7-day and 3-board Starlight Co., Ltd.: The disclosed operating conditions and internal and external operating environment have not changed significantly. On December 10, Starlight Co., Ltd. announced that the daily closing price of the company's shares has deviated from the value by more than 20% in two consecutive trading days (December 9, 2024 and December 10, 2024), and the company's stock trading is abnormal. The company's disclosed operating conditions and internal and external operating environment have not changed significantly.KBW: Raise the target price of MasterCard from $580 to $618, and maintain the rating of "outperforming the market".The snow removal operation of several expressways in Gansu Province continued due to the temporary control of snowfall. It was learned from the traffic police department of Gansu Province that due to the large-scale snowfall and road icing, as of 7: 30 on the 10th, several expressways in Gansu Province were temporarily controlled. The highway maintenance department is continuously carrying out ice and snow removal operations.
The onshore RMB against the US dollar officially closed at 7.2493 at 16:30 Beijing time, up 267 points from the official closing price of the previous trading day and up 69 points from the closing price of the previous day and night.Four films have been scheduled for the Spring Festival. On December 10th, the official announcement of "Nezha's Devil Boy Roars the Sea" was released. According to the release calendar of Cat's Eye Professional Edition, up to now, there are four films scheduled for the Spring Festival in 2025, namely: Nezha's Devil Boy Roars the Sea, The Legend of the Condor Heroes: The Great Man, Feng Shen Part II: War in the West, Bears Appear and Restart the Future.Yuanfei Pet: The company's overseas sales revenue and profits are on the rise. On December 9, Yuanfei Pet said that at present, the company maintains a good development trend and we have great confidence in the future market development at home and abroad. Since the beginning of this year, due to the continuous increase in the demand of the pet industry and the continuous rise in the company's comprehensive competitiveness, the sales revenue and profit realization of the company's overseas sales have shown an upward trend. At present, the company has put into production a total of four production bases, and has two production bases in Pingyang, Wenzhou, which are equipped with many production lines such as pet snacks, pet traction appliances and pet toys. There are two production bases in Cambodia, namely, Aitao, Cambodia, which focuses on pet food, and Ryder, Cambodia, which focuses on pet products. In the second half of this year, Ryder, Cambodia added a new pet toy production line. In addition, factories in Bangladesh and China are under construction.
"Nezha's Devil Children Roaring the Sea" is scheduled for the first day of 2025, and "Nezha's Devil Children Roaring the Sea" is scheduled for the first day of 2025.New quality productivity is still the core of policy orientation! Kechuang 100TF (588190) closed up 1.71%. On December 10th, Kechuang 100TF (588190) closed up 1.71%, with a turnover of 667 million yuan. The constituent stocks rose strongly, with Guo Dun Quantum up 6.19%, Siwei up 4.18%, and Hengxuan Technology, Ruichuang Micro-nano and Alice followed suit. Huajin Securities said that developing new quality productivity is still the main policy orientation. The meeting clearly put forward that "scientific and technological innovation should lead the development of new quality productivity", showing that the emerging industries related to the eight new quality productivity are still the main direction of the policy. From a short-term perspective, positive policies are expected to drive A-shares to start the New Year's market. First, from the molecular perspective, the meeting may raise the market's expectation of economic recovery: the meeting can expect to adjust fiscal and monetary easing next year and further economic recovery. In terms of liquidity, further easing of monetary policy is expected to rise.Huaxi Securities: In 2025, the rate of RRR cut and interest rate cut may not be lower than 50bp and 20bp. Huaxi Securities Research Report pointed out that this Politburo meeting revisited "moderately loose monetary policy", and the market inevitably associated with the magnificent combination of monetary and fiscal policies in 2008-2010. Specific to this round of monetary policy, it may be similar to it, not only the tone has changed, but also the framework has changed from the previous cross-cycle (or both cross-cycle and counter-cycle) to counter-cycle adjustment, which is likely to point to an increase in the adjustment range of reserve ratio and policy interest rate. Looking forward to 2025, the rate of single RRR cut and interest rate cut of monetary policy may not be lower than 50bp and 20bp (the rate in 2024), and the possibility of further increasing the rate in the face of extreme circumstances is not ruled out. The specific degree and duration of easing may depend on the economic situation.
Strategy guide
12-13
Strategy guide
12-13