Senior Advisor of Shi Pomao: Japan must be prepared for Trump tariffs. One of Japan's top security officials said that Japan needs to be prepared for the threat of US President-elect Trump to impose tariffs on Canada and Mexico, and adjust the supply chain to reduce the collateral damage to Japanese enterprises. Akihisa Nagashima, national security adviser to Japanese Prime Minister Shi Pomao, said that during his recent visit to the United States, he had a "frank" communication with Trump team members on tariff issues. "I realized that Japan must be ready for Trump to implement his plan," he said.Bank of Japan: The confidence index of large manufacturers rose to the highest level since March 2022.The restricted shares with a market value of 644 million yuan were lifted today. Xishan Technology, Betray and Wanda Bearing were among the top companies in terms of market value. On Friday (December 13th), the restricted shares of eight companies were lifted, with a total lifting amount of 20,925,400 shares. According to the latest closing price, the total lifting market value was 644 million yuan. Judging from the amount of lifting the ban, Betray, Xishan Technology and Nanwang Technology were among the top, with 9,834,300 shares, 3,706,800 shares and 3,247,500 shares respectively. Judging from the market value of lifting the ban, the number of shares lifted by 0 companies exceeded 100 million yuan. Xishan Technology, Betray and Wanda Bearing are among the top companies in terms of market value, with market values of 246 million yuan, 229 million yuan and 76.73 million yuan respectively. From the perspective of the proportion of shares released from the ban to the total share capital, Xishan Technology, Wanda Bearing and Nanwang Technology are among the top, with 7.47%, 3.08% and 1.66% respectively.
China Seismological Network automatically measured that an earthquake of magnitude 4.4 occurred near Yuli County, Bayinguoleng Prefecture, Xinjiang at 07: 22 on December 13th (40.93 degrees north latitude and 84.13 degrees east longitude), and the final result was subject to the official quick report.The first all-green power station base planning based on large-scale compressed air energy storage was released. On December 11th, China Nengjian Digital Group released the all-green power station base planning based on compressed air energy storage in Xining, Qinghai. This is the first all-green power station solution supported by large-scale compressed air energy storage system in high altitude areas around the world, which was independently developed by China Energy Construction Group Co., Ltd. The first batch of projects of the base will take the lead in building a 300 MW compressed air energy storage power station project in guinan county, Hainan, with an overall energy storage capacity of 1.2 million kilowatts, which will effectively enhance the new energy consumption capacity of Hainan and even Qinghai.The yield of China's 10-year government bonds fell below 1.80% at the beginning of the session, hitting a new record low.
Onlikon: Compound α-keto acid tablets are planned to be selected for the tenth batch of national centralized drug procurement. Onlikon announced on December 13, and on December 12, the company participated in the bidding for the tenth batch of national centralized drug procurement organized by the National Drug Joint Procurement Office. After the bid opening and evaluation by the Joint Procurement Office, the company plans to select this centralized drug procurement. The indication of that medicine is to prevent and treat the damage caused by metabolic disorder in protein due to chronic renal insufficiency. The drug is a national medical insurance catalogue product, with an annual sales of 218,900 yuan in 2023, accounting for 0.01% of the company's annual operating income in 2023.Soochow securities: It is expected that the Federal Reserve will cut interest rates by 25bps in December. According to the soochow securities Research Report, the CPI of the United States rebounded to +2.75% in November as scheduled, and the CPI that did not exceed expectations cleared the last obstacle for the Fed to cut interest rates in December. In the short term, the combination of low base and high viscosity means that CPI is expected to continue to rebound to +2.8% in December. In the medium term, Trump is expected to drive out illegal immigrants on the first day after taking office, which will aggravate the risk of stagflation in the labor market. However, the intensification of wage inflation stickiness may be concealed by the downward movement of non-agricultural centers in the same period, the expectation of increasing oil prices and the high base in the first half of 2025. The market's concern about "stagnation" may provide room for the Fed to cut interest rates smoothly in the first half of 2025. However, in the second half of 2025, the cumulative interest rate cuts will give support to the economy, the persistence of inflation stickiness and the landing of Trump's tax reduction policy will force the Fed to cut interest rates. It is expected that the Federal Reserve will cut interest rates by 25bps in December, 25bps in March and June next year, and stop cutting interest rates in the second half of the year. The end point of the policy interest rate in 2025 is [3.75,4.0]%.Rio Tinto will invest $2.5 billion to develop a new lithium mine in Argentina, and Rio Tinto Group plans to invest $2.5 billion to develop a new lithium mine in Argentina, which is a victory for Argentine President Javier Millay, who is trying to loosen the control of the economy and attract foreign investment. The British company said in an announcement on Thursday that it plans to build a processing plant with an annual output of 60,000 tons of lithium carbonate in Rincon mine. Subject to permission, the construction of the facility will begin in the middle of next year.
Strategy guide 12-14
Strategy guide 12-14
Strategy guide 12-14