digital cash payment system Top See results about

Black Myth: Wukong won the best action game of the year by TGA.Good wife set up an intelligent technology company in Quanzhou, and the enterprise search APP shows that Quanzhou Sunguest Intelligent Technology Co., Ltd. was established recently, with the legal representative of Cao Caifeng and the registered capital of 500,000 yuan. Its business scope includes: engineering and technical research and experimental development; Network and information security software development; Software development; Digital technology services, etc. Enterprise equity penetration shows that the company is wholly owned by Haotai.Industrial Securities: The valuation of insurance stocks is in a relatively reasonable position. The Industrial Securities Research Report pointed out that we should continue to be optimistic about the insurance sector and focus on the targets with better performance stability and stronger dividend insurance sales ability. At present, the valuation of insurance stocks is in a relatively reasonable position, but as a strong beta plate, if the equity market further picks up, it may also perform well. There are three catalytic points for the further opening of the subsequent valuation space: first, the long-term interest rate and the performance of the equity market; Second, the adjustment and optimization process of the asset structure of insurance enterprises; The third is the sales situation of dividend insurance. In particular, dividend insurance sales may exceed expectations, and if verified, it will become an important support for opening up the repair space of insurance valuation. Suggested attention: China Ping An, China Pacific Insurance, New China Life Insurance, etc.

The Ministry of National Defense responded to the question of whether to engage in exercises: the situation is unpredictable, and the leader of the Taiwan Province region, Lai Qingde, recently "transited" Hawaii and Guam. On the morning of December 13th, Senior Colonel Wu Qian, Director of the Information Bureau of the Ministry of National Defense and spokesman of the Ministry of National Defense, answered a reporter's question on whether the PLA would conduct exercises. A: It is the sacred duty of the People's Liberation Army to safeguard national sovereignty and territorial integrity, the fundamental interests of the Chinese nation and the common interests of compatriots on both sides of the strait. Soldiers have no constant potential and water is impermanent. Whether and when to hold the exercise is up to us to decide independently according to our own needs and the struggle situation. No matter whether the exercise is held or not, the PLA will not be absent or soft in fighting for "independence" and promoting reunification. Any act of "seeking independence by relying on foreign countries" and "seeking independence by force" will be severely punished and doomed to failure.Chief economist of CITIC Jiantou: More active finance and moderately loose currency are beneficial to both stocks and debts. Huang Wentao, chief economist of CITIC Jiantou, interpreted the Central Economic Work Conference and said that the meeting stressed that it is necessary to maintain stable economic growth next year, maintain overall stability in employment and prices, raise the fiscal and monetary adjustment to the strongest level for many years, and give priority to expanding domestic demand. The construction of modern industrial system focuses on new quality productivity, and the economic system reform has landmark measures to expand autonomy and unilateral opening up in an orderly manner to stabilize the property market and stock market. Stable employment and stable prices will bring about both nominal and real growth, more active finance and moderately loose currency, which will be beneficial to both stocks and debts, the stock index, valuation and liquidity will stabilize and rebound, and the bond market interest rate will have more downside. Looking forward to 2025, the 5% real and nominal GDP growth rate is the direction of efforts. The growth is more brought about by the domestic demand boost and two innovations, new quality productivity and new supply, industrial digitalization and digital industrialization, rural revitalization and new urbanization, Belt and Road Initiative and opening up, and the high-quality ending of the "14 th Five-Year Plan" started the "15 th Five-Year Plan".Visionox: Chengdu Chenxian Micro-LED production line has entered the sprint stage of mass production and shipment. Visionox (002387) said on the interactive platform on December 13th that the first TFT-based Micro-LED production line in Chengdu Chenxian, a shareholding company, completed the equipment moving in in September this year and is now entering the sprint stage of mass production and shipment.

Pacific Securities: The reversal of photovoltaic industry is about to focus on three directions. The Pacific Securities Research Report pointed out that with the continuous breakthrough of new markets and technologies, the new cycle of photovoltaic parity is accelerating, and the reversal of photovoltaic industry is about to begin. It is suggested to focus on three directions: 1) The new cycle of supply and demand is expected to start in 2025, the industry quotation and profit are expected to be restored, and the leading advantages will be gradually highlighted. In 2025, it is expected to usher in a new round of growth, including Longji Green Energy and Jingke Energy. 2) New technology fields with large cost reduction space and continuous technology iteration, such as GCL Technology and Perovskite, are expected to fully benefit; 3) The advantages of supporting facilities and leading enterprises are prominent, and emerging markets are expected to promote the rapid improvement of shipments and profits, and the advantages of leading enterprises will be further enhanced, and enterprises such as Sunshine Power and Foster are expected to fully benefit.The consumer electronics sector fell in the short term, and the consumer electronics sector fell in the short term, and the victory precision fell. Fenda Technology, Bird, Darui Electronics, Chuanyi Technology and Guanghong Technology followed suit.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.