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2024-12-13 18:23:18

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.Commander-in-Chief of Russian Navy: NATO increases its military activities in the Arctic.Piper Sandler lowered the target price of Adobe from 635.00 to 600.00.


This round of Palestinian-Israeli conflict has caused more than 44,800 deaths in the Gaza. On the afternoon of December 12, the health department in Gaza issued a statement saying that since the new round of Palestinian-Israeli conflict broke out on October 7 last year, 44,835 Palestinians have been killed and 106,356 others have been injured by Israeli military operations in the Gaza. (CCTV News)There are more than 100 suppliers who need to pay for the goods. On December 12, after learning that the capital chain of Jiyue Automobile was broken, many suppliers from all over the country came to Jiyue Automobile Headquarters Building and asked Jiyue Automobile to pay for the goods. The reporter learned that there are more than 100 employees in the supplier group established at the site. These suppliers undertake many businesses, including equipment, fine products, insurance, electronics, batteries, etc., and the maximum payment required by the company is up to 100 million yuan. Most suppliers owe between 1 million yuan and 10 million yuan. Among them, the total amount of arrears registered by 19 suppliers in the group is nearly 96 million yuan, and the average balance of arrears of each supplier exceeds 5 million yuan. (CBN)Tongfu Microelectronics traded 2.24 million shares at a discount of 60.0768 million yuan today. Tongfu Microelectronics traded 2.24 million shares at a discount of 60.0768 million yuan today, accounting for 3.32% of the total turnover of the day, and the transaction price was 26.82 yuan, which was 9.97% lower than the market closing price of 29.79 yuan.


Gao Weibing: Guangzhou Institute will improve the variety layout of new energy and new materials. On December 12th, 2024 China New Energy and New Materials Industry Conference was held in Guangzhou. Gao Weibing, Party Secretary and Chairman of Guangzhou Futures Exchange, said that in the near future, Guangzhou Futures Exchange will launch polysilicon futures and options to form a linkage with industrial silicon, providing more effective price signals and risk management tools for the photovoltaic industry chain. In the next step, Guangzhou Institute will thoroughly implement the spirit of "Opinions on Strengthening Supervision and Preventing Risks to Promote the High-quality Development of Futures Market", based on the fundamental purpose of serving the real economy and the characteristic orientation of serving the green development, improve the variety layout of new energy and new materials, increase market cultivation, continuously enrich the supervision toolbox, and strive to ensure the safe and stable operation of the market and better serve the needs of the real economy. (China Nonferrous Metals News)Hou Chunzhao suggested: car enterprise leaders should try to find a circle and don't organize employees to forward videos at the first time. Hou Chunzhao, the public relations director of FAW-Volkswagen Jetta brand, said at the 2024 annual meeting of enterprise competitiveness in China that if car enterprise leaders or peers try to find a circle, it is suggested not to organize your employees and dealers to forward the videos at the first time. If you do this, your account will be doomed to fail. Because at the time of forwarding, although the data is beautiful, they just turn around and don't watch it, and the completion rate of the video will be very low, and there won't be much interaction, so the system will judge that it is not high-quality content. (Rui Jian)Tiankang Bio: Tiankang Bio (002100) announced on the evening of December 12 that Tiankang Bio (stock code: 874339), a holding subsidiary of the company, intends to apply for public offering of shares to unspecified qualified investors and listing on the Beijing Stock Exchange. As of the disclosure date of the announcement, Tiankang Bio's public offering of shares to unspecified qualified investors and listing on the North Stock Exchange are under counseling.

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