First, the curtain of brokerage restructuring opened!Zheshang **acquired the national capital**. Zheshang ** shares *** issued an announcement on the signing of the "Guodu ** shares *** share transfer framework agreement". Zheshang is a state-owned listed securities company in Zhejiang Province, and its actual controller is Zhejiang Communications Investment Group, which is a company established by absorbing other shareholders on the basis of the integration of the original business of China Coal Trust Investment Co., Ltd. and Beijing International Trust Investment. The proportion of this acquisition is at least 25%, and the merger and reorganization of securities companies expected by the market has finally made a new move.
2. Huawei will launch disruptive products. On December 9, the 2023 Huawei Pollen Annual Meeting was held at the Songshan Lake base. Huawei's Yu Chengdong said that next year will launch very leading, innovative and disruptive products. Yu Chengdong said bluntly: "When the time comes, you can see how we can rewrite the history of this industry." "
Yu Chengdong also predicted that Huawei will launch HarmonyOS native applications and native experience products next year, "that will be the real king of the entire Chinese terminal operating system." From the perspective of domestic independence, Huawei can be said to be very out of the circle this year, and with its own efforts, it has driven the explosion of the entire domestic mobile phone and domestic car, and it is also making big moves in the industry.
3. In the past two days, the "Provisions on Strengthening the Management of Public Offering Investment Transactions (Consultation Draft)" and "Measures for the Supervision and Administration of Private Investment (Consultation Draft)" have been intensively promulgated.
The detailed rules will not be expanded for everyone, the biggest impact is that the existing brokerage and the company between the transaction commission for sales, the sales of high turnover to earn commissions will be ended, the company with the transaction commission to buy expert services, wind terminals, systems and other industry commonly known as the "soft commission" model will also be terminated.
To put it bluntly, the financial sector is beginning to clear its capacity on a large scale. I have the impression that the first vigorous development of public offering ** was in 2003-04, qifi also began to enter in 02, and the insurance fund was only large-scale expansion after 00 years.
Fourth, the domestic ** manager is full of anxiety in the face of the 3,000-point stalemate, but he is optimistic about domestic A shares for a long time. A share 3000 points is an important psychological line of defense for investors in the past ten years, and the strength of defense is the vane of the long and short sides on the A** field, around 3000 points for more than ten years, so that many ** managers are also full of anxiety, after all, many ** losses.
However, the ** manager believes that the valuation of the A** field is already at the bottom, whether it is compared with the historical rate or the valuation of other international mainstream indexes. From the high global interest rates, the valuation of A-shares at a low level, and the trend of residents' assets shifting to equity assets, these have provided a foundation for the A-share market to improve, but there are always signs that A-shares will not be sold out.