Donghai securities: The refrigerant industry is expected to maintain a high degree of prosperity. According to the donghai securities Research Report, in 2025, the second-generation refrigerant quota will be reduced, and the total production quota of the third-generation refrigerant will remain at the baseline value. With the increase in demand for new household air conditioners and maintenance and replacement, the supply and demand relationship of the third-generation refrigerants will tighten, and the downstream air conditioners will be rapidly upgraded in December. The refrigerant industry is expected to maintain a high degree of prosperity, and the profitability of related refrigerant manufacturers is expected to be greatly improved. It is suggested to pay attention to the leading refrigerant industry and fluorine chemical production enterprises with relatively perfect industrial chain, such as Juhua, Sanmei and stone resources related to fluorine chemical raw materials.The possibility of closing the factory cannot be ruled out because the employers and employees of Volkswagen failed to reach an agreement in the fourth round of collective bargaining. On December 9, local time, audi ag and trade union representatives held the fourth round of collective bargaining on closing the factory and salary. The two sides still failed to reach an agreement, but described the meeting as "constructive". The collective bargaining was held in Wolfsburg on the afternoon of the 9th and lasted for eight hours. Arne Maiswon Kerr, the chief negotiator of Volkswagen, said that the negotiations were "constructive", but he also said that "there is still a long way to go to reach a feasible solution" and "we still cannot rule out the possibility of closing the factory". Tollsten Grog, the chief negotiator of the German Metal Industry Union, recognized the "constructive atmosphere" of the talks, but said that the positions of the two sides were still "far apart". It is reported that the two sides plan to continue collective negotiations from December 16th to 17th. Audi ag and the trade union failed to reach an agreement in the previous three rounds of negotiations.GF Securities and others invested in the establishment of venture capital fund partnership. According to the enterprise search APP, Zhuhai Guangfa Xinde Dongying Venture Capital Fund Partnership (Limited Partnership) was recently established with a capital contribution of 100 million yuan. Its business scope includes: engaging in equity investment, investment management, asset management and other activities with private equity funds. Enterprise equity penetration shows that the enterprise is jointly held by Guangfa Xinde Investment Management Co., Ltd. and Foshan Dongying Investment Management Co., Ltd. under GF Securities.
Tianlu Technology: ying chen, one of the controlling shareholders and actual controllers, intends to transfer 5.1669% of the company's shares by agreement. Tianlu Technology announced that ying chen, one of the controlling shareholders and actual controllers, and Shanghai Fengchi Asset Management Co., Ltd. (representing Shanghai Fengchi Asset Management Co., Ltd.-Fengchi Hengfeng No.1 Private Equity Investment Fund) signed the Share Transfer Agreement on December 10, 2024, and ying chen intends to transfer its 5.7 million shares of the company's unrestricted shares to. After the completion of this agreement transfer, ying chen and his co-founder, Mei Tan, still hold a total of 41.4188% of the company's shares, and the transfer of shares in this agreement will not lead to changes in the company's control rights.Xinke Materials: The wholly-owned subsidiary plans to invest 87.5 million yuan to build a copper cable project for high-speed communication copper connection. Xinke Materials announced that the wholly-owned subsidiary Xinzi Nengke plans to build a copper cable project for high-speed communication copper connection with an annual output of 40,000 kilometers in Santai County, Sichuan Province with self-raised funds of 87.5 million yuan. The construction of this project plans to invest 87.5 million yuan, including 25 million yuan for plant construction, 38 million yuan for equipment, 4.5 million yuan for other auxiliary facilities, and 20 million yuan for working capital. The construction period of the project is 16 months, and the estimated sales income in the year of reaching the outline is 180 million yuan.Haige Communication: China Mobile was selected as the procurement project for R&D service of Tongdao Convergence Terminal Chip. Haige Communication announced that the company recently received the bid-winning notice from China Mobile Communications Group Terminal Co., Ltd. for "R&D service procurement project of Tongdao Convergence Terminal Chip from 2024 to 2025". It is estimated that the bid-winning contract amount is 31.06 million yuan, accounting for 0.48% of the company's operating income in the latest audited fiscal year. This election will accelerate the large-scale promotion of the company in the field of Beidou mass consumption and Internet of Things applications, further expand Beidou large-scale application scenarios and market share, and consolidate the company's market and technology leading edge.
The leader of South Korea's ruling party proposed that the party should further promote the "special inspection law for civil strife". On the 10th, Han Dongxun, leader of South Korea's ruling National Power Party, proposed that the ruling party should separately promote the "special inspection law for civil strife" against martial law. According to Yonhap News Agency, the National Power Party held a private meeting of all its members in the National Assembly that day, and Han Dongxun made the above statement at the meeting.International Air Transport Association (IATA): The global aviation industry will achieve a profit of $36.6 billion in 2025, up from $31.5 billion in 2024.Southbound funds sold a net of HK$ 10.324 billion today. Alibaba bought a net of HK$ 539 million against the market. Southbound funds sold a net of HK$ 10.324 billion today. TraHK, Hang Seng China Enterprise and Meituan -W were sold a net of HK$ 6.988 billion, HK$ 811 million and HK$ 552 million respectively. Alibaba -W gained a net purchase of HK$ 539 million against the market.
Strategy guide 12-13
Strategy guide 12-13