BOC International: The first choice for nuclear power next year is to recommend Rundian and Everbright Environment for China Guangdong Nuclear Power Mining Power Sector. BOC International published a research report that China will continue to be more optimistic about the power sector than the solar sector in 2025, although it is expected that the effective supply of solar energy value chain will continue to decline under the increasing inventory pressure. However, the lack of visibility of demand growth is still the main downside risk for the solar sector to reverse its disadvantages. BOC International believes that the power sector may maintain a good rate of return in 2025, and provide safe-haven options for investors concerned about AH shares. In addition, the bank believes that nuclear power will continue to be the focus of the market in 2025, and get the support of rare global consensus to increase the share of this sector in the power structure. BOC International said that its research scope prefers upstream uranium miners to nuclear independent power plants, so China Guangdong Nuclear Mining is the first choice for nuclear power next year. As for the power sector, Rundian and Everbright Environment are recommended. In addition, BOC International maintained the "overweight" rating of China power sector; China's solar sector maintained a "neutral" rating.Head of South Korea's senior public official crime investigation department: If the conditions are met, it will seek to arrest Yin Xiyue. The head of South Korea's senior public official crime investigation department said that if the conditions are met, the team will seek to arrest President Yin Xiyue or seek to issue an arrest warrant for him. On Wednesday, when answering questions raised by opposition lawmakers at the National Assembly meeting, Oh Dong-woon indicated that he had the intention to arrest Yin Xiyue.The three departments issued the tax policy on the transformation of operating cultural institutions into enterprises in the cultural system reform, and the Ministry of Finance, the State Administration of Taxation and the Central Propaganda Department issued the Announcement on the Tax Policy on the Transformation of Operating Cultural Institutions into Enterprises in the Cultural System Reform, which mentioned that operating cultural institutions can enjoy the following transitional tax preferential policies: if operating cultural institutions are transformed into enterprises before December 31, 2022, they will be exempted from enterprise income tax from the date of registration of transformation to December 31, 2027. If a cultural unit funded by the financial department is transformed into an enterprise before December 31, 2022, its self-use property will be exempted from property tax from the date of registration of transformation to December 31, 2027.
Five members of South Korea's ruling party supported the impeachment of Yin Xiyue. Kim Jae-sub, a member of South Korea's ruling National Power Party, announced through live television that he would no longer abide by the ruling party's position of opposing the impeachment of President Yin Xiyue and would vote in favor of the next presidential impeachment case. At present, five members of South Korea's ruling party have indicated that they will support the impeachment of President Yin Xiyue. There are 300 seats in South Korea's National Assembly, and the impeachment case of the President must obtain at least 2/3, that is, at least 200 members vote in favor before it can pass the National Assembly and enter the trial stage of the Korean Constitutional Court. At present, South Korea's parliament, including the largest opposition party, the Common Democratic Party, has 192 seats in the opposition camp and 108 seats in the ruling party. On the premise that all members of the opposition camp voted for impeachment, only eight members of the ruling party voted for it, and Yin Xiyue's impeachment case will pass the parliament. At present, three members of parliament from the ruling party need to vote for impeachment. (CCTV International News)Starbucks China responded to the new Chief Growth Officer: promoting the sustainable development of Starbucks brand in China. Recently, some media reported that the management of Starbucks China continued to adjust and hired CGO to manage the growth from digital marketing companies. In response to the above information, Sina Technology verified Starbucks, and the official response said: China is Starbucks' largest international market and an important engine for the company's future growth. In November, Starbucks China established the Chief Growth Officer (CGO) organization and appointed Tony Yang as the company's Chief Growth Officer (CGO). The establishment of CGO organization will continue to strengthen Starbucks' coffee leadership, accelerate the product innovation with coffee as the core, better refresh customers' Starbucks experience at various contacts through integrated marketing strategies, and promote the sustainable development of Starbucks brand in China. (Sina Technology)In 2024, the rating of brokerage investment banking business is nearing the end, and the results of 96 brokers will be released. The reporter was informed that the quality evaluation of brokerage investment banking business in 2024 is nearing the end, and the evaluation scores of investment banking business quality of 96 participating brokers in 2024 have been distributed to companies. After the brokers confirm, the association will start the formal scoring work. In September this year, the China Securities Association launched the quality evaluation of brokerage investment banking business in 2024, and initially determined the participating brokerage and investment banking projects. According to the preliminary statistics, about 68 brokers are expected to get extra points for supporting high-level science and technology in investment banking. (Cailian)
In 2024, the rating of brokerage investment banking business is nearing the end, and the results of 96 brokers will be released. The reporter was informed that the quality evaluation of brokerage investment banking business in 2024 is nearing the end, and the evaluation scores of investment banking business quality of 96 participating brokers in 2024 have been distributed to companies. After the brokers confirm, the association will start the formal scoring work. In September this year, the China Securities Association launched the quality evaluation of brokerage investment banking business in 2024, and initially determined the participating brokerage and investment banking projects. According to the preliminary statistics, about 68 brokers are expected to get extra points for supporting high-level science and technology in investment banking. (Cailian)Afternoon comment: the three major indexes rose slightly in half a day, and the concept of Shanghai's state-owned enterprise reform lifted the tide of daily limit. The three major indexes opened lower and went higher in early trading and rose slightly in half a day. In terms of sectors, the concept of Shanghai's state-owned enterprise reform is on the rise, and Shanghai Material Trade, First Medicine and Shibei High-tech are collectively on the rise. The retail sector continued to be strong, with the daily limit of Youa, Zhongbai Group and Maoye Commercial. The concept of AI glasses is higher, and Tianjian shares and Star Technology both have a daily limit of 20cm; Insurance stocks continued to adjust, and Tianmao Group fell to an intraday limit; Sora concept stocks collectively adjusted back, and the word Huayang Lianzhong fell; Bank shares fluctuated lower, with Bank of Ningbo leading the decline. Overall, stocks rose more and fell less, with more than 3,500 stocks rising. On the disk, Shanghai's state-owned enterprise reform, AI glasses and retail sectors were among the top gainers, while insurance, Sora concept and banking sectors were among the top losers.The public security organs cracked down on the illegal and criminal activities of the network water army according to law. The Ministry of Public Security attached great importance to cracking down on and rectifying the illegal and criminal activities of the "network water army". Relying on the special action of "Net Net 2024", it made an all-out attack, focusing on prominent illegal and criminal activities such as disinformation and drainage, public opinion extortion, brushing and evaluation, and paid deletion of posts, and deployed public security organs across the country to carry out the crackdown and rectification work. Since the beginning of this year, more than 900 cases have been detected, and more than 5,000 suspects have been arrested. Through phased strikes, the space for illegal and criminal activities of the "network water army" has been fully squeezed, and the network public order has been effectively maintained. Today, the Ministry of Public Security announced 10 typical cases of cracking down on "network water army" crimes according to law. (Guangming Daily)
Strategy guide
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Strategy guide 12-13