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2024-12-13 21:36:20

South Korean Finance Minister and US Treasury Secretary Yellen confirmed that they will work closely together.Google asked the US Federal Trade Commission (FTC) to terminate the exclusive cloud service agreement between Microsoft and OpenAI.CITIC Securities: The supply and demand pattern may meet the turning point, paying attention to the strategic allocation value of the magnesium industry. CITIC Securities Research Report said that magnesium prices have stopped falling and stabilized recently, and magnesium as a strategic attribute of China's superior resources is expected to continue to improve. At present, there is a widespread cost inversion in factories, and the willingness to support the price by cost is enhanced, and the purchasing and storage measures are superimposed. We believe that the magnesium price is expected to open an upward channel. At present, the ratio of magnesium to aluminum is reduced to about 0.9 at the bottom, which is conducive to the accelerated promotion of magnesium alloys, and the downstream fields such as new energy vehicles, low-altitude economy, humanoid robots and solid hydrogen storage have broad prospects.


Sagitar Juchuang will raise HK$ 277.5 million by placing shares. According to the announcement of the Hong Kong Stock Exchange, the robotics company Sagitar Juchuang agreed to place 10 million new shares at a price of HK$ 27.75 per share. The matching price is about 8% lower than Tuesday's closing price of HK$ 30.15 per share. The proceeds from the placement of shares will be mainly used for research and development, enhancing business development capabilities in overseas markets and exploring potential strategic partnership or alliance opportunities.The negotiation between Myriad and United Health Insurance may be extended to the beginning of 2025, and the negotiation between Myriad Genetics and UnitedHealthcare on the genetic test of Myriad may continue until the beginning of 2025. Myriad reiterated its estimate of the financial impact of the United Health Insurance Company's updated medical policy in 2024.Maotai Group went to Laos, Cambodia and Thailand for investigation and exchange. From December 3 to 9, local time, Wan Bo, member of the Party Committee and deputy general manager of Maotai Group, led a team to Laos, Cambodia and Thailand for investigation and exchange. Through in-depth investigation of the local market, the brand promotion activities of "Maotai Night" were carried out, which continued to promote Maotai's deep cultivation in Southeast Asia. During this period, Wanbo and his party also visited Eisenwo, Chairman of the China-Cambodia Friendship Exchange Association, Princess Norodom Allen Rasmi, Director of the Cambodian Royal Modita Foundation, former Thai Deputy Prime Minister Chichai Vanashati, Chairman of the Thailand-China Friendship Association and former Thai Deputy Prime Minister Gong Taparansi, and Lao Minister of Education and Sports Pu Simarong to discuss how Maotai culture and Southeast Asian cultures can be blended and promoted together to help Maotai and China traditional culture go to sea.


On December 10th, 36 stocks hit record highs mainly in transportation equipment, mechanical equipment and other industries. According to statistics, on December 10th, a total of 36 stocks hit record highs, mainly in transportation equipment, mechanical equipment and other industries, including Cyrus, Tuosida, Keli Sensing, Straight Flush, Focus Technology and so on.Shenzhen Holdings: Auditor replacement: PricewaterhouseCoopers resigned and Ernst & Young took over. On December 10th, Shenzhen Holdings (00604.HK) announced that according to Rule 13.51(4) of the Rules Governing the Listing of Securities on The Stock Exchange of Hong Kong Limited, PricewaterhouseCoopers agreed to resign as the auditor of Shenzhen Holdings with effect from December 10th, 2024. At the same time, the board of directors of Shenzhen Holdings decided to appoint Ernst & Young as the new auditor of the company, which will also take effect from December 10, 2024 until the end of the next annual general meeting.Galaxy Securities: The equity market rebounded, and the improved double-low strategy exceeded 9% during the year. According to china galaxy Securities, the last cycle (11.26-12.9) recorded 2.3%, 1.7% and 3.2% respectively (the benchmark for the same period was 2.7%). Since the beginning of this year, the performance of the three types of strategies has been 8.5%, 8.6% and 15.1% respectively (the benchmark for the same period is 6.6%), and the cumulative excess rate of return is 2-9%. In the last cycle, the equity market rebounded and repaired. Wandequan A rose by 4.05%, and CSI convertible bonds followed (2.68%), among which the double-low style (3.25%) rose higher, and the low-price enhancement and low-price large-market strategy slightly underperformed the benchmark, and the double-low improvement strategy continued to dominate.

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