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2024-12-14 12:32:56

I announced the independence of Neo series, and the price of Neo7 started from 2099 yuan. On the evening of December 12, I recently held a new product launch conference, announcing the official independence of Neo series, positioning the flagship of e-sports for young people who know better, and releasing the first new product in the series-Neo7 for me, starting from 2099 yuan in a limited time. (Sina Technology)Industrial Securities' investment strategy for the construction industry in 2025: internal and external resonance, optimistic about debt conversion and the "Belt and Road" industry, Industrial Securities Research Report said that the construction industry will face certain pressure in 2024, and it is expected that infrastructure investment will remain high in 2025, driven by the debt conversion policy. Review and prospect of plate market: central state-owned enterprises and design plates led the gains, with obvious excess returns. Main line 1: Debt conversion is expected to drive the improvement of the management quality of construction central enterprises. 1) The driving force and mode of action of this debt conversion can be compared with the "Belt and Road" market in 2014 and the PPP market in 2016, and the policy is driven from top to bottom. 2) The institutions' positions in construction central enterprises are low, and the valuation of construction central enterprises is also in the lower position of the historical center. 3) The unprecedented intensity of debt conversion will help the central enterprises to realize the double promotion of EPS and PE. Main Line 2: The Belt and Road Initiative is expected to accelerate and benefit international engineering enterprises. The "Belt and Road" market has accelerated its expansion, and international engineering enterprises are expected to accelerate their going out to sea, and their performance and valuation have both improved.Huazhi Liquor Store: It is planned to distribute a cash dividend of 8.09 yuan for every 10 shares. Huazhi Liquor Store announced that the company's profit distribution plan for the first three quarters of 2024 has been approved by the shareholders' meeting. The company will distribute a cash dividend of RMB 8.09 to all shareholders for every 10 shares based on the existing total share capital of 417 million shares and the share capital of 408 million shares after 9,098,100 shares have been repurchased in the repurchase special securities account. The total amount of cash dividends actually distributed was 330 million. The distribution of rights and interests in date of record is December 19th, 2024, and the ex-dividend date is December 20th, 2024. This dividend does not involve bonus shares and capitalization of capital reserve.


Lu 'an Huaneng: The raw coal output in November was 5.09 million tons, down 5.39% year-on-year. Lu 'an Huaneng announced that the raw coal output in November 2024 was 5.09 million tons, down 5.39% year-on-year; The sales volume of commercial coal was 5.36 million tons, up 18.32% year-on-year. In 2024, the cumulative output of raw coal was 52.25 million tons, down 4.88% year-on-year; The cumulative sales volume of commercial coal was 47.09 million tons, down 4.48% year-on-year.Tongfu Microelectronics traded 2.24 million shares at a discount of 60.0768 million yuan today. Tongfu Microelectronics traded 2.24 million shares at a discount of 60.0768 million yuan today, accounting for 3.32% of the total turnover of the day, and the transaction price was 26.82 yuan, which was 9.97% lower than the market closing price of 29.79 yuan.CITIC Securities: The resonance between supply and demand of medical beauty accelerates the space expansion, and the difference in operating ability promotes the evolution of the industry structure. CITIC Securities Research Report stated that the medical beauty industry has both medical and consumption attributes, and the medical attribute has strong product-driven characteristics, while the consumption attribute has high operating ability requirements. The medical beauty botulinum toxin track is also affected by the dual attributes of medicine and consumption: 1) The increase in penetration rate, the acceleration of compliance substitution and the extension of indications have brought about high demand for medical beauty botulinum toxin, and with the recent supply expansion, the industry scale has experienced high growth; 2) The iteration of product innovation is slow, brand barriers are created through marketing, doctors are empowered through direct sales, and control is strengthened to enhance product competitiveness. Recently, a variety of medical botulinum toxins in China have been approved, and the promotion of low-priced products is expected to push up the penetration rate, and enterprises with strong operational capabilities will enter the market or promote the evolution of the pattern.


Japan's semiconductor sector rose collectively, with ADVANTEST up nearly 5%, DISCO up over 2% and Renesas Electronics up over 1%.Australia's ASX 200 index narrowed to 0.1%, and the Australian dollar increased. The just released Australian employment data was better than expected.Polish interest rate setter Nolov Ski: The discussion on interest rate reduction may start in March, and then a decision on interest rate reduction will be made soon.

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