Ningbo Energy: The subsidiary plans to acquire 100% equity of 22 related companies for 175 million yuan. Ningbo Energy announced that Langchen New Energy, a wholly-owned subsidiary of the company, plans to acquire 100% equity of 22 target companies directly or indirectly wholly-owned by Kunneng Group, a related party of the company, with an equity consideration of 175 million yuan. After deducting the undistributed profit of 46,656,600 yuan on the evaluation benchmark date, the actual equity payment amount is 128 million yuan. After the acquisition, Langchen New Energy plans to provide the target company with a loan of 243 million yuan to repay the loan of Kunneng Group and its related parties and pay dividend payable. At the same time, Xiang Lang Chenxin Energy Company increased its capital by 150 million yuan. This transaction constitutes a connected transaction and needs to be submitted to the company's shareholders' meeting for consideration. In the past 12 months, the company has not traded with Kunneng Group.Caitong Securities: It is expected that the main objectives and tasks of economic and social development will be successfully completed throughout the year. the Political Bureau of the Communist Party of China (CPC) Central Committee held a meeting on December 9 to analyze and study the economic work in 2025. According to Chen Xing, the macro chief analyst of Caitong Securities, from the current situation, the economic operation has been generally stable this year, and the key areas of risks have also been resolved in an orderly and effective manner. The meeting has confidence in this year's economic performance, and it is expected that the main objectives and tasks of economic and social development will be successfully completed throughout the year. From the perspective of future deployment, first, the positive attitude is unprecedented. The meeting mentioned that the policy will be more active and promising, and on the basis of counter-cyclical adjustment, it emphasized that the intensity should be "extraordinary" to offset "external shocks". We will implement a more proactive fiscal policy and a moderately loose monetary policy. Second, pay more attention to the actual effect of policies, not only to strengthen the forward-looking, targeted and effective regulation at the macro level, but also to promote the effectiveness of landmark reform measures in specific measures. Third, pay more attention to systematicness, emphasize "system integration and coordination", improve the toolbox, lay a good policy "combination boxing" and stabilize expectations.Huaxi Securities Interpretation of the Political Bureau Meeting in December: The policy strength showed an upward trend. The Huaxi Securities Research Report pointed out that the release signal of this meeting was positive. Judging from the significant strength of Hong Kong stocks and A50 futures, the content of the meeting greatly exceeded previous market expectations. There are mainly the following aspects: First, the policy tone is more positive. "Strengthening unconventional countercyclical adjustment", which is used to describe countercyclical adjustment for the first time, reflects the upward trend of policy strength. The policy of this year's two sessions is expressed as "strengthening countercyclical and cross-cyclical adjustment of macro policies", the Politburo meeting in July "strengthening countercyclical adjustment" and the Politburo meeting in September "strengthening countercyclical adjustment". From the point of view of change, it gradually turns to counter-cycle instead of cross-cycle, and the intensity is constantly upgrading. Create a follow-up policy for the market that may continue to be introduced until the economy stabilizes and rebounds. At the same time, the meeting did not mention "coordinating the expansion of domestic demand and deepening the structural reform of the supply side", but directly mentioned the expansion of domestic demand, which is also a manifestation of facing the problem more directly and attaching importance to the demand side. Second, as far as finance and money are concerned, this meeting mentioned "implementing a more active fiscal policy and a moderately loose monetary policy", and the modifier "more" was added in front of the active fiscal policy. A similar expression was found in the Politburo meeting in April 2020, "The active fiscal policy should be more active and promising", and then in May, the two sessions formulated a large-scale fiscal combination boxing (deficit ratio 3.6%+, 3.75 trillion new special debts and 1 trillion special national debts). The third is to stabilize the property market and write the stock market into the 2025 goal. The fourth is to pay attention to consumption. The meeting mentioned "vigorously boosting consumption, improving investment efficiency and expanding domestic demand in all directions". It is expected that the policy of promoting consumption will make a breakthrough in scale and direction. Fifth, the meeting also mentioned science and technology (to lead the development of new quality productive forces with scientific and technological innovation and build a modern industrial system), green (to jointly promote carbon reduction, pollution reduction and green growth, and accelerate the overall green transformation of economic and social development) and foreign trade. Emphasizing science and technology, it is clear that the direction of future policy is in the industrial direction led by science and technology. At the same time, for green, because next year is the last year of the 14 th Five-Year Plan, emission reduction and other targets need to be completed. In terms of foreign trade and foreign investment, the meeting mentioned that "it is necessary to expand high-level opening to the outside world and stabilize foreign trade and foreign investment".
COMEX silver rose by 3.00% in the day and is now quoted at $32.54 per ounce.Cube Pharmaceutical's mid-term profit distribution plan for 2024: It is planned to send 10 parties to 2 yuan. Cube Pharmaceutical disclosed its mid-term profit distribution plan for 2024 on the evening of December 9, and plans to distribute a cash dividend of 2 yuan (including tax) to all shareholders for every 10 shares. Based on this preliminary calculation, the company plans to distribute a total cash dividend of 38,252,100 yuan (including tax).USD/JPY rose more than 0.50% in the day and is now reported at 150.63.
The British Chancellor of the Exchequer called on the EU to remove "unnecessary" trade barriers to Britain. It is reported that during his landmark visit to Brussels, British Chancellor of the Exchequer Reeves called on the EU to remove "unnecessary" trade barriers to Britain in order to promote economic growth. She said that in view of the fact that both Britain and the European Union are "struggling" in terms of economic growth, her goal is to persuade finance ministers of various countries to improve their post-Brexit relations. She said: "The first task of this government is to develop the economy ... and see the improvement of people's living standards. The fact is that these unnecessary trade barriers will lead to a decline in living standards and make it more difficult for British companies to be competitive on the global stage. " She added: "We all want to see our economy grow faster and be more competitive in the world ... One way to achieve this goal is to reduce some trade barriers. This is one of the arguments I will put forward when I meet my European counterparts today. "Special service: shareholders plan to reduce their holdings by no more than 2% in total. Special service announced on the evening of December 9 that Ya 'an Yinkun Enterprise Management Co., Ltd., a shareholder holding 10.75%, plans to reduce its holdings by centralized bidding to no more than 1.69 million shares, that is, no more than 1% of the company's total share capital. Longxin Construction Group Co., Ltd., the shareholder holding 6.69% of the shares, plans to reduce its holdings by a total of no more than 1.69 million shares by centralized bidding or block trading, that is, no more than 1% of the company's total share capital.The dollar rose 0.5% against the yen to 150.75.
Strategy guide
Strategy guide
12-13
Strategy guide 12-13
Strategy guide 12-13