Chen Guo, China Securities: The 2025 policy will focus on expanding domestic demand and AI+ in all directions, and the Central Economic Work Conference will be held in Beijing from December 11th to 12th. Chen Guo, chief strategy officer of China Securities, said that the meeting had seven highlights, including clarifying the growth target and fiscal and monetary policy measures, expanding domestic demand in all directions as the top priority of the policy, focusing on "AI+" in science and technology, focusing on implementation of reform measures, paying attention to coping with external shocks in opening up, strengthening the expression of real estate policies, and increasing efforts to improve people's livelihood. Chen Guo said that further RRR cuts and interest rate cuts from the end of 2024 to 2025 are worth looking forward to, and the easing of the liquidity environment has become a market consensus. However, this does not mean that liquidity is rampant, because the growth of money supply in the scale of social financing still continues the requirement of matching the expected target of the overall price level of economic growth. Chen Guo believes that the 2025 policy will focus on expanding domestic demand and AI+ in an all-round way, and the strength and direction of the policy are in line with expectations. With the support of policy expectations and liquidity, it is expected that the market will continue to show the characteristics of volatility. From the perspective of investment strategy, Chen Guo suggested focusing on non-bank finance, real estate chain, consumer electronics, machinery, construction, building materials, steel, social services, catering chain and other sectors. In terms of theme, it is suggested to pay attention to investment opportunities such as "duality" and "two innovations", supply-side optimization, new quality productivity, market value management of state-owned enterprises and CSI A500 index."Black Myth: Wukong" won the TGA2024 Player's Voice Award.The net purchase of southbound funds reached 5 billion yuan.
Publicity Department of the Communist Party of China Publishing Bureau: The leading plan of online publishing technology innovation is being formulated to promote the game industry to play a greater role in service technology innovation. Yang Fang, deputy director of Publicity Department of the Communist Party of China Publishing Bureau, said at the 2024 China Game Industry Annual Conference that Publicity Department of the Communist Party of China Publishing Bureau is currently working with relevant ministries to jointly formulate the leading plan of online publishing technology innovation to promote the game industry to play a greater role in service technology innovation. In addition, Yang Fang introduced that next year, Publicity Department of the Communist Party of China Publishing Bureau will focus on the online game boutique publishing project, and guide game enterprises to create more classic works that are deeply rooted in people's hearts and have been passed down for a long time.Jinshanyun's information technology company increased its capital to USD 500 million. Tianyancha App shows that Jinshan Yun (Hainan Yangpu) Information Technology Co., Ltd. has undergone industrial and commercial changes recently, and its registered capital has increased from USD 400 million to USD 500 million. The company was established in August 2022, and its legal representative is Zou Tao. Its business scope is Internet domain name registration service, computer software and hardware and auxiliary equipment wholesale, technical service, technical development, technical consultation, technical exchange, technology transfer, technology promotion, information system integration service, software development and software sales, and it is wholly owned by Jinshanyun Co., Ltd.Tesla China will launch advanced intelligent summoning ASS function for vehicles with EAP or FSD. On December 13th, Tesla China official website launched a brand-new vehicle function-Actually Smart Summon. This function is suitable for Tesla vehicles with EAP (enhanced automatic driving assistance function) or FSD (full automatic driving capability). Tesla owners can automatically park the vehicle from the parking space and drive to the owner's side or the location designated by the owner on the mobile phone by operating on the Tesla application of the mobile phone, and the vehicle needs to be kept within the owner's sight during the moving process. It is reported that this function will be pushed to the owner through OTA remote software update function.
Li Dongsheng said that low-price competition has no way out, and it will only get involved. On December 11th, at TCL Global Innovation Conference, founder Li Dongsheng said that in the current market competition, low-price competition has no way out, and it will only get involved in endless "involution". To surpass its competitors, it is necessary to strive for more breakthroughs in high-end products. He Jun, vice president of TCL Industry, talked about the current development of industrial software enterprises in China in a subsequent interview. He also said that from the aspects of financing environment and market support for enterprises, China is not an environment where good software enterprises can be born at present, but in the long run, industrial software may make a breakthrough in China software, and this time will not be very fast, and it will not be seen for three or five years.Sumeida: Its mechanical and electrical company won two standby power supply projects in succession. According to Sumeida, in the fourth quarter of 2024, Sumeida went all out to sprint the annual target task. Its mechanical and electrical company continued to deepen the domestic and international markets and won two standby power supply projects in succession, namely, the first-phase mechanical and electrical equipment room supporting project of China Mobile Guangdong, Hong Kong and Macao (Shaoguan) data center and the standby power supply project with an annual output of 100,000 tons of high-purity silicon-based materials in the Middle East.The institutional deposits of Ping An Bank exceeded 400 billion yuan. At the beginning of this year, Ping An Bank successfully won the bid for the qualification of central treasury centralized payment agent bank. Interface journalists learned from the recent Digital Intelligence Government Conference held by the bank that up to now, Ping An Bank has more than 1,000 core government qualifications and institutional deposits have exceeded 400 billion yuan. At the conference, the bank officially released the "Safe and Intelligent Government Affairs" platform, and signed general-to-general partnership agreements with the first batch of 10 institutional business partners, including Booz Software, Shenyue Software and Guangdong Bankruptcy Administrators Association.
Strategy guide
Strategy guide 12-14
Strategy guide 12-14