IDC: The recovery of China's financial cloud market in the first half of 2024 was less than expected. According to the latest report "Tracking China's financial cloud market in the first half of 2024" released by IDC, the scale of China's financial cloud market in the first half of 2024 reached US$ 4.40 billion, up 7.3% year-on-year, and it was RMB 31.67 billion, up 11.5% year-on-year, achieving double-digit growth, but the growth rate was high. In the financial cloud sub-market, the cloud infrastructure market has picked up from the previous month, but the situation of financial institutions reducing costs and increasing efficiency has continued, and the overall development speed of the cloud solution market has further slowed down. From the overall situation of the financial cloud market in 2024, the financial cloud market in China is in a period of adjustment, and the development trend of each sub-market continues to differentiate.Russia asked Ukraine to open a humanitarian passage in the Ukrainian-occupied area of Kursk. According to the Tass news agency, Russian Commissioner for Human Rights mosca Likova said in Minsk, the capital of Belarus, on the 12th that Russia had asked Ukraine to open a humanitarian passage for the civilians in the Ukrainian-occupied area of Kursk to evacuate to a safe area. Mosca Likova said that there are about 1,500 to 2,000 civilians in Uzhan District of Kursk State, who usually take refuge in destroyed houses or basements of houses.IDC: The global market for sweeping robots continued to grow in the third quarter. According to IDC's Quarterly Tracking Report on the Global Smart Home Equipment Market, the third quarter of 2024, the global market for intelligent sweeping robots shipped 5.014 million units in the third quarter, up 11.1% year-on-year. Among them, the domestic market was boosted by the trade-in of old models at the end of September, with 1.321 million units shipped, up by 17% year-on-year, and the efforts of most provinces were around 20%, which significantly stimulated the shipment of high-end models, and this trend also continued to this year's "Double Eleven". The proportion of overseas sales of China manufacturers continues to increase, and the competition of high-end all-around models in European and American markets is still fierce.
Runjian Co., Ltd. invested and established a number of new energy companies in Guizhou. The enterprise search APP shows that recently, Kaili Qida New Energy Co., Ltd., Kaili Xinsheng New Energy Co., Ltd. and Kaili Shunsheng New Energy Co., Ltd. were established, and their legal representatives are all Wen Feng, with a registered capital of 1 million yuan, and their business scope includes: energy-saving management services; Sales of construction machinery; Technical services for solar power generation; Research and development of wind farm related systems; Sales of wind turbines and parts; Power generation technical services, etc. Enterprise investigation shows that all three companies are indirectly wholly-owned by Runjian.Guosheng Financial Holdings hit the daily limit in the afternoon and staged the "Earth Sky Board". The turnover exceeded 3.5 billion yuan, and the stock price approached an all-time high.Turkish President: It will crack down on organizations such as the PKK in Syria. The Information Bureau of the Turkish Presidential Office issued a statement on the early morning of the 13th, saying that Turkish President Erdogan said that Turkey would take "preventive measures" for national security and crack down on all "terrorist organizations" such as the PKK in Syria.
The 2024 Liaoning International Ice and Snow Economic Cooperation Promotion Conference was held. On December 12th, the 2024 Liaoning International Ice and Snow Economic Cooperation Promotion Conference was held in Shenyang. More than 150 government and enterprise guests from more than 20 countries including South Korea, Germany and France and Hong Kong and Macao attended the conference, and conducted in-depth exchanges on topics such as ice and snow tourism, ice and snow sports and ice and snow equipment manufacturing. This promotion meeting is an important sub-activity of "Liaoning International Ice and Snow Economic Cooperation and Negotiation Activities". It is understood that the "Liaoning International Ice and Snow Economic Cooperation Negotiation Activity" will last for three days, during which activities such as Liaoning Ice and Snow Economic Theme Exhibition, Liaoning-Europe and America Ice and Snow Economic Cooperation Exchange Conference and Liaoning Ice and Snow Economic Industry Tour will be held, aiming at deepening the exchanges and cooperation between Liaoning Province and the world in the field of ice and snow economy, jointly exploring new opportunities for the development of global ice and snow industry and building a brand of winter economic and trade cooperation in Liaoning Province. (Liaoning Daily)South Korea's stock market is bound to erase all the declines since the martial law storm, and South Korea's benchmark stock index will continue to rebound on Friday, which is bound to recover all the lost ground since the martial law storm. South Korea's Kospi index once rose by 0.7%, heading for four consecutive gains, erasing all the declines since December 3 in intraday trading. Late that night, South Korean President Yin Xiyue announced martial law and then hastily lifted it, shocking the world. Investors believe that South Korea's stock market has fallen too far recently, and expect that if Congress passes the second impeachment motion against Yin Xiyue over the weekend, the risk of political turmoil will be alleviated. Although Yin Xiyue refused to step down and vowed to fight to the end, there are more and more signs that some ruling party members may support the impeachment motion.Ye Fan, Southwest Securities: In 2025, the upward trend of domestic economy will continue, and it is estimated that the annual RRR will be lowered by about 100bp. The Central Economic Work Conference will be held in Beijing from December 11th to 12th. Ye Fan, chief economist of Southwest Securities, said that in 2025, the domestic economy will continue to stabilize and upward under the policy. From the structural point of view, infrastructure and manufacturing investment are expected to remain the main support items for domestic investment next year, and the decline in real estate investment will gradually narrow; Domestic demand is expected to play a stronger role in stimulating the economy than external demand, and domestic residents' consumption is expected to continue to pick up under the policy. Regarding the direction of fiscal and monetary policies, Ye Fan predicted that the issuance scale of ultra-long-term special government bonds will be around 1.5 trillion -2 trillion yuan in 2025, and it will continue to support the "dual" areas. In the first half of next year or the peak of government bond issuance, there may be a RRR cut for hedging. It is estimated that the RRR cut will be about 100bp for the whole year, and the interest rate cut will be decided by camera. The interest rate cut of 25bp-40bp may be promoted step by step.
Strategy guide
12-13
Strategy guide 12-13
Strategy guide
12-13
Strategy guide
Strategy guide 12-13