The growth enterprise market index fell to 1%, the Shanghai Composite Index fell by 0.65% and the Shenzhen Composite Index fell by 0.93%. Securities, real estate and food consumption were among the top losers, with nearly 4,300 stocks falling in Shanghai, Shenzhen and Beijing.Guojin Securities: The warm wind of medical policy comes first, then the progress of innovation going out to sea, and then the opportunity of performance reversal. Guojin Securities Research Report said that the core investment opportunities in the pharmaceutical sector in 25 years will revolve around three logics: 1) innovation going out to sea; 2) demand recovery; 3) Policy expectation reversal. At present, the policy warm wind comes first (the medical track policy continues to warm up, and the overall industry expectation is expected to be optimistic); Then, R&D and innovation will go to sea (innovative drug track will continue to make progress, and it will still be the hottest track in the pharmaceutical sector in 2025, especially it is recommended to pay attention to the clinical data reading and commercialization progress of the first-line target, as well as the fluctuation opportunity of the expected difference of the second-line innovative drugs), and then the performance growth rate is expected to bottom out in the first half of 2025 (but it will take time for this improvement in performance growth rate to come. Considering the current industry communication and historical base, it is expected that 4Q24 and 1Q25 should still be cautiously optimistic.)Domestic insurance in Hong Kong stocks and Chinese brokerage stocks fluctuated lower, while domestic insurance in Hong Kong stocks and Chinese brokerage stocks fluctuated lower. Guolian Securities fell more than 5%, followed by New China Life Insurance, China Pacific Insurance, China Life Insurance, China Merchants Securities and china galaxy.
Trump said that he will meet with Amazon founder Bezos next week. US President-elect Trump said on Thursday that he will meet with Amazon founder Bezos next week and stressed that he will continue to contact with technology giants before returning to the White House, including those companies that have signed contracts with the US government. Trump pointed out that he had met with Meta CEO Zuckerberg earlier and had extensive contact with Tesla CEO Musk.Ministry of National Defense: Sun Tzu's Art of War belongs to both China and the world. On the morning of December 13th, Senior Colonel Wu Qian, director of the Information Bureau of the Ministry of National Defense and spokesman of the Ministry of National Defense, released a message on the recent military-related issues. Reporter: It is reported that the 10th International Symposium on the Art of War was held in Beijing, which aroused widespread concern at home and abroad. Please tell us more about the situation. Wu Qian: On December 5-6, the 10th International Symposium on Sun Tzu's Art of War was held in Beijing. More than 350 Chinese and foreign experts and scholars from nearly 30 countries conducted in-depth discussions on the theme of "Sun Tzu's Art of War and Mutual Learning of Civilizations" and achieved positive results. Sun Tzu's Art of War is not only China's, but also the world's. It not only shows the mystery of the Art of War, but also embodies the dialectical thought. The ideas contained in it, such as "stopping fighting for military power", helping each other in the same boat, knowing ourselves and preparing for victory, have already surpassed the scope of the country and become the common wealth of human civilization. Since ancient times, knowing soldiers is not bellicose. Studying Sun Tzu's art of war is not to follow the ancient times, but to learn from the present. Today's world should not be an arena where you lose and I win, but a garden where civilizations learn from each other. We are willing to take Sun Tzu's art of war as a bridge, study and discuss the way of peaceful development that transcends barriers through communication, conflicts through mutual learning and superiority through equality, actively practice the concept of community of human destiny, and contribute to the great integration and development of human civilization.Chongda Technology: Five measures are taken to deal with the challenges and opportunities of industry development. Chongda Technology (002815) said in the online collective reception day of investors on December 12 that the company's measures to deal with the challenges and opportunities of industry development include: optimizing product structure, continuing to promote the optimization and upgrading of product structure, increasing R&D investment and market expansion in the field of high-end PCB boards, and accelerating the introduction of high-value customers and orders; Improve production efficiency and cost control; Accelerate the pace of capacity expansion, and promote the speed of capacity improvement of Dalian Plant, Zhuhai No.1 Plant and Zhuhai No.2 Plant in an orderly manner; According to market demand, adjust product price strategy in real time to improve profitability; Accelerate the construction of production base in Thailand, actively participate in international competition and cooperation, and enhance the company's visibility and influence in the global PCB market.
Zongheng Communication established a new science and technology company in Zhejiang. The enterprise search APP shows that recently, Zongheng Cross-border Technology (Zhejiang) Co., Ltd. was established with Xu Shasha as its legal representative and a registered capital of 10 million yuan. Its business scope includes: sales of information security equipment; Network equipment sales; Internet of things technical services, etc. Enterprise equity penetration shows that the company is wholly owned by Zongheng Communication.Shangpin home delivery and Shulan signed a strategic cooperation agreement. According to Shangpin home delivery, on December 11th, Shangpin home delivery and Shulan formally signed a strategic cooperation agreement at Changshun Group headquarters. The two sides will break through the customized track, explore the path of "customization+software" integration and co-construction, jointly explore market channels, and provide consumers with more convenient, personalized and professional home solutions through integrated and integrated ecological scenarios.Tik Tok bean bag concept stocks opened lower and went higher, three-dimensional communication rose daily, Zhejiang-Wenzhou Internet, Zhangyue Technology and Guangbo shares rose sharply.