Today, the national carbon market closed at 101.67 yuan/ton, down 0.05% from the previous day. Today, the comprehensive price of the national carbon market is: the opening price is 101.77 yuan/ton, the highest price is 101.77 yuan/ton, the lowest price is 101.62 yuan/ton, and the closing price is 101.67 yuan/ton, down 0.05% from the previous day. The transaction volume of today's listing agreement is 1,049,574 tons, with a turnover of 104,680,075.45 yuan; The volume of bulk agreement transactions was 8,684,118 tons, with a turnover of 864,134,315.57 yuan. Today, the total turnover of the national carbon emission quota is 9733692 tons, with a total turnover of 968814391.02 yuan. (National Carbon Trading)Liang Zhonghua of Haitong Securities: The general direction of "positive" macro policy in 2025 has been determined, and the Political Bureau of the Communist Party of China (CPC) Central Committee held a meeting on December 9 to analyze and study the economic work in 2025. Liang Zhonghua, chief macro analyst of Haitong Securities, said that judging from the statement of the meeting, the general direction of "positive" macro policy in 2025 is certain. Among them, "supernormal countercyclical adjustment" was put forward for the first time. Liang Zhonghua analyzed that "supernormal adjustment" may be different from QE (quantitative easing) in western countries, but refers to a traditional tool that has grown steadily in the past few years, making a breakthrough on the margin and playing the role of "keeping innovation" and "enriching and perfecting the policy toolbox". Judging from the policies that have been issued since September, this round of steady growth is a steady growth under the framework of "high quality". The high-quality framework will not change, and there will be no strong stimulation of flood irrigation. The meeting proposed to "implement a more active fiscal policy and a moderately loose monetary policy". Liang Zhonghua believes that next year's finance is expected to make further marginal efforts. It is expected that deficit ratio may improve. At present, 3.5%-4.0% is more likely, and the scale of special bonds may be marginally increased. Special government bonds supporting "duality" and "two innovations" will continue to be issued or increased. In addition, the debt-melting policy launched in November will also be the financial focus next year, and it is expected that special government bonds may be issued to supplement bank capital. In addition, the gradual interest rate cut will continue next year, and the structural monetary policy will continue to exert its strength. The meeting stressed that "it is necessary to vigorously boost consumption, improve investment efficiency, and expand domestic demand in all directions." In this regard, Liang Zhonghua believes that compared with Politburo meeting of the Chinese Communist Party's statement of "expanding domestic demand with the focus on boosting consumption" in July, this meeting pays more attention to expanding domestic demand, and its support is expected to be further increased in the future. Since the beginning of this year, with the extra-long special national debt funds in place, the consumption of consumer goods trade-in policy has gradually emerged. There is still room for further efforts to expand domestic demand policies such as replacing old consumer goods with new ones next year. Liang Zhonghua also mentioned that this meeting clearly put forward "stabilizing the property market and stock market", which shows that the policy pays high attention to the property market and stock market. As an important signal to pay attention to the economy and expectations, the policies of the property market and stock market are also positive.Citi: The long-term upside of gold is still intact. Analysts of Citi Research said in a report that the long-term upside of gold is still intact. Supported by the continuous deterioration of the US job market, the high interest rate, which hinders economic growth, and the increasing demand for ETFs, the bank continues to believe that gold has room for growth. In the continuous "dollarization", long-term themes such as rising global debt levels also constitute structural benefits for commodities. Citigroup is still optimistic about gold, and its target for the next three months remains unchanged, that is, 2,800 US dollars/ounce, and its target for six to 12 months remains unchanged, that is, 3,000 US dollars/ounce.
