2024-12-13 04:30:00
CITIC Securities: The resonance between supply and demand of medical beauty accelerates the space expansion, and the difference in operating ability promotes the evolution of the industry structure. CITIC Securities Research Report stated that the medical beauty industry has both medical and consumption attributes, and the medical attribute has strong product-driven characteristics, while the consumption attribute has high operating ability requirements. The medical beauty botulinum toxin track is also affected by the dual attributes of medicine and consumption: 1) The increase in penetration rate, the acceleration of compliance substitution and the extension of indications have brought about high demand for medical beauty botulinum toxin, and with the recent supply expansion, the industry scale has experienced high growth; 2) The iteration of product innovation is slow, brand barriers are created through marketing, doctors are empowered through direct sales, and control is strengthened to enhance product competitiveness. Recently, a variety of medical botulinum toxins in China have been approved, and the promotion of low-priced products is expected to push up the penetration rate, and enterprises with strong operational capabilities will enter the market or promote the evolution of the pattern.World Gold Council: The price of gold is expected to hit its best annual performance in more than 10 years. It is expected that there will be a positive but moderate growth next year. According to the report of the World Gold Council, the price of gold is expected to hit its best annual performance in more than 10 years, with an increase of 28% as of November. Behind this, the purchases of the central bank and investors offset the significant slowdown in consumer demand. Looking ahead, all eyes are focused on the impact of Trump's second term on the global economy. The current forecast of GDP, yield and inflation shows that gold will have a positive but much more moderate growth in 2025. The upward trend may benefit from a sharp drop in interest rates, an increase in volatility, or the continuous higher-than-average demand for gold by the central bank. On the contrary, higher long-term interest rates or weak demand for gold consumption may bring headwinds.18 shares were rated by brokers, and Yuhetian's target increased by 54.72%. On December 11th, a total of 18 shares were rated by brokers, and 6 of them announced their target prices. According to the highest target price, Yuhetian, Steady Medical Care and Fulongma ranked in the top, with increases of 54.72%, 19.96% and 17.62% respectively. Judging from the direction of rating adjustment, the ratings of 12 stocks remain unchanged and 6 stocks are rated for the first time. In addition, one stock attracted the attention of many brokers, and Hagrid Communications was ranked in the top number, with two brokers rating it respectively. Judging from the Wind industry to which the rated stocks are bought, the number of rated stocks for technical hardware and equipment, capital goods and materials II is the largest, with 4, 3 and 2 respectively.
The Central Meteorological Observatory continued to issue a gale blue warning at 18: 00 on December 12. It is estimated that there will be 5 winds in parts of Inner Mongolia, northwestern Shaanxi, Shanxi, northern Hebei, Henan, Shandong and other places from 20: 00 on December 12 to 20: 00 on December 13, with gusts of 6~8; Most of the Yellow Sea, most of the East China Sea, Taiwan Province Strait, east of Taiwan Province, bashi channel, northern and central South China Sea, and Beibu Gulf will have strong winds of 7-8 grades and gusts of 9 grades. From 20: 00 on December 13 to 20: 00 on December 14, there were 5~6 winds in parts of central and eastern Inner Mongolia, northern Hebei, Shandong Peninsula and coastal areas of East China and South China, with gusts of 7~8; Most of the Yellow Sea, most of the East China Sea, Taiwan Province Strait, east of Taiwan Province, bashi channel, northern and central South China Sea, and Beibu Gulf will have strong winds of 7-8 grades and gusts of 9 grades.Spot gold just broke through the $2,710.00/oz mark, and the latest price was $2,709.91/oz, down 0.29% in the day; COMEX gold futures main force recently reported $2,744.30 per ounce, down 0.45% in the day.Industrial Securities' investment strategy for the construction industry in 2025: internal and external resonance, optimistic about debt conversion and the "Belt and Road" industry, Industrial Securities Research Report said that the construction industry will face certain pressure in 2024, and it is expected that infrastructure investment will remain high in 2025, driven by the debt conversion policy. Review and prospect of plate market: central state-owned enterprises and design plates led the gains, with obvious excess returns. Main line 1: Debt conversion is expected to drive the improvement of the management quality of construction central enterprises. 1) The driving force and mode of action of this debt conversion can be compared with the "Belt and Road" market in 2014 and the PPP market in 2016, and the policy is driven from top to bottom. 2) The institutions' positions in construction central enterprises are low, and the valuation of construction central enterprises is also in the lower position of the historical center. 3) The unprecedented intensity of debt conversion will help the central enterprises to realize the double promotion of EPS and PE. Main Line 2: The Belt and Road Initiative is expected to accelerate and benefit international engineering enterprises. The "Belt and Road" market has accelerated its expansion, and international engineering enterprises are expected to accelerate their going out to sea, and their performance and valuation have both improved.
Spot gold just broke through the $2,710.00/oz mark, and the latest price was $2,709.91/oz, down 0.29% in the day; COMEX gold futures main force recently reported $2,744.30 per ounce, down 0.45% in the day.Gao Weibing: Guangzhou Institute will improve the variety layout of new energy and new materials. On December 12th, 2024 China New Energy and New Materials Industry Conference was held in Guangzhou. Gao Weibing, Party Secretary and Chairman of Guangzhou Futures Exchange, said that in the near future, Guangzhou Futures Exchange will launch polysilicon futures and options to form a linkage with industrial silicon, providing more effective price signals and risk management tools for the photovoltaic industry chain. In the next step, Guangzhou Institute will thoroughly implement the spirit of "Opinions on Strengthening Supervision and Preventing Risks to Promote the High-quality Development of Futures Market", based on the fundamental purpose of serving the real economy and the characteristic orientation of serving the green development, improve the variety layout of new energy and new materials, increase market cultivation, continuously enrich the supervision toolbox, and strive to ensure the safe and stable operation of the market and better serve the needs of the real economy. (China Nonferrous Metals News)Tiankang Bio: Tiankang Bio (002100) announced on the evening of December 12 that Tiankang Bio (stock code: 874339), a holding subsidiary of the company, intends to apply for public offering of shares to unspecified qualified investors and listing on the Beijing Stock Exchange. As of the disclosure date of the announcement, Tiankang Bio's public offering of shares to unspecified qualified investors and listing on the North Stock Exchange are under counseling.
Strategy guide
12-13
Strategy guide 12-13
Strategy guide
12-13
Strategy guide 12-13