Guotai Junan: OPEC+ once again postponed the increase in production without changing the global increase in production trend, and the supply and demand will still improve. Guotai Junan issued a document saying that since December, the VLCC freight rate has dropped to a low level, and the MR freight rate has rebounded slightly. Recently, OPEC+ decided to postpone production for another quarter until April 2025, and then increase production month by month, until the end of September 2026, the cumulative increase of 2 million barrels per day was completed. If implemented as scheduled, it is estimated that the increase of OPEC+production in 2025-26 will drive the global increase by 0.4%/1.2%. In addition, North America and South America are expected to increase production in 2025. The increase of crude oil production will benefit the growth of oil transportation demand, and the supply of tankers will be rigid in the next few years, and the improvement of supply and demand and the rise of prosperity will still be expected, suggesting that there is an option to lower oil prices.CITIC Securities: Short-term home fundamentals are expected to usher in a window of policy improvement, and we can bargain and seize the opportunity of valuation repair. CITIC Securities recently reported that the situation in the light industry has been severe since 2024, but it still presents three bright spots: channel reconstruction of the personal care industry, internationalization of the tobacco industry and asset integration of the metal packaging industry. The above-mentioned opportunities for subdividing the track are expected to continue and be further strengthened in 2025. Short-term home fundamentals are expected to usher in a policy improvement window, which can be laid out on dips, seize the opportunity of valuation repair, pay attention to industry demand and policy continuity, and attach importance to reasonable valuation intervals. In 2025, the papermaking and paper packaging industries will benefit from the recovery of consumption.视觉交易香港收购在香港暂停交易。
Greater Bay Area's major projects are new! The Huangmaohai Cross-sea Passage was officially opened to traffic at 15: 00 on the 11th. It was learned exclusively from Guangdong Transportation Department that the Huangmaohai Cross-sea Passage Project, one of the major projects in Guangdong-Hong Kong-Macao Greater Bay Area, will be officially opened to traffic at 15: 00 on December 11th. It takes about 30 minutes from Zhuhai, Guangdong to Jiangmen, Guangdong, and the three-dimensional traffic network in Greater Bay Area is further dense. The reporter learned that in the early stage of the opening of the project, the public will be temporarily exempted from the road tolls of the project, and the detailed fees will be disclosed separately in the next step. (CCTV)Japan's M2 money stock increased by 1.2% and M3 by 0.7% in November.China's Ambassador to Ukraine met with Ukrainian Minister of Agricultural Policy and Food to jointly promote the upgrading of agricultural cooperation. According to the website of the Embassy of China in Ukraine, on December 9, 2024, Ambassador Ma Shengkun met with Ukrainian Minister of Agricultural Policy and Food Covali, and Tcaciuc, Director of Ukrainian Food Safety and Consumer Protection Agency, attended the meeting. The two sides had an extensive and in-depth exchange of views on cooperation in agriculture and food. Ambassador Ma said that China-Ukraine agricultural cooperation has a long history, good foundation and broad prospects, which is an important aspect of bilateral economic and trade cooperation. China has always attached great importance to it and is willing to strengthen cooperation with Uzbekistan in the fields of policy communication and coordination, mutual access of agricultural products and agricultural technology cooperation, and jointly promote the upgrading and upgrading of agricultural cooperation between the two countries. Minister Covali said that China and Ukraine are strategic partners, and China is the most important agricultural trade partner of Ukraine. Uzbekistan attaches great importance to Sino-Ukrainian agricultural cooperation and is willing to strengthen communication with China, improve the level of trade and jointly promote the agricultural development of the two countries.
List of A-share restricted shares lifted: The restricted shares with a market value of 3.961 billion yuan were lifted today. On Tuesday (December 10th), the restricted shares of six companies were lifted, with a total lifting amount of 185 million shares. According to the latest closing price, the total lifting market value was 3.961 billion yuan. Judging from the amount of lifting the ban, one company lifted more than 10 million shares. Dongxin, Guiyan Platinum and Hangzhou Jiebai were among the top companies, with 166 million shares, 6,131,900 shares and 6,033,300 shares respectively. Judging from the market value of lifting the ban, the number of shares lifted by a company exceeds 100 million yuan. Dongxin Co., Ltd., Guiyan Platinum Industry and Yineng Power are among the top companies in terms of market value, with market values of 3.717 billion yuan, 86.767 million yuan and 81.6371 million yuan respectively. Judging from the proportion of shares released from the ban to the total share capital, the proportion of one company released from the ban exceeded 10%. Dongxin, Yineng Power and Baolijie are among the top companies, with the lifting rates of 37.47%, 5.75% and 1.78% respectively.The weighted share price index of Taiwan Stock Exchange opened 0.2% lower at 23,228.26.South Korea's Ministry of Finance said in a joint statement that South Korea will actively respond and reverse market sentiment.
Strategy guide
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Strategy guide