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2024-12-13 04:58:58

The Syrian opposition authorized Mohamed Al-Bashir to form a transitional government. According to pro-Syrian opposition media reports on the 9th, the opposition authorized Mohamed Al-Bashir, the "Government of Saving the Country in Syria", to form a transitional government in Syria. The "Syrian Government for Salvation" was established by the Syrian opposition, with Bashir as its prime minister. (Xinhua News Agency)UAE Foreign Ministry official: Pay close attention to the development of the situation in Syria; Emphasize the importance of safeguarding Syrian unity and protecting its national institutions.Ningbo Energy: The subsidiary plans to acquire 100% equity of 22 related companies for 175 million yuan. Ningbo Energy announced that Langchen New Energy, a wholly-owned subsidiary of the company, plans to acquire 100% equity of 22 target companies directly or indirectly wholly-owned by Kunneng Group, a related party of the company, with an equity consideration of 175 million yuan. After deducting the undistributed profit of 46,656,600 yuan on the evaluation benchmark date, the actual equity payment amount is 128 million yuan. After the acquisition, Langchen New Energy plans to provide the target company with a loan of 243 million yuan to repay the loan of Kunneng Group and its related parties and pay dividend payable. At the same time, Xiang Lang Chenxin Energy Company increased its capital by 150 million yuan. This transaction constitutes a connected transaction and needs to be submitted to the company's shareholders' meeting for consideration. In the past 12 months, the company has not traded with Kunneng Group.


Jingxing Paper: The second phase of Malay project is expected to start in the first quarter of 2025. Jingxing Paper said in an institutional survey on December 9 that the capacity utilization rate of the company's packaging paper is relatively high, except for necessary maintenance and downtime, it is basically in the state of full-load operation, and the annual output this year is about 1.5 million tons. On the issue of the company's capital expenditure plan in the later period, Jingxing Paper said that the company's largest capital expenditure plan at present is the Malay Phase II project, which is expected to be officially launched in the first quarter of next year, with an estimated construction period of two years.Market news: Putin will extend the permission of some Russian companies not to consider voting by shareholders from unfriendly countries until the end of 2025.UAE Foreign Ministry official: Pay close attention to the development of the situation in Syria; Emphasize the importance of safeguarding Syrian unity and protecting its national institutions.


Huaxi Securities Interpretation of the Political Bureau Meeting in December: The policy strength showed an upward trend. The Huaxi Securities Research Report pointed out that the release signal of this meeting was positive. Judging from the significant strength of Hong Kong stocks and A50 futures, the content of the meeting greatly exceeded previous market expectations. There are mainly the following aspects: First, the policy tone is more positive. "Strengthening unconventional countercyclical adjustment", which is used to describe countercyclical adjustment for the first time, reflects the upward trend of policy strength. The policy of this year's two sessions is expressed as "strengthening countercyclical and cross-cyclical adjustment of macro policies", the Politburo meeting in July "strengthening countercyclical adjustment" and the Politburo meeting in September "strengthening countercyclical adjustment". From the point of view of change, it gradually turns to counter-cycle instead of cross-cycle, and the intensity is constantly upgrading. Create a follow-up policy for the market that may continue to be introduced until the economy stabilizes and rebounds. At the same time, the meeting did not mention "coordinating the expansion of domestic demand and deepening the structural reform of the supply side", but directly mentioned the expansion of domestic demand, which is also a manifestation of facing the problem more directly and attaching importance to the demand side. Second, as far as finance and money are concerned, this meeting mentioned "implementing a more active fiscal policy and a moderately loose monetary policy", and the modifier "more" was added in front of the active fiscal policy. A similar expression was found in the Politburo meeting in April 2020, "The active fiscal policy should be more active and promising", and then in May, the two sessions formulated a large-scale fiscal combination boxing (deficit ratio 3.6%+, 3.75 trillion new special debts and 1 trillion special national debts). The third is to stabilize the property market and write the stock market into the 2025 goal. The fourth is to pay attention to consumption. The meeting mentioned "vigorously boosting consumption, improving investment efficiency and expanding domestic demand in all directions". It is expected that the policy of promoting consumption will make a breakthrough in scale and direction. Fifth, the meeting also mentioned science and technology (to lead the development of new quality productive forces with scientific and technological innovation and build a modern industrial system), green (to jointly promote carbon reduction, pollution reduction and green growth, and accelerate the overall green transformation of economic and social development) and foreign trade. Emphasizing science and technology, it is clear that the direction of future policy is in the industrial direction led by science and technology. At the same time, for green, because next year is the last year of the 14 th Five-Year Plan, emission reduction and other targets need to be completed. In terms of foreign trade and foreign investment, the meeting mentioned that "it is necessary to expand high-level opening to the outside world and stabilize foreign trade and foreign investment".Bitcoin hit $98,000/piece, down 3.12% in the day.The Great Wall Fund with "Moderately Loose" Monetary Policy: It is expected to open up space for the downward trend of bond interest rates. the Political Bureau of the Communist Party of China (CPC) Central Committee held a meeting on December 9. The meeting pointed out that a moderately loose monetary policy should be implemented next year. The Great Wall Fund said that based on the "moderate easing" of monetary policy next year, the downside of bond interest rates is expected to be further opened, optimistic about the bond market in the coming year; At the same time, with the coming of the New Year's market, the bond interest rate may further decline in the context of loose liquidity and the entry of insurance funds.

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