On the 10th, South Korea's National Assembly voted to pass the "Permanent Special Inspection Law for Civil Disturbances" which requires the investigation of President Yin Xiyue. (Xinhua News Agency)The modern factory project is expected to start in the fourth quarter of 2026.The Hang Seng Science and Technology Index fell, having previously risen by more than 4%; The increase of Hang Seng Index narrowed to 0.4%, after rising by more than 3%.
The turnover of Cyrus reached 10 billion yuan, down 6.73%.Donghai securities: The refrigerant industry is expected to maintain a high degree of prosperity. According to the donghai securities Research Report, in 2025, the second-generation refrigerant quota will be reduced, and the total production quota of the third-generation refrigerant will remain at the baseline value. With the increase in demand for new household air conditioners and maintenance and replacement, the supply and demand relationship of the third-generation refrigerants will tighten, and the downstream air conditioners will be rapidly upgraded in December. The refrigerant industry is expected to maintain a high degree of prosperity, and the profitability of related refrigerant manufacturers is expected to be greatly improved. It is suggested to pay attention to the leading refrigerant industry and fluorine chemical production enterprises with relatively perfect industrial chain, such as Juhua, Sanmei and stone resources related to fluorine chemical raw materials.Citigroup: The shipment of Qiu Ti FPM exceeded expectations and the target price was HK$ 4.6. Citigroup reported that Qiu Ti Technology (01478.HK) benefited from the strong performance of vivo, Glory and Huawei's flagship models in October, and the demand in November was stronger than expected, which made the shipment of Qiu Ti's 32MP+ model in November still flexible. It is expected that the shipment of mobile phone camera module (CCM) in December will come from the continuous launch of flagship models, but it will be partially offset by the year-end inventory adjustment of its customers. At the same time, it is believed that better product mix and higher average selling price will promote the shipment growth of ultrasonic fingerprint module (FPM). Temporarily maintain "neutral" and target price of HK$ 4.6.
Wo Sai will launch a mini 3D lidar in the field of robotics. From January 7 to 10, 2025, Wo Sai will participate in the International Consumer Electronics Show CES 2025 held in Las Vegas. At this year's CES, Hesai plans to launch its latest product, the new mini high-performance 3D lidar, on January 7th. This new product combines high resolution, low power consumption, lightness and flexibility, and is specially designed for the robot and industrial market. Mini's shape and flexible integration will make it an ideal choice for all kinds of mobile robots, enabling AGV/AMR, unmanned delivery vehicles, mowing robots, cleaning robots, agricultural robots, etc., as well as smart ports and factories, static sensing and other extensive industrial applications. In addition to displaying this new product, Hesai will also display high-performance lidar products for the pre-assembly mass production market on the spot.Ministry of Agriculture and Rural Affairs: The modern national new database of agricultural germplasm resources has been completed and put into operation. On December 10th, the Ministry of Agriculture and Rural Affairs held a press conference to introduce the general survey of agricultural germplasm resources in China. Liu Lihua, director of the Seed Industry Management Department of the Ministry of Agriculture and Rural Affairs, introduced that in order to protect the germplasm resources, the Ministry of Agriculture and Rural Affairs has continuously increased the construction of the protection and utilization system of germplasm resources, and initially established a protection and utilization system that combines in-situ protection and translocation preservation, living protection and genetic material preservation. Complement, national protection and provincial protection. In terms of crop germplasm resources, a modern national crop germplasm resource bank has been built and put into operation, with a preservation capacity of 1.5 million copies, which can meet the needs of long-term strategic preservation in the next 50 years. In terms of livestock and poultry resources, the construction of the world's largest national livestock and poultry germplasm resource bank is accelerating, and it is expected to be basically completed by the end of next year, when the preservation capacity of livestock and poultry genetic materials will reach 33 million. In terms of aquatic resources, the world-class national marine fishery biological germplasm resource bank has been put into operation, with a preservation capacity of 350,000 copies. (CCTV News)Market News: The Director of Russian Intelligence Agency said that Russia is close to achieving all its goals in Ukraine and has the strategic initiative on all fronts.
Strategy guide
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Strategy guide 12-13
Strategy guide 12-13