2024-12-13 04:47:27
Shisi Pharmaceutical Group: Dilalos dispersible tablets (125mg) have obtained the approval of pharmaceutical production registration. Shisi Pharmaceutical Group announced on the Hong Kong Stock Exchange on December 10th that it has obtained the approval of pharmaceutical production registration of Dilalos dispersible tablets (125mg) in National Medical Products Administration, China, which belongs to the fourth category of chemicals and is deemed to have passed the consistency evaluation. Deslorax dispersible tablets are mainly used to treat chronic iron overload caused by frequent blood transfusion in patients with β -thalassemia over two years old, and chronic iron overload in patients with transfusion-independent thalassemia syndrome over 10 years old.Broad-based index products are expected to increase the Y share of personal pension, and personal pension products are expected to expand after the second anniversary of the personal pension system. It is understood that mainstream broad-based index products are expected to increase the personal pension Y share, including Shanghai and Shenzhen 300 Index, CSI 500 Index, CSI A500 Index, GEM Index and other products, which can provide investors with more allocation needs.Huang Wentao of China CITIC Construction Investment Co., Ltd. and others: It is estimated that deficit ratio will rise to over 4% in 2025, and it is expected that the stock and debt will continue. On December 9th, the Political Bureau of the Central Committee held a meeting to analyze and study the economic work in 2025. Huang Wentao, chief economist of CITIC Jiantou, and Liu Tianyu, macro analyst of CITIC Jiantou, believe that the policy tone of this Politburo meeting is quite proactive, which shows that the central government has made a full assessment and policy reserve for the pressures and risks that may be encountered in economic development next year, which has strongly echoed the expectations of economic entities. Huang Wentao and Liu Tianyu pointed out that GDP growth in the fourth quarter is expected to reach more than 5.2%, achieving the expected goal of annual economic growth of around 5%. On this basis, the annual growth target of about 5% will also be the basic premise of policy discussion in the next few years. Since the fourth quarter of this year, the fiscal policy has been continuously overweight. This time, the fiscal policy is set to be "more active", which indicates that the fiscal policy will expand again. It is estimated that deficit ratio will increase to over 4% in 2025. Both stocks and debts are expected to continue. Unconventional countercyclical adjustment policies not only provide sufficient impetus for the recovery of economic vitality, but also provide strong support for improving expectations and reviving confidence, and provide sufficient source of living water for the capital market. The stock market is expected to continue to strengthen and the risk-free rate of return is expected to continue to decline.
Minister of Malaysia: ZTE will invest 200 million ringgit in Malaysia.Musk showed that robots conquer rugged terrain without relying on visual system. Tesla released a video showing the latest progress of its humanoid robot Optimus walking on complex terrain. The video shows that Optimus can walk steadily on a hill slope covered with mulch. Tesla CEO Elon Musk said on social media that the robot can control its electric limbs through neural networks and can walk on this rugged terrain without remote control.Treasury futures closed in early trading, with 2-year Treasury futures (TS) up 0.14%, 5-year Treasury futures (TF) up 0.42%, 10-year Treasury futures (T) up 0.64% and 30-year Treasury futures (TL) up 1.23%.
The researcher of Everbright Bank commented on China's import and export data in November: the export growth rate is stronger than seasonality, and foreign trade exports are expected to grow steadily in the next few months. Zhou Maohua, a macro researcher in the financial market department of Everbright Bank, told Wall Street that the export growth rate in November was stronger than seasonality, the import decline exceeded expectations (weaker than seasonality), the trade surplus expanded, and foreign trade contributed more to the economy in the fourth quarter. Due to the resilience of overseas demand, overseas foreign trade importers rushed to avoid tariffs and hoarded goods in advance, and the effects of policies such as stabilizing foreign trade appeared, driving export growth to exceed expectations; The decline in imports in November exceeded expectations, mainly due to the weak recovery of domestic demand, the cautious decision of enterprises to expand and increase import inventory, and the low prices of international energy and other commodities that depressed the overall import cost.The turnover of Shanghai and Shenzhen stock markets exceeded 1.5 trillion yuan for the third consecutive trading day.Reserve Bank of Australia: The issue of interest rate cuts was not explicitly discussed. Reserve Bank of Australia President Brock said that interest rate cuts were not explicitly considered, and interest rate hikes were not discussed. Considering whether the current policy stance is appropriate. The Committee believes that the economic situation is basically in line with the forecast.
Strategy guide 12-13
Strategy guide 12-13