The number of employed people in Australia increased by 35,613 in November, and it is estimated to be 25,000.The tenth batch of national procurement officially opened, and the number of enterprises and varieties involved reached a record high. The tenth batch of centralized drug procurement organized by the state officially accepted the application materials of enterprises at 8: 00 this morning at No.398 Zhanyuan Road, Nanqiao New Town, Fengxian District, Shanghai. This centralized procurement involved 62 varieties and 263 product specifications, and the number of enterprises and varieties involved reached a record high. Among them, 33 enterprises competed for nine short-listed oral sustained-release formulations of sitagliptin. There are also a number of varieties that are billions in the market of public hospitals, such as doxorubicin hydrochloride liposome injection, cefoperazone injection, piperacillin injection, compound α -ketoacid oral sustained-release dosage form, norepinephrine injection and aspirin oral sustained-release dosage form. The sales scale in sample hospitals last year all exceeded 2 billion yuan. Hengrui Pharma, Kelun Pharmaceutical, Unacon and Zhengda Tianqing participated with many varieties. Note: According to the tenth batch of national adoption documents released before, the tenth batch of national adoption rules have changed a lot, such as canceling the protection mechanism of 50% price reduction and increasing the fuse recovery mechanism by 1.8 times, and the number of B-certified enterprises affects the number of final finalists.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).
OPENAI said that it is working hard to solve the current fault problem.Shengmei Shanghai issued a statement on the new US export control regulations. Shengmei Shanghai issued a statement on the new US export control regulations, saying that on December 2, the BIS of the US Department of Commerce issued new control measures for semiconductors exported and transferred to People's Republic of China (PRC) (China), covering advanced integrated circuit (IC) products, specific integrated circuit manufacturing equipment and technology, and supercomputers related to artificial intelligence (AI) and advanced computing. According to the new regulations, Shengmei Shanghai and its domestic and Korean subsidiaries are included in the BIS entity list. ACM Research, Inc and its direct subsidiaries outside Chinese mainland are not included in the list. The company is comprehensively evaluating the potential impact of the new regulations on the company's business and operation plans. Based on the current information, the company believes that as the company has established diversified supply chains and alternative resources, the impact on the delivery and service capacity of equipment produced by Shengmei Shanghai and sold to domestic customers will be controllable and manageable. The new regulations will not affect the company's product sales, delivery and service capabilities to overseas customers. Consistent with previous years, the company plans to voluntarily disclose the announcement of 2024 annual operating results and 2025 annual operating results forecast in January 2025.Spot platinum just broke through the $940.00/oz mark, and the latest price was $940.90/oz, up 0.58% in the day; The main force of Nymex platinum futures recently reported $951.9 per ounce, up 0.12% in the day.
CITIC Jiantou: With the continuous promotion of new power system construction, the growth attribute of green power is expected to be highlighted. CITIC Jiantou Research Report said that recently, the National Energy Administration issued the "Guiding Opinions on Supporting the Innovation and Development of New Business Entities in the Power Field", proposing that new business entities should be exempted from applying for power business licenses and exploring the mechanism of establishing new energy direct connection to increase the supply of green power for enterprises. Specifically, the new business entities include distributed power supply, adjustable load, virtual power plant and smart microgrid. At present, the installed capacity of new energy in China is growing rapidly. Due to the restriction of power grid access capacity, the problem of power abandonment is on the rise. The mechanism of direct connection of new energy enterprises is helpful to improve the ability of local consumption of new energy, reduce the abandonment of wind and light, and promote the improvement of project yield. Generally speaking, with the continuous promotion of new power system construction, the profitability of new energy power generation projects is expected to improve marginally, and the growth attribute of green power is expected to be highlighted.Huichuan Technology: The company has made great efforts to broaden the products and applications of six-axis robots, and the six-axis robots with small loads have achieved mass sales. Huichuan Technology said on the interactive platform that the company has made great efforts to broaden the products and applications of six-axis robots, and the six-axis robots with small loads have achieved mass sales, and the six-axis robots with medium and large loads have begun to form mass sales.CICC looks forward to the insurance industry in 2025: investment opportunities may be easy first and then difficult. When CICC looks forward to the insurance industry in 2025, it said that it is expected that the stock market and policy expectations will still be the short-term main drivers of the stock price of the sector. Combined with the low profit base and the possible window period, the investment opportunities in the industry may be easy first and then difficult: the short-term stock market will rise sharply or reproduce the general market, and the investment logic will return to long-term contradictions such as interest rate trends after emotional calm.
Strategy guide 12-13
Strategy guide
12-13