2024-12-13 04:51:33
Institution: In November, the average price of second-hand residential buildings in Baicheng dropped by 0.57% month-on-month. According to the 100-city price index of China's real estate index system, in November 2024, the average price of second-hand residential buildings in Baicheng fell by 0.57% month-on-month, narrowing by 0.03 percentage points from last month. It fell by 7.29% year-on-year. In November, the average price of second-hand residential buildings in the top ten cities fell by 0.17% month-on-month, which was 0.16 percentage points lower than that of the previous month. It fell by 7.16% year-on-year, and the decline was narrowed by 0.36 percentage points from the previous month. In terms of cities, the prices of second-hand houses in Shenzhen and Chengdu rose by 0.21% and 0.12% respectively. Nanjing had the largest decline from the previous month, with 0.60%; Wuhan, Hangzhou and Tianjin followed closely, with decreases of 0.43%, 0.42% and 0.31% respectively. Guangzhou, Shanghai and Beijing all experienced month-on-month declines of 0.1%-0.3%; Chongqing (the main city) has the smallest decline of 0.07%. In terms of year-on-year, Wuhan and Nanjing experienced large year-on-year declines, accounting for 10.82% and 10.24% respectively. Chongqing (the main city), Beijing, Hangzhou and Shanghai all experienced year-on-year declines of 7%-9%; The prices of second-hand houses in Tianjin, Guangzhou and Chengdu all fell by 5-7% year-on-year; Shenzhen fell by 4.42% year on year.Japanese and Korean stock markets opened slightly lower, with the Nikkei 225 index down 0.02% at 39,357.77. South Korea's KOSPI index opened down 0.2% to 2,412.15 points.Kathy Hochul, the governor of New York, said that a governor's arrest warrant would be issued to the suspect who murdered the CEO of United Health Insurance.
Lian Ping, president of the Chief Industry Research Institute of Guangkai, believes that it is expected to reduce the RRR by about 100 basis points in 2025, releasing more than 3 trillion yuan of liquidity. Among them, there is limited room for reducing the deposit reserve ratio of small and medium-sized financial institutions, and the expected RRR reduction is about 50 basis points.Institution: In November, the average price of second-hand residential buildings in Baicheng dropped by 0.57% month-on-month. According to the 100-city price index of China's real estate index system, in November 2024, the average price of second-hand residential buildings in Baicheng fell by 0.57% month-on-month, narrowing by 0.03 percentage points from last month. It fell by 7.29% year-on-year. In November, the average price of second-hand residential buildings in the top ten cities fell by 0.17% month-on-month, which was 0.16 percentage points lower than that of the previous month. It fell by 7.16% year-on-year, and the decline was narrowed by 0.36 percentage points from the previous month. In terms of cities, the prices of second-hand houses in Shenzhen and Chengdu rose by 0.21% and 0.12% respectively. Nanjing had the largest decline from the previous month, with 0.60%; Wuhan, Hangzhou and Tianjin followed closely, with decreases of 0.43%, 0.42% and 0.31% respectively. Guangzhou, Shanghai and Beijing all experienced month-on-month declines of 0.1%-0.3%; Chongqing (the main city) has the smallest decline of 0.07%. In terms of year-on-year, Wuhan and Nanjing experienced large year-on-year declines, accounting for 10.82% and 10.24% respectively. Chongqing (the main city), Beijing, Hangzhou and Shanghai all experienced year-on-year declines of 7%-9%; The prices of second-hand houses in Tianjin, Guangzhou and Chengdu all fell by 5-7% year-on-year; Shenzhen fell by 4.42% year on year.Huatai Securities: 600 million yuan of movie-watching consumption subsidies help the film to pick up. It is suggested to pay attention to the investment opportunities in the sector. Huatai Securities Research Report said that the National Film Bureau launched the "National Film Consumption Season for the benefit of the people" on December 9, and the "consumption season" will be from December 2024 to February 2025. A total of not less than 600 million yuan of movie-watching consumption subsidies will be invested; On the supply side, movies for the Spring Festival in 2025 are scheduled one after another, including Bears, Gods 2 and Legend of the Condor Heroes, etc., and the head players gather, so the box office for the Spring Festival in 2025 is expected to usher in a strong performance. Looking forward to 2025, both ends of supply and demand are expected to improve, and the fundamental inflection point of the cinema line plate will be pushed upward. It is suggested to pay attention to the investment opportunities in the plate.
