Hongya CNC: The income from exporting products to the US market is relatively low. Hongya CNC (002833) said on the interactive platform today that the company's products are exported to more than 70 countries and regions, and the income from the US market is relatively low.The fund sentiment continues to pick up, and the rebound of A shares is expected to continue! Half-day turnover of Shanghai and Shenzhen 300ETF South (159925) exceeded 90 million yuan. By midday on December 10th, Shanghai and Shenzhen 300ETF South (159925) had increased by 1.83%, with a turnover of 90299400 yuan. Component stocks rose strongly, with China Ping An, China Merchants Bank and Wuliangye rising by over 3%, while Kweichow Moutai, Midea Group and Contemporary Amperex Technology Co., Limited rising by over 2%. In the news, the Political Bureau of the Communist Party of China (CPC) Central Committee held a meeting on December 9th to analyze and study the economic work in 2025. The meeting stressed that it is necessary to "implement more active and promising macro policies." Galaxy Securities said that looking forward to the market outlook, from the macro event point of view, the US interest rate cut is expected to heat up in December, and the superimposed domestic PMI data performed well. The follow-up policy stimulus and financial data are expected to support the continuous recovery of capital sentiment, which can be appropriately optimistic. In addition, there have been many discussions on the upcoming meeting recently, and there are still strong expectations for stimulus policies. Next, the policy landing will be an important factor affecting whether the market style can be changed. If the fundamentals are expected to improve, the large and medium-sized stocks are expected to change their trend. We can pay attention to the opportunities of medium-term investment, that is, look for the turning point of the industry boom in 2025, such as new energy, medicine, advanced manufacturing, Hong Kong stock Internet and so on.Afternoon comments on Hong Kong stocks: Hang Seng Index rose by 1.00%, Hang Seng Technology Index rose by 0.79%, and Hong Kong stocks opened higher and fell back. By midday, Hang Seng Index rose by 1.00% and Hang Seng Technology Index rose by 0.79%. On the first day of listing, Mao Geping rose by 78.19%, and it rose by over 5%. Shang Tang fell more than 4%.
In 2024, the Reserve Bank of Australia decided to keep the benchmark interest rate unchanged at 4.35%, which was the ninth consecutive meeting and was in line with market expectations.The researcher of Everbright Bank commented on China's import and export data in November: the export growth rate is stronger than seasonality, and foreign trade exports are expected to grow steadily in the next few months. Zhou Maohua, a macro researcher in the financial market department of Everbright Bank, told Wall Street that the export growth rate in November was stronger than seasonality, the import decline exceeded expectations (weaker than seasonality), the trade surplus expanded, and foreign trade contributed more to the economy in the fourth quarter. Due to the resilience of overseas demand, overseas foreign trade importers rushed to avoid tariffs and hoarded goods in advance, and the effects of policies such as stabilizing foreign trade appeared, driving export growth to exceed expectations; The decline in imports in November exceeded expectations, mainly due to the weak recovery of domestic demand, the cautious decision of enterprises to expand and increase import inventory, and the low prices of international energy and other commodities that depressed the overall import cost.India's SENSEX30 index opened 0.08% higher at 81,575.96 points. Among the constituent stocks, MAHINDRA & MAHINDRA opened 1.15% higher, ADANI PORTS rose 1%, and Indian State Grid rose 0.88%; In terms of decline, Maruti Suzuki opened 0.46% lower, Reliance Industries fell 0.4%, and TITAN fell 0.39%.
Hongya CNC: The income from exporting products to the US market is relatively low. Hongya CNC (002833) said on the interactive platform today that the company's products are exported to more than 70 countries and regions, and the income from the US market is relatively low.Saudi Arabia said that Israel's attack on Syria violated international law.Morgan Stanley published a research report, predicting that Chow Tai Fook's share price will outperform the market index in the same period in the next 30 days with a 70% to 80% chance, pointing out that Politburo meeting of the Chinese Communist Party revealed a strong stimulus policy tone yesterday, indicating that it is necessary to expand domestic demand, and called for supporting measures for housing and stock market stability, hoping for stable asset prices, which will have a positive impact on gold and jewelry consumption. The bank also pointed out that December of each year to February of the following year is usually the traditional peak season for jewelry sales, and Chow Tai Fook's share price has fallen by about 40% this year, which is inferior to the performance of MSCI China Index and Hang Seng Index in the same period. It is expected that the strength and implementation details of the central government's stimulus measures, the pace of inflation and the stability of gold prices in the future will affect whether the company's valuation can be revalued in the market and maintain its "in sync with the market" rating, with a target price of HK$ 8.3.
Strategy guide
12-13
Strategy guide 12-13
Strategy guide 12-13