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2024-12-13 04:56:43

Huatai Securities: The target price of Yum! China was raised to HK$ 472.48, and the "Buy" rating was maintained.Donghai securities: The refrigerant industry is expected to maintain a high degree of prosperity. According to the donghai securities Research Report, in 2025, the second-generation refrigerant quota will be reduced, and the total production quota of the third-generation refrigerant will remain at the baseline value. With the increase in demand for new household air conditioners and maintenance and replacement, the supply and demand relationship of the third-generation refrigerants will tighten, and the downstream air conditioners will be rapidly upgraded in December. The refrigerant industry is expected to maintain a high degree of prosperity, and the profitability of related refrigerant manufacturers is expected to be greatly improved. It is suggested to pay attention to the leading refrigerant industry and fluorine chemical production enterprises with relatively perfect industrial chain, such as Juhua, Sanmei and stone resources related to fluorine chemical raw materials.Citigroup: The shipment of Qiu Ti FPM exceeded expectations and the target price was HK$ 4.6. Citigroup reported that Qiu Ti Technology (01478.HK) benefited from the strong performance of vivo, Glory and Huawei's flagship models in October, and the demand in November was stronger than expected, which made the shipment of Qiu Ti's 32MP+ model in November still flexible. It is expected that the shipment of mobile phone camera module (CCM) in December will come from the continuous launch of flagship models, but it will be partially offset by the year-end inventory adjustment of its customers. At the same time, it is believed that better product mix and higher average selling price will promote the shipment growth of ultrasonic fingerprint module (FPM). Temporarily maintain "neutral" and target price of HK$ 4.6.


 In the afternoon, Shandong Mining Machine staged the floor board market, and Shandong Mining Machine staged the floor board market in the afternoon, with a turnover exceeding 3.6 billion yuan.Electric wind power won the bid for CGNPC's 205MW wind power project. According to Shanghai Electric Wind Power Group, recently, the public bidding results of CGNPC's 100MW wind power project in Luliang Shilou, Shanxi Province and 105MW wind power project in Baishi Town, Wenshang, Jining, Shandong Province were announced, showing that Shanghai Electric Wind Power Group Co., Ltd. successfully won the bid.


The three major A-share stock indexes fell, with the Shanghai Composite Index narrowing to less than 1%, the Shenzhen Composite Index rising by 1.3% and the Growth Enterprise Market Index rising by 1.35%.South Korea will conduct an in-depth investigation of martial law through the Standing Special Inspection Law. Today (December 10th) afternoon, local time, the South Korean National Assembly passed the Standing Special Inspection Law with 210 votes in favor, 63 votes against and 14 abstentions, and will investigate the crimes of civil strife and the disturbance of constitutionalism involved in the "emergency martial law" launched by South Korean President Yin Xiyue late at night. The subjects of investigation include South Korean President Yin Xiyue, former Minister of National Defense Jin Longxian and other key personnel of "emergency martial law". South Korea's ruling party said today (December 10th) that it would push President Yin Xiyue to step down early next year and hold an early general election, but the opposition party in South Korea said it would spare no effort to impeach Yin Xiyue to step down at an early date. (CCTV International News)The turnover of Cyrus reached 10 billion yuan, down 6.73%.

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