The yen fell to a low point against the US dollar since November 29, which cooled down around the expectation of the Bank of Japan to raise interest rates this month. As the market expected the Bank of Japan to raise interest rates this month, the yen fell to its lowest level against the US dollar since the end of November. The yen once fell 0.2% against the US dollar to 151.55. Overnight index swap pricing shows that the probability of the Bank of Japan raising interest rates in December is 28%.Zhongyuan Trust Yunnan Green Food Co., Ltd. established the Plateau Modern Agriculture Investment Fund with a capital contribution of 500 million yuan. According to Tianyancha App, the Yunnan Plateau Modern Agriculture Investment Fund Partnership (Limited Partnership) was recently established, and the executive partner is Kunming Jingtou Equity Investment Fund Management Co., Ltd., with a capital contribution of about 500 million yuan. Its business scope is to engage in equity investment, investment management and asset management with private funds. According to the partner information, the fund is jointly funded by Zhongyuan Trust Co., Ltd., Yunnan Green Food Investment Group Co., Ltd. and Kunming Jingtou Equity Investment Fund Management Co., Ltd.Zhongyuan Trust Yunnan Green Food Co., Ltd. established the Plateau Modern Agriculture Investment Fund with a capital contribution of 500 million yuan. According to Tianyancha App, the Yunnan Plateau Modern Agriculture Investment Fund Partnership (Limited Partnership) was recently established, and the executive partner is Kunming Jingtou Equity Investment Fund Management Co., Ltd., with a capital contribution of about 500 million yuan. Its business scope is to engage in equity investment, investment management and asset management with private funds. According to the partner information, the fund is jointly funded by Zhongyuan Trust Co., Ltd., Yunnan Green Food Investment Group Co., Ltd. and Kunming Jingtou Equity Investment Fund Management Co., Ltd.
The number of mainland tourists visiting Hong Kong has increased by nearly 30%, and the effect of "one sign and many trips" is obvious. Last Saturday (December 7) was the first weekend after the implementation of the "one sign and many trips" policy for Shenzhen residents to Hong Kong. According to the statistics of the Hong Kong SAR government, there were about 145,000 mainland tourists visiting Hong Kong on the 7 th, which was 28.5% higher than the average daily number of tourists in November. From December 1st this year, Shenzhen registered residents and residence permit holders can apply for a "one-sign multi-trip" endorsement to travel to Hong Kong, that is, they can travel to and from Hong Kong for an unlimited number of times within one year and stay in Hong Kong for no more than 7 days at a time. December is the traditional tourist season in Hong Kong, and all major business districts and scenic spots will attract tourists through discount promotions and theme activities. With the implementation of the new policy of "one sign and many trips", many Shenzhen residents went shopping in Hong Kong last weekend. (CCTV News)China's key mineral control is "stricter than expected". Regarding China's announcement last week to strengthen export control to the United States, The New York Times commented in a report on December 9 that it is "stricter than expected". The report claims that the most worrying thing is the extensive ban on transshipment. This clause extends export control to companies inside and outside China, and prohibits these companies from buying minerals in China and reselling them to American companies. The Center for Strategic and International Studies (CSIS), an American think tank, points out that the new export control measures include several firsts-the first time that it explicitly targets the United States rather than other countries, and the first time that it directly responds to the restrictions imposed by the United States on its access to advanced technology. (Observer Network)Pacific Securities: The historical low of the valuation office of liquor industry is about to be repaired. The Pacific Securities Research Report pointed out that the liquor industry is rationally slowing down, and the valuation office is at a historical low, and it is about to be repaired. Next year, the leading growth target will generally drop to single digits. However, the accumulated inventory risk and pricing pressure still need time to gradually ease after the imbalance between supply and demand has intensified in the past two years and the previous industry bubble has receded. With the economic recovery stimulated by this round of policies and the stabilization of the bottom of the real estate industry, the liquor industry is expected to usher in a wave of recovery. Since 2023, industry differentiation has intensified, but with the improvement of management level and refined channel operation in recent years, excellent wine enterprises have stronger marketing foundation and anti-risk ability compared with previous downward cycles. The price of high-end wine determines the brand position, so the approval price is more important, which depends on the choice of quantity and price and the control of approval price by wine enterprises. Sub-high-end needs to pay more attention to channel risks. The high growth brought by pre-distribution investment needs to be tested in the downward period, and once the channel collapses and stalls, it is difficult to reverse it. Real estate wine pays attention to the growth momentum of internal product structure and the market potential in and around the province. The upgrading speed determines the slope and the ceiling determines the space. Suggested attention: Wuliangye, LU ZHOU LAO JIAO CO.,LTD, Shuijingfang, etc.
Ruiang Gene: The actual controllers Xiong Hui and Xiong Jun were arrested. Ruiang Gene announced that the actual controller, chairman and general manager Xiong Hui and actual controller, director and deputy general manager Xiong Jun of the company have been arrested for alleged fraud, and related matters need further investigation. Mr. Xiong Jun, Mr. He Junyan and Mr. Xue Yuwei submitted written resignation reports for personal reasons, and will take other positions in the company after resigning. At present, the company has targeted related matters.The General Department of National Medical Products Administration publicly solicited opinions on the Guiding Principles for the Classification and Definition of Medical Device Products Using Nanomaterials (Draft for Comment). In order to guide the determination of management attributes and management categories of medical device products using nanomaterials, National Medical Products Administration organized and drafted the Guiding Principles for the Classification and Definition of Medical Device Products Using Nanomaterials (Draft for Comment), which is now open to the public for comments.Seven departments issued a document to strengthen the protection of teachers' treatment, and qualified teachers were included in the scope of urban housing security. The Ministry of Education and other seven departments jointly issued "Several Measures to Further Strengthen the Work of Respecting and Benefiting Teachers" to further strengthen the protection of teachers' treatment and improve teachers' political, social and professional status. In terms of medical and health care, local education departments should organize teachers to have a free physical examination every year, regularly carry out mental health lectures, psychological counseling and other services, and establish teachers' health files. Encourage all localities to provide convenience for local teachers' medical treatment and carry out health education and other services for teachers. In terms of cultural upgrading, we will encourage and support public cultural facilities and tourist spots such as museums, memorial halls, art galleries, science and technology museums and children's palaces around the country to provide quality services to teachers. Vigorously carry out teachers' cultural and sports activities to enrich teachers' spiritual and cultural life. In terms of housing security, qualified teachers will be included in the scope of urban housing security to promote the solution of teachers' housing difficulties. (CCTV News)
Strategy guide
Strategy guide 12-13