On the 10th, the European futures of the container freight index fell by 3.11%, and the latest main contract positions changed as follows. According to the data of the exchange, as of the 10th of December, the European futures of the main contract container freight index closed at 2502, up or down by -3.11%, with a turnover of 40,300 lots. The position data showed that the top 20 seats were net, and the difference position was 2,228 lots. The total number of European futures contracts of container transport index was 67,400 lots, a decrease of 13,300 lots from the previous day. The first 20 seats in the contract held 25,400 lots, a decrease of 1,252 lots from the previous day. The short positions in the top 20 seats of the contract were 23,000 lots, a decrease of 791 lots from the previous day. (Sina Futures)Huang Man served as the deputy general manager of Soochow Fund. On December 10th, Soochow Fund Management Co., Ltd. announced the change of senior management: from now on, Huang Man served as the deputy general manager of the company. According to the announcement, Huang Man has served as a financial engineer, deputy general manager and deputy general manager (presiding) of Hongta Securities Innovation Research Department, general manager of Hongzheng Junfang Investment Co., Ltd., a subsidiary of Hongta Securities, deputy general manager of Hongta Securities Fixed Income Department, and deputy general manager (presiding) and deputy general manager of Hongta Securities Shanghai Fixed Income Branch. He is currently the deputy general manager of Soochow Fund Management Co., Ltd..The semiconductor ETF(512480) closed up 1%, and it received a net subscription of 481 million yuan yesterday, ranking first among stock ETFs! On December 10th, the semiconductor ETF(512480) closed up 1% with a turnover of 2.513 billion yuan. The constituent stocks are mixed. In terms of rising, SMIC leads the gains, while Chinese and micro companies follow. In terms of decline, Lanqi Technology led the decline, and Changdian Technology followed suit. In terms of capital inflow, on December 9, the semiconductor ETF(512480) received a net subscription of 481 million yuan, ranking first among stock ETFs. Hua Fu Securities said that the localization of semiconductor materials is accelerating, and the downstream fabs are expanding rapidly, so it is optimistic about maximizing the industrial dividend advantage of the head enterprises. In terms of electronic chemicals, the downstream wafer factory is gradually completed, and the chip production capacity is expected to continue to be released. Downstream demand promotes industrial upgrading and innovation, and the industry has entered a period of rapid development. With the continuous promotion of manufacturing upgrading in China, the demand for high-standard and high-performance materials will be gradually released, and the new material industry is expected to develop rapidly.
The interest rates of 10-year treasury bonds and CDB active bonds all went down by about 5bp, while those of 24 interest-bearing treasury bonds went down by 4.9bp to 1.856%, and those of 24 CDB dropped by 5.25bp to 1.9175%.Over 40% of the passengers at Shenzhen Bay Port brush their faces for customs clearance. At Shenzhen Bay Port, the per capita brush their faces for customs clearance for 10 seconds. At the same time as the implementation of the policy of "one sign and multiple lines" for Shenzhen residents to go to Hong Kong, Shenzhen Bay Port recently opened the "brush face clearance" measure. According to the statistics of Shenzhen Border Inspection Station, as of December 9, the number of people who used the "no-show-documents" channel for customs clearance exceeded 630,000, and the number of people who "brushed their faces for customs clearance" accounted for about 43% of the number of people who passed through the express channel in a single day. Passengers in the "ID-free" channel, through the head-up camera, automatic verification of fingerprints, faces and other biometric information, completed the customs clearance inspection within 10 seconds. (CCTV Finance)The turnover of Shanghai, Shenzhen and Beijing exceeded 1.5 trillion, exceeding 430 billion compared with yesterday.
In the third quarter of the United States, the final value of non-agricultural unit labor cost was 0.8%, the expected value was 1.5%, and the previous value was 1.90%. The final value of unit labor cost in the third quarter of the United States increased by 0.8% from the previous month; It is estimated to increase by 1.3%.Guangdong: Reduce industrial coal to promote clean energy substitution in glass, aluminum and steel calendering industries in the province. The Guangdong Provincial People's Government issued an action plan for continuous improvement of air quality in Guangdong Province to reduce industrial coal. Under the premise of ensuring power and heat supply, biomass boilers (including gasifiers), coal-fired boilers that have not completed ultra-low emission transformation, and small coal-fired thermal power units (including self-owned power plants) that have not completed ultra-low emission transformation will be shut down and integrated. In principle, no new coal-fired boilers will be built in the Pearl River Delta region; It is forbidden to build new coal-fired boilers with a capacity of 35 tons/hour or less in the built-up areas of cities at or above the county level and the coverage of natural gas pipelines in eastern Guangdong, western Guangdong and northern Guangdong. By 2025, coal-fired boilers and operating stoves, grain storage drying equipment, agricultural products processing and other coal-fired facilities below 35 tons/hour in urban built-up areas at or above the county level will be basically eliminated.ST Tianshan: 458 live animals were sold in November, with a sales income of 4,282,300 yuan. ST Tianshan announced that the company sold 458 live animals in November 2024, with a sales income of 4,282,300 yuan, with a chain change of -14.23% and-44.96% respectively. The year-on-year changes were -36.03% and -57.34% respectively. The main reason for the decrease in the number of live livestock sales and sales revenue this month is that the number of slaughtered cattle this month is lower than that of last month and the same period last year.
Strategy guide
12-13
Strategy guide 12-13