1. I'm sure there will be another thunderstorm!
Chuanzhi Education and Amway Shares have successively announced that the Zhongrong Trust products subscribed by the company have been overdue, and there is a risk that the principal and interest cannot be paid in full, involving a total principal of 70 million yuan.
Listed companies have cash. If you don't use it for a short time, you can buy some stable financial products, and you can even pay dividends to shareholders. Why would they consider buying a trust product?We don't know if there's any selfish element in it. I can only express my incomprehension of this behavior. Now not only is the interest gone, but even the principal can't be recovered. In the near future, everyone should avoid buying a small market value of **value wealth management products**, because thunderstorms will have a greater impact on the company.
Second, only if the data is weak, the expectation will be stronger!
The National Bureau of Statistics (NBS) released the PMI for December. The manufacturing figure is 490%, down 04 percentage points;The non-manufacturing figure was 504%, up 02 percentage points. Among them, the PMI of high-tech and equipment manufacturing industry was 503% and 502%, which is higher than the overall level. The consumer goods industry PMI was 494%, a decrease. The PMI of the energy-intensive industries was 474%, low!Judging from the PMI trend of the whole year, the first quarter opened low and went high, the second quarter opened high and went low, the third quarter rebounded, and the fourth quarter fell. On the whole, it is a trend of rising first and then declining, opening high and going low. Under the pattern, recession and weak data are believed to continue, but this is not a reason to be bearish on the market after New Year's Day. As the saying goes, when the data is weak, the expectation is strong, and the policy strength has passed. Of course, the consumer goods industry and energy-intensive industries still need to recover. It will take time, but high-end manufacturing and equipment manufacturing will continue to expand, and the corresponding related industries will also be boosted!
3. The adjustment of the superstructure of Ant Group's shareholders has been completed!The central bank approved the change of Alipay China to no actual controller.
In the past, Ant was a tech company that worked in finance and was not controlled by the central bank. Therefore, Ant Financial's shareholder structure can be modeled after that of Internet companies. Although Jack Ma's shares are not large, the proportion of voting rights is very high. Such an ownership structure was relatively favorable to Ant in the early days, but has now grown to such a large size that it has been defined as a financial institution regulated by the central bank. In the future, whether it is applying for financial qualifications or listing financing, such an equity structure is a major obstacle, so Ant needs to adjust its equity structure. Now, with the completion of the restructuring of Ant Group's upper shareholders, this means that the management's rectification of the Internet platform has come to an end.
4. Everbright**: The A** field may be reversed. Focus on the main line of pro-cyclical and growth style.
Everbright ** research report believes that the domestic profit trend will further improve, overseas liquidity will gradually return, and China's stock index is expected to usher in a gradual **. Pay attention to pro-cyclical main line opportunities such as liquor, innovative drugs, and chicken, and pay attention to industrial chains such as semiconductors and Huawei as the main growth lines.
It is expected that there will be a reversal in the A** field in 2024, and even if it advances three and retreats two, it will still grow, at least better than sustaining ** and hopeless.