Tianyang Technology: It plans to spend 50 million yuan to 100 million yuan to buy back shares. Tianyang Technology (300872.SZ) disclosed the plan of buying back shares. The total amount of funds to be used by the company for this repurchase is not less than 50 million yuan, not more than 100 million yuan (inclusive), and the price range of the shares to be repurchased is not more than 24.52 yuan/share (inclusive). All the shares to be repurchased will be cancelled and the company registration will be reduced.According to the survey, Chilean analysts expect the key interest rate to be 5% in January.President united steelworkers union: The acquisition of Nippon Steel in Japan may mean the long-term decline of American steel companies. The head of the largest trade union in North America said that there is no guarantee from Nippon Steel to ensure that American steel companies will not decline after the acquisition. A few days ago, Nippon Steel of Japan proposed a $15 billion acquisition of American steel companies, which was opposed by Biden and Trump. The acquisition will be subject to the national security review of the Committee on Foreign Investment (CFIUS) later this month. United steelworkers union Chairman David McCall was interviewed on Monday. On that day, Nippon Steel announced the details of various commitments it had made to gain union support, including job security and investment in facilities. Mccall said that one of his biggest concerns is that Nippon Steel may export steel products to the United States through its international steel mills, which he feared would weaken the position of American steel companies. Mccall said: "When we discuss with Nippon Steel, nothing can guarantee that their commitment is feasible in the long run." Nippon Steel previously denied that it would import steel from its international steel mills after reaching an agreement, and repeatedly said that its goal is to become a "member" of the United States, and the American market is crucial to its future growth.
A shares may have more upside! Core assets can be laid out with one click through the Shanghai and Shenzhen 300ETF South (159925). On December 10th, the Shanghai and Shenzhen 300ETF South (159925) closed up 0.83%, with a turnover of 115 million yuan. Component stocks rose strongly, with China Merchants Bank and Wuliangye rising by over 2%, and Kweichow Moutai, China Ping 'an and Zijin Mining rising by over 1%. China Merchants Securities said that at present, the expected returns of wealth management products and deposit interest rates are declining, the expected returns of various types of assets are declining, residents' deposits and net deposits are soaring, and residents' investment funds are greatly increased. In this state of asset shortage, if the profit-making effect of the follow-up equity market continues to improve and residents' deposits move to the equity market, theoretically, A shares will have greater upside. In terms of configuration, among the industries before and after the two important meetings in December, petroleum and petrochemical, food and beverage, household appliances, social services, medicine and biology, agriculture, forestry, animal husbandry and fishery are more likely to rise. You can use the Shanghai and Shenzhen 300ETF South (159925) to lay out the core assets with one click.Jing Jiawei: The company was not listed in the latest "Entity List" of the Bureau of Industry and Security of the US Department of Commerce. Some investors asked that the Bureau of Industry and Security of the US Department of Commerce (BIS) officially revised the Export Administration Regulations (EAR) and added 140 entities related to the semiconductor industry in China to the "Entity List". Is the company in the above "Entity List"? Jing Jiawei said on the interactive platform that the company was not included in the list on December 2, 2024.Korean Financial Supervisory Authority: Foreign investors sold Korean stocks for four consecutive months. According to the information of Foreign Securities Investment Trends in November released by the Korean Financial Supervisory Authority on December 10, foreign investors sold 4.154 trillion won in the Korean securities market last month, and sold Korean stocks for four consecutive months. According to the data, foreign investors sold 4.237 trillion won in the securities market and bought 83 billion won in the KOSDAQ market. From the perspective of countries (regions), the net sales in the United States (1.6 trillion won), Europe (900 billion won) and Asia (500 billion won) are relatively large.
Minde Electronics: The bid for the 4.9180% equity of Zhejiang Guangxin Microelectronics reached a transaction price of 35.5 million yuan. Minde Electronics announced that the company received a notice from Lishui Lianhe Property Rights Trading Co., Ltd. on December 10, 2024 and was confirmed as the transferee of the "4.9180% equity transfer project of Zhejiang Guangxin Microelectronics Co., Ltd. held by Lishui Green Industry Development Fund Co., Ltd.", with a transaction price of 35.5 million yuan. The company will handle matters such as contract signing and payment according to the process of trading institutions.Beijing Securities Regulatory Bureau issued a warning letter to Longhui Investment: after SuperMap Software's shareholding reached 5%, it continued to buy and failed to stop trading according to regulations and fulfill the obligation of letter covering. Beijing Securities Regulatory Bureau issued a decision on taking administrative supervision measures to issue a warning letter to Beijing Longhui Investment Co., Ltd. According to the Prompt Announcement on Disclosure of Simplified Equity Change Report disclosed by SuperMap Software on December 10, 2024 and the Simplified Equity Change Report disclosed by the company, in November 2021, On November 28th, 2024, the company held 5.26% of SuperMap Software's shares in total, and became a shareholder holding more than 5% of SuperMap Software's shares. The company continued to buy shares of listed companies after the shareholding ratio reached 5%, and failed to stop trading and fulfill its information disclosure obligations as required. The above-mentioned behavior of the company violated relevant regulations. The Beijing Securities Regulatory Bureau decided to take the administrative supervision measures of issuing a warning letter to the company and record it in the integrity file of the securities and futures market. The company shall abide by the laws and regulations of the capital market, earnestly fulfill the obligation of information disclosure, prevent such behaviors from happening again, and submit a written report within 15 working days from the date of receiving this decision.China's key mineral control is "stricter than expected". Regarding China's announcement last week to strengthen export control to the United States, The New York Times commented in a report on December 9 that it is "stricter than expected". The report claims that the most worrying thing is the extensive ban on transshipment. This clause extends export control to companies inside and outside China, and prohibits these companies from buying minerals in China and reselling them to American companies. The Center for Strategic and International Studies (CSIS), an American think tank, points out that the new export control measures include several firsts-the first time that it explicitly targets the United States rather than other countries, and the first time that it directly responds to the restrictions imposed by the United States on its access to advanced technology. (Observer Network)
Strategy guide 12-13
Strategy guide
12-13