Hisense responded to the rumors of layoffs: all of them are false guesses. Hisense Weibo issued a statement saying: Thank you for your concern for Hisense. At present, the relevant data and information about Hisense's layoffs circulated on the Internet are all false guesses. Hisense will hold some media and self-media responsible for their bad behavior of deliberately exaggerating the number and proportion of layoffs. Hisense, like most enterprises, allocates human resources through evaluation mechanism. At the end of each year, the organization and employees are appropriately adjusted according to the performance of enterprises and individuals, and the middle and high-level employees of the company are treated equally, and there are gains and losses at all levels.CITIC Securities: Short-term home fundamentals are expected to usher in a window of policy improvement, and we can bargain and seize the opportunity of valuation repair. CITIC Securities recently reported that the situation in the light industry has been severe since 2024, but it still presents three bright spots: channel reconstruction of the personal care industry, internationalization of the tobacco industry and asset integration of the metal packaging industry. The above-mentioned opportunities for subdividing the track are expected to continue and be further strengthened in 2025. Short-term home fundamentals are expected to usher in a policy improvement window, which can be laid out on dips, seize the opportunity of valuation repair, pay attention to industry demand and policy continuity, and attach importance to reasonable valuation intervals. In 2025, the papermaking and paper packaging industries will benefit from the recovery of consumption.Guotai Junan: OPEC+ once again postponed the increase in production without changing the global increase in production trend, and the supply and demand will still improve. Guotai Junan issued a document saying that since December, the VLCC freight rate has dropped to a low level, and the MR freight rate has rebounded slightly. Recently, OPEC+ decided to postpone production for another quarter until April 2025, and then increase production month by month, until the end of September 2026, the cumulative increase of 2 million barrels per day was completed. If implemented as scheduled, it is estimated that the increase of OPEC+production in 2025-26 will drive the global increase by 0.4%/1.2%. In addition, North America and South America are expected to increase production in 2025. The increase of crude oil production will benefit the growth of oil transportation demand, and the supply of tankers will be rigid in the next few years, and the improvement of supply and demand and the rise of prosperity will still be expected, suggesting that there is an option to lower oil prices.
Everbright Securities: Guide the innovative development of new technologies, new models and new formats in the power field. Everbright Securities Research Report stated that the National Energy Administration issued the Guiding Opinions on Supporting the Innovative Development of New Business Entities in the Power Field to guide the innovative development of new technologies, new models and new formats in the power field: Encourage virtual power plants to aggregate distributed photovoltaic, decentralized wind power, new energy storage, adjustable load and other resources to provide flexible adjustment capabilities for the power system; Support qualified industrial enterprises and industrial parks to carry out smart microgrid construction; Support to participate in the electricity market, in order to release more accurate node price signals; In principle, new business entities can be exempted from applying for power business licenses.CITIC Securities: The main line of the anti-monopoly investigation on domestic chips in NVIDIA is clear. According to the CITIC Securities Research Report, on December 9, 2024, the General Administration of Market Supervision launched an investigation on NVIDIA Company in accordance with the law, which is a legal management means to regulate and maintain fair market competition order, and has a leading role in the domestic chip industry, and is expected to boost domestic computing power and market sentiment of chips in a short time. In combination with the increasing emphasis on self-control by relevant domestic departments and industry associations, we expect that the overall localization pace of domestic semiconductor industry is expected to be further accelerated, and the manufacturing link is also expected to benefit.Tencent Video announced that it will adjust the rights and interests of VIP devices, and the rights and interests of old members will remain unchanged. Tencent Video released a statement on the adjustment of member rights and interests, saying that it will adjust the rights and interests of Tencent Video VIP devices from December 16, 2024. Tencent video VIP members who purchase, collect and activate after 0:00 on December 16th, 2024 can log in with 3 devices and play with 1 device at the same time within the validity period of this order member. Tencent Video said that the rights and interests of VIP old members remain unchanged: Tencent video VIP members who have subscribed for a continuous monthly/quarterly/annual subscription before December 16, 2024, if they continue to subscribe, will enjoy the rights of logging in 5 devices and playing 2 devices at the same time. Tencent video VIP members who purchase, collect and activate monthly/seasonal/annual cards before December 16th, 2024 can also enjoy the rights of logging in 5 devices and playing 2 devices at the same time within the validity period of this order member. Tencent video SVIP membership rights are not affected by this adjustment and remain unchanged.
Galaxy Securities: Domestic policies may continue to increase, and metal prices are expected to go up. china galaxy Securities said that on the demand side, the domestic package of economic incremental policies played a significant role. In November, China's manufacturing PMI rose to 50.30%, which was in the expansion range for two consecutive months, and the expansion pace was slightly accelerated. The domestic central economic work conference is just around the corner, and it is expected to put forward more positive incremental policy instructions for the economy next year, continue to raise the expectation of macro-recovery, and benefit the rise of copper prices. In addition, the new non-agricultural data in November in the United States reflected that the negative impact of hurricanes and strikes dissipated, but the number of new jobs in the first two months was revised up and the unemployment rate rose, which made the market worry about weak employment. After the data was released, traders increased their bets on the Fed's interest rate cut in December. It is expected that the possibility of the Fed's interest rate cut in December will rise from 67% before the report was released to 85%, and now it has risen to 86%. However, China's central bank once again increased its holdings of gold by nearly 5 tons after half a year in November, indicating that the logic and willingness of global central banks to increase their holdings of gold are still there in the current geopolitical turmoil. The expected warming of interest rate cuts, the central bank's continued increase in gold holdings, and the recent short-term martial law in South Korea and the escalating conflict between Russia and Ukraine are expected to jointly support the price of gold.GOL Airlines of Brazil will submit a preliminary plan for debt restructuring in accordance with Chapter 11 of the US Bankruptcy Law.South Korea's opposition party said that if necessary, it can seek to introduce additional budgets later.
Strategy guide 12-13
Strategy guide
12-13