2024-12-14 00:39:06
Broadcom's share price rose more than 10% after the US market closed.Haitong Securities: The moderate price reduction of traditional Chinese medicine varieties continues. The domestic pharmaceutical industry is expected to set off a wave of mergers and acquisitions. Haitong Securities released a research report saying that the moderate price reduction of traditional Chinese medicine varieties continues. In 2024, the traditional Chinese medicine industry was under pressure due to the pressure of pharmacy terminal sales and inventory pressure, and it is expected to return to a good situation in the next 25 years. In addition, the continuous technological changes in the pharmaceutical industry, the development of IPO to mergers and acquisitions and the promotion of corporate governance optimization at the shareholder level are the main reasons for promoting mergers and acquisitions in the industry. In terms of fields, mergers and acquisitions are expected to occur intensively in sub-sectors such as medical devices, Chinese medicine, medical services, blood products and scientific research services.Fang Yi, Chief Strategy Officer of Guotai Junan: The conditions of "transformation cattle" in China stock market are forming four themes, focusing on mergers and acquisitions and self-control. Fang Yi, Chief Analyst of Guotai Junan Strategy, said at the main forum of Guotai Junan 2025 investment strategy that the bottom of China stock market has appeared, and the conditions of "transformation cattle" are forming; The key driving force of the market comes from the decline of risk-free interest rate and the boost of risk preference, and the economic expectation is expected to be revised up in 2025H2; The mid-line of the stock market is expected to get out of the N-rhythm. Theme recommendation: merger and reorganization/self-control/humanoid robot/self-consumption. 1) M&A and reorganization: the regulatory tolerance of cross-border M&A and acquisition of unprofitable assets has been improved, and we are optimistic about the traditional industry leaders who are the main enterprises of science and technology chain and benefit from the optimization of industry structure; 2) Self-control: global science and technology supply chain reconstruction, optimistic about the improvement of localization rate of advanced semiconductors/basic software; 3) Humanoid robot: mass production and application scenario expansion are accelerated, and key components such as dexterous hands/actuators are optimistic; 4) Self-satisfaction consumption: demographic changes have given birth to new consumption patterns, and we are optimistic about the high growth of secondary consumption/pet consumption.
Broadcom's share price rose more than 10% after the US market closed.China Seismological Network automatically measured that an earthquake of magnitude 4.4 occurred near Yuli County, Bayinguoleng Prefecture, Xinjiang at 07: 22 on December 13th (40.93 degrees north latitude and 84.13 degrees east longitude), and the final result was subject to the official quick report.The Central Committee of the Communist Party of Vietnam decided to give disciplinary punishment and warning to former president Ruan Chunfu. On December 13th, local time, the Political Bureau of the Central Committee of the Communist Party of Vietnam announced the review results and disciplinary decision of former president Ruan Chunfu and former permanent secretary of the Central Secretariat and director of the Central Organization Department Zhang Shimei. After reviewing the recommendations of the Central Inspection Commission, the Political Bureau of the Central Committee of the Communist Party of Vietnam decided to give disciplinary action and warning to Ruan Chunfu and criticize Zhang Shimei. (CCTV News)
Debon Securities: Contemporary Amperex Technology Co., Limited has deepened its sea going, strengthened its globalization and maintained its "buy" rating. Debon Securities Research Report pointed out that Contemporary Amperex Technology Co., Limited (300750.SZ) plans to establish a joint venture with STELLANTIS in Spain, with an estimated total investment of 4.038 billion euros. This project will deepen the long-term strategic cooperative relationship between Contemporary Amperex Technology Co., Limited and Stellantis, the world's leading automobile manufacturer, in the field of new energy vehicles, and promote the global electrification and clean energy transformation by giving full play to their respective leading advantages and resources. Considering that the company is the industry leader, its supply chain integration ability is excellent, and the iteration of new products is accelerated, maintaining the "buy" rating.China Seismological Network automatically measured that an earthquake of magnitude 4.4 occurred near Yuli County, Bayinguoleng Prefecture, Xinjiang at 07: 22 on December 13th (40.93 degrees north latitude and 84.13 degrees east longitude), and the final result was subject to the official quick report.Saudi institutions are optimistic about investment opportunities in China. Ekta Torani, chief investment officer of KBW Venture Capital Company in Saudi Arabia, recently said in Abu Dhabi, United Arab Emirates that with the increasingly close economic and trade ties between the Gulf region and China, the institution is optimistic about China's "huge investment opportunities" in the fields of health care and biotechnology. (Xinhua News Agency)
Strategy guide 12-14
Strategy guide 12-14
Strategy guide
Strategy guide 12-14
Strategy guide
12-14
Strategy guide
12-14
Strategy guide 12-14