The fifth district of Beijing issued a blue warning of strong winds. At present, Yanqing District, Mentougou District, Haidian District, Changping District and Fangshan District of Beijing have issued blue warnings of strong winds.Market News: New Zealand has put forward the reason to the United States that it hopes not to introduce new tariffs during Trump's administration.Fang Yi, Chief Strategy Officer of Guotai Junan: The conditions of "transformation cattle" in China stock market are forming four themes, focusing on mergers and acquisitions and self-control. Fang Yi, Chief Analyst of Guotai Junan Strategy, said at the main forum of Guotai Junan 2025 investment strategy that the bottom of China stock market has appeared, and the conditions of "transformation cattle" are forming; The key driving force of the market comes from the decline of risk-free interest rate and the boost of risk preference, and the economic expectation is expected to be revised up in 2025H2; The mid-line of the stock market is expected to get out of the N-rhythm. Theme recommendation: merger and reorganization/self-control/humanoid robot/self-consumption. 1) M&A and reorganization: the regulatory tolerance of cross-border M&A and acquisition of unprofitable assets has been improved, and we are optimistic about the traditional industry leaders who are the main enterprises of science and technology chain and benefit from the optimization of industry structure; 2) Self-control: global science and technology supply chain reconstruction, optimistic about the improvement of localization rate of advanced semiconductors/basic software; 3) Humanoid robot: mass production and application scenario expansion are accelerated, and key components such as dexterous hands/actuators are optimistic; 4) Self-satisfaction consumption: demographic changes have given birth to new consumption patterns, and we are optimistic about the high growth of secondary consumption/pet consumption.
Central Bank of Peru: Future interest rate decisions will depend on inflation data and its determinants.Russia said it had cracked down on Ukrainian troops in many places, saying that the situation on the front line was tense. On the 12th local time, the Russian Defense Ministry reported that in the past day, Russian tactical aviation, missile troops, artillery, etc. had cracked down on the assembly areas of Ukrainian troops' effective forces and equipment and a production workshop of Ukrainian attack drones in 137 areas. In addition, Russian troops also controlled the "Zarija" settlement in Donetsk. According to the circular, the Russian armed forces continued to defeat the Ukrainian armed forces in Kursk, Russia, and regained control of the "New Ivanovka" settlement in Kursk. On the same day, the General Staff of the Ukrainian Armed Forces issued a war report, saying that as of that afternoon, there were 138 battles in the front line, and the situation on the front line remained tense, mainly in Kulahovo, Pokrovsk and Freimut-Fsk areas. The Ukrainian air force, missile units and artillery units destroyed many Russian military personnel assembly areas and control points. In the Kursk region, the Ukrainian army repelled nine Russian attacks.Quobly established a strategic cooperative relationship with stmicroelectronics. On December 13th, Quobly, a start-up company of quantum computing, announced that it would cooperate with stmicroelectronics to provide services for customers in the field of electronic applications, so as to mass-produce quantum processor units (QPU). This cooperation will utilize stmicroelectronics's 28nm FD-SOI commercial semiconductor batch manufacturing process. According to the vision of Quobly and stmicroelectronics, the first generation of commercial products will be available in 2027, and the target application market includes material development and system modeling.
Market information: FTSE Film will increase the output of CMP slurry in Korea by 30%.Ukrainian President Zelensky: Russia launched 93 missiles and 200 drones into Ukraine's energy system, which is one of the biggest attacks on Ukraine's energy system. Ukraine shot down 81 missiles, 11 of which were shot down by F-16 fighters.China calls for supporting Afghanistan to rebuild its financial system and eradicate the breeding ground for terrorism. On December 12, local time, the UN Security Council reviewed the situation in Afghanistan, paying attention to the serious restrictions on women's rights and interests in the country and the still insufficient humanitarian funds. The Chinese representative pointed out that Afghanistan is currently at a critical stage of peaceful reconstruction, and the international community should play a better role in solving the outstanding problems facing Afghanistan. Fu Cong, Permanent Representative of China to the United Nations, pointed out that humanitarian relief concerns the vital interests of all Afghan people and must not be used as a bargaining chip for political pressure. China calls on traditional donors to increase capital investment, especially on the United States to unconditionally unfreeze and fully return overseas assets belonging to the Afghan people. Affected by unilateral sanctions, Afghanistan's banking system has been isolated from the international financial system for a long time. Relevant countries should immediately and unconditionally lift illegal unilateral sanctions and support Afghanistan in rebuilding its financial system.