All localities have actively deployed resources to further support mergers and acquisitions and guide them to gather in a "new" way. Since this year, there have been frequent policies to support mergers and acquisitions of enterprises, such as Eight Measures on Deepening science and technology innovation board's Reform, Serving Technological Innovation and Developing New Productivity, and Opinions on Deepening Market Reform of Mergers and Acquisitions of Listed Companies. At the same time, various localities have successively issued relevant rules or carried out special activities, so that mergers and acquisitions of enterprises have a direction and confidence. According to the reporter, up to now, Shanghai, Jiangxi, Sichuan, Shenzhen, Tianjin and other places have issued relevant documents to support enterprises to carry out mergers and acquisitions; Shanxi, Beijing, Hubei, Hunan, Qingdao and other places "answer questions" for enterprises' mergers and acquisitions through forums or training meetings. According to Tian Lihui, dean of the Institute of Financial Development of Nankai University, there are three major trends in local support policies. First, the logic of industrial synergy is constantly strengthening; Second, continue to improve the efficiency of M&A services and regulatory inclusiveness; The third is to persist in strengthening risk prevention. Generally speaking, with the support of policies, a number of high-quality industrial M&A cases are expected to land. Driven by multiple favorable factors, the M&A market is becoming more and more active. (Securities Daily)The law enforcement agencies of China and the Philippines cooperated again to repatriate more than 30 Philippine citizens engaged in offshore gambling in the Philippines. On December 12, the law enforcement agencies of China and the Philippines cooperated again to repatriate more than 30 China citizens engaged in offshore gambling in the Philippines. This is the fourth batch of repatriation between China and the Philippines after the Philippine government announced a total ban on offshore gambling in the Philippines. The Philippine Embassy in the Philippines will continue to strengthen law enforcement cooperation with the Philippine side and promote the orderly repatriation of relevant personnel on the basis of protecting the legitimate rights and interests of China citizens.MediaTek will enter the supply chain of Apple's main hardware products for the first time. It is reported that Apple intends to significantly upgrade the functions of Apple Watch next year, and ask MediaTek for help. MediaTek will provide some new data computer chips of Apple Watch to share the orders originally supplied by Intel. This is the first time that MediaTek has entered Apple's main hardware product supply chain. In this regard, MediaTek said that he would not comment on the relevant order information. (Taiwan Province Economic Daily)
The New Zealand dollar just broke through the 0.5800 mark against the US dollar, and the latest report was 0.5801, up 0.29% in the day; The Australian dollar just broke through the 0.6400 mark against the US dollar, and the latest report was 0.6401, up 0.51% in the day.South Korean President Yin Xiyue: The purpose of the opposition's impeachment is to evade the legal responsibility of its leader Li Zaiming by holding an early general election.CITIC Jiantou: With the continuous promotion of new power system construction, the growth attribute of green power is expected to be highlighted. CITIC Jiantou Research Report said that recently, the National Energy Administration issued the "Guiding Opinions on Supporting the Innovation and Development of New Business Entities in the Power Field", proposing that new business entities should be exempted from applying for power business licenses and exploring the mechanism of establishing new energy direct connection to increase the supply of green power for enterprises. Specifically, the new business entities include distributed power supply, adjustable load, virtual power plant and smart microgrid. At present, the installed capacity of new energy in China is growing rapidly. Due to the restriction of power grid access capacity, the problem of power abandonment is on the rise. The mechanism of direct connection of new energy enterprises is helpful to improve the ability of local consumption of new energy, reduce the abandonment of wind and light, and promote the improvement of project yield. Generally speaking, with the continuous promotion of new power system construction, the profitability of new energy power generation projects is expected to improve marginally, and the growth attribute of green power is expected to be highlighted.
High-word-of-mouth movies rush to the box office at the end of the year. The Spring Festival file in 2025 is expected to usher in a strong performance. According to the data of Lighthouse Professional Edition, as of December 11 (17: 40), the cumulative box office of 20 movies in 2024 has reached 1.119 billion yuan. Among them, "Good Things" has a box office of 569 million yuan and a douban score of 9.1, which leads both word-of-mouth and box office. In addition, this week's three potential new films, Broken Hell, Misjudgment and Lion Boy 2, have been screened and entered the box office sprint at the end of the year. It is also known that four films, Nezha's Devil Children Roaring the Sea, The Legend of the Condor Heroes: The Great Man, The Fortunes of the Gods Part II: The War in the West, The Bear Appears and Restarts the Future, have been confirmed to be scheduled for the Spring Festival in 2025. The "National Film Consumption Season for the benefit of the people" launched by the State Film Bureau on December 9 will last from December 2024 to February 2025, and a total of not less than 600 million yuan will be invested in movie viewing subsidies, covering the Lunar New Year and Spring Festival files, which will help promote the market's enthusiasm for watching movies. Huatai Securities released a research report saying that the box office of the Spring Festival in 2025 is expected to usher in a strong performance. In 2025, the supply and demand sides of the film market are expected to improve, or will push the fundamental inflection point of the cinema line plate upward. (Securities Daily)Nepal's Everest region will ban commercial helicopter flights to protect the local economy and wildlife. On December 11th, local officials in Nepal said that the local government and other stakeholders have decided to ban commercial helicopter flights in the Everest region from January 1st next year to protect the local economy and wildlife. Mingema Chiri Sherpa, mayor of Khumbasan Lamu, Mount Everest, Nepal, said on the same day that the decision was made because the increase in commercial helicopter flights in Mount Everest in recent years has shortened the stay time of tourists, and helicopter noise has also interfered with wildlife in nearby national parks. Relevant decisions are being sent to helicopter operators, travel agencies and tourism enterprises through letters.Industrial Securities' investment strategy for the construction industry in 2025: internal and external resonance, optimistic about debt conversion and the "Belt and Road" industry, Industrial Securities Research Report said that the construction industry will face certain pressure in 2024, and it is expected that infrastructure investment will remain high in 2025, driven by the debt conversion policy. Review and prospect of plate market: central state-owned enterprises and design plates led the gains, with obvious excess returns. Main line 1: Debt conversion is expected to drive the improvement of the management quality of construction central enterprises. 1) The driving force and mode of action of this debt conversion can be compared with the "Belt and Road" market in 2014 and the PPP market in 2016, and the policy is driven from top to bottom. 2) The institutions' positions in construction central enterprises are low, and the valuation of construction central enterprises is also in the lower position of the historical center. 3) The unprecedented intensity of debt conversion will help the central enterprises to realize the double promotion of EPS and PE. Main Line 2: The Belt and Road Initiative is expected to accelerate and benefit international engineering enterprises. The "Belt and Road" market has accelerated its expansion, and international engineering enterprises are expected to accelerate their going out to sea, and their performance and valuation have both improved.
Strategy guide
Strategy guide
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Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13