Huatai Securities: It is expected that the Fed will cut interest rates by 25bp in December, but the path of interest rate cut in 2025 is highly uncertain. Huatai Securities said that the overall inflation in November in the United States was in line with expectations, and the slight cooling of service inflation partially eased the market's concerns about inflation rebound. It is expected that the Fed will cut interest rates by 25bp in December, but the path of interest rate cut in 2025 is highly uncertain. Recently, the overall economic momentum of the United States has rebounded: from September to November, the PMI of Markit manufacturing in the United States has rebounded for three consecutive months; After the election, enterprises, especially small enterprises, are expected to improve, and the recent NFIB SME confidence index has rebounded significantly; The latest Atlanta GDP Now shows that the fourth quarter GDP growth rate of the United States is 3.3% year-on-year. However, considering that the unemployment rate data rebounded in November, and the recent inflation is still relatively moderate, we expect that the recent data may not prevent the Fed from cutting interest rates at its December meeting next week. However, in 2025, the growth and inflation path of the United States was disturbed by the Trump policy, and the Federal Reserve may "make a camera choice" on the basis of watching the overall economic trend. There is uncertainty in the path of interest rate cut in 2025.The strategy of Guojun Junan Household Appliances in 2025: The subsidy policy is still the key to determine the level of domestic demand, and the leading enterprises with leading layout will continue to be optimistic about going out to sea. Guotai Junan said that in 2024, the domestic sales category will be divided and the overall export will be stable. The household appliance industry presents four key words: looking at the sky/involution/multi-point flowering/continuous going out to sea. Looking forward to 2025: look forward to the domestic demand policy and continue to be optimistic about the sea leader. Subsidy policy is still the key to determine the level of domestic demand, and we will continue to be optimistic about leading enterprises with leading layout. Be optimistic about the leading enterprises and pay attention to three main lines: 1) Continue to be optimistic about the leading enterprises under the logic blessing of trade-in and going out to sea; 2) For industries with pure domestic demand, pay attention to the turning point of enterprises; 3) Pay moderate attention to the fermentation of potential themes, such as AI+ intelligence and the reform of state-owned enterprises, and the growth of mergers and acquisitions.Nepal's Everest region will ban commercial helicopter flights to protect the local economy and wildlife. On December 11th, local officials in Nepal said that the local government and other stakeholders have decided to ban commercial helicopter flights in the Everest region from January 1st next year to protect the local economy and wildlife. Mingema Chiri Sherpa, mayor of Khumbasan Lamu, Mount Everest, Nepal, said on the same day that the decision was made because the increase in commercial helicopter flights in Mount Everest in recent years has shortened the stay time of tourists, and helicopter noise has also interfered with wildlife in nearby national parks. Relevant decisions are being sent to helicopter operators, travel agencies and tourism enterprises through letters.
Rosario Grain Exchange: Argentina's wheat production in 2024/25 is estimated to be 19.3 million tons, compared with the previous estimate of 18.8 million tons.The Nikkei 225 index hit a two-month high of 40,000 points, and the Nikkei 225 index hit a two-month high of 40,000 points, up 1.61% in the day.Russia says it controls two settlements in Kursk, and the Ukrainian army says it will continue to hold its ground. On the 11th, local time, the Russian Defense Ministry reported that in the past day, Russian troops had taken control of Darinot and Plekhovo settlements in Kursk region. The circular also stated that the Ukrainian armed forces used six US-made Army tactical missiles on the same day to launch an attack on a military airport in Rostov, southern Russia. The falling of missile fragments caused personal injury, but no other serious losses were caused. Russia will respond to this attack. On the same day, the General Staff of the Ukrainian Armed Forces issued a battle report, saying that there were 140 battles in the frontline area that day, and the Ukrainian army continued to hold its ground and fully blocked the Russian army. Among them, the fighting in Pokrovsk and Kulahovo is the fiercest, and fighting continues in some areas. In addition, Sumeizhou and Chernigov continue to be attacked by Russian air. In the Kursk region, the Ukrainian army repelled 15 Russian attacks.
The two-wheel drive robot industry in the policy market is welcoming the expansion period. The reporter was informed that many places have successively issued relevant policies for the development of the robot industry, planned development goals, and refined measures around improving basic innovation capabilities, accelerating the demonstration application of "robot+"innovation, and promoting the accelerated agglomeration of business entities to accelerate the innovation and development of the robot industry. Recently, Hangzhou released the Development Plan of Humanoid Robot Industry in Hangzhou (2024-2029). Chongqing, Nanjing, Sichuan Tianfu New District and other places have also issued relevant policies to promote the development of the robot industry, and based on the current situation and advantages of industrial development in various regions, promote the further development of the robot industry. Gao Chao, deputy general manager of CCID Consulting Advanced Manufacturing Research Center, said that the scale of China's robot industry is expected to grow to about 400 billion yuan during the Tenth Five-Year Plan period. While accelerating the overall development level of the robot industry, building an industrial innovation system and strengthening product application and promotion have also become the focus of multi-party efforts. Policy and market two-wheel drive have further opened up the development space for robot-related enterprises. (Economic Information Daily)Han Dongxun, leader of South Korea's ruling party, said that President Yin Xiyue should be dismissed immediately. The only way is for the ruling party members to vote for impeachment.Liberal Arts Garden: The company undertook the garden project of Jimu Science and Technology Park and did not participate in robot-related projects. Liberal Arts Garden (002775) replied to investors' questions on the interactive platform on December 12, saying that the project currently undertaken by the company is the green belt garden subcontracting project of the west/north garden site of Jimu Science and Technology Park Project of Dongguan Jimu Machinery Co., Ltd., and did not participate in robot-related projects.
Strategy guide
12-14
Strategy guide 12-14
Strategy guide
12-14