Japan's M2 money stock increased by 1.2% and M3 by 0.7% in November.A new cold air comes with rain and snow to cool down, and the chill in the north aggravates the humidity and coldness in the south. Today (December 10th), a new strong cold air comes, and most parts of China will experience obvious cooling. The number of areas in the north that are below freezing point all day is increasing, and the chill is aggravated. The highest temperature in many places in the south will drop to single digits, accompanied by rainy, wet and cold feeling. At the same time, the range of rain and snow in China is still relatively wide today. The snowfall in the north will gradually decrease tomorrow and the rain in the south will continue and will gradually press south.Five A-shares registered today, among which Longyan Group, Juyi Technology and China CITIC Bank have the strongest dividends. According to the statistics of the equity distribution plan of listed companies, five A-shares registered today. Among them, 5 shares are intended to pay dividends. In terms of dividends, date of record, where 5 stocks pay dividends, is December 10th. Longbai Group, Juyi Technology and China CITIC Bank have the strongest dividends, with dividends of 3 yuan, 2.2 yuan and 1.83 yuan for every 10 shares. In addition, there are 7 shares that have made dividend plans, among which Radio and Television Metrology, Cube Pharmaceutical and Hefei Hi-Tech have the strongest dividend plans, and every 10 shares will be distributed to 2.5 yuan, 2 yuan and 1 yuan respectively.
Pacific Securities: The historical low of the valuation office of liquor industry is about to be repaired. The Pacific Securities Research Report pointed out that the liquor industry is rationally slowing down, and the valuation office is at a historical low, and it is about to be repaired. Next year, the leading growth target will generally drop to single digits. However, the accumulated inventory risk and pricing pressure still need time to gradually ease after the imbalance between supply and demand has intensified in the past two years and the previous industry bubble has receded. With the economic recovery stimulated by this round of policies and the stabilization of the bottom of the real estate industry, the liquor industry is expected to usher in a wave of recovery. Since 2023, industry differentiation has intensified, but with the improvement of management level and refined channel operation in recent years, excellent wine enterprises have stronger marketing foundation and anti-risk ability compared with previous downward cycles. The price of high-end wine determines the brand position, so the approval price is more important, which depends on the choice of quantity and price and the control of approval price by wine enterprises. Sub-high-end needs to pay more attention to channel risks. The high growth brought by pre-distribution investment needs to be tested in the downward period, and once the channel collapses and stalls, it is difficult to reverse it. Real estate wine pays attention to the growth momentum of internal product structure and the market potential in and around the province. The upgrading speed determines the slope and the ceiling determines the space. Suggested attention: Wuliangye, LU ZHOU LAO JIAO CO.,LTD, Shuijingfang, etc.25 shares were rated by brokers, and Ziguang Guowei's target rose by 48.59%. On December 9, a total of 25 stocks were rated by brokers, and 5 of them announced their target prices. According to the highest target price, Ziguang Guowei, Shaanxi Coal Industry and Zhongju High-tech are among the top gainers, with gains of 48.59%, 39.54% and 33.95% respectively. Judging from the direction of rating adjustment, the ratings of 18 stocks remain unchanged and 7 stocks are rated for the first time. In addition, two stocks have attracted the attention of many brokers, among which Zhongju Hi-tech and Shaanxi Coal were ranked in the top number, with three and two brokers giving ratings respectively. Judging from the Wind industry to which the buy-rated stocks belong, the number of buy-rated stocks in technical hardware and equipment, semiconductor and semiconductor production equipment, food, beverage and tobacco is the largest, with 6, 4 and 4 respectively.Greater Bay Area's major projects are new! The Huangmaohai Cross-sea Passage was officially opened to traffic at 15: 00 on the 11th. It was learned exclusively from Guangdong Transportation Department that the Huangmaohai Cross-sea Passage Project, one of the major projects in Guangdong-Hong Kong-Macao Greater Bay Area, will be officially opened to traffic at 15: 00 on December 11th. It takes about 30 minutes from Zhuhai, Guangdong to Jiangmen, Guangdong, and the three-dimensional traffic network in Greater Bay Area is further dense. The reporter learned that in the early stage of the opening of the project, the public will be temporarily exempted from the road tolls of the project, and the detailed fees will be disclosed separately in the next step. (CCTV)
Macquarie: Raise the forecast of USD/JPY to 140 JPY by the end of 2025 from 125 JPY.The financing balance of the two cities increased by 3.489 billion yuan. As of December 9, the financing balance of the Shanghai Stock Exchange was 951.454 billion yuan, an increase of 223 million yuan over the previous trading day; The financing balance of Shenzhen Stock Exchange was 901.246 billion yuan, an increase of 3.266 billion yuan over the previous trading day; The two cities totaled 1,852.70 billion yuan, an increase of 3.489 billion yuan over the previous trading day.Guotai Junan: OPEC+ once again postponed the increase in production without changing the global increase in production trend, and the supply and demand will still improve. Guotai Junan issued a document saying that since December, the VLCC freight rate has dropped to a low level, and the MR freight rate has rebounded slightly. Recently, OPEC+ decided to postpone production for another quarter until April 2025, and then increase production month by month, until the end of September 2026, the cumulative increase of 2 million barrels per day was completed. If implemented as scheduled, it is estimated that the increase of OPEC+production in 2025-26 will drive the global increase by 0.4%/1.2%. In addition, North America and South America are expected to increase production in 2025. The increase of crude oil production will benefit the growth of oil transportation demand, and the supply of tankers will be rigid in the next few years, and the improvement of supply and demand and the rise of prosperity will still be expected, suggesting that there is an option to lower oil prices.
Strategy guide 12-13
Strategy guide 12-13
Strategy guide
12-13