Big financial stocks rose in intraday trading, with great wisdom hitting the daily limit. Tianmao Group, Guosheng Financial Holdings and Tianli Technology had previous daily limit, while huijin technology, Compass, Winson, Dongxing Securities and Oriental Fortune rose more than 5%.The tourism and hotel sectors fluctuated actively, with the daily limit of Tongqinglou, Xi 'an Restaurant and BTG Hotel, and Jinjiang Hotel, Tianmu Lake, Xi 'an Tourism and Quanjude rising.Alibaba Cloud calculated that the registered capital of an information technology company established in Shanghai is 10 million yuan. According to the Tianyancha App, recently, Shanghai Green Net Siming Information Technology Co., Ltd. was established with Qian Lei as the legal representative and a registered capital of 10 million yuan. Its business scope includes information consulting services, socio-economic consulting services, information technology consulting services, information system integration services, information system operation and maintenance services, software development, data processing and storage support services. According to shareholder information, the company is wholly owned by Zhejiang Alibaba Cloud Computing Co., Ltd.
General Administration of Customs: In the first 11 months, automobile exports were 762.97 billion yuan, up by 16.9%. According to the data of General Administration of Customs, in the first 11 months, China exported 13.7 trillion yuan of mechanical and electrical products, up by 8.4%, accounting for 59.5% of China's total export value. Among them, automatic data processing equipment and its parts and components were 1.33 trillion yuan, an increase of 11.4%; 1.03 trillion yuan of integrated circuits, up by 20.3%; Mobile phones reached 874.45 billion yuan, down by 0.9%; Automobile was 762.97 billion yuan, up by 16.9%. In the same period, the export of labor products was 3.84 trillion yuan, an increase of 3.2%, accounting for 16.7%. Among them, clothing and clothing accessories were 1.03 trillion yuan, an increase of 0.9%; Textiles were 915.96 billion yuan, up 6%; Plastic products reached 681.09 billion yuan, up 6.9%. The export of agricultural products was 657.34 billion yuan, up by 4.6%. (General Administration of Customs)Yi Yatong once again won the bid for the service project of the supplier of the material supply platform of China Post Group Co., Ltd., and recently, Yi Yatong won the bid for the service project of the supplier of the material supply platform of China Post Group Co., Ltd. again. The winning categories in this project include 60 categories and 628 subcategories of commodities and related services such as grain and oil seasoning, kitchen and bathroom appliances, cleaning products, office equipment, home textile products and daily necessities; The service scope is China Post Group Co., Ltd. and its subordinate institutions at all levels, including the headquarters of the group company, branches in all provinces (including autonomous regions and municipalities directly under the Central Government), delivery departments, holding subsidiaries, directly affiliated units and their internal or subordinate branches at all levels.Guangdong: By 2025, the proportion of non-fossil energy consumption will strive to reach about 30%. In principle, no new self-provided coal-fired units will be added. The Guangdong Provincial People's Government issued an action plan for continuous improvement of air quality in Guangdong Province to develop clean and low-carbon energy. By 2025, the proportion of non-fossil energy consumption will strive to reach about 30%, and electric energy will account for about 40% of terminal energy consumption. Improve the operation mechanism of natural gas pipeline network, and industrial and commercial users with annual gas consumption of more than 10 million cubic meters, close to the main pipeline and with direct download conditions can implement direct supply. New natural gas will give priority to ensuring residents' lives, replacing clean energy sources in industrial boilers and furnaces, and using transportation vehicles and boats. The "coal to gas" of industrial boilers and furnaces should be promoted in an orderly manner under the condition of implementing the gas supply contract. Reasonable control of coal consumption. Promote energy saving and consumption reduction of existing coal-fired generating units. In principle, no new self-owned coal-fired units will be added, and self-owned power plants will be encouraged to turn into public power plants. The Pearl River Delta region has gradually expanded the scope of Class III (strict) no-burn zone for highly polluting fuels, and the Class III no-burn zone in eastern Guangdong, western Guangdong and northern Guangdong has been expanded to urban built-up areas at or above the county level. Coal-fired power projects and their coal consumption that support stable power supply, safe operation of power grid and large-scale consumption of clean energy should be reasonably guaranteed.
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide
12-13