CITIC Securities: There is no need to be overly pessimistic about the export of home appliances catalyzed by state subsidies. CITIC Securities Research Report said that domestically, the sales data of white electricity and black electricity continued to improve under the support of state subsidies. Externally, the overall export exposure of home appliance enterprises to the United States is relatively limited, so there is no need to be overly pessimistic. Looking forward to the future, the domestic demand stimulus policy is expected to be further overweight, and it is suggested to focus on white power enterprises that benefit from state subsidies; Optional sectors where domestic demand is expected to reverse (small household appliances, projection).Market news: South Korean prosecutors summoned the Minister of Health to participate in the investigation.Syrian Human Rights Watch: Israel continues to air strike Syrian military facilities. On the 12th local time, Syrian Human Rights Watch said that Israeli warplanes continued to launch air strikes against military facilities in Syria, including military sites in Latakia port and arsenals in Tartus province. According to the organization, this is the fourth consecutive day that Israeli warplanes launched an air strike on the Syrian arsenal after the overthrow of Bashar al-Assad's government.
On the evening of December 10th, Sunac announced that two bonds, H6 Rongdi 01 and H0 Sunac 03, had taken the lead in voting on restructuring, and the other eight bonds still had two weeks to vote, and the voting results of the overall restructuring of 10 bonds would finally be ushered in on December 23rd. On November 27th, Sunac announced the second restructuring plan for domestic bonds, involving four restructuring options and a total of 10 bonds. Some analysts said that although the final result has not yet been settled, two bonds successfully passed the restructuring vote in a short period of time, indicating that some investors still have confidence in Sunac. Liu Shui, director of enterprise research at the China Central Finger Research Institute, told reporters that the recent stabilization of the real estate market and the improvement of creditors' confidence will be beneficial to the debt restructuring of real estate enterprises in danger. (21 Finance)OPENAI said that it is working hard to solve the current fault problem.South Korean President Yin Xiyue: The large opposition party has become a monster that undermines order; The opposition is threatening national security and social security.
Australia's ASX 200 index narrowed to 0.1%, and the Australian dollar increased. The just released Australian employment data was better than expected.In the UK, the RICS house price difference in November was positive 25, the highest since September 2022, and in October it was positive 16.Market News: South Korean President Yin Xiyue may release a recorded public speech.
Strategy guide
Strategy guide
12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide
12-13
Strategy guide 12-13