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.CITIC Securities: The interest rate of the 10-year US bond may show an upward trend due to factors such as monetary policy next year. According to the CITIC Securities Research Report, historically, the actual short-term interest rate expectation in the interest rate reduction cycle since 1983 is usually the main driving force for the downward trend of the 10-year US bond interest rate, while the term premium may rise in the interest rate reduction cycle due to factors such as supply and demand, deficit concerns and external shocks. Looking forward to the future, it is expected that the short-term 4.0% will be the support level of the 10-year US bond interest rate, and the 10-year US bond interest rate may show an upward trend next year due to factors such as monetary policy and "Trump transaction".Liberal Arts Garden: The company undertook the garden project of Jimu Science and Technology Park and did not participate in robot-related projects. Liberal Arts Garden (002775) replied to investors' questions on the interactive platform on December 12, saying that the project currently undertaken by the company is the green belt garden subcontracting project of the west/north garden site of Jimu Science and Technology Park Project of Dongguan Jimu Machinery Co., Ltd., and did not participate in robot-related projects.
CICC: Inflation in the United States may push the "hawks to cut interest rates". The CICC research report said that inflation data opened the door for the Fed to cut interest rates next week, but we also predicted that the "hawks to cut interest rates" will be staged next week, and the Fed may cut the guidance on interest rate cuts in the bitmap. We predict that the new bitmap will show that the total interest rate will be cut twice in 2025 (compared with four times before), and the federal funds rate will be lowered to a neutral level of 3.75% to 4% by the end of the second quarter of next year.On the morning of December 12, 2024, the People's Court of Tongcheng County, Hubei Province publicly pronounced the case of Liu Gang, the former full-time vice chairman of Chengdu Football Association, for corruption, bribery and unit bribery, and sentenced the defendant Liu Gang to seven years in prison for corruption and fined 400,000 yuan. Sentenced to two years in prison for accepting bribes and fined 200,000 yuan; He was sentenced to one year's imprisonment and fined RMB 100,000 for bribery by a company, and decided to execute eight years' imprisonment and fined RMB 700,000. The property obtained from corruption shall be recovered according to law and returned to the injured unit respectively; The property obtained by taking bribes shall be recovered according to law and turned over to the state treasury.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.
South Korean President Yin Xiyue appeared in the office on Thursday for the first time in five days.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.South Korean President Yin Xiyue: The large opposition party has become a monster that undermines order; The opposition is threatening national security and social security.
Strategy guide 12-14
Strategy guide 12-14
Strategy guide
12-14