Shenzhen Railway Commercial Co., Ltd. and Shenzhen Luckin Coffee reached a strategic cooperation alliance. On December 13th, Shenzhen Railway Commercial Co., Ltd. and Shenzhen Luckin Coffee reached a strategic cooperation alliance. This cooperation indicates that the two sides will jointly explore a new integration mode of track space and coffee retail. According to the agreement, Shenzhen Railway Commercial Co., Ltd. will make full use of the development and operation experience of different types of commercial projects such as Shenzhen subway station, station city complex and complex, and cooperate with Shenzhen Luckin Coffee in depth, and set up at least 50 stores in the commercial space of Shenzhen subway.Argentina made the final verdict of sunset review of anti-dumping against China's spring shock absorbers. According to China Trade Relief Information Network, on December 12, the Argentine Ministry of Economic Affairs issued Announcement No.1364 in 2024, which made the negative final verdict of the first sunset review of anti-dumping on spring shock absorbers originating in China, including single shock absorber components, used in motorcycles and bicycles equipped with auxiliary engines with or without buckets, and decided not to continue to impose anti-dumping duties on the products involved. The announcement shall take effect as of the date of promulgation. This case involves the products under the tax numbers of 8714.10.00 and 8714.99.90 of the Southern Communist Party.The USD/JPY just broke through the 153.00 mark, and the latest price was 153.01, up 0.25% in the day.
Afternoon comment: index adjustment The Shanghai Composite Index fell by 1.49% in half a day. Bean bag concept stocks were strong in early trading, and the index was collectively adjusted in early trading. The three major stock indexes all fell by more than 1%. In terms of sectors, the concept stocks of bean bags were strong in early trading, and the collective daily limit of three-dimensional communication, Beiwei Technology, Global Printing, and Zhewen Internet; The concept of ice and snow industry continued its upward trend. Jingxue energy-saving 20cm daily limit, iceberg cold and hot, snowman shares and other daily limit closures; The game e-sports sector is active, and the daily limit of Zhewen Internet and Electric Soul Network is up; Real estate stocks continued to adjust, and Hefei Urban Construction and Gorgeous Family were among the top losers. Food, liquor and other consumer sectors fell into a callback, and Yiming food fell to a limit; Insurance stocks weakened collectively, led by China Life Insurance. Overall, individual stocks showed a general decline trend, with more than 4,100 stocks falling. On the disk, the Aauto Quicker concept, short play games and cultural media sectors were among the top gainers, while the insurance, liquor and real estate sectors were among the top losers.Reuters opinion polls show that 94% of economists said that the tariffs of US President-elect Trump will have a negative or some negative impact on the Japanese economy; 51 of 52 economists said that the Bank of Japan will raise interest rates to at least 0.50% before the end of March; 58% of analysts said that the Bank of Japan will keep the benchmark interest rate unchanged at 0.25% in December, compared with 44% in November; The salary increase in Japan's labor negotiations in the next fiscal year is 4.7%, which is lower than the median forecast of 5.1% in this fiscal year.Canadian officials: Considering limiting electricity to the United States to deal with the threat of US tariffs, Governor Doug Ford of Ontario, Canada, said on the 12 th that Ontario is considering limiting the supply of electricity to the United States as the ultimate means to deal with the threat of US President-elect Trump to impose tariffs on Canada. Canadian Prime Minister Trudeau held a meeting with provincial and regional officials on the 11th to discuss how to deal with the Trump tariff threat. According to local media reports, Ford said after the meeting that Ontario is preparing a list of retaliatory measures, including restricting the export of electricity to the United States. (Xinhua News Agency)
Dividend assets are expected to become the main investment line next year, and the investment in dividend plate is heating up! Standard & Poor's dividend ETF(562060) rallied. On December 13th, by midday, the standard & poor's dividend ETF(562060) had dropped by 1.58%, with a turnover of 18,545,900 yuan. The constituent stocks are mixed, and in terms of rising, Sanqi Mutual Entertainment leads the rise; In terms of decline, Yongxing Materials led the decline. In the news, on December 12th, official website of China Securities Regulatory Commission published the latest personal pension investment list, and 85 index funds were included, including 7 bonus index funds. In addition, the recent performance of high dividend assets is strong, and the market's investment enthusiasm for the dividend sector continues to heat up. The industry believes that dividend assets are expected to become the main line of investment next year with the downward trend of interest rates and the improvement of dividend yield. In addition, considering that there are still many uncertainties in the current global environment, the defensive nature of dividend assets may still be a safe haven for capital seeking. Faced with the long-term trend that domestic risk-free interest rates will continue to decline, the scarcity and stability of dividend income are expected to help dividend assets continue to serve as an important direction for long-term funds to seek cost performance.The Emir of Qatar and the Prime Minister of Canada discussed the situation in the Middle East by telephone, and the Emir of Qatar (head of state) Tamim telephoned the Prime Minister of Canada Trudeau on the evening of December 12, local time, focusing on the Syrian and Lebanese situations and the conflict in Gaza. (CCTV News)Sinotrans set up a new logistics development company in Chongqing with 100 million yuan. According to the enterprise search APP, Sinotrans Southwest (Chongqing) Logistics Development Co., Ltd. was recently established with Zhou Tao as its legal representative and a registered capital of 100 million yuan. Its business scope includes: international freight forwarding by sea; Land international freight forwarding agent; Packaging service; Customs declaration business, etc. Enterprise survey shows that the company is wholly owned by Sinotrans.
Strategy guide 12-14
Strategy guide