Shanghai Securities: The pharmaceutical and bio-industry is expected to further repair its performance and valuation. The Shanghai Securities Research Report pointed out that with the support of policies and the adjustment of the internal structure of the industry, the pharmaceutical and bio-industry is expected to further repair its performance and valuation. It is suggested to pay attention to five directions: 1) Innovative drugs (with strong national policy support, the payment terminal is expected to further improve and go to sea to occupy the global market); 2)CXO (the negative impact of the biosafety bill event has been eliminated, and the demand for orders in the superimposed interest rate reduction cycle has increased, which is expected to usher in a double repair of performance and valuation); 3) Imitation and innovation (centralized procurement is expected to clear up, increase innovation, and traditional pharmaceutical companies will usher in new opportunities); 4) Traditional Chinese Medicine (the national policy supports the innovation of traditional Chinese medicine, and its performance is expected to maintain a good growth rate); 5) Medical devices (equipment updating, high-consumption innovation, low-consumption going to sea, etc.). Individual stocks can be concerned about: Baekje Shenzhou, Wuxi PharmaTech, China Resources Sanjiu and so on.Solar energy and other new companies have set up photovoltaic power generation equipment business. The enterprise search APP shows that recently, China Energy Saving Ledebao Solar Technology (Delingha) Co., Ltd. was established, with Du Hu as the legal representative and a registered capital of 1 million yuan. Its business scope includes: sales of solar thermal utilization equipment; Lease of photovoltaic power generation equipment; Ecological restoration and ecological protection services, etc. Enterprise investigation shows that the company is jointly owned by China Energy Saving Solar Technology Co., Ltd. and Qinghai Laidebao New Materials Co., Ltd., a wholly-owned subsidiary of solar energy.Leader of the largest opposition party in South Korea: Impeachment is the most reliable way to end the chaos. Li Zaiming, leader of the Common Democratic Party, the largest opposition party in South Korea, said in a statement on the 13th that impeachment is the quickest and most reliable way to end the chaos. Li Zaiming said that President Yin Xiyue tried to cover up the crime with lies, and Yin Xiyue, the "culprit of civil strife", should step down immediately. He also called on members of the ruling National Power Party to vote in favor of the second vote of the presidential impeachment motion on the 14th. (Xinhua News Agency)
34 thousand tons! The heaviest single low-pylon cable-stayed bridge in China successfully turned around. At 1: 10 am on December 13th, the overpass crossing Jiaoji Line and Jiaoji Passenger Dedicated Line on Qingping Road in Weifang City began to turn slowly, and the bridge body had to rotate 70 degrees, crossing Jiaoji Line and Jiaoji Passenger Dedicated Line. This swivel bridge weighs 34,000 tons, which is equivalent to the weight of about 20,000 cars. It is the heaviest single pylon cable-stayed swivel bridge in China. At 2: 10 a.m. on the 13th, after 60 minutes of turning, the swivel bridge achieved precise closure and alignment. After the project is completed and opened to traffic, it will run through the northern and southern urban areas of Weifang, improve the traffic network in the west, become a new traffic trunk road in the city, and greatly enhance the smoothness and comfort of urban traffic. (CCTV News)Wanwu Lianghang upgraded its real estate management with wisdom and low carbon. On December 12, Wanwu Lianghang released a smart+low carbon solution for real estate operation, relying on AI wisdom brain-Wanwu Yunlingshi to help asset holders carry out asset management, enterprise services, energy management and property supervision more efficiently and transparently.Affected by martial law, the support rate of South Korean President Yin Xiyue fell to a record 11%.
Guosheng Securities: AEC heavy-duty computing industry chain has entered the era of Lian Heng. Guosheng Securities Research Report pointed out that AEC(Active Electrical Cable) is an active cable interconnection scheme, which is mainly used in short-distance high-speed data transmission scenarios in data centers. 1)AEC is expected to become the first step for optical module manufacturers to penetrate downwards. Optical modules need to master photoelectric conversion and high-speed data communication, and DAC/AEC/AOC products have relatively mature technical requirements compared with single-mode/multimode optical module products with longer transmission distance. 2) Copper interconnection is widely used by large CSP not only in NVIDIA. NVIDIA used a large number of high-density copper interconnects in B series products, which made the industry re-recognize the reliability and price advantage of copper interconnects in short-distance scenes. 3) In the era of Lian Heng, domestic manufacturers still have obvious advantages. Chip manufacturers, represented by NVIDIA, have been hoping to conduct a comprehensive industry consolidation and provide customers with a complete set of solutions. What CSP manufacturers want more is the decoupling of the industrial chain, and every link such as GPU, copper connection, optical module and switch can find corresponding suppliers. The heavy volume of AEC and the rise of CSP manufacturer's independent scheme indicate that the computing power industry chain has entered the era of Lian Heng, and we are firmly optimistic about the domestic related computing power industry chain.The Nikkei 225 index fell to 1%.China, with the largest plantation area in the world, has become the country with the greatest contribution to greening in the world. In the past 30 years since the signing of the United Nations Convention to Combat Desertification, China has made remarkable achievements in combating desertification, especially since last June, China has launched the "Three North" project. At present, the forest coverage rate in the "Three North" project area has increased from 5% in the 1970s to 13.84%. By the end of 2023, the forest coverage rate in China exceeded 25%, the forest stock exceeded 20 billion cubic meters, and the plantation area ranked first in the world, making it the most green country in the world. (CCTV News)
Strategy guide
12-14
Strategy guide
Strategy guide 12-14
Strategy guide
12-14