Policy combination boosts confidence, and public offering: China's assets will usher in a further increase in valuation. On December 9, the Political Bureau of the Communist Party of China (CPC) Central Committee held a meeting to analyze and study the economic work in 2025. A number of public offerings said that the meeting sent a very positive signal. At present, the economy is resilient, the investor structure is constantly optimized, and the market activity continues to increase. China assets may have an opportunity to raise their valuations again. From the perspective of funds, Jing Shun Great Wall Fund analyzed that the current A-share market is in the most active stage since 2015, and there are many potential bulls in the market. Policy expectations are expected to drive incremental funds into the market, forming a resonance between emotions and funds. (SSE)13 shares registered today, Hengxuan Technology, Xiamen Bank and Deshi shares have the strongest dividends. According to the statistics of the equity distribution plan of listed companies, 13 A shares registered today. Among them, 13 shares intend to pay dividends. In terms of dividends, 13 stocks paid dividends in date of record on December 11th. Hengxuan Technology, Xiamen Bank and Deshi Co., Ltd. have the strongest dividends, with dividends of 7.60 yuan for every 10 shares, 1.5 yuan and 1.2 yuan respectively. In addition, there are 5 shares that have thrown out dividend payout plans, among which Contemporary Amperex Technology Co., Limited, Taotao Auto Industry and Hite Bio have the strongest dividend payout, with dividends of 12.3 yuan for every 10 shares, 5 yuan and 1.3 yuan respectively.In addition to the front page content, today's People's Daily's main financial contents include: 1. Steady development of new quality productive forces-China Economic Observation in 2024 ③; 2. About 100 flying rainbow bridges built and under construction in China cross the blue ocean (new economic orientation); 3. VAT invoice data shows that the retail sales of household appliances increased by 74.4% in November. 4. The General Administration of Market Supervision regulates the whole process of business marketing behavior to prevent the waste of take-away catering; 5. China-Europe trains reach 227 cities in 25 countries in Europe, connecting more than 100 cities in 11 Asian countries, sending goods over 11 million TEUs and goods worth over 420 billion US dollars-crossing mountains and seas, and the "steel camel team" adds momentum to the world economy (building the "Belt and Road" and the first site); 6. Continue to play the role of the biggest engine of world economic growth (harmony); 7. Accelerate the arrival of "Digital Wisdom Future" (vertical and horizontal); 8. Continue to expand new consumption scenarios and new formats (everyone talks); 9. What do you think of the "China scenery" in the world economy (current economic question and answer in China)? 10. The two departments will further improve the working mechanism of centralized drug collection and implementation, and encourage the priority use of selected drugs and consumables; 11. Give full play to the role of bidding competition to help the standardized and healthy development of the bidding market (the way of governance); 12. The national economy is progressing steadily (number 2024); 13. Improve the quality and efficiency of life insurance management and do a good job in pension finance; 14. The global robot industry accelerates innovation and development (international perspective). In 2023, the number of newly installed industrial robots in China exceeded half of the world; 15. The active format of the new service consumption market characterized by digital and green is released to "new" vitality (consumption window, promoting the expansion and upgrading of service consumption); 16. Create more abundant new products for the integration of literature and tourism (market stroll); 17. CNCA issued an action plan to improve the quality management system certification of small and micro enterprises, improve product quality and increase quality supply (consumption kaleidoscope).