Jin Guanping, Economic Daily: Implement more active and promising macro policies. The article points out that the Political Bureau of the Communist Party of China (CPC) Central Committee held a meeting on December 9 to analyze and study the economic work in 2025, and put forward "implement more active and promising macro policies" and "strengthen unconventional countercyclical adjustment" in view of the macro policy orientation next year, and clearly implement more active fiscal policies and moderately loose monetary policies. This important deployment has released a clear signal of strengthening macro-control and strong and steady growth. Implementing a "more active" fiscal policy means increasing fiscal countercyclical adjustment and improving the effectiveness of fiscal policy while maintaining policy stability and continuity. "Moderately loose" means that monetary policy will better reflect the supportive stance and orientation, maintain a reasonable and sufficient liquidity, and further reduce the comprehensive financing costs of enterprises and residents.Today, these stocks changed their main positions to increase electronic stocks and sell computer stocks, with a large amplitude.-Today, there are 22 stocks in A shares with an amplitude of more than 20%; -N Boyuan, Shenhao Technology, Panda Dairy and other stocks are among the top in amplitude; The turnover rate is high-today, there are 58 A-shares with a turnover rate of over 30%; -N Boyuan, Giant Wheel Intelligence, Tianyu Digital and other stocks have the highest turnover rate; Main funds-today, the main funds flowed into electronics, communications, real estate, non-ferrous metals, light industry manufacturing and other sectors, and flowed out of computers, machinery and equipment, non-bank finance, power equipment, automobiles and other sectors; -vision china, Jianghuai Automobile, Woer Nuclear Materials, Xinyisheng and Runxin Technology have the largest net inflows, with net inflows of 749 million yuan, 699 million yuan, 693 million yuan, 626 million yuan and 622 million yuan respectively; -Oriental Fortune, Shanzi Hi-Tech, Leo, Straight Flush, and Tianyue Mathematics have the largest net outflows, with net outflows of 2.295 billion yuan, 1.237 billion yuan, 1.131 billion yuan, 872 million yuan and 871 million yuan respectively.Lian Ping, president of the Chief Industry Research Institute of Guangkai, believes that it is expected to reduce the RRR by about 100 basis points in 2025, releasing more than 3 trillion yuan of liquidity. Among them, there is limited room for reducing the deposit reserve ratio of small and medium-sized financial institutions, and the expected RRR reduction is about 50 basis points.
In addition to the front page content, today's People's Daily's main financial contents include: 1. Steady development of new quality productive forces-China Economic Observation in 2024 ③; 2. About 100 flying rainbow bridges built and under construction in China cross the blue ocean (new economic orientation); 3. VAT invoice data shows that the retail sales of household appliances increased by 74.4% in November. 4. The General Administration of Market Supervision regulates the whole process of business marketing behavior to prevent the waste of take-away catering; 5. China-Europe trains reach 227 cities in 25 countries in Europe, connecting more than 100 cities in 11 Asian countries, sending goods over 11 million TEUs and goods worth over 420 billion US dollars-crossing mountains and seas, and the "steel camel team" adds momentum to the world economy (building the "Belt and Road" and the first site); 6. Continue to play the role of the biggest engine of world economic growth (harmony); 7. Accelerate the arrival of "Digital Wisdom Future" (vertical and horizontal); 8. Continue to expand new consumption scenarios and new formats (everyone talks); 9. What do you think of the "China scenery" in the world economy (current economic question and answer in China)? 10. The two departments will further improve the working mechanism of centralized drug collection and implementation, and encourage the priority use of selected drugs and consumables; 11. Give full play to the role of bidding competition to help the standardized and healthy development of the bidding market (the way of governance); 12. The national economy is progressing steadily (number 2024); 13. Improve the quality and efficiency of life insurance management and do a good job in pension finance; 14. The global robot industry accelerates innovation and development (international perspective). In 2023, the number of newly installed industrial robots in China exceeded half of the world; 15. The active format of the new service consumption market characterized by digital and green is released to "new" vitality (consumption window, promoting the expansion and upgrading of service consumption); 16. Create more abundant new products for the integration of literature and tourism (market stroll); 17. CNCA issued an action plan to improve the quality management system certification of small and micro enterprises, improve product quality and increase quality supply (consumption kaleidoscope).Hengrui Pharma: HRS-4729 injection was approved for clinical trial. Hengrui Pharma announced that the company and its subsidiary Fujian Sheng Di Pharmaceutical Co., Ltd. received the Notice of Approval for Clinical Trial of HRS-4729 injection approved and issued by National Medical Products Administration. The drug is a polypeptide drug independently developed, and it is a GLP-1R/GIPR/GCGR triple agonist, which is suitable for obese or overweight patients. Up to now, HRS-4729 injection has invested about 19.56 million yuan in research and development.Tomato Fiction: In the coming year, 200 million yuan will be invested to support fine content. On December 11th, at the Tomato Fiction Creators' Conference, Tomato Fiction announced that it will invest 200 million yuan in cash to support fine content in 2025, and continue to launch a series of support plans to make efforts in IP ecology. In 2024, tomato novels launched more than 10 support programs, and a total of 120 million yuan of extra bonuses were distributed.
Market information: Trump's nominee for finance minister, Bertrand Besson, said that Federal Reserve Chairman Powell can complete his remaining term.More support policies for specialization and innovation are brewing. According to the data of the Ministry of Industry and Information Technology, up to now, China has cultivated a total of 14,600 "little giant" enterprises with specialization and innovation, and more than 140,000 small and medium-sized enterprises with specialization and innovation. Over 80% of the "Little Giant" enterprises are located in strategic emerging industrial chains such as integrated circuits and aerospace, and the number of enterprises in future industry-related fields such as artificial intelligence and low-altitude economy is nearly 5,000. The reporter was informed that the relevant departments will study and formulate guidance on building a mechanism to promote the development and growth of specialized and innovative small and medium-sized enterprises, issue guidance on cultivating high-quality enterprises, continue to increase support for the cultivation of specialized and innovative small and medium-sized enterprises, and promote the "expansion, quality improvement and strong chain" of specialized and innovative groups. (Economic Information Daily)Yuanyuan Communication: The plan being evaluated and negotiated between the company and toy manufacturers does not involve ByteDance, and the results of subsequent negotiations are still uncertain.
Strategy guide
Strategy guide 12-14
Strategy guide
Strategy guide
12-14