Citigroup: India, Brazil, Mexico and Japan show good prospects in 2025.China Mobile cooperated with Huawei to complete the first commercial deployment of 5G EasyMacro high-precision positioning for subway tunnels in China. On December 10th, according to Huawei's official news in China, in response to the requirements for positioning capability of communication industry in China's 14th Five-Year Plan, China Mobile Design Institute and Shanghai Mobile Company cooperated with Huawei to successfully realize the first commercial deployment of 5G EasyMacro (EM) high-precision positioning solution in Shanghai subway tunnel. As an important network capability in vertical industry, the successful deployment of 5G high-precision positioning in subway tunnel scene marks a major breakthrough in 5G private network positioning technology.Lu Zhe, chief economist of soochow securities: It is predicted that the drag of real estate on the economy will be greatly weakened in 2025. At the 2025 Dongwu Strategy Meeting held on the 10th, Lu Zhe, chief economist of soochow securities, said that the leverage ratio of Chinese government departments, especially the central government, is not high, which has sufficient policy space and full confidence in China's economy next year. The driving force of economic growth will come from three aspects. First, the growth rate of consumption will pick up. The "trade-in" policy has boosted consumption this year and is expected to play a greater role next year; Second, real estate has stopped falling and stabilized. Since the introduction of the "package policy" in October, various real estate indicators have shown signs of stopping falling. It is expected that it will continue to stabilize next year, and the drag of real estate on the economy will be greatly reduced; Third, the policy of "10 trillion yuan in five years" will stimulate the vitality of local governments, open up the blocking point of fiscal policy transmission, and support China's economy to be stable and far-reaching.
Chief Financial Officer of Citigroup: The bank's systems and technologies have never been fully integrated.China Heihe-Russia Kanikurgan Highway Port passenger transport was officially opened, and China Heihe Highway Port-Russia Kanikurgan Highway Port passenger transport was officially opened. Passengers take buses from Heihe International Highway Passenger Station in China and Amoula Suo International Bus Station in Blagoveshchensk, Russia, respectively, and enter and exit through the Sino-Russian cross-border highway bridge, with four buses each entering and leaving the country every day. After the official opening of passenger transportation at Heihe Highway Port, the functions of Sino-Russian highway ports have been further improved, providing a more convenient channel for cross-border communication.Orient securities gave Yuekang Pharmaceutical Group Co., Ltd. an initial buy rating.
CNNC Liaoning Nuclear Power Company increased its capital to 9.26 billion yuan, an increase of about 41%. According to Tianyancha App, on December 9, CNNC Liaoning Nuclear Power Company changed its business, and its registered capital increased from about 6.58 billion yuan to about 9.26 billion yuan, an increase of about 41%. At the same time, many senior executives changed.Faw liberation: The sales volume of heavy trucks in November was 12,700, down 5.70% year-on-year. faw liberation announced that the sales volume of heavy trucks in November 2024 was 12,700, down 5.70% year-on-year, and the cumulative sales volume was 163,700, down 13.99% year-on-year. The sales volume of medium-sized trucks was 2,451, up 34.00% year-on-year, and the cumulative sales volume was 26,900, up 26.99% year-on-year; The sales volume of light trucks was 397, up 9.19% year-on-year, and the cumulative sales volume was 36,300, up 6.27% year-on-year; The sales volume of buses was 41, down 95.56% year-on-year, and the cumulative sales volume was 43, down 67.05% year-on-year. In November 2024, the total sales volume was 15,600 vehicles, down 0.41% year on year, and the cumulative sales volume was 226,900 vehicles, down 7.78% year on year.The pace of interest rate cuts may be inconsistent. The pound rose to the highest level against the euro since 2022, and the pound rose to the highest level against the euro in more than two and a half years. British government bonds fell because the market expected that the Bank of England would cut interest rates less than Europe. On Tuesday, the pound rose 0.3% against the euro to 82.50p, the first time since April 2022. British government bonds fell across the board, and the 10-year yield rose to 4.33%, the highest since November 28. Traders expect the Bank of England to stay put at its last policy meeting this year next week and maintain a cautious stance on subsequent interest rate cuts. The country's growth remains strong, while inflation in some areas remains high. At the same time, it is widely believed that the European Central Bank will cut interest rates by 25 basis points on Thursday to support the economy. "The 0.8200 mark is imminent," said Brad Bechtel, global foreign exchange director of Jefferies. "It is clear that the Bank of England will still lag far behind the European Central Bank in the pace and extent of interest rate cuts.
Strategy guide 12-13
Strategy guide
12-13