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2024-12-13 11:55:34

Huaxi Securities: Maintain the "Buy" rating of Hagrid Communication, and be optimistic about the forward-looking layout of satellite Internet and low-altitude economy. Huaxi Securities Research Report pointed out that Hagrid Communication (002465.SZ) selected China Mobile's "R&D service procurement project for integrated terminal chips in 2024-2025", with an estimated contract amount of 31.06 million yuan. The selection in the development and procurement of Beidou Tongdao Fusion Chip once again proves that the company and China Mobile have carried out business cooperation and strategic coordination in many fields, including Beidou+industry application development, coordinated development of air and space integration, low-altitude infrastructure construction, integrated construction of vehicles and Lu Yun, and comprehensive operation and maintenance business development. It is believed that the strategic cooperation of operators will continue to deepen, which is expected to help Beidou and satellite Internet business upgrade and enhance the company's related resource endowment. As one of the leading Beidou manufacturers, the company is optimistic about the forward-looking layout of satellite Internet and low-altitude economy, and maintains a "buy" rating.Villagers: I am very assured that the income is also very good. The reporter learned from China Grain Storage Group that this year, China Grain Storage and its related enterprises increased the scale of domestic corn storage and storage in 2024 in major corn producing areas such as Northeast China. Up to now, China Grain Storage has set up more than 340 purchasing warehouses in major corn producing areas, which has actively played a role in stabilizing the market and stabilizing expectations. Guo Shiliang, a villager from Liufenzi Village, Ming 'an Town, Urad Qianqi, Bayannur City: I am very relieved, and my income is also very good. It provides us with a lot of convenience services. It is very convenient to unload grain on the same day and settle accounts on the same day without queuing. (CCTV News)Morgan Asset Management: Trump's economic policy is generally beneficial to the US economy to maintain the "overweight" rating on US stocks and credit. Sheng Nan, global multi-asset strategist of Morgan Asset Management, said that it is expected that the economic policy of US President-elect Trump will be generally beneficial to the local economy, but the implementation order of specific policies will also determine the growth trajectory in the next two years. Sheng Nan mentioned that Trump pays more attention to deregulation and measures to boost finance by extending tax cuts, which will improve business confidence, open capital markets and accelerate growth and return on assets. However, if the focus is on immigration and tariff policies, the interruption of labor supply or trade may have negative consequences, inhibit economic growth and lead to asset market fluctuations. Sheng Nan believes that despite the above uncertainties, the US economy is expected to grow strongly next year, and the local GDP will not slow down to 2% until the fourth quarter of next year, so he maintains the "overweight" rating on US stocks and credit.


Minister of Energy of Azerbaijan: From January to November, Azerbaijan produced 26.5 million tons of oil and exported 22.2 million tons of oil.Luckin Coffee will open seven stores in Hong Kong, and Luckin Coffee will further implement its plan to enter Hong Kong and open seven branches. Among them, Shop A16C-A, underground of New City, Sai Yeung Choi South Street, Mong Kok, covers an area of about 398 square feet. At present, the shop has been boarded up and is under renovation. An agent estimates that the monthly lease is HK$ 120,000. The other six branches are located in Miramar Plaza in Tsim Sha Tsui, MCP New Capital Center in Tseung Kwan O, Shatin Center, Festival Walk in Kowloon Tong, Des Voeux Road Central in Sheung Wan and Ho Man Tin.Hang Seng Index fell 0.2%, led by Meituan. The Hang Seng Index fell 0.2% to 20,278.66 in Hong Kong for two consecutive days. Meituan dragged down the index the most, falling by 1.7%. Chuangke Industrial Co., Ltd. suffered the biggest decline, falling by 4.1%. In midday trading, 33 of the 83 stocks fell and 46 rose; Three of the four stocks fell, led by industrial and commercial stocks.


ST Huatong's newly established technology company includes Internet information service business. The enterprise search APP shows that recently, Shanghai Lingwu Technology Co., Ltd. was established, with the legal representative of Chen Qi and the registered capital of 1 million yuan. Its business scope includes: Internet information service; The second kind of value-added telecommunications services, etc. Enterprise equity penetration shows that the company is indirectly wholly-owned by ST Huatong.CICC: Xiamen Tungsten Industry will be successfully issued, and resource development and high-end production capacity construction are expected to accelerate. According to the research report of CICC, Xiamen Tungsten Industry (600549.SH) will be successfully issued, and resource development and high-end production capacity construction are expected to accelerate. It is worth noting that the final issue price of this fundraising is 20.80 yuan/share, which is 28.87% higher than the reserve price, and 3.35% lower than the closing price of 21.52 yuan/share on November 6, the first day of the issuance period. After the completion of the issuance, the company is expected to accelerate the development of tungsten resources and the construction of downstream high-end production capacity, and strengthen profit growth. Considering the impact of stock issuance, the net profit of returning to the mother in 2024 will remain unchanged at 1.92 billion yuan, and the net profit of returning to the mother in 2025 will be raised by 1.7% to 2.25 billion yuan, and CAGR+18.6% from 2023 to 2025. Raise the target price by 17% to 24.1 yuan.Chen Honghui, director of the Health and Health Commission of Hubei Province, is the new deputy secretary of Yichang Municipal Committee. According to the Three Gorges Daily in Yichang, Hubei Province, on December 10th, Yichang held a meeting of leading cadres in the whole city, and the organization department of Hubei Provincial Committee announced that Chen Honghui was appointed as a member, standing committee member and deputy secretary of CPC Yichang Municipal Committee. Previously, Chen Honghui served as Party Secretary and Director of Hubei Provincial Health and Wellness Committee.

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