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2024-12-14 08:02:33

Huaxin Securities: China Unicom's operating income grew steadily and maintained its "buy" rating. Huaxin Securities Research Report pointed out that since the beginning of this year, China Unicom (600050.SH) has seen steady growth in operating income, rapid improvement in profitability, steady expansion of user scale and continuous consolidation of network foundation, laying a more solid foundation for high-quality development of enterprises. Communication and digital intelligence services are driven by two wheels, injecting vitality into the company's performance. Looking forward to the whole year, the company will adhere to the general tone of steady progress, promote the network to be new, technology to be new and service to be new, strive to achieve the performance goal of steady growth of operating income and double-digit growth of profits throughout the year, take greater steps in high-quality development, and accelerate the construction of a world-class science and technology service enterprise with global competitiveness. With the gradual expansion of user scale and the drive of digital transformation, the company will benefit from the continuous improvement of revenue and profit and maintain the "buy" investment rating.Rapdidus will start producing 2-nanometer chips in April next year. Dong Zhelang, president of Rapdidus, an advanced Japanese semiconductor foundry company, said that by the end of March 2025, Rapdidus will complete all the equipment setup required for trial production of 2-nanometer chips, and start the trial production line in April to actually produce 2-nanometer chips.President of Hilton Asia Pacific: India's outbound travel will be the story of the next decade. According to the data of the World Tourism and Travel Council, in 2023, Indian tourists spent $34.2 billion on outbound travel. Allen Watts, president of Hilton Asia Pacific, said that compared with the future, the current level of Indian outbound travel consumption is "negligible". "The story of India is unfolding before us," he said. "India's outbound travel will be the story of the next decade." According to the World Tourism and Travel Council's Economic Impact in 2024 report, by 2034, the outbound spending of Indian tourists is expected to more than double, reaching 76.8 billion US dollars, which will make India's position in the global tourism consumption country rise from the 12th in 2023 to the 7th.


Liu Shijin: To expand consumption, we should manage from the source, and give priority to improving basic public services and consumption of low-and middle-income groups. Liu Shijin, deputy director of the 13th Chinese People's Political Consultative Conference Economic Commission and former deputy director of the the State Council Development Research Center, pointed out in his speech at the main forum of the 2024 Southern Finance and Economics International Forum that the macro-economy is picking up, but it is also facing the increasing pressure of insufficient total demand, especially insufficient consumer demand, and the focus of which is insufficient service consumption. We should give priority to improving basic public services and the consumption environment of low-and middle-income groups through "source governance" to promote the integrated development of urban and rural areas. On the basis of short-term stimulus policies, combined with medium-and long-term reforms, we will solve the institutional problems that restrict the expansion of consumption and help China's economy achieve high-quality development. "At present, it is necessary to distinguish the problems caused by insufficient demand from the causes of insufficient demand." Liu Shijin pointed out that from the perspective of international comparison, the lack of consumption demand in China at this stage is a structural deviation. In Liu Shijin's view, it is necessary to identify the key points or pain points in expanding consumer demand at this stage. First, service consumption based on basic public services, including education, medical and health care, affordable housing, social security, culture, sports and entertainment, financial services, transportation and communication; Second, the middle and low-income class with migrant workers as the focus; Third, people-centered, urbanization and urban-rural integration. (21 Finance)Ai Kelan: Liu Yi, the actual controller, intends to transfer 5% of the company's shares by agreement, with a total transaction price of 82.44 million yuan. Liu Yi, the controlling shareholder and actual controller, signed a share transfer agreement with Guangdong Nanchuan Private Equity Fund Management Co., Ltd., and Liu Yi intends to transfer 4 million unrestricted shares of the company (accounting for 5% of the company's total share capital) to Nanchuan Private Equity through agreement transfer. The transfer price is 20.61 yuan per share, and the total transaction price is 82.44 million yuan. This change in equity will not lead to changes in the controlling shareholder or actual controller of the company, and will not lead to changes in the control rights of listed companies.Interbank certificates of deposit funds are popular. In the context of the current downward trend of non-bank interbank deposit rates, interbank deposit rates are relatively more attractive, and interbank deposit funds have recently gained popularity. Since December, the 7-day holding fund of AAA index of China Securities Interbank Deposits issued by BlackRock Fund and Agricultural Bank of China Credit Suisse Fund has reached the upper limit of 5 billion yuan, and triggered proportional placement. Both funds are partially confirmed by the principle of "doomsday ratio confirmation", and the doomsday confirmation ratio is 73.36% and 27.02% respectively. In addition, Huatai Bairui Fund and China-Canada Fund also imposed subscription restrictions on their 7-day holding funds of the AAA Index of China Securities Interbank Deposits. From December 11th, the amount of multiple cumulative subscriptions (including conversion and fixed investment) for a single fund account of Huatai Bairui CSI Interbank Deposit Certificate AAA Index 7-day holding fund shall not exceed 100,000 yuan; From December 6th, the subscription amount of a single investor of the 7-day holding fund of China-Canada CSI Interbank Deposit Certificate AAA Index will not exceed 10 million yuan (except for individual investors and public asset management products). (CSI Taurus)


Japan's Shimane nuclear power plant operating company said that there was no abnormality in the reactor water level gauge of Unit 2, which was previously misjudged. Japan's China Electric Power Company conducted an investigation on the report that the reactor water level gauge of Unit 2 of Shimane nuclear power plant was once abnormal, and the results showed that there was no abnormality. The company said that the value displayed by the instrument was normal, but the operator misunderstood the data and misjudged it as abnormal. Earlier in the day, China Electric Power Company said that several water level meters failed to work in Unit 2 of Shimane Nuclear Power Plant that morning. The water level gauge is used to monitor the water level when a major accident occurs.Jinmo Technology: The reserve price for the transfer of 40% equity of Mo Tian Jun Fu is 9,980,600 yuan. Jinmo Technology announced that the company held the 28th meeting of the 4th Board of Directors on November 29th, 2024, and reviewed and approved the Proposal on Authorizing the General Manager's Office to Transfer the Equity of Joint Venture. Authorized by the resolution of the board of directors, the company entrusted Southwest United Assets and Equity Exchange to publicly list and transfer 40% equity of Beijing Mo Tian Jun Fu Private Equity Fund Management Co., Ltd., with a reserve price of 9,980,600 yuan. Aerofilm Technology Development Group Co., Ltd. became the final transferee, with a transaction price of 9,980,600 yuan. Aerofilm Technology holds 23.63% shares of Jinmo Technology, which is the controlling shareholder of the company and also the shareholder holding more than 5% shares. This transaction constitutes a connected transaction.Israeli: Community alarm sounded near Gaza.

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