Guangfa Strategy Review December Politburo Meeting: The change of policy tone "not seen for several years" is more direct to the determination to support the stability of the equity market and the real estate market. Guangfa Strategy Review December Politburo Meeting said that although the draft of the meeting did not involve specific economic target figures, the change of policy tone was "not seen for several years": (1) "Strengthening unconventional countercyclical adjustment" appeared for the first time in the draft of the conference, and we understand that this is likely to mean that the official target of deficit ratio will be unconventional. (2) "Moderately loose monetary policy" has reappeared since July 2010, and it has been "steady" during the period. Even in the 14-15 monetary easing cycle, there was no adjustment of this wording, which paved the way for the expectation of monetary easing in 25 years; (3) The "more active fiscal policy" has reappeared since July 2020. Under the special background of the 20-year epidemic, the official target of deficit ratio in that year was set at 3.6%, which was the highest since 2010. The change of tone after four years also indicates that the deficit space in 25 years is expected to be further opened. German Interior Minister: The situation in Syria is very uncertain at present, and the specific possibility of return is still unpredictable.
Jingji Zhinong: In November, the sales revenue of live pigs was 262 million yuan. Jingji Zhinong announced that in November 2024, the company sold 132,700 live pigs with a sales revenue of 262 million yuan. The average selling price of commercial pigs is 17.33 yuan /kg. From January to November, 2024, the company sold 1.95 million pigs, with a cumulative sales income of 3.527 billion yuan.India appointed Sanjay Malhotra as the governor of the Bank of India. On December 9th, the Indian government appointed Sanjay Malhotra as the new governor of the Reserve Bank of India (the Bank of India) for a term of three years. Shakti Kanta Das's term of office will end this month.The executive meeting of the Shanghai Municipal Government will be deployed to upgrade the energy level of Shanghai aviation logistics hub and enhance the management level of historical features protection. Shanghai Mayor Gong Zheng presided over the executive meeting of the municipal government today (9 th), demanding that the overall goal of the municipal government be completed with high quality in accordance with the deployment of the municipal party Committee; Take the lead in exploring new urbanization roads in megacities; Improve the energy level of Shanghai aviation logistics hub; Improve the protection and management level of Shanghai's historical features. The meeting pointed out that this year, the Shanghai Municipal Government's annual overall goal promotion work is strong and orderly, and it is necessary to stick to the goal, compact the responsibility, and pay close attention to implementation, to ensure that the relevant node goals are smoothly promoted as planned this year, and to fulfill the commitments, and at the same time, to do a good job in safety production. It is necessary to carefully plan next year's work, enhance foresight and initiative, proactively respond to various risk challenges, improve pertinence and effectiveness, come up with more practical measures, new measures and ingenious measures, and formulate the overall goal of the municipal government in 2025. It is necessary to sum up experience, maintain confidence, continue to exert efforts in key areas, stabilize stocks, make big increments, activate traffic, and effectively transform the gold content of policies into the development of high quality. The meeting agreed in principle to the "Implementation Plan of Five-year Action Plan for Shanghai to Deeply Implement the People-oriented New Urbanization Strategy" and pointed out that Shanghai's urbanization rate ranks first in the country, and it is necessary to plan and promote Shanghai's new urbanization from a higher starting point. Guided by the general rules, we should continue to improve the core functions of the city, promote the construction of the central city, new cities and new towns, and provide important support for the construction of the "five centers". People-centered, continuously optimize the supply of public services, actively respond to the needs of people's livelihood, and do everything possible to solve the problem of "urgent difficulties and worries". With the support of digital intelligence, we will continue to improve the level of refined governance, promote the innovation of urban management means, models and concepts, deepen the construction of "two networks" and accelerate the construction of smart cities and resilient cities. The meeting agreed in principle to the "Several Measures on Further Improving the Energy Level of Shanghai Aviation Logistics Hub" and pointed out that to build an all-round gateway and compound international aviation hub, it is necessary to build strong "hard facilities", speed up the construction and improvement of Pudong and Hongqiao air cargo hubs and supporting transportation collection and distribution systems, and especially accelerate the construction of infrastructure to adapt to the development of cross-border e-commerce. To optimize "soft service", airports, ports, air traffic control and other units should work closely together, increase cooperation and improve the overall efficiency of airport logistics. It is necessary to create an "ecological circle", ensure the stability, safety, autonomy and controllability of the air cargo supply chain, and attract diversified business entities to take the initiative to participate, build and share. The meeting agreed in principle with the Guidelines for the Protection of Historical Features in Shanghai and pointed out that the protection of historical features and the inheritance of cultural heritage are important contents for Shanghai to build an international cultural metropolis. To grasp the relationship between comprehensive protection and active utilization, we should not only respect history, but also integrate new elements such as humanities, science and technology and fashion to create a new landmark of the city. It is necessary to grasp the relationship between planning guidance and local conditions, not only adhere to overall planning and general planning guidance, but also use a "blueprint" to coordinate all kinds of elements in the style unit, and also show their own characteristics, give play to their endowments and form a unique urban style.
Black futures continued to rise, the main contracts of coking coal and coke rose by more than 3%, the main contracts of thread and iron ore rose by nearly 3%, and the main contracts of hot coil rose by more than 2%.Hailiang shares: planning to invest in Jinlong Group and cooperative management. Hailiang shares announced that the company plans to invest no more than 1 billion yuan to acquire part of the shares of Jinlong Group held by Chongqing Wanzhou Economic and Technological Development (Group) Co., Ltd., and at the same time, Hailiang shares plan to cooperate with Jinlong Group. This transaction does not constitute a connected transaction or a major asset restructuring.Western Mining Group Co., Ltd. signed a cooperation framework agreement with Changsha Mining and Metallurgy Research Institute Co., Ltd. According to WeChat official account of Western Mining, on December 9, the group company signed a cooperation framework agreement with Changsha Mining and Metallurgy Research Institute Co., Ltd., and conducted exchanges and discussions on project experience, technical advantages and personnel technical exchanges around mining and metallurgical business cooperation.
Strategy guide
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Strategy guide
Strategy guide