List of A-share restricted shares lifted: The restricted shares with a market value of 3.961 billion yuan were lifted today. On Tuesday (December 10th), the restricted shares of six companies were lifted, with a total lifting amount of 185 million shares. According to the latest closing price, the total lifting market value was 3.961 billion yuan. Judging from the amount of lifting the ban, one company lifted more than 10 million shares. Dongxin, Guiyan Platinum and Hangzhou Jiebai were among the top companies, with 166 million shares, 6,131,900 shares and 6,033,300 shares respectively. Judging from the market value of lifting the ban, the number of shares lifted by a company exceeds 100 million yuan. Dongxin Co., Ltd., Guiyan Platinum Industry and Yineng Power are among the top companies in terms of market value, with market values of 3.717 billion yuan, 86.767 million yuan and 81.6371 million yuan respectively. Judging from the proportion of shares released from the ban to the total share capital, the proportion of one company released from the ban exceeded 10%. Dongxin, Yineng Power and Baolijie are among the top companies, with the lifting rates of 37.47%, 5.75% and 1.78% respectively.Guotai Junan: Airline naked fares will keep rising year-on-year, and the pressure on oil prices will continue to improve. Guotai Junan Research Report said that the recent trend of passenger flow and load factor conforms to the characteristics of off-season, and is better than the same period in 2023. The pressure on oil prices has improved significantly since the fourth quarter of 2024. In December, the ex-factory price of domestic jet fuel increased slightly by 3% from the previous month and decreased by 17% year-on-year, continuing the downward trend of the central government. Recently, domestic naked fares have kept rising year-on-year, and it is estimated that more than half of the fuel has been reduced, reflecting that the recovery of supply and demand is better than expected, and it is expected that the off-season will greatly reduce losses year-on-year. Considering that the recent decline in international oil prices will be transmitted to China with a delay of about two months, the oil price pressure will continue to improve in the first quarter of 2025. It is predicted that the concentration of passenger flow in Spring Festival travel rush in the first half of 2025 will contribute to the active revenue management of the airline company, and the peak season may show more than expected profit elasticity and catalyze optimistic expectations. Reaffirm the logic of super cycle and long period of aviation equipment. When supply and demand recover, considering the marketization of fares and the slowdown of fleet growth, the profit center can be expected to rise.The initial strength of inter-bank spot bonds was obvious. The yield of active bonds of 7-year and 10-year treasury bonds dropped by 3.5bp. The yield of active bonds of 7-year and 10-year treasury bonds fell by 3.5bp, the yield of 7-year "24 interest-bearing treasury bonds 18" reported 1.725%, and the yield of 10-year "24 interest-bearing treasury bonds 11" hit 1.87%, all hitting record lows. The yield of 30-year "24 Special Treasury Bond 06" dropped by 3.1bp to 2.079%, the lowest since the end of February 2005.
Guotai Junan: Airline naked fares will keep rising year-on-year, and the pressure on oil prices will continue to improve. Guotai Junan Research Report said that the recent trend of passenger flow and load factor conforms to the characteristics of off-season, and is better than the same period in 2023. The pressure on oil prices has improved significantly since the fourth quarter of 2024. In December, the ex-factory price of domestic jet fuel increased slightly by 3% from the previous month and decreased by 17% year-on-year, continuing the downward trend of the central government. Recently, domestic naked fares have kept rising year-on-year, and it is estimated that more than half of the fuel has been reduced, reflecting that the recovery of supply and demand is better than expected, and it is expected that the off-season will greatly reduce losses year-on-year. Considering that the recent decline in international oil prices will be transmitted to China with a delay of about two months, the oil price pressure will continue to improve in the first quarter of 2025. It is predicted that the concentration of passenger flow in Spring Festival travel rush in the first half of 2025 will contribute to the active revenue management of the airline company, and the peak season may show more than expected profit elasticity and catalyze optimistic expectations. Reaffirm the logic of super cycle and long period of aviation equipment. When supply and demand recover, considering the marketization of fares and the slowdown of fleet growth, the profit center can be expected to rise.Guotai Junan: Actively grasp the double-low and low-premium convertible bonds with high selective price and good flexibility. Guotai Junan said that the probability of short-term risk events is not high, and the liquidity of the domestic stock market is also supported. Considering the A500 opening of positions, the allocation of insurance and wealth management products and the year-end ranking of funds, we should actively prepare for the new year-end rebound of China stock market from December 2024 to January 2025. Actively grasp the new year's rebound, high selective price and good flexibility of double low and low premium convertible bonds.Twenty-four companies disclosed the progress of repurchase. Hikvision, 800 million Time and Space, and Jade Bird had the highest amount of fire repurchase plans. On December 10th, a total of 24 companies issued stock repurchase announcements. Among them, seven companies disclosed the stock repurchase plan for the first time, one company's repurchase plan was approved by the shareholders' meeting, four companies disclosed the implementation progress of stock repurchase, and 12 companies' repurchase plans have been implemented. Judging from the initial disclosure of the repurchase plan, the amount of stock repurchase plans of four companies on that day exceeded 10 million. Hikvision, 800 million Time and Space, and Jade Bird have the highest repurchase plans, and they are planned to repurchase no more than 2.5 billion yuan, 100 million yuan and 86.1216 million yuan respectively. Judging from the repurchase plan passed by the shareholders' meeting, a total of one company's repurchase plan exceeded 10 million on that day. Henghui Security has the highest repurchase amount, and it is planned to repurchase no more than 60 million yuan.
The yen fell to its lowest level against the US dollar since November 29th, at 151.55.Qingdao Yurun International Plaza failed again, and the starting price dropped from 1.2 billion yuan to 219 million yuan. On December 9, according to the information disclosed by Ali Assets Auction Network, the "Yurun International Plaza" project (HD0606-003 plot) in the core area of Qingdao High-tech Zone failed again, and the starting price dropped to 219 million yuan, and no one signed up. On July 4, 2022, the project was put on the market for the first time. At that time, the reserve price was 1.2 billion yuan. The project was developed by Qingdao Dihua Real Estate Development Co., Ltd., located in the core area of Central Intelligence Island. It was originally planned to invest 6 billion yuan to build a commercial complex integrating technology and finance Center and five-star hotels.Hisense responded to the rumors of layoffs: all of them are false guesses. Hisense Weibo issued a statement saying: Thank you for your concern for Hisense. At present, the relevant data and information about Hisense's layoffs circulated on the Internet are all false guesses. Hisense will hold some media and self-media responsible for their bad behavior of deliberately exaggerating the number and proportion of layoffs. Hisense, like most enterprises, allocates human resources through evaluation mechanism. At the end of each year, the organization and employees are appropriately adjusted according to the performance of enterprises and individuals, and the middle and high-level employees of the company are treated equally, and there are gains and losses at all levels.
Strategy guide
12-13
Strategy guide
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13