According to statistics, since November, a total of 138 A-share listed companies have announced plans to increase their holdings, of which 88 have disclosed specific plans to increase their holdings. Judging from the upper limit of the amount to be increased, if all listed companies increase their holdings, the total increase will exceed 25.3 billion yuan. In terms of industries, the number of listed companies that have recently released plans to increase their holdings is mainly concentrated in three major industries: transportation, machinery and equipment, and electronics, with 10 companies. Statistics show that 48 listed companies intend to increase their holdings by more than 100 million yuan, among which 8 listed companies have announced that their holdings will reach 1 billion yuan or more, including Dongfang Shenghong, China Jushi, Lujiazui and Sailun Tire. Among the listed companies that have issued plans to increase their holdings since November, 29 companies indicated that the sources of funds include special loan funds. (Securities Times)Bank for International Settlements: The biggest threat to global stability is the debt carnival of governments. The Bank for International Settlements (BIS) said that the biggest threat to world economic stability is the government's borrowing habits, and the recent changes in market sentiment should be vigilant. Claudio Borio, a senior official of BIS, said in his quarterly report that priority should be given to repairing public finances before the panic of bond investors spreads. "The global financial outlook is still very worrying," said the retiring head of the BIS monetary and economic department. "The trajectory of government debt poses the most serious threat to macroeconomic and financial stability."The yield of 10-year treasury bonds hit a new low, and the industry has been optimistic about the bond market for a long time. Recently, the bond market has continued to stage a strong market, with the yield of 10-year and 30-year treasury bonds hitting record lows and the futures price of treasury bonds hitting record highs. As the tone of monetary policy shifts from "steady" to "moderately loose", the market expects to lower the RRR and cut interest rates. Many insiders believe that the strong bond market pattern is expected to continue until 2025. Under the background of further opening of interest rate downside, long-term bonds have become the focus of investors' layout. (SSE)
China promised to continue to contribute to the United Nations Central Emergency Response Fund. On December 10th, local time, Geng Shuang, Deputy Permanent Representative of China to the United Nations, attended the 2025 High-level Pledging Conference of the United Nations Central Emergency Response Fund, saying that at present, geopolitical conflicts are constant, natural disasters are frequent, the global humanitarian situation has deteriorated significantly, and humanitarian needs are increasing. The important role of the Central Emergency Response Fund in providing rescue, saving lives and alleviating suffering has further increased. Geng Shuang said that China has always supported the United Nations to play a coordinating role in international humanitarian relief and the Central Emergency Response Fund to carry out its work. Since 2007, voluntary contributions have been made to the Fund every year. In 2024, donations have been completed, and contributions will continue to be made to the Fund in 2025. Geng Shuang said that China has provided long-term humanitarian assistance to countries in need through bilateral channels and in various forms, and will continue to uphold the concept of a community of human destiny, make joint efforts with the international community, and support countries and people in need to cope with the humanitarian crisis and get out of the humanitarian predicament. (CCTV)South Korean President Yin Xiyue prefers to be impeached rather than resigned. (Chosun Ilbo)Ferrari CEO: It is expected that the company will not face specific challenges under the Trump administration, and the impact of potential tariffs in the United States will be small. If Trump imposes tariffs on European goods, we will consider dealing with it. (Asked if we would consider making cars in America) We will make cars in Maranello.
NVIDIA's decline widened to 3%.Non-performing loan intermediaries have drawn a clear line between banks to prevent "endorsement". Recently, many banks have issued statements to "clear the relationship" with loan intermediaries. On December 9 alone, many banks, such as Taiyuan Rural Commercial Bank, Chifeng Yuanbaoshan Rural Commercial Bank and Xintian Rural Bank of Xinjiang County, issued statements that they had not cooperated with any intermediary in loan business. The insiders believe that at present, when banks are preparing for a "good start" in the coming year, some banks' grass-roots institutions or account managers privately increase cooperation with loan intermediaries in order to achieve performance indicators. Formal loan intermediaries help banks get customers and live customers, but non-performing loan intermediaries are mixed in the market, and their non-compliance practices make consumer complaints frequent and bring reputation risks to banks. (CSI)China promised to continue to contribute to the United Nations Central Emergency Response Fund. On December 10th, local time, Geng Shuang, Deputy Permanent Representative of China to the United Nations, attended the 2025 High-level Pledging Conference of the United Nations Central Emergency Response Fund, saying that at present, geopolitical conflicts are constant, natural disasters are frequent, the global humanitarian situation has deteriorated significantly, and humanitarian needs are increasing. The important role of the Central Emergency Response Fund in providing rescue, saving lives and alleviating suffering has further increased. Geng Shuang said that China has always supported the United Nations to play a coordinating role in international humanitarian relief and the Central Emergency Response Fund to carry out its work. Since 2007, voluntary contributions have been made to the Fund every year. In 2024, donations have been completed, and contributions will continue to be made to the Fund in 2025. Geng Shuang said that China has provided long-term humanitarian assistance to countries in need through bilateral channels and in various forms, and will continue to uphold the concept of a community of human destiny, make joint efforts with the international community, and support countries and people in need to cope with the humanitarian crisis and get out of the humanitarian predicament. (CCTV)
Strategy guide 12-13
Strategy guide
12-13
Strategy guide 12-13