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2024-12-14 07:40:18

Hong Kong suspended the import of poultry meat and poultry products from Ehime Prefecture, Japan. On December 11th, the Center for Food Safety of the Food and Environmental Hygiene Department of Hong Kong announced that in response to the notification from the Ministry of Agriculture, Forestry and Fisheries of Japan that highly pathogenic H5 avian influenza broke out in Ehime Prefecture, Japan, the Center immediately instructed the industry to suspend the import of poultry meat and poultry products (including eggs) from this area to protect public health in Hong Kong. A spokesman for the Centre said that according to the information of the Census and Statistics Department, Hong Kong imported about 2,000 metric tons of frozen poultry meat and 227.42 million eggs from Japan in the first nine months of this year. The spokesman said: "The Center has contacted the Japanese authorities on the incident and will continue to pay close attention to the news of the outbreak of avian influenza issued by the World Organization for Animal Health and relevant authorities, and take appropriate actions in response to the development of the local epidemic."Yin Xiyue stayed in the office for 30 minutes and then returned to her residence. (Yonhap News Agency)A special police camp in Grozny, the capital of the Chechen Republic of Russia, was attacked by drones. Russian military media said that a special police camp in Grozny, the capital of the Chechen Republic, was attacked by Ukrainian drones in the early hours of the 12 th. Up to now, the Ukrainian side has not responded.


List of A-share share repurchase: 16 companies disclosed the progress of repurchase, and on December 12, a total of 16 companies issued announcements related to share repurchase. Among them, four companies disclosed the stock repurchase plan for the first time, two companies' repurchase plans were approved by the shareholders' meeting, four companies disclosed the implementation progress of stock repurchase, and six companies' repurchase plans have been implemented. Judging from the initial disclosure of the repurchase plan, the amount of a company's stock repurchase plan on that day exceeded 10 million. Nanshan aluminum, Longzhu Science and Technology and Longzhu Science and Technology have the highest repurchase plans, and they plan to repurchase no more than 600 million yuan, 5,895,100 yuan and 1,171,000 yuan respectively. Judging from the repurchase plan passed by the shareholders' meeting, the repurchase plans of two companies exceeded 10 million on that day. Huaan Securities and Tongkun have the highest repurchase amount, with the planned repurchase not exceeding 200 million yuan and 51,966,700 yuan respectively. Judging from the implementation progress of repurchase, Shunluo Electronics, Shengquan Group and Hailiang have the highest repurchase amounts, with 9.009 million yuan, 3.8251 million yuan and 3.5187 million yuan respectively. Judging from the completed repurchase, the repurchase amount of four companies on that day exceeded 10 million. Chengda Pharmaceutical Co., Ltd., Jinshi Resources Co., Ltd. and Yingfangwei Co., Ltd. have completed the highest repurchase amounts, with 57,061,600 yuan, 53,158,000 yuan and 31,405,600 yuan respectively.South Korea's finance minister said that he would pay close attention to the financial market and respond to boost investor sentiment when necessary.Guotai Junan: The long-term incremental "option" brought by humanoid robots is expected to help the valuation of the rare earth sector rise. When looking forward to the strategy of the rare earth sector in 2025, Guotai Junan said that the market had expected that with the slowdown in the growth of core demand power such as new energy vehicles and wind power in the future, the demand for rare earth markets is under downward pressure. However, we expect that the rising consumption of magnetic materials for new energy vehicles and the warming demand for wind power are still expected to support the basic demand growth, and the demand for equipment renewal that began to land in 2024 is expected to become a new driving force for rare earth demand. On the supply side, an orderly pattern of domestic supply has been established, with many overseas planning increments but slow actual volume, and continuous supply-side constraints. In addition, the long-term incremental "options" brought by humanoid robots are also expected to help the valuation of the plate rise.


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".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.List of A-share share repurchase: 16 companies disclosed the progress of repurchase, and on December 12, a total of 16 companies issued announcements related to share repurchase. Among them, four companies disclosed the stock repurchase plan for the first time, two companies' repurchase plans were approved by the shareholders' meeting, four companies disclosed the implementation progress of stock repurchase, and six companies' repurchase plans have been implemented. Judging from the initial disclosure of the repurchase plan, the amount of a company's stock repurchase plan on that day exceeded 10 million. Nanshan aluminum, Longzhu Science and Technology and Longzhu Science and Technology have the highest repurchase plans, and they plan to repurchase no more than 600 million yuan, 5,895,100 yuan and 1,171,000 yuan respectively. Judging from the repurchase plan passed by the shareholders' meeting, the repurchase plans of two companies exceeded 10 million on that day. Huaan Securities and Tongkun have the highest repurchase amount, with the planned repurchase not exceeding 200 million yuan and 51,966,700 yuan respectively. Judging from the implementation progress of repurchase, Shunluo Electronics, Shengquan Group and Hailiang have the highest repurchase amounts, with 9.009 million yuan, 3.8251 million yuan and 3.5187 million yuan respectively. Judging from the completed repurchase, the repurchase amount of four companies on that day exceeded 10 million. Chengda Pharmaceutical Co., Ltd., Jinshi Resources Co., Ltd. and Yingfangwei Co., Ltd. have completed the highest repurchase amounts, with 57,061,600 yuan, 53,158,000 yuan and 31,405,600 yuan respectively.

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