The loose monetary signal ignited the bond market. The yield of 10-year government bonds hit 1.83% and hit a new low. Affected by the loose monetary signal, the yield of 10-year government bonds once again hit a record low. During the session on December 10th, the yield of the 10-year active bond "24 Treasury Bond 11 with Interest" (240011) fell by 7.5BP (basis point) and hit 1.8300%, hitting a record low. The yield of 30-year active bond "24 Special Bond 06" (2400006) also went down all the way, falling to 2.0450%, down 4BP from the previous day. Treasury futures rose strongly all day, and the 30-year main contract closed up 1.37%, setting a record high. The ETF market of government bonds was all red, and the 30-year ETF rose by 1.87%. Politburo meeting of the Chinese Communist Party, held on the 9th, sent a signal of steady growth, which formed a favorable support for the bond market. For the economic work in 2025, the meeting first mentioned "extraordinary countercyclical adjustment", and the tone of monetary policy changed from "steady" that lasted for 14 years to "moderately loose". The loose monetary signal pushes the bond market to strengthen. According to industry analysts, the debt bull will continue in the future, and the yield of 10-year government bonds can be seen as low as 1.6%. However, there are also views that if the economic fundamentals continue to run in 2024 next year, the bond market yield will rebound in the future and need to be treated with caution. (CBN)Top fund managers say that Trump's tariff plan is influenced or less than expected by the negotiation strategy. Some of the most influential and powerful fund managers in the world believe that the potential extensive tariffs of US President-elect Donald Trump are only negotiation strategies. This was the key message delivered by Jenny Johnson, CEO of Franklin Templeton, and Anne Walsh, Chief Investment Officer of Guggenheim Partners Investment Management, when they spoke at the event "Women, Money and Power" held by Bloomberg in London on Tuesday. "I think tariffs are still more of a negotiation strategy than the inevitable situation we will see," Walsh said. "I think it will be more targeted." Johnson expressed a similar view, adding that such measures are often "inflationary".China Merchants Securities' salary adjustment: "The investment bank's salary is cut by half and the bonus is cancelled". It is reported that China Merchants Securities is taking more measures to reduce the salary. At present, the investment bank's salary is cut by half and the bonus is cancelled, so is the institutional department. A number of China Merchants Securities confirmed the authenticity of the above news to the trade wind, and also said that the "business entertainment expenses of the investment bank were basically cancelled". Affected by the slowdown of IPO rhythm, the equity business of China Merchants Securities Investment Bank has shrunk significantly. Wind data shows that since 2024, the amount of equity underwriting has been 8.181 billion yuan, down over 50% year-on-year.
Huang Runqiu, Minister of Ecology and Environment, met with Mariam, Chief Minister of Punjab, Pakistan. On December 10th, Huang Runqiu, Minister of Ecology and Environment, met with Mariam, Chief Minister of Punjab, Pakistan. The two sides conducted in-depth exchanges on issues such as environmental governance policies and measures and bilateral cooperation between environment and climate. Huang Runqiu introduced the measures and achievements of ecological environmental protection in China, and said that China is willing to continue to strengthen the sharing of environmental governance experience with Pakistan, such as air pollution prevention and control, and further promote exchanges and cooperation in environmental governance policies and technologies on the existing basis, so as to make positive contributions to the improvement of environmental quality in the two countries and global environmental governance.Kunlun Digital Intelligence and Hikvision reached a cooperation, and Kunlun Digital Intelligence Technology Co., Ltd. and Hangzhou Hikvision Digital Technology Co., Ltd. held a signing ceremony of cooperation framework agreement in Beijing. According to the cooperation agreement, the two sides will actively explore and promote the digital and intelligent application of intelligent IOT technology to improve production efficiency and reduce operating costs. At the same time, the two sides will also carry out in-depth cooperation in marketing and brand building.HSBC: optimistic about the EU power network and integrated utilities; It is considered that renewable energy has risks.
Qiangrui Technology: Smart car-related business is expected to become the main performance growth point in the future. Regarding the question of "whether the company's products cover autonomous driving", Qiangrui Technology (301128) said in an institutional survey on December 10 that the company is currently involved in related business. At present, the company is actively expanding the business related to smart car business. At present, there are performance testing, visual testing and audio-related testing technologies, and the company is constantly improving its research and development capabilities to cooperate with customers to produce products. The company has achieved great growth in the smart car business of H customers and B customers this year, mainly providing them with various types of equipment and lines. The updating iteration of customer products needs the synchronous replacement of the company's equipment and lines, which is expected to become the company's main performance growth point in the future.Consumer prices in Tanzania rose by 3% year-on-year in November.Taotao Auto Company's profit distribution plan for the first three quarters: It is planned to send 10 5 yuan. Taotao Auto Company (301345) disclosed the profit distribution plan for the first three quarters of 2024 on the evening of December 10, and distributed the cash dividend 5 yuan (including tax) to all shareholders for every 10 shares.
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide