At least two people were killed when a fuel depot exploded in central Italy. On December 9, local time, a fuel depot exploded in the suburb of Florence in central Italy, killing at least two people and injuring eight others. The reporter at the reception desk was informed that the explosion caused a fire, but the fire was limited to the loading and unloading area of the fuel depot. The local civil defense department asked nearby residents to close their windows and stay away from the fuel depot area. After the explosion, some railway operations from Florence to Bologna were suspended, and the expressway exit near the fuel depot was closed in both directions. It is understood that the fuel depot belongs to Eni Group, a major Italian energy company.Xinhua Pharmaceutical Co., Ltd.: It plans to acquire no more than 75% equity of Noah Shengnuo. Xinhua Pharmaceutical announced that the company signed an Intention Agreement on Equity Acquisition with NovoSanaB.V on December 9, 2024, and plans to acquire no more than 75% equity of Noah Shengnuo in cash, and will become its controlling shareholder after the acquisition. The specific acquisition plan and transaction price will be determined according to the results of due diligence, audit and evaluation.COMEX silver rose by 3.00% in the day and is now quoted at $32.54 per ounce.
Huaxi Securities Interpretation of the Political Bureau Meeting in December: The policy strength showed an upward trend. The Huaxi Securities Research Report pointed out that the release signal of this meeting was positive. Judging from the significant strength of Hong Kong stocks and A50 futures, the content of the meeting greatly exceeded previous market expectations. There are mainly the following aspects: First, the policy tone is more positive. "Strengthening unconventional countercyclical adjustment", which is used to describe countercyclical adjustment for the first time, reflects the upward trend of policy strength. The policy of this year's two sessions is expressed as "strengthening countercyclical and cross-cyclical adjustment of macro policies", the Politburo meeting in July "strengthening countercyclical adjustment" and the Politburo meeting in September "strengthening countercyclical adjustment". From the point of view of change, it gradually turns to counter-cycle instead of cross-cycle, and the intensity is constantly upgrading. Create a follow-up policy for the market that may continue to be introduced until the economy stabilizes and rebounds. At the same time, the meeting did not mention "coordinating the expansion of domestic demand and deepening the structural reform of the supply side", but directly mentioned the expansion of domestic demand, which is also a manifestation of facing the problem more directly and attaching importance to the demand side. Second, as far as finance and money are concerned, this meeting mentioned "implementing a more active fiscal policy and a moderately loose monetary policy", and the modifier "more" was added in front of the active fiscal policy. A similar expression was found in the Politburo meeting in April 2020, "The active fiscal policy should be more active and promising", and then in May, the two sessions formulated a large-scale fiscal combination boxing (deficit ratio 3.6%+, 3.75 trillion new special debts and 1 trillion special national debts). The third is to stabilize the property market and write the stock market into the 2025 goal. The fourth is to pay attention to consumption. The meeting mentioned "vigorously boosting consumption, improving investment efficiency and expanding domestic demand in all directions". It is expected that the policy of promoting consumption will make a breakthrough in scale and direction. Fifth, the meeting also mentioned science and technology (to lead the development of new quality productive forces with scientific and technological innovation and build a modern industrial system), green (to jointly promote carbon reduction, pollution reduction and green growth, and accelerate the overall green transformation of economic and social development) and foreign trade. Emphasizing science and technology, it is clear that the direction of future policy is in the industrial direction led by science and technology. At the same time, for green, because next year is the last year of the 14 th Five-Year Plan, emission reduction and other targets need to be completed. In terms of foreign trade and foreign investment, the meeting mentioned that "it is necessary to expand high-level opening to the outside world and stabilize foreign trade and foreign investment".Ningbo Energy: The subsidiary plans to acquire 100% equity of 22 related companies for 175 million yuan. Ningbo Energy announced that Langchen New Energy, a wholly-owned subsidiary of the company, plans to acquire 100% equity of 22 target companies