Market News: A 6.6-magnitude earthquake occurred in Moller, Chile.Tianma technology Group's Gao 'an Jianfeng Base caught fish. The reporter learned that recently, the eel in Jiangxi Gao 'an Jianfeng Smart Ecological Breeding Base of tianma technology Group (referred to as "Gao 'an Jianfeng Base") ushered in a bumper harvest.Hong Kong stocks ushered in the "structural bull" and the future valuation center is expected to rise. Since late September, the policy combination boxing has exceeded expectations, and the Hang Seng Index has taken advantage of the trend. As of the close of December 13th, the Hang Seng Index has risen by 17.15% this year, which is the first time since 2020. In terms of sectors and individual stocks, it is one after another, constantly deducing "structural cattle". Wind's statistics show that since the beginning of this year, a total of 333 stocks have increased by more than 50%, of which 142 stocks have doubled, and Quanzhi International has increased by more than 10 times this year. Eight stocks including Boya Interactive, Wanshun Ruiqiang Group, Zheli Holdings, Honghao International Holdings and Shanghai Qingpu Fire Protection have also increased by more than 5 times. For the trend of Hong Kong stocks in 2025, Guotai Junan Hong Kong believes that the Federal Reserve will continue to cut interest rates in 2025, and the valuation center of Hong Kong stocks will continue to improve marginally. Looking ahead, Hong Kong stocks will remain volatile and investors need to pay attention to structural industry opportunities. In its view, the Hong Kong stock market is dominated by "N"-shaped upward volatility, and there are many flexible opportunities in the stage, but we should pay attention to actively looking for structural industry opportunities. (Securities Times)
China Construction Group signed a strategic cooperation agreement with Wuhan University. On December 13th, Wen Bing, deputy party secretary and general manager of China Construction Group, held talks with Zhang Pingwen, president of Wuhan University and academician of China Academy of Sciences, and China Construction Group signed a strategic cooperation agreement with Wuhan University. According to the cooperation agreement, the two sides will give full play to their respective advantages, establish a long-term mechanism and deepen all-round cooperation in the fields of industrial incubation, talent cultivation, scientific research transformation and engineering construction.Tianma technology Group's Gao 'an Jianfeng Base caught fish. The reporter learned that recently, the eel in Jiangxi Gao 'an Jianfeng Smart Ecological Breeding Base of tianma technology Group (referred to as "Gao 'an Jianfeng Base") ushered in a bumper harvest.Yin Xiyue's impeachment case will be voted again today. Korean media analysis: As long as one more ruling party votes in favor, the motion can be passed. The South Korean National Assembly will hold a plenary meeting at 4 pm local time on the 14th to vote on the motion on impeaching President Yin Xiyue. Korean media analysis believes that according to the relevant procedures, the impeachment case needs at least eight ruling party members to "defect" in order to be passed in Congress. At present, seven people have publicly expressed their support, so as long as one more person votes in favor, the motion can be passed. At the same time, the commentary of "Korea Economy" believes that with the impeachment of Yin Xiyue, the concern about the long-term blank in the fields of administration, national defense and public security in South Korea is intensifying. Moreover, with the deepening of various investigations, the scope of the respondents involved may be further expanded. If the relevant impeachment and recall cases are passed, about one-third of the positions of State Councillors will be vacant. The article believes that it is not groundless to worry that this situation may eventually lead to anarchy. In addition, the US and Japanese media are also "worried" about their relations with South Korea. Washington post said that a month ago, Yin Xiyue was still trying to improve his golf skills, hoping to play golf with the incoming US President-elect Trump, which would make a good start for the relationship between the two sides. Now, he is fighting for his political life. (World Wide Web)
National Development and Reform Commission (NDRC): There are several key points to unswervingly regard employment as the greatest livelihood. Wu Sa, deputy director of the Institute of Economics of the Macroeconomic Research Institute of the NDRC, said that in terms of employment, we should unswervingly regard employment as the greatest livelihood, adhere to the strategy of giving priority to employment, and focus all kinds of work on supporting employment. There are several key points in this: ① We should pay more attention to the employment of key groups, including newly employed college students and migrant workers. These groups are a very important area of employment and should be paid attention to. We have to solve the problem of structural employment. In fact, we still have many fields, and there is still a great demand for employment in new fields, but we need to increase vocational training and improve our quality, so that the employed people can meet the new track, new scene and new employability. ③ We should also build a good employment environment and protect the legitimate rights and interests of employees, so as to better expand the employment market. (CCTV News)CITIC Securities: The growth rate of supply is expected to move down rapidly, and there is room for aluminum price increase. According to the research report of CITIC Securities, the growth rate of global electrolytic aluminum production is expected to be 3.6%/2.2%/1.7%/0.9% from 2024 to 2027, showing a rapid downward trend. At the same time, our calculation results show that the incentive price of overseas electrolytic aluminum projects may be as high as 3000 US dollars /24000 yuan. The current aluminum price is difficult to stimulate overseas capacity expansion. We are optimistic about the rising space of aluminum price and the allocation value of aluminum plate under the background of strong supply constraints. Maintain the aluminum plate "stronger than the market" rating.Yin Xiyue's impeachment case will be voted again today. Korean media analysis: As long as one more ruling party votes in favor, the motion can be passed. The South Korean National Assembly will hold a plenary meeting at 4 pm local time on the 14th to vote on the motion on impeaching President Yin Xiyue. Korean media analysis believes that according to the relevant procedures, the impeachment case needs at least eight ruling party members to "defect" in order to be passed in Congress. At present, seven people have publicly expressed their support, so as long as one more person votes in favor, the motion can be passed. At the same time, the commentary of "Korea Economy" believes that with the impeachment of Yin Xiyue, the concern about the long-term blank in the fields of administration, national defense and public security in South Korea is intensifying. Moreover, with the deepening of various investigations, the scope of the respondents involved may be further expanded. If the relevant impeachment and recall cases are passed, about one-third of the positions of State Councillors will be vacant. The article believes that it is not groundless to worry that this situation may eventually lead to anarchy. In addition, the US and Japanese media are also "worried" about their relations with South Korea. Washington post said that a month ago, Yin Xiyue was still trying to improve his golf skills, hoping to play golf with the incoming US President-elect Trump, which would make a good start for the relationship between the two sides. Now, he is fighting for his political life. (World Wide Web)