The governor of the Swiss National Bank once again threatened negative interest rates, saying that it really worked. Martin Schlegel, governor of the Swiss National Bank, said that the bank did not like negative interest rates, but would use them again when necessary to curb speculation in the Swiss franc. Before his speech, the Swiss National Bank unexpectedly cut interest rates by 50 basis points. The new central bank governor once again threatened to re-implement the negative interest rate policy if necessary. "Nobody likes negative interest rates, and neither does the Swiss National Bank," Schlegel told Bloomberg Television in Bern. "Of course, we will also be ready to implement negative interest rates again if necessary. But as we cut interest rates today, the possibility of negative interest rates has been reduced. "Guotai Junan: The long-term incremental "option" brought by humanoid robots is expected to help the valuation of the rare earth sector rise. When looking forward to the strategy of the rare earth sector in 2025, Guotai Junan said that the market had expected that with the slowdown in the growth of core demand power such as new energy vehicles and wind power in the future, the demand for rare earth markets is under downward pressure. However, we expect that the rising consumption of magnetic materials for new energy vehicles and the warming demand for wind power are still expected to support the basic demand growth, and the demand for equipment renewal that began to land in 2024 is expected to become a new driving force for rare earth demand. On the supply side, an orderly pattern of domestic supply has been established, with many overseas planning increments but slow actual volume, and continuous supply-side constraints. In addition, the long-term incremental "options" brought by humanoid robots are also expected to help the valuation of the plate rise.Cui Dongshu, Chenglian Branch: The head car companies that grew in the auto market this year showed stronger characteristics of their own brands. Cui Dongshu, secretary general of Chenglian Branch, issued a document saying that the national new energy passenger car market showed a continuous upward trend in 2024, with a penetration rate of 52% for the retail sales of 1.26 million vehicles in November. With the strong growth of the extension program at the beginning of the year, the scrapping and renewal and trade-in since August have promoted the explosive growth of the entry-level hybrid of economical electric vehicles, forming a good performance that new energy vehicles will become stronger and stronger in 2024. This year, the head car companies that have grown in the auto market are characterized by stronger independent brands. In particular, the new energy trend of traditional independent car companies has surpassed the new forces, and more and more students have become "three excellent students" with mixed, pure electric and all-round development.
Kweichow Moutai traded 28,300 shares today, with a turnover of 44,312,100 yuan. Kweichow Moutai traded 28,300 shares today, with a turnover of 44,312,100 yuan, accounting for 0.68% of the total turnover of the day. The transaction price was 15.658 yuan, which was the same as the market closing price of 15.658 yuan.Daiwa raised Tesla's target price to $420.South Korea's Seoul Composite Index rose to 1%.
International coffee futures rose as high as 70% during the year. As of December 12, Beijing time, the price of US ICE coffee futures had risen by nearly 70% during the year, and once hit a high of 345.55 cents/pound on December 10, a record high. At the same time, the price of Arabica coffee futures on the New York Futures Exchange also reached $3.434 per pound, exceeding the record high set in 1977. As for the reasons for the soaring international coffee futures prices, a futures industry source revealed that the price increase of coffee beans was mainly due to weather changes and supply chain disruptions. Brazil, the world's largest coffee producer (accounting for one third of the world's output), has experienced severe drought and frost in recent years, resulting in a sharp decline in coffee production. (CBN)This round of Palestinian-Israeli conflict has caused more than 44,800 deaths in the Gaza. On the afternoon of December 12, the health department in Gaza issued a statement saying that since the new round of Palestinian-Israeli conflict broke out on October 7 last year, 44,835 Palestinians have been killed and 106,356 others have been injured by Israeli military operations in the Gaza. (CCTV News)CITIC Securities: There is no need to be overly pessimistic about the export of home appliances catalyzed by state subsidies. CITIC Securities Research Report said that domestically, the sales data of white electricity and black electricity continued to improve under the support of state subsidies. Externally, the overall export exposure of home appliance enterprises to the United States is relatively limited, so there is no need to be overly pessimistic. Looking forward to the future, the domestic demand stimulus policy is expected to be further overweight, and it is suggested to focus on white power enterprises that benefit from state subsidies; Optional sectors where domestic demand is expected to reverse (small household appliances, projection).
Strategy guide 12-13
Strategy guide
12-13