Analyst: At present, it is not necessary for the central bank to cut interest rates again. Chen Xi, chief analyst of open source securities, believes that it is not necessary for the central bank to cut interest rates again at present, and the bond market is expected to show a volatile market in the future. On the one hand, the central bank has not substantially lowered the policy interest rate. On the other hand, the policy has turned to finance and real estate, and the current economy is already stabilizing and recovering. The central bank will not cut interest rates again in the short term.In the first 11 months of the 10 billion yuan private placement, over 90% of the products achieved floating profit, and the "transcripts" of the 10 billion yuan private placement institutions in the first 11 months of this year were released, and over 90% of the private placement securities products achieved floating profit. According to the latest statistics released by the private placement network, in the first 11 months of this year, the average yield of 285 products with performance display under the tens of billions of private placement institutions was 17.15%. Among them, 259 products realized floating profit, accounting for 90.88%. Of the above 259 products, 94 have a yield of less than 10%; 80 yield between 10% and 19%; 35 yield between 20% and 29%; 14 yield between 30% and 50%; The yield of 36 products is not less than 50%, and the yield of the best-performing products is as high as 72.99%. (Securities Daily)5 billion square meters of diaphragm has been settled, leading enterprises have accelerated the layout of overseas markets, and the end of the year is approaching, and the lithium battery industry has entered a new round of supply negotiations. The two major battery separator companies, Xingyuan Materials and Enjie, have successively issued announcements recently, and signed large battery separator supply orders with Yiwei Lithium Energy respectively, totaling no less than 5 billion square meters. As one of the upstream materials of lithium battery, in recent years, with the intensive price reduction of the upstream and downstream industrial chains of lithium battery, the diaphragm industry is in a situation of increasing supply and demand, and the pattern of oversupply is difficult to change. Xingyuan Materials has released a new generation of high-safety lithium battery separators, the price of which will be higher than that of conventional coated separators, and Enjie and Xingyuan Materials have also laid out overseas markets with higher gross profit. The industry believes that apart from making profits from technology, it is a general trend for diaphragm enterprises to set up factories close to overseas manufacturers. (Securities Times)
Israel attacked Hezbollah in Syria, calling it a serious violation of Syria's sovereignty. Hezbollah in Lebanon issued a statement on the night of the 9th local time, condemning Israel's attack on Syria. The statement said that Israel's further occupation of the Golan Heights and its attack on Syria's national defense capability are serious violations of Syria's sovereignty and will further undermine Syria's stability. The statement accused Israel of fabricating false reasons for its attack, and called on the international community, especially the Arab world, to take a unified stand and exert pressure in various fields to stop Israel's aggression.Bernstein gave Verizon Communications an initial rating consistent with the broader market. The target price is $48, up 13%.The offshore RMB (CNH) was quoted at 7.2675 yuan against the US dollar at 05:59 Beijing time, up 168 points from last Friday's late session in new york, and the whole trading in the day was in the range of 7.2927-7.2572 yuan.
Bonds are almost in a bearish state. Many brokers expect the Bank of China to cut interest rates next year, and the yield of 10-year government bonds may be around 1.8%. According to the Shanghai Stock Exchange, from the perspective of many institutions in 2025, the central bank's interest rate cuts will continue. Many institutions believe that in this context, the yield of 10-year government bonds will also fall to around 1.8%. Tan Yiming, a fixed-income analyst at Minsheng Securities, believes that this year's monetary policy framework reform has been promoted, and the 7-day reverse repo rate, as the main policy interest rate, has become the starting point of the interest rate transmission mechanism. It is expected that there will be one or two interest rate cuts in 2025, and the 7-day reverse repo rate will be lowered by about 20 to 40 basis points, and the 10-year government bond yield will be 1.7% to 1.8%.The annual demand peak season is coming, and the price of pigs is going down actively. By the end of the year, the two festivals are approaching, and the pig breeding industry is gradually entering the annual demand peak season. Recently, the production and sales data of November disclosed by listed aquaculture companies showed that the market price of live pigs in that month was down from the previous month. Zou Yingji, an analyst at Zhuo Chuang Information, believes that the overall price of live pigs in November showed a trend of first falling and then rising. In the first half of November, the mentality of some operators was relaxed, and the pig sources for secondary fattening in the early stage were released one after another, and the supply of pig sources in the market increased obviously. However, because the temperature did not drop significantly, the downstream receiving efforts were limited, and the terminal delivery speed was slow, and the market was in an oversupply situation, which led to the downward trend of pig prices in the first half of November. In the late stage, the temperature in some areas gradually decreased, and some southern markets started the curing action one after another, and the demand side improved slightly, which supported the price of live pigs to stop falling and rebound. However, because the cured meat is only opened sporadically, the increase of demand side is limited, and there is not much room for the rebound of pig prices. After entering December, the increase in domestic pig prices failed to continue. Zou Yingji believes that at present, in order to ensure the smooth completion of the annual slaughter plan, the enthusiasm for slaughtering pigs is high, and farmers also have large-weight pigs to be slaughtered or released in the pickling season. The supply of pigs may still be abundant in December.Syrian Human Rights Watch: Israel launched about 250 attacks on Syria's air defense system. In the early morning of the 10th local time, Syrian Human Rights Watch announced that Israel launched about 250 attacks on Syria in less than 48 hours, destroying the most important military facilities in Syria. According to the news, military facilities in most provinces in Syria have been attacked, and a large number of airports, weapons and ammunition depots, air force fighters, naval vessels, military radar stations and scientific research facilities have been destroyed, and Syria's air defense system has been completely paralyzed. Earlier, according to the statistics of Arabiya TV, in the past 24 hours, Israel launched more than 100 attacks on Syrian military bases.
Strategy guide
12-13
Strategy guide 12-13