Pacific Securities: The historical low of the valuation office of liquor industry is about to be repaired. The Pacific Securities Research Report pointed out that the liquor industry is rationally slowing down, and the valuation office is at a historical low, and it is about to be repaired. Next year, the leading growth target will generally drop to single digits. However, the accumulated inventory risk and pricing pressure still need time to gradually ease after the imbalance between supply and demand has intensified in the past two years and the previous industry bubble has receded. With the economic recovery stimulated by this round of policies and the stabilization of the bottom of the real estate industry, the liquor industry is expected to usher in a wave of recovery. Since 2023, industry differentiation has intensified, but with the improvement of management level and refined channel operation in recent years, excellent wine enterprises have stronger marketing foundation and anti-risk ability compared with previous downward cycles. The price of high-end wine determines the brand position, so the approval price is more important, which depends on the choice of quantity and price and the control of approval price by wine enterprises. Sub-high-end needs to pay more attention to channel risks. The high growth brought by pre-distribution investment needs to be tested in the downward period, and once the channel collapses and stalls, it is difficult to reverse it. Real estate wine pays attention to the growth momentum of internal product structure and the market potential in and around the province. The upgrading speed determines the slope and the ceiling determines the space. Suggested attention: Wuliangye, LU ZHOU LAO JIAO CO.,LTD, Shuijingfang, etc.Nippon Steel issued a statement to the employees of American Steel Company to seek understanding about the acquisition case. On December 9, local time, Nippon Steel issued a statement for the employees of the company, saying that "Nippon Steel has been working hard to completely eliminate the concerns of united steelworkers union". According to Nippon Steel, Hong Gao Sen, vice chairman of the company, met with the executive department of USW and introduced the acquisition plan. It is reported that he also listened to the requirements of USW. USW claims that Japan Steel will transfer its production from the existing blast furnace equipment to the electric furnace steel works. Nippon Steel Co., Ltd. said that "the only way to prevent production transfer is to complete the acquisition" and stressed its consistent commitment not to close the factory. In addition, Nippon Steel also revealed the details of the future blast furnace investment plan.New quality productivity is still the core of policy orientation! Kechuang 100TF (588190) closed up 1.71%. On December 10th, Kechuang 100TF (588190) closed up 1.71%, with a turnover of 667 million yuan. The constituent stocks rose strongly, with Guo Dun Quantum up 6.19%, Siwei up 4.18%, and Hengxuan Technology, Ruichuang Micro-nano and Alice followed suit. Huajin Securities said that developing new quality productivity is still the main policy orientation. The meeting clearly put forward that "scientific and technological innovation should lead the development of new quality productivity", showing that the emerging industries related to the eight new quality productivity are still the main direction of the policy. From a short-term perspective, positive policies are expected to drive A-shares to start the New Year's market. First, from the molecular perspective, the meeting may raise the market's expectation of economic recovery: the meeting can expect to adjust fiscal and monetary easing next year and further economic recovery. In terms of liquidity, further easing of monetary policy is expected to rise.
Liu Lihua, Director of the Seed Industry Management Department of the Ministry of Agriculture and Rural Affairs: The pace of merger and reorganization of seed industry enterprises is accelerating, and the trend of collectivization is obvious. Liu Lihua, Director of the Seed Industry Management Department of the Ministry of Agriculture and Rural Affairs, said at the press conference of the Ministry of Agriculture and Rural Affairs on the 10 th that the Ministry of Agriculture and Rural Affairs selected one out of more than 30,000 seed industry enterprises in the country, selected 270 advantageous enterprises, and built a formation of national seed industry enterprises with strong advantages, shortcomings and problems. Promote the docking of scientific research units, financial institutions and seed production enterprises with formation enterprises, support enterprises to take the lead or participate in undertaking more scientific research tasks, implement the integrated policy of R&D, promotion and application of major varieties, and support enterprises to accelerate the R&D and cultivation of varieties. At present, the pace of merger and reorganization of enterprises is accelerating, and the trend of collectivization is also obvious. Two enterprises, such as Sinochem Syngenta and CITIC Longping, are among the top ten in the global seed industry, and Beijing Yukou poultry industry has become the world's largest laying hen seed production enterprise. Various places have also introduced support policies for seed enterprises, and 14 provinces such as Guangdong and Sichuan have set up seed groups one after another, and the innovation ability and competitiveness of enterprises are constantly improving.The yen fell to its lowest level against the US dollar since November 29th, at 151.55.Why does the watch suck on the glass? Apple's customer service responded that on the 10th, "Why does Apple Watch suck on the glass" was hotly debated on social platforms. In this regard, Apple's official customer service said on the 10 th that the dial of Apple Watch does not have any adsorption force. If it can be attached to smooth glass, it is necessary to consider whether it is the reason for the film of the watch. "If you can't take it off, you can try to tear off some of the film and see if you can move the dial away." Another customer service also said that the Apple Watch uses a retina display, and the dial will not be adsorbed with any material including glass. If there is such a situation, consider whether to stick a protective film. (Zhongxin Jingwei)
Wang Sicong's food company was forcibly held for 148,000 yuan. According to the information of legal proceedings, recently, Shanghai Ai Luo Star Food Co., Ltd. added a piece of information about the person to be executed, with the execution target of more than 148,000 yuan. The enforcement court is Xian 'an District People's Court of Xianning City. Founded in October 2016, the legal representative is Cheng Hua, with a registered capital of about RMB 18.83 million. Its business scope includes food circulation, food additives, packaging materials, cosmetics, electronic products, daily necessities, clothing, shoes and hats, knitwear, leather products, bags and toys. Wang Sicong holds about 20% of the company's shares and serves as the company's supervisor. Tianyan risk information shows that the company also has information on restricting consumption orders and freezing stock rights.Jinzhi Technology: China Southern Power Grid Project won the bid of 26,312,900 yuan. Jinzhi Technology announced that the company recently won the bid for the "Accurate Location Device for Transmission Line Faults" project in Hainan, Guizhou Province in the second batch of frame bidding for digital substations, digital transmission and intelligent distribution series sensing terminals and Beidou terminals of China Southern Power Grid Corporation in 2024, with the winning bid amount of 26,312,900 yuan. The counterparty is China Southern Power Grid Co., Ltd., and there is no relationship between the two parties. The winning bid will have a positive impact on the company's operating performance. At present, the bid-winning notice of the project has been issued, but the contract has not yet been signed.China automobile dealers association: In November, the inventory coefficient of automobile dealers was 1.11, with a slight increase of 0.9% month-on-month. china automobile dealers association released the survey results of "Automobile Dealer Inventory" in November 2024: the comprehensive inventory coefficient of automobile dealers in November was 1.11, with a slight increase of 0.9% month-on-month and a decrease of 22.4% year-on-year. The inventory level was below the warning line and within a reasonable range.
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide
12-13
Strategy guide
12-13