The 10-year active bonds of China inter-bank bond market expanded strongly in the afternoon, and the yield fell below 1.85% and continued to set a new record low.Donghai securities: The refrigerant industry is expected to maintain a high degree of prosperity. According to the donghai securities Research Report, in 2025, the second-generation refrigerant quota will be reduced, and the total production quota of the third-generation refrigerant will remain at the baseline value. With the increase in demand for new household air conditioners and maintenance and replacement, the supply and demand relationship of the third-generation refrigerants will tighten, and the downstream air conditioners will be rapidly upgraded in December. The refrigerant industry is expected to maintain a high degree of prosperity, and the profitability of related refrigerant manufacturers is expected to be greatly improved. It is suggested to pay attention to the leading refrigerant industry and fluorine chemical production enterprises with relatively perfect industrial chain, such as Juhua, Sanmei and stone resources related to fluorine chemical raw materials.Turkey initiated the sunset review investigation of safeguard measures for Iranian float glass. According to China Trade Relief Information Network, on December 7, the Turkish Ministry of Trade issued Announcement No.2024/10, saying that the third sunset review investigation of safeguard measures was initiated for float glass originating in Iran at the request of domestic Turkish manufacturers; At the same time, it is suggested to levy a temporary safeguard measure tax of USD 36/ton on the products involved for 200 days from December 12, 2024, and the implementation of the measures shall be subject to the relevant tax collection order of the President of Turkey. The Turkish tax codes of the products involved are 70.04, 70.05 and 70.06. The final ruling will be made within nine months, except for another extension (up to six months). The announcement shall take effect as of the date of promulgation.
Commercial aerospace concept stocks continued to rise, with Xinyan shares and Shanghai Hanxun rising by nearly 9%, and China Satellite, Gaohua Technology and Narui Radar rising by more than 6%.GF Securities and others invested in the establishment of venture capital fund partnership. According to the enterprise search APP, Zhuhai Guangfa Xinde Dongying Venture Capital Fund Partnership (Limited Partnership) was recently established with a capital contribution of 100 million yuan. Its business scope includes: engaging in equity investment, investment management, asset management and other activities with private equity funds. Enterprise equity penetration shows that the enterprise is jointly held by Guangfa Xinde Investment Management Co., Ltd. and Foshan Dongying Investment Management Co., Ltd. under GF Securities.Personal pension products are about to expand greatly, and the debt base, index and active equity funds that meet the standards can all issue Y shares. It is learned from a number of public offerings that the Y shares of personal pension funds are about to expand greatly. The types of funds that can set up Y shares will be expanded from pension FOF to bond funds, index funds, active equity funds and other types. Some insiders said that fund companies do not need to report specific products that want to issue Y shares, and the Ministry of Human Resources and Social Security will uniformly announce the standards (scale, rate, performance, etc.) that can be included in the expansion, and products that meet the standards will naturally be included in the alternative pool. "The first step is to open bond funds, the second step is index funds, and the third step is active equity funds." Many insiders confirmed, but the specific expansion rules will be announced by the CSRC and the Ministry of Human Resources and Social Security. "It is expected this week." (Interface News)
Malaysia's palm oil exports from December 1 to 10 were 423,567 metric tons, while those from November 1 to 10 were 419,094 metric tons.Commercial aerospace concept stocks continued to rise, with Xinyan shares and Shanghai Hanxun rising by nearly 9%, and China Satellite, Gaohua Technology and Narui Radar rising by more than 6%.The concept of commercial aerospace fluctuated and strengthened. China satellite hit the daily limit, and China satellite hit the daily limit in the afternoon. Cisco Rui and Shanghai Hanxun rose more than 10%, while Zhenradium Technology, Sichuang Electronics, Zhimingda, Shanghai Hugong and China Weitong rose more than 5%.
Strategy guide
Strategy guide