Macro news
On the 15th, the People's Bank of China Party Committee held an enlarged meeting to convey the spirit of the Xi Economic Work Conference, study and deploy the implementation of the work, and the meeting proposed to promote financial stability legislation, accelerate the construction of financial stability guarantees, and firmly guard the bottom line of no systemic risks.
On January 15, the China Securities Regulatory Commission (CSRC) issued the revised Rules for Share Repurchase of Listed Companies and the Regulatory Guidelines for Listed Companies No. 3 - Cash Dividends of Listed Companies. The new rules on buybacks and cash dividends have lowered the threshold for buybacks and encouraged listed companies to increase their dividends.
3. The National Bureau of Disease Control and Prevention said that the local JN was first detected since NovemberSince the 1 variant, as of December 10, a total of 7 cases of JN have been monitored in China's local cases1 variant. Although the current jnThe prevalence level of the 1 variant in China is extremely low, but it is affected by international epidemic strains and imported cases in the future, and JN is not excluded1. The possibility that the variant will become the dominant epidemic strain in China.
4. The Dongfang Selection Weibo account released a live broadcast preview in the early morning of December 18, saying that Yu Minhong and Dong Yuhui will broadcast live at 8 pm on the 18th. It is worth noting that the content of the poster released by it shows that Dong Yuhui has become a "senior partner of Oriental Selection".
Industry news
1. Non-bank payment ushered in the "basic law" of the industry. Recently, Prime Minister Li Qiang signed Order No. 768*** to promulgate the Regulations on the Supervision and Administration of Non-bank Payment Institutions, which will come into force on May 1, 2024.
2. The state openly solicits opinions from the public on the "Data Elements" Three-Year Action Plan (2024-2026) (Draft for Comments). The opinion proposes that by the end of 2026, the average annual growth rate of the data industry will exceed 20%, and the scale of data transactions will increase by 1 times.
3. Seven departments including the Ministry of Industry and Information Technology issued the "Guiding Opinions on Accelerating the High-quality Development of the Audiovisual Electronics Industry", which proposes to support backbone enterprises to become bigger and stronger, and support artificial intelligence enterprises to develop audiovisual application models.
4. Shanghai will continue to provide free special license quota support for individual users and unit users to purchase new energy vehicles, which will be valid until December 31, 2024.
5. CES 2024 will be held in Las Vegas, USA from January 9 to 12 local time.
6. After the personnel turmoil of Oriental Selection, Yu Minhong, the founder of New Oriental, recently appeared in the live broadcast room with Dong Yuhui. Yu Minhong said that he respected the opinions of the management very much before, and now that he is in charge of the company, he will soon start a ** adjustment, including the treatment of all anchors, this adjustment is not only for Dong Yuhui alone, but for all anchors in the company.
7. In the face of doubts from the outside world, Chedi chose to start a round of testing again, and the location was also selected in Mohe, and 25 representatives of the car factory and a number of ** were also invited to supervise. The results of the live test on the second open day are not much different from the previous ones.
8. This year, the profitability of the white feather broiler industry has been restricted by the downturn on the demand side, even if the profit period is mostly in a "meager profit" situation, especially after entering the fourth quarter, the market downturn has become more and more obvious, and almost the whole white feather broiler industry chain has entered a loss situation.
Company News
1. Insai Group announced that the company has done relevant content marketing activities for the pre-launch of the "Yuanmeng Star" product.
2. Aoya announced that its wholly-owned subsidiary intends to sign a contract for the purchase of computing power servers.
3. Igor announced that the chairman proposed the company 60 million yuan to 1200 million yuan to repurchase shares.
4. Zhuo Lang Technology announced that it pre-won the bid for the software, hardware and corresponding supporting services procurement project of Jinan Artificial Intelligence Computing Center Project.
5. Fengyuzhu announcement, winning the bid 13.1 billion yuan urban renewal and transformation project.
6. Xpeng Motors responded to Ali** that Ali** is implementing its investment realization strategy and is still the company's second largest shareholder.
7. Shanghai Pharmaceutical announced that its wholly-owned subsidiary received the administrative penalty decision.
8. Long Cable Technology announced that Yu Tao, chairman of the company, plans to increase his holdings of no less than 10 million yuan within 6 months.
Global Markets
1. Last Friday, the three major U.S. stock indexes** were mixed, all recording their seventh consecutive week**, and the Dow Jones also recorded seven consecutive gains, hitting a new record high.
2. Last Friday local time, Atlanta Fed President Bostic said that if inflation falls as expected, two 25 basis point rate cuts are expected in 2024, the first of which will take place "sometime" in the third quarter.
3. Russia's Putin refuted the remarks of the United States **Biden that "Russia will attack NATO countries after Ukraine's victory", he called it complete nonsense, and Russia has no interest in fighting NATO.