied to Fujian, Anhui, Jilin, Hubei, Beijing, Inner Mongolia and other provinces and cities respectively. Winning the bid will help to expand the sales of related products, improve market share and brand influence, and have a positive impact on the company's future business performance.Deputy Director Huang Huabo attended the 2024 annual discussion meeting of members of the National Medical Security Standardization Working Group. On December 12, 2024, the 2024 annual discussion meeting of members of the National Medical Security Standardization Working Group was held in Beijing. Huang Huabo, chairman of the working group, member of the party group and deputy director of the National Health Insurance Bureau, attended and spoke. The symposium summarized the work results of the National Working Group on Medical Security Standardization in 2024, and discussed the work in 2025, the five-year development plan of medical security standardization, the framework system and relevant medical insurance standards. Huang Huabo pointed out that in 2024, with the guidance of the National Standards Committee and the support of the bureau party group, all the work of the working group was smoothly promoted through the joint efforts of all members and relevant units inside and outside the bureau. In 2025, the high-quality development of medical insurance put forward higher requirements for medical insurance standardization. It is necessary to further strengthen the sense of responsibility, professionalism and cooperation, accelerate the construction of medical insurance standardization team, and play a supporting role for the high-quality development of medical insurance. (National Medical Insurance Bureau)
Zhouming Technology: cooperated with Byte Volcano and Bean Bag to access TTS and big model question-and-answer ability. Zhouming Technology said on the interactive platform that Zhouming Technology cooperated with Microsoft, Tencent, Baidu, Iflytek, Byte Volcano and Bean Bag on the self-developed UniAvatar digital human system. Among them, in May 2024, Zhouming Digital Man was able to access Volcano Engine's TTS capability and bean bag's big model question-and-answer capability, which was suitable for digital man dialogue system and other application scenarios.To ensure that patients across the country will use the drugs selected in April next year, the tenth batch of drugs organized by the state will be opened for centralized procurement, and the tenth batch of drugs organized by the state will be selected in Shanghai yesterday, and 62 drugs will be purchased successfully. Covering hypertension, diabetes, tumors, cardiovascular and cerebrovascular diseases, infections, mental diseases and other fields. In the next step, the National Medical Insurance Bureau will guide local and selected enterprises to do a good job in the implementation of the selected results to ensure that patients across the country can use the selected products in this centralized collection in April 2025. (CCTV News)Centaline Property: The price of second-hand houses in Hong Kong dropped by 0.6% on a weekly basis. Centaline Property said on its website that in the week from December 2 to 8, the leading index of Central Plains cities, which measures the price of second-hand houses in Hong Kong, fell by 0.6% to 137.59.
Strategy guide 12-14
Strategy guide 12-14
Strategy guide
12-14