Guojin Securities: There is a certain room for the valuation of brokers to rise, focusing on two main lines. Guojin Securities said that looking forward to 2025, liquidity is expected to be further relaxed, market stability will be improved, and a solid market bottom will be built. The improvement of economic fundamentals will be confirmed, and the stock market is expected to go further, which will benefit the valuation and performance of brokerage sectors. Under the background of previous liquidity easing, the valuation of securities firms has expanded to above 1.9X, and the current valuation of securities firms is 1.6X, which has a certain room for growth on the whole. Pay attention to the main line of strong beta business and the main line of mergers and acquisitions.Treasury futures collectively opened lower, with 30-year main contracts down 0.38%, 30-year main contracts down 0.38%, 10-year main contracts down 0.11%, 5-year main contracts down 0.06% and 2-year main contracts down 0.04%.VESYNC suspended trading in Hong Kong.
The dollar just hit the 7.2500 yuan mark against the offshore RMB, falling by 0.09% in the day; The US dollar against the onshore RMB was recently reported at 7.2465 yuan, down 0.04% in the day.In the first 11 months of science and technology innovation board, the number of 13 new shares issued dropped significantly year-on-year. Statistics show that from January to November, 2024, 13 new shares were listed in science and technology innovation board, raising a total amount of about 13.5 billion yuan. The number of issues and the scale of fund-raising decreased by about 80% and 90% respectively year-on-year, and the two indicators declined for two consecutive years. Ailuo Energy and Dameng Data raised a total of more than 1.5 billion yuan, which was on the top of the scale. With the exception of Shanghai Hejing, which broke 6.31% on the first day of listing, the share prices of other science and technology innovation board IPOs all rose on the first day of listing. Among them, the share prices of Lianyun Technology and Jintian Titanium rose by over 300% on the first day of listing, with a relatively high increase. In terms of underwriters, the number of projects underwritten by Haitong Securities and CICC in the first 11 months of 2024 was in the top three. Judging from the scale of fundraising, the total number of projects underwritten by China Merchants Securities and CICC exceeds 3 billion yuan, and the project scale of Huatai United Securities, Haitong Securities and Huaying Securities all exceeds 1.5 billion yuan. (Xinhua Finance)The United States successfully conducted a ballistic missile interception test in Guam for the first time. The US Missile Defense Agency issued a statement on the 10th that the United States successfully conducted a ballistic missile interception test in Guam in the western Pacific for the first time. The statement said that in the test conducted that day, the United States launched a "Standard -3 Block 2A" missile using the Aegis anti-missile system equipped with a new AN/TPY-6 radar and vertical launcher, and intercepted an air-launched medium-range ballistic missile near the coast of Anderson Air Force Base in Guam.
Spot gold hit $2,700 per ounce, a two-week high, rising by 0.24% in the day.The central parity of RMB against the US dollar was reported at 7.1843 yuan.In early trading, most of the main contracts of domestic futures fell. Palm oil fell more than 2%, alumina, Shanghai nickel, coking coal, glass, iron ore, soda ash and lithium carbonate fell more than 1%, and No.20 glue, methanol and stainless steel (SS) fell nearly 1%. In terms of increase, the Shanghai-Tianjin and Container Lines Europe rose by over 1%, while vegetable oil and fuel oil rose by nearly 1%.
Strategy guide
Strategy guide
Strategy guide
12-14
Strategy guide 12-14
Strategy guide 12-14
Strategy guide
12-14