directly or indirectly wholly-owned by Kunneng Group, a related party of the company, with an equity consideration of 175 million yuan. After deducting the undistributed profit of 46,656,600 yuan on the evaluation benchmark date, the actual equity payment amount is 128 million yuan. After the acquisition, Langchen New Energy plans to provide the target company with a loan of 243 million yuan to repay the loan of Kunneng Group and its related parties and pay dividend payable. At the same time, Xiang Lang Chenxin Energy Company increased its capital by 150 million yuan. This transaction constitutes a connected transaction and needs to be submitted to the company's shareholders' meeting for consideration. In the past 12 months, the company has not traded with Kunneng Group.Huaxi Securities Interpretation of the Political Bureau Meeting in December: The policy strength showed an upward trend. The Huaxi Securities Research Report pointed out that the release signal of this meeting was positive. Judging from the significant strength of Hong Kong stocks and A50 futures, the content of the meeting greatly exceeded previous market expectations. There are mainly the following aspects: First, the policy tone is more positive. "Strengthening unconventional countercyclical adjustment", which is used to describe countercyclical adjustment for the first time, reflects the upward trend of policy strength. The policy of this year's two sessions is expressed as "strengthening countercyclical and cross-cyclical adjustment of macro policies", the Politburo meeting in July "strengthening countercyclical adjustment" and the Politburo meeting in September "strengthening countercyclical adjustment". From the point of view of change, it gradually turns to counter-cycle instead of cross-cycle, and the intensity is constantly upgrading. Create a follow-up policy for the market that may continue to be introduced until the economy stabilizes and rebounds. At the same time, the meeting did not mention "coordinating the expansion of domestic demand and deepening the structural reform of the supply side", but directly mentioned the expansion of domestic demand, which is also a manifestation of facing the problem more directly and attaching importance to the demand side. Second, as far as finance and money are concerned, this meeting mentioned "implementing a more active fiscal policy and a moderately loose monetary policy", and the modifier "more" was added in front of the active fiscal policy. A similar expression was found in the Politburo meeting in April 2020, "The active fiscal policy should be more active and promising", and then in May, the two sessions formulated a large-scale fiscal combination boxing (deficit ratio 3.6%+, 3.75 trillion new special debts and 1 trillion special national debts). The third is to stabilize the property market and write the stock market into the 2025 goal. The fourth is to pay attention to consumption. The meeting mentioned "vigorously boosting consumption, improving investment efficiency and expanding domestic demand in all directions". It is expected that the policy of promoting consumption will make a breakthrough in scale and direction. Fifth, the meeting also mentioned science and technology (to lead the development of new quality productive forces with scientific and technological innovation and build a modern industrial system), green (to jointly promote carbon reduction, pollution reduction and green growth, and accelerate the overall green transformation of economic and social development) and foreign trade. Emphasizing science and technology, it is clear that the direction of future policy is in the industrial direction led by science and technology. At the same time, for green, because next year is the last year of the 14 th Five-Year Plan, emission reduction and other targets need to be completed. In terms of foreign trade and foreign investment, the meeting mentioned that "it is necessary to expand high-level opening to the outside world and stabilize foreign trade and foreign investment".
HSBC Holdings: It will pay a dividend of USD 0.1 per share in the third quarter on December 19th, and HSBC Holdings (00005) announced that it will pay a dividend of USD 0.1 per share in the third quarter on December 19th, 2024.Liang Wang was awarded the best men's doubles of the year. On December 9, Hangzhou, the awarding ceremony of the 2024 World Badminton Federation's Best Athlete of the Year Award and the Hall of Fame selection ceremony were held. Liang Weikeng/Wang Chang won the best men's doubles combination of the year.Black futures continued to rise, the main contracts of coking coal and coke rose by more than 3%, the main contracts of thread and iron ore rose by nearly 3%, and the main contracts of hot coil rose by more than 2%.
Strategy guide 12-13
Strategy guide
Strategy guide
12-13