Guojin Securities: In 2025, we are optimistic about Apple's industrial chain and can independently control and benefit from the industrial chain. Guojin Securities Research Report pointed out that the AI big model has brought new development opportunities to consumer electronics and IOT hardware, and it is expected to continue to drive hardware innovation, improve the value of the industrial chain and accelerate the replacement cycle. The trend of Apple's hardware innovation and growth is gradually clear. In 2025, IPhone17 is expected to usher in great innovation in hardware and end-side AI. In 2026, Apple is expected to launch folding mobile phones/iPads and smart glasses. AI smart glasses are in full bloom and are expected to usher in explosive growth. Self-control of semiconductors is the general trend, and we are optimistic about semiconductor equipment parts, materials and domestic computing power industry chain. In 2025, we are optimistic about Apple's industrial chain, AI glasses, AI-driven and self-controllable benefit industrial chain.The PEEK material index has been active repeatedly, with China Research Institute, Xinhan New Materials and Fuheng New Materials rising by more than 10%, and Zhongxin Fluorine Materials trading daily.The dollar just fell below the 7.2500 yuan mark against the offshore RMB, and the latest price was 7.2486 yuan, down 0.24% in the day; The US dollar against the onshore RMB was recently reported at 7.2489 yuan, down 0.10% in the day.
FTSE China A50 index futures fell 2%.American enterprises filed a 337 investigation application for specific urine splash-proof devices and their components. According to the Ministry of Commerce, on December 5, For Kids By Parents,Inc of the United States filed an application with the United States International Trade Commission in accordance with Section 337 of the United States Tariff Act of 1930. Accused that certain urine splash guards and components there exported to, imported from or sold in the United States infringed its patent right, requested to initiate 337 investigation, and issued general exclusion order, limited exclusion order and prohibition order. Ten enterprises in China were involved in the case.Official website, Beijing Medical Insurance Bureau, reported that recently, Beijing Medical Insurance Bureau issued the Notice on Expanding the Mutual Aid Scope of Employees' Medical Insurance Personal Accounts, which stipulated that the family mutual aid scope of employees' medical insurance personal accounts in this city should be expanded from immediate relatives (spouse, parents, children) to close relatives (spouse, parents, siblings, grandparents, grandchildren, grandchildren). There are two conditions for close relatives to use the personal account of the employees' medical insurance insured in this city: first, the close relatives of the insured should be the basic medical insurance insured in this city; Second, eligible close relatives must file a record. When using the personal account funds of the insured in the designated medical institutions, you should use your personal account first, and then use other people's personal accounts in the order of filing.
Treasury futures opened up sharply, with 30-year main contracts up 0.93%, 10-year main contracts up 0.47%, 5-year main contracts up 0.21% and 2-year main contracts up 0.07%.Ukrainian President: At present, the focus is not on lowering the age of conscription in Ukraine. In the early morning of December 10th, local time, Ukrainian President Zelensky said on social media that the current priority should be to provide missiles and weaken Russian military potential, rather than lowering the age of conscription in Ukraine. Zelensky said that we should focus on equipping the existing troops and training personnel to use these equipment, and we should not make up for the lack of equipment and training by lowering the age of conscription. Earlier, a number of western media reported on November 27th that the Biden administration of the United States was urging the Ukrainian government to lower the minimum age of conscription from 25 to 18, in order to cope with the shortage of Ukrainian troops in the current situation of the Russian-Ukrainian conflict. (CCTV News)Yao Zhenhua and Baoneng have resumed execution of 530 million yuan. According to the information of legal proceedings, recently, Shenzhen Baoneng Investment Group Co., Ltd., Baoneng Automobile Group Co., Ltd., Baoneng Real Estate Co., Ltd., Yao Zhenhua and others have added a piece of resumption information, with an execution target of more than 532 million yuan, involving financial loan contract disputes, and the enforcement court is Shanghai Financial Court. According to the risk information of Tianyan, Shenzhen Baoneng Investment Group Co., Ltd. has more than 140 pieces of information of executed persons, and the total amount of execution exceeds 46 billion yuan. In addition, the company also has a number of consumption restriction orders, untrustworthy executors (Lao Lai) and final case information.
Strategy guide
12-13
Strategy guide 12-13
Strategy guide
Strategy guide 12-13