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2024-12-14 10:34:44

The central bank's open market today launched a 7-day reverse repurchase operation of 205.1 billion yuan, and the operating interest rate was flat at 1.50%. Today, 190.9 billion yuan of 7-day reverse repurchase expired, and the net investment on that day was 14.2 billion yuan.The T-shaped overpass with the longest and heaviest single span in China successfully turned and crossed Panxi Railway. According to The Paper, on the afternoon of December 11th, after 82 minutes of continuous construction, the T-shaped overpass with the longest and heaviest single span in China turned 52 degrees clockwise from Panxi Railway Vehicle Turning Station to Yangweishao Station under the jurisdiction of Kunming Bureau of China Railway, realizing a "gorgeous turn" and successfully completed the turn across Panxi Railway.The media and game sectors continued to rise, with vision china and Guangdong media having five boards in six days and reading technology in three days and two boards, Fuchun shares, readers' media, Zhewen Internet and celebrities having healthy daily limit, while Kaiying Network, Shengguang Group and Tianlong Group followed suit.


Hailian Jinhui invested 20 million yuan to set up an auto parts company in Wuhu. According to the enterprise search APP, Wuhu Hailian Jinhui Auto Parts Co., Ltd. was established recently, with the legal representative of Wang Weichao and the registered capital of 20 million yuan. Its business scope includes: manufacturing of auto parts and accessories; Mold manufacturing; Sales of metal materials; New material technology research and development, etc. Enterprise investigation shows that the company is indirectly wholly-owned by Hailian Jinhui.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.Shanghai Securities: The pharmaceutical and bio-industry is expected to further repair its performance and valuation. The Shanghai Securities Research Report pointed out that with the support of policies and the adjustment of the internal structure of the industry, the pharmaceutical and bio-industry is expected to further repair its performance and valuation. It is suggested to pay attention to five directions: 1) Innovative drugs (with strong national policy support, the payment terminal is expected to further improve and go to sea to occupy the global market); 2)CXO (the negative impact of the biosafety bill event has been eliminated, and the demand for orders in the superimposed interest rate reduction cycle has increased, which is expected to usher in a double repair of performance and valuation); 3) Imitation and innovation (centralized procurement is expected to clear up, increase innovation, and traditional pharmaceutical companies will usher in new opportunities); 4) Traditional Chinese Medicine (the national policy supports the innovation of traditional Chinese medicine, and its performance is expected to maintain a good growth rate); 5) Medical devices (equipment updating, high-consumption innovation, low-consumption going to sea, etc.). Individual stocks can be concerned about: Baekje Shenzhou, Wuxi PharmaTech, China Resources Sanjiu and so on.


China Consumers Association reminds that minors should beware of consumption traps when they eat cereal rationally. The China Consumers Association issued a consumption reminder today (13th): minors should beware of consumption traps when they eat cereal rationally. According to China Consumers Association, the so-called "millet" is actually transliterated from "Goods", which refers to all the goods around copyright works such as comics, animations, games, idols and special photos. The act of buying these goods is called "eating cereal", and people who buy "millet" gather together to exchange and share to form a "cereal circle". The "Valley Circle" market has shown a strong development momentum in recent years, but at the same time, it has also brought new potential risks, such as inducing minors to spend impulsively, lack of supervision over private transactions, difficulties for victims to defend their rights, and opportunities for criminals to cheat.The United States ITC officially launched a 337 investigation on injection molding machines, their components and downstream products. According to China Trade Relief Information Network, on December 12, the United States International Trade Commission (ITC) voted to launch a 337 investigation (investigation code: 337-TA-1427) on specific injection molding machines, their components and downstream products.Guosheng Securities: AEC heavy-duty computing industry chain has entered the era of Lian Heng. Guosheng Securities Research Report pointed out that AEC(Active Electrical Cable) is an active cable interconnection scheme, which is mainly used in short-distance high-speed data transmission scenarios in data centers. 1)AEC is expected to become the first step for optical module manufacturers to penetrate downwards. Optical modules need to master photoelectric conversion and high-speed data communication, and DAC/AEC/AOC products have relatively mature technical requirements compared with single-mode/multimode optical module products with longer transmission distance. 2) Copper interconnection is widely used by large CSP not only in NVIDIA. NVIDIA used a large number of high-density copper interconnects in B series products, which made the industry re-recognize the reliability and price advantage of copper interconnects in short-distance scenes. 3) In the era of Lian Heng, domestic manufacturers still have obvious advantages. Chip manufacturers, represented by NVIDIA, have been hoping to conduct a comprehensive industry consolidation and provide customers with a complete set of solutions. What CSP manufacturers want more is the decoupling of the industrial chain, and every link such as GPU, copper connection, optical module and switch can find corresponding suppliers. The heavy volume of AEC and the rise of CSP manufacturer's independent scheme indicate that the computing power industry chain has entered the era of Lian Heng, and we are firmly optimistic about the domestic related computing power industry chain.

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