CICC looks forward to the insurance industry in 2025: investment opportunities may be easy first and then difficult. When CICC looks forward to the insurance industry in 2025, it said that it is expected that the stock market and policy expectations will still be the short-term main drivers of the stock price of the sector. Combined with the low profit base and the possible window period, the investment opportunities in the industry may be easy first and then difficult: the short-term stock market will rise sharply or reproduce the general market, and the investment logic will return to long-term contradictions such as interest rate trends after emotional calm.The law enforcement agencies of China and the Philippines cooperated again to repatriate more than 30 Philippine citizens engaged in offshore gambling in the Philippines. On December 12, the law enforcement agencies of China and the Philippines cooperated again to repatriate more than 30 China citizens engaged in offshore gambling in the Philippines. This is the fourth batch of repatriation between China and the Philippines after the Philippine government announced a total ban on offshore gambling in the Philippines. The Philippine Embassy in the Philippines will continue to strengthen law enforcement cooperation with the Philippine side and promote the orderly repatriation of relevant personnel on the basis of protecting the legitimate rights and interests of China citizens.Jiuwu Hi-Tech: the first successful candidate for the procurement project of China Wuye Minmetals Salt Lake Company, with a bid price of 125 million yuan. Jiuwu Hi-Tech announced on December 12, and on December 11, the procurement e-commerce platform of China Minmetals Group Co., Ltd. released the "Announcement of Successful Candidates for the Procurement of Adsorbent Supply, Filling and Related Services for the Construction and Installation Project of Lithium Project in China Wuye Minmetals Salt Lake Co., Ltd.", and the company was the first successful candidate for this project. The company's tender offer is 125 million yuan, accounting for 16.56% of the company's audited operating income in the previous year.
South Korea's Seoul Composite Index rose to 1%.Japan's semiconductor sector rose collectively, with ADVANTEST up nearly 5%, DISCO up over 2% and Renesas Electronics up over 1%.Japanese and Korean stock markets opened higher, with the Nikkei 225 index rising 1.21% to 39,849.97. South Korea's KOSPI index rose 0.6% to 2,456.63.
The International Finance Corporation (IFC) and HSBC signed a $1 billion trade flow arrangement for emerging markets.Thirteen people were killed when Israeli forces attacked the southern and northern parts of the Gaza Strip. On the 12th, local time, the reporter of the General Station learned from the Palestinian side that Israeli forces bombed Rafah, a city in the southern part of the Gaza Strip, killing seven people and injuring many others. According to medical staff in Rafah, seven dead people were attacked while protecting a rescue truck that arrived in the city. In addition, the Israeli army bombed a residential building west of Gaza City in the northern Gaza Strip, killing six people. (CCTV)CITIC Securities: The interest rate of the 10-year US bond may show an upward trend due to factors such as monetary policy next year. According to the CITIC Securities Research Report, historically, the actual short-term interest rate expectation in the interest rate reduction cycle since 1983 is usually the main driving force for the downward trend of the 10-year US bond interest rate, while the term premium may rise in the interest rate reduction cycle due to factors such as supply and demand, deficit concerns and external shocks. Looking forward to the future, it is expected that the short-term 4.0% will be the support level of the 10-year US bond interest rate, and the 10-year US bond interest rate may show an upward trend next year due to factors such as monetary policy and "Trump transaction".
Strategy guide
Strategy guide
12-14
Strategy guide
12-14
Strategy guide 12-14