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2024-12-14 10:42:08

Chen Guo, China Securities: The 2025 policy will focus on expanding domestic demand and AI+ in all directions, and the Central Economic Work Conference will be held in Beijing from December 11th to 12th. Chen Guo, chief strategy officer of China Securities, said that the meeting had seven highlights, including clarifying the growth target and fiscal and monetary policy measures, expanding domestic demand in all directions as the top priority of the policy, focusing on "AI+" in science and technology, focusing on implementation of reform measures, paying attention to coping with external shocks in opening up, strengthening the expression of real estate policies, and increasing efforts to improve people's livelihood. Chen Guo said that further RRR cuts and interest rate cuts from the end of 2024 to 2025 are worth looking forward to, and the easing of the liquidity environment has become a market consensus. However, this does not mean that liquidity is rampant, because the growth of money supply in the scale of social financing still continues the requirement of matching the expected target of the overall price level of economic growth. Chen Guo believes that the 2025 policy will focus on expanding domestic demand and AI+ in an all-round way, and the strength and direction of the policy are in line with expectations. With the support of policy expectations and liquidity, it is expected that the market will continue to show the characteristics of volatility. From the perspective of investment strategy, Chen Guo suggested focusing on non-bank finance, real estate chain, consumer electronics, machinery, construction, building materials, steel, social services, catering chain and other sectors. In terms of theme, it is suggested to pay attention to investment opportunities such as "duality" and "two innovations", supply-side optimization, new quality productivity, market value management of state-owned enterprises and CSI A500 index.Pan Xuan, Beijing Local Financial Administration: The total investable assets of households in Beijing's wealth management market are about 16 trillion yuan. Pan Xuan, deputy director of Beijing Local Financial Administration, pointed out in the global wealth management forum today that Beijing's wealth management industry has good basic conditions, huge market potential and strong demand, and has unique advantages in developing wealth management industry. Among them, on the supply side, the asset management scale of institutions such as bank wealth management, insurance asset management, Public Offering of Fund, private equity funds, trusts and brokerage asset management in Beijing exceeds 30 trillion yuan, accounting for nearly 30% of the country; At the same time, the scale of private equity and venture capital management is also the first in the country. On the demand side, the total investable assets of households in Beijing are about 16 trillion yuan, and the number of high-net-worth families, ultra-high-net-worth families and international ultra-high-net-worth families ranks first in the country.Meijin Energy has set up a new coal washing company with 100 million yuan. According to the enterprise investigation APP, Shanxi Meijin Taiyue Coal Washing Co., Ltd. was recently established, with Wu Yong as the legal representative and a registered capital of 100 million yuan. Its business scope includes: coal washing; Sales of coal and products; Coal-based activated carbon and other coal processing. Enterprise investigation shows that the company is wholly owned by Meijin Energy.

Guangxi Energy established a new energy company, and the enterprise search APP showed that Fengyuan (Pinggui District, Hezhou City) New Energy Co., Ltd. was established recently, with Xie Jianheng as the legal representative and a registered capital of 400 million yuan. Its business scope includes: energy storage technical services; Contract energy management; Big data service; Electric vehicle charging infrastructure operation, etc. Enterprise survey shows that the company is wholly owned by Guangxi Energy.-40.8℃！ Bayinbuluke, Xinjiang refreshed the lowest temperature in the country in winter. With the strong invasion of cold air, the temperature in many places in Xinjiang hit a new low. On December 12th, according to the live ranking of the lowest temperature by the Central Meteorological Observatory, the lowest temperature in Bayinbuluke reached -40.8℃ from 15: 00 on December 11th to 14: 00 on December 12th, making it the top of the national lowest temperature list in this period, 5.4℃ lower than the Tuli River in Inner Mongolia, which ranked second, and becoming the first national weather station in China to fall below -40℃ after winter. (Xinjiang Daily)Li Yujia, Guangdong Urban Planning Institute: The real estate will stabilize and the policy will be strengthened. Li Yujia, chief researcher of the Housing Policy Research Center of Guangdong Urban and Rural Planning Institute, said that risk prevention is the primary task at present. As two typical representatives of China's assets, the property market and the stock market are expressed together to stabilize the price and quantity. Li Yujia believes that the expression of "continuous push" put forward at this meeting is novel and meaningful. This means that the next step will continue to implement the logic of "launching incremental policies and implementing stock policies" to form a policy superposition and release effect. At the same time, the word "hard" also indicates that not only will new policies be introduced in the future, but the policy intensity will be further increased. Judging from the contents of the meeting, whether it is to stabilize the real estate market or expand domestic demand, it is no longer simply dependent on the investment of financial or monetary funds, but emphasizes the need to lay a good policy "combination boxing". (China Real Estate News)