South Korea's KOSPI index erased all the declines since the martial law storm.Vista Jiajie: The development of cloud computing and digitalization in Asia-Pacific IT distribution is accelerating. According to the research report of CLSA, Vista Jiajie, as the eighth largest IT distributor in the world and the second largest IT distributor in China, has benefited from the rapid growth of cloud computing and the digitalization development in Southeast Asia, and has a good market position. The company occupies a dominant position in the ICT industry in the Asia-Pacific region, especially in Southeast Asia and China, with obvious demographic advantages and huge growth potential. Vista Jiajie is Starlink's preferred partner in ASEAN. The global cloud computing market is expected to grow at a compound annual growth rate of 18.6% from 2023 to 2027. Vista Jiajie has an optimistic prospect in the fields of cloud computing and artificial intelligence.Chengdu Luqiao invested in the establishment of a mining company in Inner Mongolia. According to the enterprise survey APP, recently, Harqin Banner Beichenxing Mining Co., Ltd. was established, with Hu Wen as the legal representative and a registered capital of 10 million yuan. Its business scope includes: metal ore sales; Non-metallic minerals and products sales; Manufacturing of nonmetallic mineral products; Mineral processing; Mineral washing and processing; Non-metallic waste and debris processing, etc. Enterprise survey shows that the company is indirectly wholly-owned by Chengdu Luqiao.
Zhongkong Technology won the bid for the whole plant control system project of Rong Sheng New Materials and held a kick-off meeting. Recently, Zhongkong Technology successfully won the bid for the whole plant control system framework project of Jintang New Materials Project of Rong Sheng New Materials (Zhoushan) Co., Ltd. (hereinafter referred to as "Jintang New Materials Project") and held a kick-off meeting in Zhongkong Science Park. The project is expected to deploy 360,000-point I/O DCS system, 15,000-point SIS system and 10,000-point GDS system. At the same time, a number of new products and technologies that occupy the forefront of the industry, such as UCS products of central control technology, SmartEIO, million-point real-time database and calorific value analysis, will also be applied on a large scale in this project, helping Jintang new materials to build a world-leading intelligent factory.The concept of memory chip fluctuated and strengthened. The daily limit of Purran shares was 20CM, and Zhaoyi Innovation approached the daily limit. Hengshuo shares, Netac Technology, Juchen shares and Weiwei Storage all rose by more than 5%.CICC: Gradually filling the gap between inflation and demand will be the direction of economic work next year. The Central Economic Work Conference will be held in Beijing from December 11th to 12th. The research department of CICC believes that for the economic goal of next year, after "maintaining stable economic growth", the meeting proposed to "maintain overall stability in employment and prices" and put forward "focusing on goal guidance and striving to achieve an optimal combination of stable growth, stable employment and reasonable price recovery". This is the first time in the past 15 years that "stabilizing prices" has been taken as the goal of annual economic work during the period of low prices. The research department of CICC believes that gradually bridging the inflation gap and demand gap will be the direction of economic work next year.
Morgan Stanley Xing Ziqiang: China can fully withstand the improvement of the central financial deficit ratio. On December 13th, Xing Ziqiang, chief economist of Morgan Stanley China, said at the "Caijing Annual Meeting 2025: Forecast and Strategy" and the 2024 Global Wealth Management Forum that the Central Economic Work Conference broke the previous mindset of fiscal prudence. It is predicted that the budget of deficit ratio will reach a higher level next year, and may even exceed the level of 2020 (above 3.6%). With China's relatively strong national balance sheet, it can fully withstand the relatively high deficit ratio of the central government. Most other countries in the world have abandoned the so-called deficit ratio constraint of around 3% after facing the downturn of the real estate market and other factors.Singapore iron ore futures fell 2.4%, almost erasing the gains this week.South Korea's KOSPI index erased all the declines since the martial law storm.
Strategy guide 12-14
Strategy guide 12-14
Strategy guide 12-14
Strategy guide
Strategy guide 12-14