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2024-12-13 04:38:54

Official website, Beijing Medical Insurance Bureau, reported that recently, Beijing Medical Insurance Bureau issued the Notice on Expanding the Mutual Aid Scope of Employees' Medical Insurance Personal Accounts, which stipulated that the family mutual aid scope of employees' medical insurance personal accounts in this city should be expanded from immediate relatives (spouse, parents, children) to close relatives (spouse, parents, siblings, grandparents, grandchildren, grandchildren). There are two conditions for close relatives to use the personal account of the employees' medical insurance insured in this city: first, the close relatives of the insured should be the basic medical insurance insured in this city; Second, eligible close relatives must file a record. When using the personal account funds of the insured in the designated medical institutions, you should use your personal account first, and then use other people's personal accounts in the order of filing.A shares are slow! A50ETF Huabao (159596) closed up by 0.9%, and eight of the top ten stocks rose. On December 10, the market opened sharply higher and then continued to fall. A50ETF Huabao (159596) closed up by 0.9%, with a turnover of 158 million yuan. In terms of constituent stocks, eight of the top ten awkward stocks rose. China Merchants Bank led the gains, while Kweichow Moutai, China Ping An and other stocks followed suit. Datong Securities pointed out that Politburo meeting of the Chinese Communist Party's policy of steady growth next year exceeded expectations, and A-shares are expected to usher in a cross-grade market. Under the guidance of the two monetary policy tools of the central bank and a series of policies such as mergers and acquisitions and market value management of the CSRC, the stock market ushered in a reversal at the end of September. Driven by loose monetary policy and more active fiscal policy, the economic fundamentals will stabilize and rebound with high probability next year; In terms of funds, the entry of stabilization funds and more long-term patient capital into the market is also predictable, and the risk appetite and valuation of A shares will also be supported. Therefore, in 2025, A-share slow cattle can be expected.Guojin Securities: In 2025, we are optimistic about Apple's industrial chain and can independently control and benefit from the industrial chain. Guojin Securities Research Report pointed out that the AI big model has brought new development opportunities to consumer electronics and IOT hardware, and it is expected to continue to drive hardware innovation, improve the value of the industrial chain and accelerate the replacement cycle. The trend of Apple's hardware innovation and growth is gradually clear. In 2025, IPhone17 is expected to usher in great innovation in hardware and end-side AI. In 2026, Apple is expected to launch folding mobile phones/iPads and smart glasses. AI smart glasses are in full bloom and are expected to usher in explosive growth. Self-control of semiconductors is the general trend, and we are optimistic about semiconductor equipment parts, materials and domestic computing power industry chain. In 2025, we are optimistic about Apple's industrial chain, AI glasses, AI-driven and self-controllable benefit industrial chain.


A shares may have more upside! Core assets can be laid out with one click through the Shanghai and Shenzhen 300ETF South (159925). On December 10th, the Shanghai and Shenzhen 300ETF South (159925) closed up 0.83%, with a turnover of 115 million yuan. Component stocks rose strongly, with China Merchants Bank and Wuliangye rising by over 2%, and Kweichow Moutai, China Ping 'an and Zijin Mining rising by over 1%. China Merchants Securities said that at present, the expected returns of wealth management products and deposit interest rates are declining, the expected returns of various types of assets are declining, residents' deposits and net deposits are soaring, and residents' investment funds are greatly increased. In this state of asset shortage, if the profit-making effect of the follow-up equity market continues to improve and residents' deposits move to the equity market, theoretically, A shares will have greater upside. In terms of configuration, among the industries before and after the two important meetings in December, petroleum and petrochemical, food and beverage, household appliances, social services, medicine and biology, agriculture, forestry, animal husbandry and fishery are more likely to rise. You can use the Shanghai and Shenzhen 300ETF South (159925) to lay out the core assets with one click.A shares are slow! A50ETF Huabao (159596) closed up by 0.9%, and eight of the top ten stocks rose. On December 10, the market opened sharply higher and then continued to fall. A50ETF Huabao (159596) closed up by 0.9%, with a turnover of 158 million yuan. In terms of constituent stocks, eight of the top ten awkward stocks rose. China Merchants Bank led the gains, while Kweichow Moutai, China Ping An and other stocks followed suit. Datong Securities pointed out that Politburo meeting of the Chinese Communist Party's policy of steady growth next year exceeded expectations, and A-shares are expected to usher in a cross-grade market. Under the guidance of the two monetary policy tools of the central bank and a series of policies such as mergers and acquisitions and market value management of the CSRC, the stock market ushered in a reversal at the end of September. Driven by loose monetary policy and more active fiscal policy, the economic fundamentals will stabilize and rebound with high probability next year; In terms of funds, the entry of stabilization funds and more long-term patient capital into the market is also predictable, and the risk appetite and valuation of A shares will also be supported. Therefore, in 2025, A-share slow cattle can be expected.KBW: Raise the target price of MasterCard from $580 to $618, and maintain the rating of "outperforming the market".


Electric connection technology: Shanghai Hesai Technology is a customer of the company. Electric connection technology said on the interactive platform on December 10 that Shanghai Hesai Technology is a customer of the company.Official website, Beijing Medical Insurance Bureau, reported that recently, Beijing Medical Insurance Bureau issued the Notice on Expanding the Mutual Aid Scope of Employees' Medical Insurance Personal Accounts, which stipulated that the family mutual aid scope of employees' medical insurance personal accounts in this city should be expanded from immediate relatives (spouse, parents, children) to close relatives (spouse, parents, siblings, grandparents, grandchildren, grandchildren). There are two conditions for close relatives to use the personal account of the employees' medical insurance insured in this city: first, the close relatives of the insured should be the basic medical insurance insured in this city; Second, eligible close relatives must file a record. When using the personal account funds of the insured in the designated medical institutions, you should use your personal account first, and then use other people's personal accounts in the order of filing.Guangdong: fully implement the source substitution of raw and auxiliary materials with low (no) VOCs content. The Guangdong Provincial People's Government issued an action plan for continuous improvement of air quality in Guangdong Province, and fully implement the source substitution of raw and auxiliary materials with low (no) VOCs content. Fully promote the use of raw and auxiliary materials with low (no) VOCs content, implement source substitution projects, increase the substitution of raw and auxiliary materials with low (no) VOCs content in industrial painting, packaging and printing and electronics industries, and increase the protection of outdoor structures and the promotion and use of low (no) VOCs content coatings for urban road traffic signs.

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