What are the important news

Today's subscription tips

In terms of new shares, Kelong New Materials subscribed for code 920098, with an issue price of 14 yuan and a subscription limit of 712,500 shares.

Investment is risky, and you need to be cautious when subscribing.

The Office of the CPC Central Committee and the Office of the State Council issued the Action Plan for Food Conservation and Anti-Food Waste

The General Office of the Central Committee of the Communist Party of China and the General Office of the State Council recently issued the "Action Plan for Food Conservation and Anti-Food Waste". The action plan clearly states that by the end of 2027, the long-term mechanism of food and food conservation will be more sound, the statistical survey system, standards and indicators of food loss and food waste will be continuously improved, the loss rate of food production, storage, transportation and processing will be controlled below the international average, and the per capita food waste per meal in the catering industry, government canteens, school canteens, and enterprise canteens will be significantly reduced, and food waste will be effectively curbed. Through continuous efforts and the participation of the whole people, it has become a common practice in the whole society to promote food conservation and oppose waste.

The central bank and other nine departments jointly held a meeting on the promotion of loans for scientific and technological innovation and technological transformation

On November 21, the People's Bank of China, together with the National Development and Reform Commission, the Ministry of Science and Technology, the Ministry of Industry and Information Technology, the Ministry of Finance, the Ministry of Agriculture and Rural Affairs, the Ministry of Transport, the State-owned Assets Supervision and Administration Commission of the State Council, and the State Administration of Financial Regulation, held a meeting on the promotion of loans for scientific and technological innovation and technological transformation. Zhu Hexin, member of the party committee and vice governor of the People's Bank of China, attended and spoke at the meeting.

Will the United States announce new chip export restrictions to China? Ministry of Foreign Affairs: Resolute measures will be taken

On November 25, Foreign Ministry Spokesperson Mao Ning held a regular press conference. Reuters reporter asked, the American Chamber of Commerce said that the Biden administration will announce new chip export restrictions to China as early as next week. Does the foreign ministry have any comment? Mao Ning said that China has always firmly opposed the US side's generalization of the concept of national security, abuse of export control measures, and malicious blockade and suppression of China, which seriously violates the laws of the market economy and the principle of fair competition, undermines the international economic and trade order, disrupts the stability of the global production and supply chain, and ultimately harms the interests of all countries. China will take resolute measures to firmly safeguard the legitimate and lawful rights and interests of Chinese enterprises.

Issued by 12 departments, it is related to the large-scale application of 5G

According to the official website of the Ministry of Industry and Information Technology, the Ministry of Industry and Information Technology and other 12 departments issued the "5G Large-scale Application "Sailing" Action Upgrade Plan", which proposes that by the end of 2027, a development pattern of "universal capabilities, universal applications, and inclusive empowerment" will be built and formed, and the large-scale application of 5G will be fully realized.

U.S. stocks close: The Dow hit another all-time high Tesla fell nearly 4%.

On Monday, local time, the three major U.S. stock indexes collectively closed higher, with the Dow rising 0.99% to hit a record high, the Nasdaq rising 0.27%, and the S&P 500 rising 0.30%. Tesla fell nearly 4%, and California plans to launch subsidies for electric vehicle purchases, and Tesla will be excluded. The Nasdaq China Golden Dragon Index closed up 0.44%, Alibaba, Baidu, Youdao, and New Oriental rose more than 2%, Weilai fell more than 3%, Xpeng Motors fell more than 2%, and NetEase fell more than 1%.

These announcements cannot be missed

Dongzhu ecology reminds of risks: the company's shares have risen significantly for many days

Dongzhu Ecology (603359) issued a stock trading risk warning announcement on the evening of November 25, saying that the company's main business is still ecological protection and environmental governance, and there has been no change. The company's rolling P/E ratio is significantly higher than the industry average. In view of the large increase in the company's shares for many consecutive days, investors are advised to pay attention to trading risks, make rational decisions, and invest prudently.

Guang'an Aizhong: The company's shares may have a downside risk after a large short-term increase

Guang'an Aizhong (600979) issued a risk warning announcement on the evening of November 25, and the company's shares on November 21, November 22, and November 25 for three consecutive trading days, the stock price rose in the short term, and there may be a risk of falling after a large short-term increase. Up to now, the company's production and business activities, internal and external business environment have not undergone major changes, and the company has no major matters that should be disclosed but have not been disclosed.

Shangao Environmental Energy: The adjustment of the export tax rebate policy may cause the price of industrial-grade blended oil to fluctuate in the short term

On the evening of November 25, 000803 2024, the Ministry of Finance and the State Administration of Taxation issued the "Announcement on Adjusting the Export Tax Rebate Policy". The adjustment of the export tax rebate policy may cause certain fluctuations in the market price of industrial-grade blended oil at home and abroad in the short term.

Xingyuan Material: It is planned to cooperate strategically with Zhongke Deep Blue Huize to develop a solid-state electrolyte membrane

Xingyuan Materials (300568) announced on the evening of November 25 that the company signed a strategic cooperation framework agreement with Zhongke Shenlan Huize New Energy (Changzhou) Co., Ltd. (hereinafter referred to as "Zhongke Shenlan Huize"), which established a deep strategic cooperative relationship to jointly develop solid-state electrolyte membranes, and further expand commercial cooperation at the right time to develop, produce and sell solid-state electrolyte membranes.

