Goldman Sachs lowered the UK's GDP growth forecast for 2024 from the previous 1.2% to 1.0%.Jiangxi procuratorate prosecuted Gao Zhunhu's suspected bribery case according to law. Recently, Gao Zhunhu (deputy department level), former deputy secretary and vice chairman of Jingdezhen CPPCC in Jiangxi Province, was under the jurisdiction of Jiangxi Provincial People's Procuratorate, and Pingxiang Municipal People's Procuratorate filed a public prosecution with Pingxiang Intermediate People's Court according to law. The case is being further processed. At the stage of examination and prosecution, the procuratorate informed the defendant Gao Zhuhu of his litigation rights according to law, interrogated the defendant according to law and listened to the opinions of the defenders. The Pingxiang Municipal People's Procuratorate sued the accusation: the defendant Gao Zhuhu used to be the secretary, deputy secretary and director of the Party Working Committee of Jingdezhen Ceramic Industrial Park, the secretary of the Party Working Committee of Jingdezhen Central City Changnan Development Zone, the party secretary and chairman of Jingdezhen Urban Construction and Development Investment Co., Ltd., the party secretary and chairman of Jingdezhen Urban Construction Investment Group Co., Ltd., and the party working Committee secretary of Jingdezhen Changnan New District. Jingdezhen High-tech Industrial Development Zone, deputy secretary of the Party Working Committee, director of the management committee and other positions, seek benefits for others, illegally accept other people's property, the amount is particularly huge, and should be investigated for criminal responsibility for accepting bribes according to law.The organization looks forward to the semiconductor industry in 2025: the AI replacement tide leads the growth, and the semiconductor ETF(512480) may usher in new development opportunities. On December 13, the semiconductor ETF(512480) closed down by 1.38%, with a turnover of 1.671 billion yuan. The constituent stocks are mixed, and Zhaoyi Innovation leads the rise. In terms of decline, SMIC led the decline. CICC said that after the boom in 2024, it is expected that the inventory of the semiconductor industry will stabilize and the relationship between supply and demand will be more balanced in 2025. With the gradual landing of AI cloud and end demand, domestic semiconductor elements will usher in new development opportunities. In addition, the AI-changing tide has a pulling effect on the downstream demand of the semiconductor design sector, which is expected to accelerate the growth of the semiconductor design sector in 2025 and inject new vitality into the industry.
The real estate sector fluctuated and fell, and many shares such as gemdale fell by more than 5%. Qixia Construction once approached the daily limit, and many shares such as gemdale, Everbright Jiabao, Urban Construction Development, Shoukai Shares and Greenland Holdings fell by more than 5%.On the 13th, the No.20 rubber fell by 2.05%, and the latest main contract positions changed as follows. According to the exchange data, as of December 13th, the main contract No.20 rubber 2502 was closed, with a turnover of 159,100 lots. The position data showed that the top 20 seats were clear, and the difference position was 5,142 lots. A total of 205,200 lots were traded in the No.20 rubber futures contract, an increase of 8,176 lots over the previous day. The first 20 seats in the contract held 84,200 lots, an increase of 812 lots over the previous day. Short positions in the top 20 seats of the contract were 94,500 lots, a decrease of 1,708 lots from the previous day. (Sina Futures)Anhui procuratorate prosecuted Huawei Yu, the former deputy general manager of Anhui Investment Group Holding Co., Ltd., for allegedly accepting bribes. According to the highest inspection news, a few days ago, Huawei Yu, the former party member and deputy general manager of Anhui Investment Group Holding Co., Ltd., was suspected of accepting bribes, and the Huainan Municipal People's Procuratorate filed a public prosecution with the Huainan Intermediate People's Court according to law after the jurisdiction designated by the Anhui Provincial People's Procuratorate. The case is being further processed. At the stage of examination and prosecution, the procuratorial organ informed the defendant Huawei Yu of his litigation rights according to law, interrogated the defendant according to law and listened to the opinions of defenders. The People's Procuratorate of Huainan City charged that the defendant Huawei Yu, as a national staff member, used the convenience of his position and the convenience of his authority or position to seek benefits for others through the actions of other national staff members, and illegally accepted other people's property alone or in collusion with others. The amount was extremely huge, so he should be investigated for criminal responsibility for accepting bribes according to law.
Astana Airlines resumed the route from Urumqi to Astana. On December 13th, according to Astana Airlines, Astana Airlines resumed the Urumqi-Astana flight from December 1st, with 2 flights per week. The resumed KC flight KC287 departs from Astana (NQZ) at 19: 30 every Tuesday and Saturday and arrives in Urumqi (URC) at 1: 00 the next day; KC288 departs from Urumchi (URC) at 2 o'clock every Wednesday and Sunday and arrives in Astana (NQZ) at 1: 45, all of which are local time. In addition, Astana Airlines also operates regular flights from Urumqi to Almaty, four times a week.Wuzhou Spring today bought 101 million yuan and sold 140 million yuan on Shanghai Stock Connect. Wuzhou Spring today traded at a daily limit, with a turnover of 4.335 billion yuan and a turnover rate of 35.76%. After-hours data showed that Ningbo Sangtian Road mat bought 77.1945 million yuan, and Shanghai Stock Connect special seats bought 101 million yuan and sold 140 million yuan.CITIC Jiantou: It maintains the "Buy" rating of Orrit, and its product line continues to expand and enrich. According to the research report of CITIC Jiantou Securities, Orrit (605116.SH) is one of the leading companies in the field of characteristic APIs in China. In recent years, the company's product line has been continuously expanded and enriched, which has promoted the continuous growth of revenue. At the same time, the company actively laid out potential areas, and at the current point of time, we think that we can see the company's follow-up multiple catalysis: 1) The preparation business continues to be heavy: the market development of diqu progesterone tablets continues to advance, and the estradiol/estradiol-diqu progesterone composite packaging tablets have been declared for listing. It is expected that the continuous enrichment of new pipelines for the follow-up preparation business will promote the company's performance growth. 2) Smegrutide API: The construction of fermentation workshop and synthesis workshop has been completed, and the expansion and release of new capacity will promote the good growth of API business. 3) Small nucleic acid business: The 100 kg commercial production line landed in September, 2004, opening up the space for subsequent growth. Maintain the "buy" rating.
Strategy guide 12-14
Strategy guide 12-14
Strategy guide 12-14
Strategy guide 12-14
Strategy guide 12-14
Strategy guide 12-14
Strategy guide 12-14