Southern Power Grid: In November, the installed capacity of industrial and commercial distributed photovoltaic projects was newly put into operation, with more than 500 MW. Southern Power Grid (003035) said at the institutional investor strategy meeting on December 12 that in 2024, the company will continue to give full play to the advantages of distributed photovoltaic energy-saving track, focusing on key industries with good industry prospects, strong sustainable operation ability and large electricity consumption, and increase development efforts. According to preliminary statistics, from January to November 2024, the installed capacity of industrial and commercial distributed photovoltaic projects was newly put into operation with more than 500 MW.The three major stock indexes opened lower, with the Shanghai Composite Index down 0.54%, the Shenzhen Component Index down 0.74% and the Growth Enterprise Market down 0.87%.Shenzhen started the construction of the first batch of "AI+" medical equipment professional parks. At the 2024 Shenzhen International High Performance Medical Equipment Exhibition and Innovative Medicine Exhibition held on December 12, a number of breakthrough cutting-edge technological achievements and innovative products were unveiled, and more than 200 famous medical equipment enterprises, scientific research institutions and medical institutions from home and abroad gathered to discuss cutting-edge technologies, explore innovative paths of medical equipment and help the high-quality development of the industry. In order to further seize the opportunity of artificial intelligence medical development, accelerate the digital transformation of Shenzhen's biomedical industry, gather a number of characteristic "AI+" medical equipment enterprises, and incubate a number of innovative medical equipment projects, Shenzhen started to build "AI+" medical equipment professional parks in key areas of industrial development. At this exhibition, the construction of the first batch of Shenzhen "AI+" pharmaceutical machinery professional parks, such as Baolong Biomedical Innovation and Development Pilot Zone, Nanshan Zhicheng, Hetao AI+ Biological Professional Park and Yinxing Science and Technology Park, was officially launched. Next, Shenzhen will vigorously improve the development and incubation of new quality productivity in the field of medical equipment, work together to shape the deep integration ecological pattern of "artificial intelligence+medical equipment", and accelerate the development and growth of "AI+" medical equipment industry.
Guojin Securities: The warm wind of medical policy comes first, then the progress of innovation going out to sea, and then the opportunity of performance reversal. Guojin Securities Research Report said that the core investment opportunities in the pharmaceutical sector in 25 years will revolve around three logics: 1) innovation going out to sea; 2) demand recovery; 3) Policy expectation reversal. At present, the policy warm wind comes first (the medical track policy continues to warm up, and the overall industry expectation is expected to be optimistic); Then, R&D and innovation will go to sea (innovative drug track will continue to make progress, and it will still be the hottest track in the pharmaceutical sector in 2025, especially it is recommended to pay attention to the clinical data reading and commercialization progress of the first-line target, as well as the fluctuation opportunity of the expected difference of the second-line innovative drugs), and then the performance growth rate is expected to bottom out in the first half of 2025 (but it will take time for this improvement in performance growth rate to come. Considering the current industry communication and historical base, it is expected that 4Q24 and 1Q25 should still be cautiously optimistic.)Black Myth: Wukong won the best action game of the year by TGA.Musk moved SpaceX headquarters to the Starbase in Texas.
The vacancy of Cao Guo was filled. South Korea's opposition camp continued to maintain 192 seats in the National Assembly. On the 13th, local time, South Korea's Central Electoral Management Commission decided that Bai Xianji, the motherland reform party, would take over the vacancy of Cao Guo. As a result, South Korea's opposition camp continued to maintain 192 seats in the National Assembly. On the afternoon of the 12th, Cao Guo, the leader of South Korea's opposition party, the Motherland Reform Party, was found guilty of fraud in the final judgment of his children's education, and Cao Guo was immediately deprived of his qualification as a member of parliament. The total number of members of the opposition camp decreased from 192 to 191. (CCTV News)Affected by martial law, the support rate of South Korean President Yin Xiyue fell to a record 11%.Domestic insurance in Hong Kong stocks and Chinese brokerage stocks fluctuated lower, while domestic insurance in Hong Kong stocks and Chinese brokerage stocks fluctuated lower. Guolian Securities fell more than 5%, followed by New China Life Insurance, China Pacific Insurance, China Life Insurance, China Merchants Securities and china galaxy.
Strategy guide 12-14
Strategy guide
12-14
Strategy guide
12-14