Xiangdian shares: It is planned to raise no more than 2 billion yuan

Xiangdian Co., Ltd. (600416) disclosed on the evening of November 25 the plan to issue shares to specific targets in 2024, and planned to raise no more than 2 billion yuan for the serial development and industrialization of aviation electrical systems, the research and development and industrialization of magnetic bearing high-speed motor systems, and the replenishment of working capital.

*ST Wentou: The company's reorganization plan was approved by the court

*ST Wentou (600715) announced on the evening of November 25 that the Beijing No. 1 Intermediate People's Court issued a civil ruling, ruling to approve the company's reorganization plan and terminate the company's reorganization procedure.

Guanghong Technology: Planning to acquire AC company and TIS factory

Guanghong Technology (300735) announced on the evening of November 25 that the company is planning to purchase 100% of the shares of All Circuits S.A.S. (hereinafter referred to as "AC Company") and 0.003% of the shares of TIS Circuits SARL (hereinafter referred to as "TIS Factory") by paying cash. Upon completion of the transaction, AC and TIS will become subsidiaries of the Company. According to the listing and transfer information of the Beijing Equity Exchange, the reserve price for the transfer of 100% equity of AC company is 733 million yuan, and the reserve price of 0.003% equity transfer of TIS factory is 0.0001 million yuan. Through this transaction, the company will control 100% of AC and its controlled TIS plant, thereby enriching the company's technology and product portfolio in the field of electronic controls for the automotive industry. The consideration for the transaction is planned to be paid entirely from the proceeds from the issuance of shares to specific targets. At the same time, Guanghong Technology disclosed the plan to issue shares to specific objects, and planned to raise no more than 1.033 billion yuan for the acquisition of 100% equity of AC company and 0.003% equity of TIS factory and replenishment of working capital.

Geling Shentong: It is planned to hold Guoke Emdoor to develop intelligent business in the field of military industry

Geling Shentong (688207) announced on the evening of November 25 that the company intends to acquire part of the equity of Shenzhen Guoke Emdoor Technology Co., Ltd. (hereinafter referred to as "Guoke Emdoor") by way of capital increase and acquisition of equity, of which it is planned to increase the capital of Guoke Emdoor with 50 million yuan, and transfer part of the equity of Guoke Emdoor with 10.3284 million yuan, and at the same time sign the "Concerted Action Agreement" with some shareholders of Guoke Emdoor to achieve control of Guoke Emdoor. After the completion of the transaction, the company will directly hold 23.42% of the equity of CAE Emdoor, become its largest shareholder, and obtain 54.68% of the voting rights of CAS Emdoor through concerted action, and become the controlling shareholder of CAE Emdoor. CAS Emdoor mainly provides terminal computing equipment with localized chips as the core for the military industry, including motherboards based on localized chips, ruggedized and localized tablets, notebook computers, etc., and the products have been supplied in batches in the industry. This transaction will strengthen the company's hardware design, R&D and manufacturing capabilities, accelerate the implementation of the strategy of artificial intelligence software and hardware integration products, and help the company develop intelligent business in the military industry.

(The content of the announcement is excerpted from the e-company app).

What brokers are looking for today

GF Securities:

Real estate: Last week, the scale of new housing online signing was still increasing month-on-month, and the subscription transformation brought by the high heat of the market in the early stage was still continuing, while the second-hand housing online signing and front-end visits and subscriptions declined. In this context, the continuous introduction of policies is the most important means to maintain market heat, before the Ministry of Finance and other three departments clearly support the optimization of the real estate industry tax policy, last week Beijing, Shanghai, Guangzhou and Shenzhen quickly followed up to cancel the non-ordinary housing identification standards, the policy was introduced quickly, reflecting the determination of governments at all levels to stabilize the market, and have a positive impact on the repair and consolidation of market confidence. At present, the market is in the transition stage from the bottom of the policy to the bottom of the fundamentals, and it is expected that the policy support will continue to increase before the market stabilizes, and pay attention to the effect of the policy, including the impact on the fundamentals and the flexibility of business operations.

China Securities Construction Investment:

Strategy: Continue to be optimistic about the "confidence revaluation bull" of China's stock market in the medium term, and believe that with the gradual development and effectiveness of the policy, the bull market is expected to gradually move from a "liquidity bull" to a "fundamental bull" in 2025. In the short term, we are first optimistic about the New Year's Eve market at the end of the year and the beginning of the year, and tend to overweight several clues: asset revaluation: financial real estate and chemical debt beneficiary categories; new quality productivity elastic assets, benefiting from the "two-fold" and "two-new" categories of finance; service consumption and potential benefits, the direction of the theme of deepening supply-side reform, etc.

Editor-in-charge: Wan Jianyi

Proofreader: Yang Shuxin

Copyright Notice

All original content on the platforms of the Securities Times shall not be reproduced by any unit or individual without written authorization. Our company reserves the right to pursue the legal responsibility of relevant actors.

For reprinting and cooperation, please contact the Securities Times assistant, WeChat ID: SecuritiesTimes