Guotai Junan expects Hong Kong stocks to fluctuate upward in an N-shaped pattern next year to explore domestic demand and improve investment opportunities. Chen Ximiao, chief analyst of Guotai Junan's overseas strategy, said that looking forward to 2025, the disturbance factors in the Hong Kong stock market from the external environment will continue, and the pace of interest rate cuts by the Federal Reserve under overseas inflation, policy restrictions in areas such as strong US dollar and tariffs, and game friction among big countries will continue. However, the domestic policy thinking is clear, economic expectations are expected to stabilize under the financial impetus, and the profitability of molecular enterprises will improve, and the industrial chain will be able to cope with it. She said that in 2025, the sensitivity of the Hong Kong stock market to external shocks is expected to decline, and more attention should be paid to returning to its own logic. For the trend of Hong Kong stocks in 2025, it is expected to be dominated by the upward pattern of N-shaped shocks, and there are many opportunities for flexibility during the stage. In 2025, we should still actively look for the structure, and focus on the barbell strategy to shift the weight of the two ends. We need to pay more attention to the configuration rhythm and pay attention to the repair opportunities of some domestic products.According to Tesla, from December 2 to December 8, Tesla sold 21,900 units in China, the highest weekly sales since the fourth quarter of this year. Up to now, Model Y has sold more than 556,000 vehicles.Business community: The melamine market with insufficient demand is mainly weak and volatile. According to the commodity market analysis system of business community, the price of melamine is weak and volatile recently. As of December 11th, the benchmark price of melamine in the business community was 6,412.5 yuan/ton, which was 0.12% lower than 6,420 yuan/ton at the beginning of this month. This week, the overall price of melamine showed a stable trend, although there were small fluctuations, but there was no sharp rise or fall. This week, the production capacity of the melamine industry remained relatively stable, and there was no large-scale increase or decrease in production, which helped to maintain the smooth operation of the market. Some melamine production enterprises may adjust their inventory to cope with the fluctuation of raw material prices, thus stabilizing the market price to some extent. This week, the demand for melamine in downstream industries such as plates and coatings remained stable, and there was no obvious increase or decrease, which supported the melamine market to some extent. In the future, enterprises need to pay close attention to market dynamics and policy changes and formulate reasonable business strategies to deal with potential market risks.
By 10:56, 100 stocks in the two cities had daily limit.Foreign media explosion: Biden's government is considering imposing new sanctions on Russian oil trade before Trump takes office, and the details have yet to be finalized. Bloomberg reported on the 10th local time that Biden's government is considering imposing new and stricter sanctions on Russian oil trade, trying to further increase pressure on Russia before Trump, the US president-elect, returns to the White House. The report quoted people who are familiar with the situation but do not want to be named as saying that the details of possible new measures are still being worked out, but Biden's team is considering imposing restrictions on some Russian oil exports. (World Wide Web)The Taiwan Affairs Office of the State Council introduced the situation of the 2024 Shanghai-Taipei Twin Cities Forum. The Taiwan Affairs Office held a regular press conference. Spokesperson Zhu Fenglian said that it is understood that the 2024 Shanghai-Taipei Urban Forum will be held in Taipei on December 17, and Shanghai will send a delegation to Taiwan to attend the forum. With the theme of "Smart Governance for a Sustainable Future", the forum will promote the interactive exchanges between the two cities in terms of friendly transportation, river governance and humanistic cities. During the forum, the two cities will also sign a memorandum on exchanges and cooperation. We hope the forum will be successful.
South Korean police raided the National Police and the Congressional Security Bureau.Market news: Japan is considering levying a 4% corporate tax surcharge for national defense expenditure.China made more than half of the imported cars registered in South Korea in November. According to a data released by CARISYOU, a Korean automobile data research institution, the proportion of Chinese-made cars registered in South Korea in November was 54.3%, setting a record this year. The data shows that there were 659 newly registered imported cars in November, of which 358 were made in China, accounting for 54.3%, setting a record for the highest proportion in a single month this year. By brand, BYD increased by 21.7% year-on-year to 140 vehicles, ranking first among all imported car brands. Brands such as Geely (No.3), Xinyuan (No.4), Haig School Bus (No.8) and Dongfeng Xiaokang (No.10) are also among the top ten. The number and proportion of Chinese-made cars registered in Hanxin increased year by year, with only 296 (6.2%) in 2020, 569 (9.9%) in 2021, 2276 (29%) in 2022 and 4215 (47.5%) in 2023.
Strategy guide 12-13
Strategy guide
Strategy guide 12-13