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2024-12-14 05:40:47

Wei Shaojun, China Semiconductor Industry Association: The domestic chip design industry has returned to the double-digit high-speed development track. At the Shanghai IC Industry Development Forum 2024, Wei Shaojun, chairman of the IC Design Branch of China Semiconductor Industry Association, said that it is estimated that the domestic chip design industry sales in 2024 will be 646.04 billion yuan, an increase of 11.9% compared with 2023, returning to the double-digit high-speed development track, and the proportion of the global IC product market will be basically the same as last year. In terms of the distribution of industrial cities, Shanghai, Shenzhen and Beijing continue to occupy the top three cities in the scale of design industry this year. Among them, the scale of chip design industry in Shanghai has reached 179.5 billion yuan, which is further widened compared with that in Shenzhen. The scale of design industry in Wuxi has reached 67.82 billion yuan, surpassing Hangzhou and ranking fourth. In 2024, the number of chip design enterprises with sales exceeding 100 million reached 737.Fosun's tourism culture premium is about 95%. Privatization resumed on December 11, and Fosun's tourism culture (01992) was announced. The company's shares resumed trading at 9: 00 am on December 11, 2024. Fosun's tourism culture plan was privatized by agreement and its listing status was revoked. The board of directors proposed to buy back shares at a price of HK$ 7.80 per share, which was 95% higher than the closing price before suspension.Bejet set up a new water development company in Kashgar, Xinjiang. According to the enterprise search APP, Bejet (Kashgar) Water Development Co., Ltd. was recently established, with the legal representative of Yuanxi and the registered capital of 10 million yuan. Its business scope includes: ecological restoration and ecological protection services; Protection and management of natural ecosystems; Technical consultation on resource recycling service; Resource recycling technology research and development, etc. Enterprise equity penetration shows that the company is wholly owned by Bejet.


The aquaculture sector oscillated to raise Huaying Agriculture's daily limit, the aquaculture sector oscillated to raise, Huaying Agriculture's daily limit, Tianyu Bio and Chuangye International's previous daily limit, and Zhongshui Fishery, Minhe Shares and Xiaoming Shares followed suit.Robot concept stocks fell at the opening, Hanwang Technology fell, Hanwang Technology and Shandong Mining Machine fell, and Sanfeng Intelligent, Tuosida, Hanwei Technology, Shuanglin, Weichuang Electric, Fengli Intelligent and Wuzhou Xinchun fell more than 5%.Japan Life Insurance: Acquisition of American Resolution Life.


Trump announced a number of latest nominations, including the Deputy Secretary of State. On December 10, local time, US President-elect Trump announced a number of latest nominations on his social media platform. Trump announced the nomination of Ed Martin as the next chief of staff of the White House Office of Management and Budget, Dan Bishop, a congressman from North Carolina, as the deputy director of the budget of the White House Office of Management and Budget, and Jacob Helberg as the next deputy secretary of state responsible for economic growth, energy and environment. Nominate Mark Meador as a member of the US Federal Trade Commission, Kimberly Guilfoyle as the next US ambassador to Greece, and Tom Barrack as the next US ambassador to Turkey.The concept of humanoid robot fell by more than 10%, Sanfeng Intelligent fell by more than 10%, Eft and Wuzhou Spring fell by more than 8%, and many stocks such as Beite Technology, Mingzhi Electric and Shuanglin fell by more than 5%.Dongxing Securities: The demand for food and beverage will pick up. Dongxing Securities Research Report pointed out that with the implementation of a series of policies such as expanding domestic demand and stabilizing investment, consumption will gradually stabilize and recover, and the demand for food and beverage will also pick up. In particular, catering consumption will recover with the economic recovery. It is expected that the upstream and downstream consumption of catering will improve, and the overall demand of liquor, condiments, beer and other industries is gradually recovering. Especially in the condiment industry, it is speculated that the whole industry is in destocking after the Mid-Autumn Festival. With the arrival of consumption in the peak season of New Year's Day and Spring Festival, the stocking period in the peak season is expected to start, and it is expected that mainstream condiment enterprises will achieve steady growth in the fourth quarter. At present, the overall valuation of the industry is lower than the historical average valuation, and there is room for repair. Continue to pay attention to liquor, snack food and condiments in the pro-cyclical sector of the food and beverage industry.

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