From January to October, the national output of photovoltaic polysilicon, silicon wafers, batteries and components all increased by more than 20% year-on-year. According to the Ministry of Industry and Information Technology, from January to October 2024, China's photovoltaic industry operated smoothly as a whole. According to the announcement of photovoltaic industry norms, enterprise information and industry associations, the output of photovoltaic polysilicon, silicon wafers, batteries and components in China increased by more than 20% year-on-year, and the export volume of photovoltaic cells increased by more than 40%. In the polysilicon sector, the national output from January to October was about 1.58 million tons, up 39.0% year-on-year. In the silicon wafer link, the national output from January to October was about 608GW, and the export volume was about 53.2GW. In the battery sector, from January to October, the national output of crystalline silicon batteries was about 510GW, and the export volume was about 45.9GW. In terms of components, from January to October, the national output of crystalline silicon components was about 453GW, and the export volume was about 205.9GW.Vegetable oil fell by 1.90% on the 13th, and the latest main contract positions changed as follows. According to the exchange data, as of December 13th, the main contract vegetable oil closed at 2,505, up or down by -1.90%, with a turnover of 535,800 lots. The position data showed that the top 20 seats were clear, and the difference position was 21,545 lots. The total turnover of vegetable oil futures contracts was 593,700 lots, a decrease of 112,100 lots from the previous day. The first 20 seats in the contract held 232,900 lots, a decrease of 3,819 lots from the previous day. The short positions in the top 20 seats of the contract were 254,200 lots, an increase of 687 lots over the previous day. (Sina Futures)Fat Donglai is working out stricter measures to solve the problem of purchasing, including real-name purchase and regular quantitative purchase system. On December 13th, Yu Donglai issued a document saying: Fat Donglai is working out stricter and more effective measures! In the future, including real-name purchase and regular quantitative purchase system! Discuss and formulate relevant systems to control purchasing behavior and lift the membership of permanent fat east!
Weixing Co., Ltd.: Compared with the first half of the year, the growth rate of acquiring orders in the second half of the year gradually declined, but the overall growth rate still maintained. Weixing Co., Ltd. recently said in a conference call that due to the influence of the terminal consumption boom, downstream brand customers were cautious in placing orders, and the growth rate of acquiring orders in the second half of the year gradually declined compared with the first half of the year, but the overall growth rate still maintained. In recent years, the company has mainly focused on promoting globalization strategy, intelligent manufacturing strategy and improving manufacturing level, technical level and product quality, and achieved certain results.The organization looks forward to the semiconductor industry in 2025: the AI replacement tide leads the growth, and the semiconductor ETF(512480) may usher in new development opportunities. On December 13, the semiconductor ETF(512480) closed down by 1.38%, with a turnover of 1.671 billion yuan. The constituent stocks are mixed, and Zhaoyi Innovation leads the rise. In terms of decline, SMIC led the decline. CICC said that after the boom in 2024, it is expected that the inventory of the semiconductor industry will stabilize and the relationship between supply and demand will be more balanced in 2025. With the gradual landing of AI cloud and end demand, domestic semiconductor elements will usher in new development opportunities. In addition, the AI-changing tide has a pulling effect on the downstream demand of the semiconductor design sector, which is expected to accelerate the growth of the semiconductor design sector in 2025 and inject new vitality into the industry.The head of the region said that the Russian attack on the key infrastructure in the Ivano-Frankov region was the biggest attack on the region so far.
Ha Sanlian: Four kinds of drugs are planned to win the bid for national centralized procurement. Ha Sanlian announced that the company and its wholly-owned subsidiary Lanxi Pharmaceutical participated in the tenth batch of national centralized procurement of drugs organized by the state. The company's esmolol hydrochloride injection, pentoxifylline injection, potassium chloride injection, and tandospirone citrate tablets of Lanxi Pharmaceutical intend to win the bid for this centralized procurement. If the subsequent purchase contract is signed and implemented, it will help to expand the sales of related products and improve the market share and brand influence. The prices of the above-mentioned drugs are respectively 1.34 yuan for esmolol hydrochloride injection, 0.59 yuan for pentoxifylline injection, 0.16 yuan for potassium chloride injection and 6.56 yuan for tandospirone citrate tablets.Internal notice of Extreme Vietnam: The social security accumulation fund has been paid successfully in November, and the company's financial status may not be paid normally in December. According to the internal staff of Extreme Vietnam, the internal notice issued by Extreme Vietnam said that the social security accumulation fund and individual tax in Shanghai, Beijing and Zhejiang, which everyone is concerned about at present, have just been paid successfully thanks to the strong support of shareholders of Baidu and Geely. Please believe that the company is doing its best to tide over the difficulties with you. However, the notice also mentioned, "We are still very sorry about the problem in December. The company's book cash has bottomed out, and according to the relevant regulations of social security, December 13 is the final time limit for operating social security downsizing. If you miss the window period, the social security accumulation fund in December will not be paid in your own name. Colleagues who choose not to downsize may face the same problem next month. "(Sina Technology)Consumer stocks of Hong Kong stocks fell, with Budweiser Asia Pacific (01876.HK) and China Resources Beer (00291.HK) falling more than 5%, Nongfu Spring (09633.HK) and Mengniu Dairy (02319.HK) falling 4%, and Li Ning (02331.HK) and Anta Sports (02020.HK) falling more than 3%.
Strategy guide
Strategy guide 12-14
Strategy guide 12-14
Strategy guide 12-14
Strategy guide
12-14
Strategy guide 12-14