Real estate stocks of Hong Kong stocks weakened, and Sunac China fell more than 4%. As of press time, Sunac China (01918.HK) fell by 4.03%, Rongxin China (03301.HK) fell by 3.85%, and Longhu Group (00960.HK) fell by 2.43%.Guotai Junan: Pay attention to the investment opportunities in liquor, beverages, popular food and other fields. Guotai Junan Research Report pointed out that 1) Liquor: Determine ahead of growth, pay attention to the wholesale price trend and the orientation of head liquor enterprises. The report end of liquor industry began to enter the downward period in the second quarter of 2024, and the bottom shock is expected in the first half of 2025. Sales are slowing down, inventory is passively rising, and the approval price is expected to be relatively weak. The Spring Festival in 2025 will experience a stress test period. In terms of price, real estate liquor > high-end > secondary high-end. After this round of adjustment, real estate liquor is expected to recover first, followed by high-end liquor, and the secondary high-end liquor is expected to recover for a long period. 2) Beer and beverage: the performance of beer is divided and the beverage structure is prosperous. In the third quarter of 2024, the number of trips in the summer peak season was stronger than the price, and the number of trips maintained a recovery and growth trend. The beverages with low-cost/high-frequency consumption characteristics benefited significantly and the demand resilience was prominent; The regional brand of beer performance differentiation is better than the national brand, and it is expected to be repaired under the low expectation in 2025. It is expected that the passive upgrading trend and regional brand advantages will continue. 3) Popular food: marginal improvement and structural differentiation. Mass food improved marginally in the third quarter, with obvious structural differentiation. The cost reduction is gradually reflected, low cost and low price become the trend, the advantages of high cost-effective products are highlighted, and the key layout is two ends; The valuation premium of growth stocks has been significantly digested, focusing on growth track snacks, and paying attention to adjusted condiments, catering supply chain and low valuation oversold and high dividend targets.Putin: China has made great strides in technological development. According to a report by the Tass news agency on December 11th, Russian President Vladimir Putin said at the international conference on "Journey of Artificial Intelligence" on December 11th that China is making great strides in technological development. According to the report, Putin pointed out in a dialogue with Song Haitao, president of Shanghai Institute of Artificial Intelligence: "China is making great strides in technological development and application of the most important technological development tools. Of course, the artificial intelligence you study is one of the most important tools. " Song Haitao told Putin that the Shanghai Institute of Artificial Intelligence plans to sign a memorandum of cooperation with the Russian Federal Savings Bank to promote technical research in the field of artificial intelligence. Putin said: "I am very happy to hear that you are going to sign a contract with the Russian Federal Savings Bank. I think this is meaningful for you and the Russian Federal Savings Bank. " (World Wide Web)
China, with the largest plantation area in the world, has become the country with the greatest contribution to greening in the world. In the past 30 years since the signing of the United Nations Convention to Combat Desertification, China has made remarkable achievements in combating desertification, especially since last June, China has launched the "Three North" project. At present, the forest coverage rate in the "Three North" project area has increased from 5% in the 1970s to 13.84%. By the end of 2023, the forest coverage rate in China exceeded 25%, the forest stock exceeded 20 billion cubic meters, and the plantation area ranked first in the world, making it the most green country in the world. (CCTV News)Zijiang Enterprise set up a packaging company in Hubei with 20 million yuan. According to the enterprise search APP, Hubei Zijiang Packaging Co., Ltd. was recently established, with Shao Chunjiang as the legal representative and a registered capital of 20 million yuan. Its business scope includes: the production of plastic packaging containers and tools for food; Sales of plastic packaging containers, tools and products for food. Enterprise investigation shows that the company is wholly owned by Zijiang Enterprise.The main contract of the container transport index (European line) rose by 150.2 points in the day, and now it is reported at 2567.8 points, an increase of 6.21%.
Real estate stocks of Hong Kong stocks weakened, and Sunac China fell more than 4%. As of press time, Sunac China (01918.HK) fell by 4.03%, Rongxin China (03301.HK) fell by 3.85%, and Longhu Group (00960.HK) fell by 2.43%.In the exchange market, the national debt rose the most, with "National Debt 2404" rising more than 4%, "National Debt 23", "Special Country 24 03" and "Special Country 24 01" rising nearly 1%.The CSI convertible bond index opened lower by 0.03%. Lide convertible bonds rose by more than 7%, and Weipai convertible bonds rose by more than 4%; Z-mode convertible bonds fell by nearly 3%, while Fuxin convertible bonds and Yinxin convertible bonds fell by nearly 2%.