The securities sector was active at the beginning of the session, with Guosheng Financial Holdings trading at a daily limit, while China Merchants Securities, Everbright Securities, Capital Securities, CITIC Securities and Hualin Securities collectively opened higher.American enterprises filed a 337 investigation application for specific urine splash-proof devices and their components. According to the Ministry of Commerce, on December 5, For Kids By Parents,Inc of the United States filed an application with the United States International Trade Commission in accordance with Section 337 of the United States Tariff Act of 1930. Accused that certain urine splash guards and components there exported to, imported from or sold in the United States infringed its patent right, requested to initiate 337 investigation, and issued general exclusion order, limited exclusion order and prohibition order. Ten enterprises in China were involved in the case.Chinese brokerage stocks in Hong Kong stocks rose, with zhongzhou securities up 7.5%, Shenwan Hongyuan up 6.6%, Everbright Securities up nearly 6%, China Merchants Securities, orient securities and Guangfa Securities up over 5%.
The management of Starbucks China continued to adjust, and hired CGO to manage the growth from digital marketing companies. Starbucks China has appointed Tony Yang as the company's CGO (Chief Growth Officer). This is the first time that Starbucks China has set up a CGO position. Yang Zhenyuan was the president and partner of Tezan, a digital marketing company. In January last year, Yang Zhen joined Jidu Automobile as the head of the user development department. According to our understanding, Karen Yih, the current CFO, will leave in December. (LatePost)FTSE China A50 index futures fell 2%.The daily limit of more than 20 constituent stocks broke out in the big consumption sector, and the big consumption sector continued to expand. The food, retail, home appliances and tourist hotels all performed well, and more than 20 constituent stocks such as Liangpin Shop, Huang Shanghuang, Anji Food, Youhao Group, wenfeng shares and Tongqinglou had daily limit.
The computer equipment sector rose short-term, Shensi Electronics rose daily, and Zhiwei Intelligent, Tonghui Information, Dahua Intelligent, Rotating Pole Information and Zhaori Technology followed suit.German companies filed a 337 investigation application for a specific composite medium-sized bulk container. According to the Ministry of Commerce, on December 5, 2024, German Schütz Container Systems,Inc and Protechna S.A filed an application with the US International Trade Commission in accordance with Section 337 of the US Tariff Act of 1930. Accused that certain composite intermediate bulk containers exported to, imported from or sold in the United States infringed their patent rights, requested to initiate 337 investigation, and issued general exclusion orders, limited exclusion orders and prohibition orders. Five enterprises in China were involved in the case.Guojin Securities: In 2025, we are optimistic about Apple's industrial chain and can independently control and benefit from the industrial chain. Guojin Securities Research Report pointed out that the AI big model has brought new development opportunities to consumer electronics and IOT hardware, and it is expected to continue to drive hardware innovation, improve the value of the industrial chain and accelerate the replacement cycle. The trend of Apple's hardware innovation and growth is gradually clear. In 2025, IPhone17 is expected to usher in great innovation in hardware and end-side AI. In 2026, Apple is expected to launch folding mobile phones/iPads and smart glasses. AI smart glasses are in full bloom and are expected to usher in explosive growth. Self-control of semiconductors is the general trend, and we are optimistic about semiconductor equipment parts, materials and domestic computing power industry chain. In 2025, we are optimistic about Apple's industrial chain, AI glasses, AI-driven and self-controllable benefit industrial chain.
Strategy guide 12-13
Strategy guide
12-13
Strategy guide 12-13
Strategy guide 12-13