Foreign investors bought 556.2 billion yen of Japanese stocks and stock index futures last week, the highest level in the past four weeks. According to the weekly trading data released by the Japan Exchange Group, foreign investors bought a total of 556.2 billion yen of Japanese stocks and stock index futures in the week ending December 6, the highest level since November 8.Huadong Pharmaceutical has established a new company in Jiaxing with a registered capital of 60 million yuan. According to Tianyancha App, Huadong Pharmaceutical (Jiaxing) Co., Ltd. was recently established with Zhu Li as its legal representative and a registered capital of 60 million yuan. Its business scope includes drug wholesale, drug retail, decoction service for Chinese herbal pieces, third-class medical device operation, drug Internet information service, drug import and export, third-class medical device rental and medical device Internet information service. According to shareholder information, the company is wholly owned by Huadong Pharmaceutical (000963).ING is bearish on the prospect of commodities next year. It is expected that gold will outshine others. ING said that energy and commodities will be under pressure next year, while the prospect of gold is still bright. According to ING, due to geopolitical concerns, the price of gold is bound to continue this year's record high, and the average price of gold in 2025 will rise from about $2,713 per ounce at present to $2,760 per ounce. Most of the buying will come from central banks seeking diversification of foreign exchange reserves, and the intensification of trade and geopolitical frictions may increase the safe-haven appeal of gold.
Interbank certificates of deposit funds are popular. In the context of the current downward trend of non-bank interbank deposit rates, interbank deposit rates are relatively more attractive, and interbank deposit funds have recently gained popularity. Since December, the 7-day holding fund of AAA index of China Securities Interbank Deposits issued by BlackRock Fund and Agricultural Bank of China Credit Suisse Fund has reached the upper limit of 5 billion yuan, and triggered proportional placement. Both funds are partially confirmed by the principle of "doomsday ratio confirmation", and the doomsday confirmation ratio is 73.36% and 27.02% respectively. In addition, Huatai Bairui Fund and China-Canada Fund also imposed subscription restrictions on their 7-day holding funds of the AAA Index of China Securities Interbank Deposits. From December 11th, the amount of multiple cumulative subscriptions (including conversion and fixed investment) for a single fund account of Huatai Bairui CSI Interbank Deposit Certificate AAA Index 7-day holding fund shall not exceed 100,000 yuan; From December 6th, the subscription amount of a single investor of the 7-day holding fund of China-Canada CSI Interbank Deposit Certificate AAA Index will not exceed 10 million yuan (except for individual investors and public asset management products). (CSI Taurus)On the 12th, the South Korean National Assembly voted to impeach the Minister of Justice Park Hyung-jae and the Director of the Police Department Zhao Zhihao.US Treasury Secretary Yellen: The oil market is well supplied and the price is relatively low. US Treasury Secretary Yellen said that the oil market is well supplied and the price is relatively low. Russia has invested a lot of money in its fleet to avoid the western oil price cap sanctions.
Liu Shijin: To expand consumption, we should manage from the source, and give priority to improving basic public services and consumption of low-and middle-income groups. Liu Shijin, deputy director of the 13th Chinese People's Political Consultative Conference Economic Commission and former deputy director of the the State Council Development Research Center, pointed out in his speech at the main forum of the 2024 Southern Finance and Economics International Forum that the macro-economy is picking up, but it is also facing the increasing pressure of insufficient total demand, especially insufficient consumer demand, and the focus of which is insufficient service consumption. We should give priority to improving basic public services and the consumption environment of low-and middle-income groups through "source governance" to promote the integrated development of urban and rural areas. On the basis of short-term stimulus policies, combined with medium-and long-term reforms, we will solve the institutional problems that restrict the expansion of consumption and help China's economy achieve high-quality development. "At present, it is necessary to distinguish the problems caused by insufficient demand from the causes of insufficient demand." Liu Shijin pointed out that from the perspective of international comparison, the lack of consumption demand in China at this stage is a structural deviation. In Liu Shijin's view, it is necessary to identify the key points or pain points in expanding consumer demand at this stage. First, service consumption based on basic public services, including education, medical and health care, affordable housing, social security, culture, sports and entertainment, financial services, transportation and communication; Second, the middle and low-income class with migrant workers as the focus; Third, people-centered, urbanization and urban-rural integration. (21 Finance)In the latest centralized purchase of sitagliptin tablets, the price dropped to less than 20 cents per tablet, with a drop of over 90%. The reporter learned at the scene of the tenth batch of drug centralized purchase that more than 30 companies bid for sitagliptin, which is known as the largest variety in this centralized purchase, including Huahai Pharmaceutical, Kelun Pharmaceutical, Zhengda Tianqing, tonghua dongbao, Zhejiang Pharmaceutical, Jiudian Pharmaceutical, Shiyao Ouyi, Chenxin Pharmaceutical and many other companies. Judging from the bidding results, the lowest bid price among enterprises has dropped below 0.2 yuan per piece, which is more than 90% lower than the limit price. Statistics show that in 2023, the sales of this product in the terminals of public medical institutions in China exceeded 2 billion yuan, and the sales of Merck, the original research manufacturer, accounted for more than 90%, so there is a large room for the replacement of generic drugs. The quotation of Meradong in this collection is about 7.37 yuan per piece. (science and technology innovation board Daily)On December 11th, it was reported that the U.S. government was divided over the U.S. steel acquisition, and Biden considered blocking the transaction. It was reported that the U.S. Department of Defense, the Ministry of Finance and the State Council all believed that the Japanese Steel Company's $15 billion acquisition of American steel companies would not bring national security risks, but U.S. President Biden was expected to block the transaction. Earlier, some media quoted people familiar with the matter as saying that Biden planned to block the acquisition of American steel companies later this month on the grounds of national security. The Committee on Foreign Investment in the United States has been reviewing the proposed acquisition for most of this year, and the group must submit its decision to Biden before December 22 or 23.
Strategy guide 12-14
Strategy guide
12-14
Strategy guide 12-14