Nearly 20,000 people were evacuated due to the spread of mountain fires in southern California. A mountain fire broke out in Malibu, Los Angeles County, southern California on the evening of the 9th, and the fire spread rapidly. As of the evening of the 10th, the fire area has exceeded 1,100 hectares, nearly 20,000 people have been evacuated, and some buildings have been damaged by the fire. At present, no casualties have been reported.With the intensive IPO process of domestic semiconductor companies, we can seize new opportunities in the semiconductor chip industry through the semiconductor ETF(512480). On December 11th, the semiconductor ETF(512480) closed up 0.20% with a turnover of 1.29 billion yuan. The constituent stocks are mixed. In terms of rising, the Cambrian led the rise, and Weir shares followed. In terms of decline, Zhongwei Company led the decline, and Haiguang Information followed suit. In the news, in the fourth quarter of 2024, the IPO acceptance review in science and technology innovation board has been accelerated, with 12 companies updating their review status, mostly in the semiconductor industry. According to industry insiders, from the current audit dynamics, materials, parts and components in the upstream of the industry, as well as AI chips in the design process, may be more popular in the future. Guojin Securities pointed out that semiconductor self-control is the general trend, and it is optimistic about semiconductor equipment parts, materials and domestic computing power industry chain. CITIC Securities said that it is expected that the overall localization pace of the domestic semiconductor industry will be further accelerated, and the manufacturing sector is also expected to benefit. Investors can take advantage of the semiconductor ETF(512480) to grasp the new opportunities in the semiconductor chip industry.Jizhi Co., Ltd.: Signed a supplementary agreement on development cooperation of 1.1 million yuan, and Jizhi Co., Ltd. announced that the company signed a supplementary agreement on entrusted development cooperation projects with Jiang Laboratory and Hangzhou Dilting Intelligent Technology Co., Ltd. According to the agreement, all parties have completed the development of intelligent underwater acoustic signal products, and will accelerate the application, promotion and industrialization of related products. The supplementary agreement stipulates that Jizhi shares will donate 1.1 million yuan to Zhejiang Zhijiang Development Foundation for public welfare. The signing of this agreement does not involve related party transactions, nor does it constitute a major asset restructuring. It still needs to be submitted to the company's second extraordinary shareholders meeting in 2024 for consideration. The signing of the agreement has limited impact on the company's short-term financial situation, but it is expected to have important strategic significance for the company's business development in the process of industrialization of related products.
Market News: The Knesset group approved a bill to increase deficit ratio's GDP to 7.7%, which will be submitted to the Knesset plenary session for voting.Association: On December 1-8, the retail sales of 502,000 passenger cars increased by 32% compared with the same period in December last year. According to the data of Association, on December 1-8, the retail sales of 502,000 passenger cars increased by 32% compared with the same period in December last year and increased by 11% compared with the same period in last month. Since this year, the cumulative retail sales have reached 20.76 million, up by 5% year-on-year. From December 1 to 8, the national passenger car manufacturers wholesaled 565,000 vehicles, up 55% year-on-year and 6% year-on-year. Since the beginning of this year, 24.681 million vehicles have been wholesaled, up 6% year-on-year.European stocks opened lower, European Stoxx 50 index fell 0.15%, European stocks opened lower, European Stoxx 50 index fell 0.15%, German DAX index fell 0.03%, British FTSE 100 index fell 0.3%, and French CAC40 index fell 0.3%.
Guotai Junan expects Hong Kong stocks to fluctuate upward in an N-shaped pattern next year to explore domestic demand and improve investment opportunities. Chen Ximiao, chief analyst of Guotai Junan's overseas strategy, said that looking forward to 2025, the disturbance factors in the Hong Kong stock market from the external environment will continue, and the pace of interest rate cuts by the Federal Reserve under overseas inflation, policy restrictions in areas such as strong US dollar and tariffs, and game friction among big countries will continue. However, the domestic policy thinking is clear, economic expectations are expected to stabilize under the financial impetus, and the profitability of molecular enterprises will improve, and the industrial chain will be able to cope with it. She said that in 2025, the sensitivity of the Hong Kong stock market to external shocks is expected to decline, and more attention should be paid to returning to its own logic. For the trend of Hong Kong stocks in 2025, it is expected to be dominated by the upward pattern of N-shaped shocks, and there are many opportunities for flexibility during the stage. In 2025, we should still actively look for the structure, and focus on the barbell strategy to shift the weight of the two ends. We need to pay more attention to the configuration rhythm and pay attention to the repair opportunities of some domestic products.On the 11th, LPG rose by 1.39%, and the latest main contract positions changed as follows. According to the exchange data, as of December 11th, the main contract LPG 2501 was closed, up or down by +1.39%, with a turnover of 41,600 lots. The position data showed that the top 20 seats were clear, and the difference position was 2,310 lots. A total of 81,400 lots of LPG futures contracts were sold, a decrease of 4,701 lots from the previous day. The first 20 seats in the contract held 76,600 lots, a decrease of 2,214 lots from the previous day. The first 20 seats in the contract held 88,700 short positions, a decrease of 1,154 lots from the previous day. (Sina Futures)Brian Sun, Director of the Arms Control Department of the Ministry of Foreign Affairs, met with Zaka, Director of the International Security and Disarmament Department of the Ministry of Foreign Affairs of Indonesia. On December 10, 2024, Brian Sun, Director of the Arms Control Department of the Ministry of Foreign Affairs, met with Zaka, Director of the International Security and Disarmament Department of the Ministry of Foreign Affairs of Indonesia. The two sides exchanged views on the international and regional security situation, non-proliferation export control and other issues.