In November, China's dollar-denominated exports increased by 6.7% year-on-year, while imports decreased by 3.9%. Morgan Stanley published a research report that China's monetary policy changed from "prudent" to "moderately loose" to support market sentiment in 2025, and the real policy may focus on interest rate reform in 2025. Morgan Stanley said that the increased attention to reactivating the capital market should also help support market sentiment and keep the trading volume high in the short term. The bank also suggested that optimizing existing loans, more rational bank loan growth and interest rate reform may be the real focus in 2025. The bank believes that risk-based loan pricing may continue to recover, which will help to buffer the bank's net interest margin, even if some additional loan market quotations are lowered.
Market News: South Korea's National Power Party discusses Yin Xiyue's stepping down in February or March.Lei Jun said that Xiaomi YU7 is currently undergoing a large-scale road test and is expected to be officially listed in June and July next year.Bond futures increased by 1.00% for the 30-year main contract, 1.00% for the 30-year main contract, 0.51% for the 10-year main contract, 0.32% for the 5-year main contract and 0.10% for the 2-year main contract.
Yijing Optoelectronics invested in the establishment of a new company in Ningxia, including battery manufacturing business. According to the enterprise survey APP, Ningxia Yijing Optoelectronics Technology Co., Ltd. was recently established, with the legal representative of Liu Qiang and the registered capital of 100 million yuan. Its business scope includes: solar power generation technical services; Sales of special equipment for semiconductor devices; Manufacture of special equipment for semiconductor devices; Battery manufacturing, etc. Enterprise investigation shows that the company is wholly owned by Changzhou Yijing Optoelectronics Technology Co., Ltd., a subsidiary of Yijing Optoelectronics.Insurance association of china released the Report on Human Resources of Insurance Industry in China in 2023. On December 10th, the reporter learned that the Report on Human Resources of Insurance Industry in China in 2023 (hereinafter referred to as the Report) compiled by insurance association of china was recently published by Economic Science Press. The Report analyzes the history, present situation and future development trend of the human resources data of the insurance industry around the situation of the personnel team in the insurance industry, and at the same time, constructs the human resources development coefficient of the insurance industry in China in combination with the development trend of the industry. It is understood that the Report collected data from 145 insurance institutions and local associations, and 82,564 insurance practitioners participated in the survey, covering practitioners from different types of companies, professional sequences, ages and academic qualifications, fully reflecting the current situation of human resources in the insurance industry. According to insiders, the Report not only shows the development trends of the insurance industry and the overall situation of human resources, but also reflects the hot topics and the general situation of core talents that the insurance industry is concerned about today, which can help practitioners understand the industry trends and talent needs, broaden their macro-horizons, actively plan their career development, and realize the improvement of their self-worth. For other groups who care about the insurance industry, the Report also provides an overview of the talent reserve and demand of the insurance industry. Those who want to enter the insurance industry can actively learn and accumulate skills, gain career advantages and make more reasonable choices. (shanghai securities news)South Korea's ruling party is talking about letting Yin Xiyue resign in February or March next year, or will soon disclose the road map. According to several media reports on December 10, the ruling National Power Party of South Korea will announce the road map of South Korea's President Yin Xiyue's "orderly withdrawal", which may announce the time and manner of Yin Xiyue's early resignation, including the different possibilities of "resignation in February and general election in April" or "resignation in March and general election in May". Lee Yang-soo, a member of the ruling party in charge of political stability, said that compared with impeachment, the timetables of the above two schemes have advanced faster, and Yin Xiyue's resignation and holding presidential elections will reduce uncertainty and minimize public opinion differences; "Yin Xiyue should step down in a safer and more dignified way than impeachment", and the party needs to make a decision on Yin Xiyue's "orderly withdrawal" this week. Earlier, Li Zaiming, leader of South Korea's largest opposition party, stressed that Yin Xiyue must be successfully impeached on December 14th. (Interface News)
Strategy guide 12-13
Strategy guide 12-13
Strategy guide
Strategy guide
12-13