The strength of the policy is in line with expectations. The New Year's market may have started, and the Shanghai and Shenzhen 300ETF South (159925) can be used as a key layout. On December 13th, as of midday, the Shanghai and Shenzhen 300ETF South (159925) fell by 2%, with a turnover of 115 million yuan. The constituent stocks are mixed, and in terms of rising, Yangtze Power leads the rise; In terms of decline, Zijin Mining led the decline. In the news, from December 11th to 12th, the Central Economic Work Conference was held in Beijing, which made a systematic plan for next year's economic work. Regarding the highlights of the meeting, CITIC Jiantou said that the meeting of the Central Economic Work Conference continued the main tone of the Politburo meeting on Monday, and made systematic arrangements for economic work next year. Next year's policy will focus on expanding domestic demand and AI+ in an all-round way, and the policy strength and direction are in line with our expectations. With the support of policy expectation and liquidity, the current new year's market has been launched, and it is expected that the market will continue to show the characteristics of shock upward. Focus on industries: non-bank finance, real estate chain, consumer electronics, machinery, construction, building materials, steel, social services, catering chain, etc. Topics of concern: duality and innovation, supply-side optimization, new quality productivity, market value management of state-owned enterprises. You can use the Shanghai and Shenzhen 300ETF South (159925) to lay out the core assets with one click.Canadian officials: Considering limiting electricity to the United States to deal with the threat of US tariffs, Governor Doug Ford of Ontario, Canada, said on the 12 th that Ontario is considering limiting the supply of electricity to the United States as the ultimate means to deal with the threat of US President-elect Trump to impose tariffs on Canada. Canadian Prime Minister Trudeau held a meeting with provincial and regional officials on the 11th to discuss how to deal with the Trump tariff threat. According to local media reports, Ford said after the meeting that Ontario is preparing a list of retaliatory measures, including restricting the export of electricity to the United States. (Xinhua News Agency)Wofei Sky Global Headquarters Base started in Chengdu. On December 12th, Wofei Sky Global Headquarters Base officially started in Chengdu High-tech Zone Future Science and Technology City. The first phase of the project started this time covers an area of about 30 mu, with a planned construction area of 26,700 square meters. It will build a production chain including composite material production, component assembly, painting, machine assembly, flight test, etc., which is mainly used for mass production of Wofei Changkong self-developed AE200 products.
The United States International Trade Commission made the final ruling on the third double-reverse sunset review of raw rubber magnetism, China Trade Relief Information Network, December 12, The United States International Trade Commission (ITC) voted to make the affirmative final ruling on the third anti-dumping sunset review of Raw Flexible Magnets imported from Chinese mainland and Taiwan Province, and the affirmative final ruling on the third countervailing sunset review of raw rubber magnets imported from Chinese mainland: it ruled that if the current anti-dumping and countervailing measures are abolished, the substantial damage caused by the import of the products involved may continue or recur in the reasonably foreseeable period. According to the final ruling, the current anti-dumping and countervailing measures in this case continue to be effective.Medvedev: Trump is very talented, but ending the conflict between Russia and Ukraine in one day is a campaign slogan. According to the Tass news agency, on December 12, Medvedev, vice chairman of the Russian Security Council, said that US President-elect Trump's statement that he could end the conflict in Ukraine "within 24 hours" was his slogan to win the presidential election. Medvedev said, "Trump is a talented person. I think this is still the slogan of (Trump) to win the election. " (Reference message)Sumeida: Its mechanical and electrical company won two standby power supply projects in succession. According to Sumeida, in the fourth quarter of 2024, Sumeida went all out to sprint the annual target task. Its mechanical and electrical company continued to deepen the domestic and international markets and won two standby power supply projects in succession, namely, the first-phase mechanical and electrical equipment room supporting project of China Mobile Guangdong, Hong Kong and Macao (Shaoguan) data center and the standby power supply project with an annual output of 100,000 tons of high-purity silicon-based materials in the Middle East.
The Indonesian rupee fell to its lowest level against the US dollar since early August, falling by 0.4% in the day.The list of members of the Sixth Executive Council of the Macao Special Administrative Region was announced. According to the relevant provisions of the Basic Law of the Macao Special Administrative Region, the sixth Chief Executive of the Macao Special Administrative Region has completed the preparatory work for the members of the Sixth Executive Council of the Macao Special Administrative Region. Eleven people have accepted the invitation to serve as members of the Executive Council: Zhang Yongchun, Ou Anli, Chen Zewu, Ma Zhiyi, Chen Jialiang, Ye Zhaojia, Liu Yiliang, Liang Weifeng, Song Biqi, Tang Jizong and Yu Chengbin. The relevant executive order will be announced on December 20, and 11 members of the Executive Council will be sworn in on the same day. The Executive Council is an organization that assists the Chief Executive in making decisions. The sixth Chief Executive, Cen Haohui, is convinced that all the appointed members can support and implement the Basic Law of the Macao Special Administrative Region of the People's Republic of China, be loyal to the People's Republic of China (PRC) Special Administrative Region, be devoted to their duties, be honest and perform their duties, safeguard national sovereignty, security and development interests, accurately implement the principle of "one country, two systems" and ensure the stability and far-reaching implementation of "one country, two systems" in Macao.Ministry of National Defense: The PLA Military Orchestra will perform in Vietnam. Wu Qian, spokesman of the Ministry of National Defense: At the invitation of the Vietnamese Ministry of National Defense, the China People's Liberation Army Military Orchestra will send a team to perform in Vietnam from December 14 to 23 to participate in the celebration of the 80th anniversary of the founding of the Vietnamese People's Army. This move will help deepen the traditional friendship between the Chinese and Vietnamese armed forces and expand the cultural exchanges between the two armed forces.