Hainan: Accelerate the implementation of the core policy of Hainan Free Trade Port. The (enlarged) meeting of the Standing Committee of Hainan Provincial Party Committee was held on the 13th, which conveyed the spirit of studying the Central Economic Work Conference and studied and deployed the implementation work in Hainan Province. The meeting stressed that the core policy of Hainan Free Trade Port should be accelerated, and the policy system of free trade port should be continuously optimized and upgraded, so that enterprises and ordinary people can get a real sense of gain. We should expand domestic demand in an all-round way, make full use of more active macro policies, fully implement the national package of incremental policies, do everything possible to boost consumption and improve investment efficiency, continuously expand effective demand, strengthen project planning, give full play to the role of ultra-long-term special national debt, and plan and build forward-looking investment projects in seed industry, deep sea, aerospace and other fields. It is necessary to cultivate and expand the modern industrial system, focus on "five strong plans", improve the system and mechanism for cultivating and developing new quality productivity, promote the deep integration of scientific and technological innovation and industrial innovation, and build an important practice place for China's new quality productivity according to local conditions.CITIC Securities: The growth rate of supply is expected to move down rapidly, and there is room for aluminum price increase. According to the research report of CITIC Securities, the growth rate of global electrolytic aluminum production is expected to be 3.6%/2.2%/1.7%/0.9% from 2024 to 2027, showing a rapid downward trend. At the same time, our calculation results show that the incentive price of overseas electrolytic aluminum projects may be as high as 3000 US dollars /24000 yuan. The current aluminum price is difficult to stimulate overseas capacity expansion. We are optimistic about the rising space of aluminum price and the allocation value of aluminum plate under the background of strong supply constraints. Maintain the aluminum plate "stronger than the market" rating.Lenovo released eight new server products, based on the fifth-generation AMD EPYC processor platform. At the launch conference of Lenovo's new computing infrastructure products, Lenovo released eight server products based on the fifth-generation AMD EPYC processor-Lenovo Questioner, ThinkSystem V3 series server product family and a brand-new ThinkSystem AMD tower server, which will join hands with AMD to accelerate the development of AI computing infrastructure in China. (Sina Technology)
It is difficult to "choose a base" for the people in thousands of miles. How to solve the problem of consignment agencies, Public Offering of Fund's development is marching forward, and 10,000 funds compete on the same stage. Since the beginning of this year, the scale and quantity of Public Offering of Fund have hit record highs, and investors are also facing the "one in a million" difficulty in choosing a base. As a key link to solve this problem, the agency is speeding up its exploration. In the interview, the reporter learned that with the continuous strengthening of supervision and the continuous promotion of Public Offering of Fund's rate reform, the consignment agencies that have accelerated the reshuffle in the industry competition are deeply impressed by the traditional seller's sales thinking, and have explored the road of differentiated and characteristic services and accelerated the transformation to the buyer's investment mode. However, at present, the buyer's investment model in China is still in the early stage of development, and there are shortcomings such as low investor acceptance and insufficient technical allocation of institutional talents. The transformation of consignment agencies still has a long way to go and needs further refined development. (Securities Daily)National Development and Reform Commission (NDRC): We need to further strengthen the effective consumption promotion policies and support them with greater efforts. Wu Sa, deputy director of the Institute of Economics of the Macroeconomic Research Institute of the NDRC, said that it should be said that we have accumulated more and more experience in promoting consumption this year, whether it is the stock policy or the package of incremental policies. For example, the "two new" policy and the trade-in policy of consumer goods have greatly promoted the growth of consumption. This economic work conference also clearly pointed out that the effective consumption promotion policy should be further strengthened, and the scope should be expanded, the quality should be improved, and more efforts should be made to support it, which will inevitably bring better efforts to the consumption growth of household appliances, various household appliances and so on next year. In addition, this economic work conference also put forward many new policies to promote consumption, which will also affect the improvement of our consumer market next year, so it will have a greater supporting role for the consumer market next year. (CCTV News)Foreign media: Satellite images show that Russia is packing up equipment at the Syrian air base. According to a report on the website of Lianhe Zaobao in Singapore on December 14, the satellite images of Maxar Technology Company in the United States show that Russia seems to be packing up military equipment at an air base in Syria. According to the satellite image taken on December 13th, at least two An -124 transport planes' noses were raised at the Hermimim Air Force Base in Latakia province, which is located on the Syrian coast. Maxar Technology said that the nose doors of two An -124 heavy transport planes parked on the apron have been opened, ready to load equipment and goods. A nearby Ka -52 helicopter gunship is being dismantled and may be ready for transportation, while the personnel of the S-400 Triumph air defense missile system are also preparing to leave from the previous air base deployment site. (Reference message)
Han Wenxiu, Deputy Director of the Central Finance Office: China's GDP is expected to increase by about 5% this year. At the 2024-2025 China Economic Annual Meeting held at the China Center for International Economic Exchanges, Han Wenxiu, deputy director of the Central Finance and Economics Committee Office and director of the Central Rural Work Leading Group Office, said that China's GDP is expected to increase by about 5% this year. The contribution to global economic growth is close to 30%; Employment and prices remained stable, the international balance of payments was basically balanced, and the country's foreign exchange reserves remained above 3.2 trillion US dollars. (CCTV News)Funds continue to enter the market through the channel. The net subscription of stock ETFs exceeded 36.5 billion in the month. Since December, funds have continued to enter the market through stock ETFs (transactional open index funds). Wind information data shows that as of December 13, the net subscription share of stock ETFs in the month reached 36.543 billion. From the perspective of specific capital flow, broad-based ETFs attract gold strongly, and many CSI A 500 ETFs and CSI 300ETF are actively subscribed by investors. In addition, dividend ETFs are also net subscribed by investors. (Securities Daily)