Minsheng Securities: In 2025, the banking sector grasped three main lines. The Minsheng Securities Research Report pointed out that it is expected that the revenue growth rate of listed banks will remain under pressure and profits will maintain positive growth in 2025. Restricted by factors such as the slowdown of scale expansion, the pressure of narrowing the net interest margin, and the marginal reduction of the contribution of financial investment to revenue, there is still pressure on the year-on-year growth of listed banks' revenue in 2025. However, with the gradual progress of local debt resolution, the real estate package policy has gradually become effective, and the hidden risks of banks in real estate and urban investment assets are expected to be effectively alleviated, and banks can maintain a low level of impairment provision, which supports profit performance. Grasp three main lines: 1) low-valued stock banks: it is recommended to pay attention to China Merchants Bank, Industrial Bank and Shanghai Pudong Development Bank; 2) High-quality rural commercial banks in regional cities: banks benefiting from chemical bonds. It is recommended to pay attention to Chongqing Rural Commercial Bank, Chongqing Bank and regional high-quality banks, and Qilu Bank, Chengdu Bank, Changshu Bank and Hangzhou Bank. 3) High dividend banks: In the process of economic recovery, high dividend strategy has absolute income stability, so it is suggested to pay attention to state-owned big banks, Nanjing Bank and Shanghai Rural Commercial Bank. Famous products Ye Guofu: Promote high-quality development with high-quality consumption. Recently, Ye Guofu, the founder, chairman and CEO of Famous Products, talked with the media about the 2024 Central Economic Work Conference and expressed confidence in the consumer market in China next year. Ye Guofu said that benefiting people's livelihood is widely expected and actively responds to the spirit of the Central Economic Work Conference. Enterprises have the responsibility to fully support and cooperate with the state to do a good job in consumption, boost consumption, enhance consumption capacity, and promote high-quality development with high-quality consumption.
Russian parliamentarian: North Korea's special forces are assisting Russia in the war. On the 14th, the reporter of the General Taiwan Affairs Office learned that Andrei Kolesnik, a member of the National Defense Committee of the Russian State Duma, said in an interview with Lenta.ru on the 13th local time that soldiers of North Korea's special forces are assisting Russia in the war in order to gain practical experience. North Korean leaders sent troops to help Russia fight because the DPRK believes that the combat effectiveness of soldiers who have participated in actual combat will be doubled, especially the special forces must have experience in participating in real conflicts. Kolesnik also stressed that North Korean soldiers participated in the operation legally according to the treaty signed between Russia and the DPRK. (CCTV News) American polls show that half of Americans lack confidence in Trump's ability to nominate qualified cabinet members. A recent poll by the Associated Press -NORC Public Affairs Research Center shows that half of Americans lack confidence in President-elect Trump's ability to nominate qualified people for the new cabinet or key administrative positions. According to the survey results, 55% of American respondents have "a little confidence" or "no confidence at all" in Trump's ability to select qualified candidates during his second term, and another 27% have "very confidence". The poll was conducted from December 5 to 9, and the respondents were 1251 American adults, with a margin of error of 3.7 percentage points. (CCTV)
China Seismological Network officially determined that a 6.3-magnitude earthquake occurred in central Chile (35.30 degrees south latitude and 70.70 degrees west longitude) at 07: 38 on December 14th with a focal depth of 110 kilometers.Former Vietnamese president Ruan Chunfu and others were punished. According to a report by the Vietnam News Agency on the 13th, the Viet Cong the Political Bureau of the Central Committee decided to give Ruan Chunfu and Zhang Heping a warning on the same day. Give Zhang Shimei a reprimand. At the same time, it is suggested that the relevant authorities give administrative sanctions to the three people. According to Yuetong News Agency, Ruan Chunfu served as members of the Political Bureau of the Communist Party of China Central Committee, secretary of the government party Committee and prime minister of the government; Zhang Shimei, once served as members of the Political Bureau of the Communist Party of China Central Committee of the Communist Party of Vietnam, Secretary of the Central Secretariat and Minister of the Central Democratic Movement Department; Zhang Heping served as members of the Political Bureau of the Communist Party of China Central Committee, Deputy Secretary of the Party Committee of the Government and Executive Deputy Prime Minister of the Government. During their tenure, the three people violated the provisions of the party and the state on performing their duties, implementing the tasks entrusted to them, and fighting corruption and negativity; Violation of the provisions of party member's behavior ban and responsibility for setting an example; Causing serious consequences, causing bad public opinion and affecting the reputation of the party, the state and the state management organs. (World Wide Web)Shanghai Airlines Exchange: This week, the export container transportation market was basically stable, and the market freight rates fluctuated. According to Shanghai Airlines Exchange, this week, the export container transportation market in China was basically stable, and different routes were divided due to their different supply and demand fundamentals, and the comprehensive index rose. On December 13th, the comprehensive freight index of Shanghai export containers released by Shanghai Shipping Exchange was 2,384.40 points, up 5.7% from the previous period.
Strategy guide 12-14
Strategy guide
12-14