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2024-12-14 06:32:46

CITIC Securities: Relevant central state-owned enterprises engaged in business and equity cooperation with Huawei are expected to enjoy Huawei's empowerment. CITIC Securities pointed out that at the moment when the four sectors of intelligent selection are gathering together and the HI model is fully expanded, we believe that the investment core of Huawei's OEM is "change and invariance", that is, business model and partner iteration, but the top-level design of "not building cars, helping car companies build good cars" and the commercial appeal of maximizing sales and profits are not avoided. In addition, in the stage of deep cooperation with Huawei, the organizational structure and corporate governance of partners have been greatly improved. Similarly, we believe that relevant central state-owned enterprises engaged in business and equity cooperation with Huawei are expected to enjoy Huawei's empowerment, and Huawei will help the reform of state-owned enterprises.A delegation of Japanese young and middle-aged military officers visited China. Today, Senior Colonel Wu Qian, director of the Information Bureau of the Ministry of National Defense and spokesman of the Ministry of National Defense, said that at the invitation of China Institute of International Strategic Studies, a delegation of Japanese young and middle-aged military officers will visit China from November 26th to December 4th. The Sino-Japanese exchange program for young and middle-aged officers began in 2001, which played an important role in enhancing understanding and trust between the defense departments of the two countries. We are willing to work with Japan to continue to promote mutual visits and exchanges and provide positive energy for the improvement and development of bilateral relations.The Australian stock market fell for the fourth consecutive trading day, led by mining stocks. The Australian stock market fell with the US stock market on Friday, with mining stocks falling the most. The day before, the unemployment rate in Australia fell sharply in November, prompting investors to reduce their bets on interest rate cuts in February. Australia's S&P/ASX 200 index fell 0.7% to 8276.5, the fourth consecutive trading day. The benchmark fell by about 1.6% this week, the biggest weekly decline since early August.


Korean media: South Korean President Yin Xiyue tried to appoint a new defense minister. The East Asia Daily did not explain that the source reported that South Korean President Yin Xiyue tried to appoint a new defense minister, which indicated that Yin Xiyue might resume his job, although he said last week that he would let the ruling party decide how to stabilize future state affairs and his term of office. After making a public speech on Thursday, Yin Xiyue approved the 42 agendas adopted at this week's cabinet meeting. This shows that Yin Xiyue may exercise the presidential power immediately after he hinted in his speech that he had no intention of stepping down.Morgan Stanley called concerns about South Korean financial stocks "excessive". Morgan Stanley said that recent political developments have hit South Korean financial stocks particularly hard because people are worried that reform efforts may be delayed and the risk of tightening supervision.The restricted shares with a market value of 644 million yuan were lifted today. Xishan Technology, Betray and Wanda Bearing were among the top companies in terms of market value. On Friday (December 13th), the restricted shares of eight companies were lifted, with a total lifting amount of 20,925,400 shares. According to the latest closing price, the total lifting market value was 644 million yuan. Judging from the amount of lifting the ban, Betray, Xishan Technology and Nanwang Technology were among the top, with 9,834,300 shares, 3,706,800 shares and 3,247,500 shares respectively. Judging from the market value of lifting the ban, the number of shares lifted by 0 companies exceeded 100 million yuan. Xishan Technology, Betray and Wanda Bearing are among the top companies in terms of market value, with market values of 246 million yuan, 229 million yuan and 76.73 million yuan respectively. From the perspective of the proportion of shares released from the ban to the total share capital, Xishan Technology, Wanda Bearing and Nanwang Technology are among the top, with 7.47%, 3.08% and 1.66% respectively.


The Henan provincial government and Shenzhen Stock Exchange signed a strategic cooperation agreement. According to the news of Henan government network, on December 12, the Henan provincial government and Shenzhen Stock Exchange signed a strategic cooperation agreement in Zhengzhou, and reached a cooperation intention on jointly promoting capital market construction and promoting local economic development. The two sides will adhere to the principles of complementary advantages, resource sharing, project traction, innovation and win-win, and establish an all-round, multi-level, long-term stable, cooperative and mutually beneficial strategic cooperative relationship; Focusing on the implementation of major national strategies and the key industrial chain groups cultivated in Henan Province, we will intensify the cultivation and promote more high-quality enterprises to go public; Give full play to the role of industry-finance service platform and further broaden financing channels; Establish an all-round communication mechanism, strengthen information sharing and work coordination, and jointly create a good environment for the development of the capital market.Onlikon: The cooperative product Aidit calcitonin soft capsules is planned to be selected for the tenth batch of national centralized drug procurement. Onlikon announced on December 13th, and on December 12th, the company received a notice from its partner Beijing Meifurun Pharmaceutical Technology Co., Ltd. (hereinafter referred to as "Meifurun") that the Aidit calcitonin soft capsules jointly developed by the company and its wholly-owned subsidiary Wenzhou Haihe Pharmaceutical Co., Ltd. are planned to be selected for the tenth batch of national centralized drug procurement. According to the Pharmaceutical Cooperation Agreement signed by the company and its partner Mei Furun, the company owns 50% of the cooperative products.Japanese Finance Minister Katsunobu Kato: The Mitsubishi UFJ incident is under investigation. Note: Previously, Japan's Financial Services Agency will order Mitsubishi UFJ Bank to prepare a report on a series of safe theft by a former employee.

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