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2024-12-14 00:13:12

Look at the picture: The increased confidence of Japan's large-scale manufacturing industry indicates that the economic development is in line with the Bank of Japan's forecast. Before the Bank of Japan's policy meeting next week, the confidence of Japan's large-scale manufacturing industry has increased. According to the quarterly short-term report released by the Bank of Japan on Friday, the short-term survey index of Japan's large manufacturing industry rose slightly to 14 in December, with an estimated 13. The short-term survey index of large non-manufacturing industry decreased slightly from 34 to 33. Small businesses' confidence in manufacturing and service industries has also improved, although the outlook has slightly weakened or remained unchanged. The short-term report has attracted the attention of the Bank of Japan and is the last batch of major domestic data that will be carefully studied before the interest rate decision on December 19. This result shows that Japan's economic development is in line with the forecast of the Bank of Japan and is a condition for further interest rate hike. Compared with December, economists are more inclined to expect the Bank of Japan to take action in January next year, but still believe that the risk of raising interest rates next week is high.HKEx: The database of integrated fund platform funds was launched, and the database of integrated fund platform funds was announced by HKEx, covering more than 2,000 funds approved by the Hong Kong Securities Regulatory Commission, aiming at improving the information transparency of Hong Kong fund investment products.The Philippine side's provocation and China's counter-measures will be one step stronger. The Philippine Coast Guard said that China has recently launched "aggressive actions" against Philippine fishing boats heading for the reef. Senior Colonel Wu Qian, director of the Information Bureau of the Ministry of National Defense and spokesman of the Ministry of National Defense, said today that the Philippine side likes to take a boat full of journalists wherever it goes, whether it is sailing or shipping, but the key is not to see who has more journalists, but to see who is more reasonable and legal. China Nansha Islands and Huangyan Island have never been included in the territory of the Philippines, which is determined by a series of international treaties. The Philippines is well aware of this. China's attitude is clear and definite: one point for provocation and one step for counter-attack; If you are stubborn, you will be with me to the end.


The Ministry of National Defense responded to the question of whether to engage in exercises: the situation is unpredictable, and the leader of the Taiwan Province region, Lai Qingde, recently "transited" Hawaii and Guam. On the morning of December 13th, Senior Colonel Wu Qian, Director of the Information Bureau of the Ministry of National Defense and spokesman of the Ministry of National Defense, answered a reporter's question on whether the PLA would conduct exercises. A: It is the sacred duty of the People's Liberation Army to safeguard national sovereignty and territorial integrity, the fundamental interests of the Chinese nation and the common interests of compatriots on both sides of the strait. Soldiers have no constant potential and water is impermanent. Whether and when to hold the exercise is up to us to decide independently according to our own needs and the struggle situation. No matter whether the exercise is held or not, the PLA will not be absent or soft in fighting for "independence" and promoting reunification. Any act of "seeking independence by relying on foreign countries" and "seeking independence by force" will be severely punished and doomed to failure.Guotai Junan: Pay attention to the investment opportunities in liquor, beverages, popular food and other fields. Guotai Junan Research Report pointed out that 1) Liquor: Determine ahead of growth, pay attention to the wholesale price trend and the orientation of head liquor enterprises. The report end of liquor industry began to enter the downward period in the second quarter of 2024, and the bottom shock is expected in the first half of 2025. Sales are slowing down, inventory is passively rising, and the approval price is expected to be relatively weak. The Spring Festival in 2025 will experience a stress test period. In terms of price, real estate liquor > high-end > secondary high-end. After this round of adjustment, real estate liquor is expected to recover first, followed by high-end liquor, and the secondary high-end liquor is expected to recover for a long period. 2) Beer and beverage: the performance of beer is divided and the beverage structure is prosperous. In the third quarter of 2024, the number of trips in the summer peak season was stronger than the price, and the number of trips maintained a recovery and growth trend. The beverages with low-cost/high-frequency consumption characteristics benefited significantly and the demand resilience was prominent; The regional brand of beer performance differentiation is better than the national brand, and it is expected to be repaired under the low expectation in 2025. It is expected that the passive upgrading trend and regional brand advantages will continue. 3) Popular food: marginal improvement and structural differentiation. Mass food improved marginally in the third quarter, with obvious structural differentiation. The cost reduction is gradually reflected, low cost and low price become the trend, the advantages of high cost-effective products are highlighted, and the key layout is two ends; The valuation premium of growth stocks has been significantly digested, focusing on growth track snacks, and paying attention to adjusted condiments, catering supply chain and low valuation oversold and high dividend targets.China, with the largest plantation area in the world, has become the country with the greatest contribution to greening in the world. In the past 30 years since the signing of the United Nations Convention to Combat Desertification, China has made remarkable achievements in combating desertification, especially since last June, China has launched the "Three North" project. At present, the forest coverage rate in the "Three North" project area has increased from 5% in the 1970s to 13.84%. By the end of 2023, the forest coverage rate in China exceeded 25%, the forest stock exceeded 20 billion cubic meters, and the plantation area ranked first in the world, making it the most green country in the world. (CCTV News)


Musk moved SpaceX headquarters to the Starbase in Texas.Musk moved SpaceX headquarters to the Starbase in Texas.Li Tie was sentenced to 20 years. On December 13, 2024, the Intermediate People's Court of Xianning City, Hubei Province publicly pronounced the case of Li Tie, the former head coach of China National Men's Football Team. Li Tie was sentenced to 20 years' imprisonment for accepting bribes, bribery, unit bribery, bribery of non-state staff and bribery of non-state staff. (CCTV News)

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