Huaneng International and others set up a new energy company in Nanjing with a registered capital of 164 million yuan. According to Sky Eye App, Huaneng (Nanjing Jiangning) New Energy Co., Ltd. was recently established, with the legal representative of Wang Changbin and a registered capital of 164 million yuan. Its business scope includes power generation business, power transmission business, power supply (distribution) business, construction project supervision, wind power generation technical services, energy storage technical services, solar power generation technical services, and investment activities with its own funds. According to shareholder information, the company is jointly owned by Huaneng International Power Jiangsu Energy Development Co., Ltd. and Sino-Singapore Green Investment Private Co., Ltd. under Huaneng International (600011).Shanxi Securities: The launch of new OpenAI products catalyzes the demand for low-orbit satellite to continue to accelerate. Shanxi Securities Research Report pointed out that 1) The "Open AI 12 Days" activity was held, and the official version of o1 &pro and the full version of ChatGPT pro o1 were released faster and more powerful than o1 preview, and they performed better in code, mathematics and writing, and still possessed the original ability of picture reasoning. With the marginal cost of training continuing to increase and cot reasoning computing power continuing to increase, the computing power demand in 2025 is real and may continue to exceed expectations. It is suggested that the current optical module, copper connection, power supply and liquid cooling should be switched to the low valuation of 2025 performance. 2) Amazon shows trn1 ultra cabinet products, and cloud manufacturer ASIC brings incremental demand for copper connection. Cloud manufacturers' self-developed ASIC will bring important demand increment for high-speed copper connection. At present, copper connection system component manufacturers are concentrated overseas, while bare wire supporting capacity is concentrated in China. 3) Last week, Yuanxin Qian Fan's third networking satellite was successfully launched in Taiyuan, and SpaceX mobile phones were directly connected to satellite networking for commercial use. The development of LEO satellite Internet is related to 6G standard discourse right, orbital frequency resources and the game of international air and space infrastructure powers, which is expected to force the launch of LEO constellation in China to accelerate again. Under the catalysis of continuous events, the relevant targets of the industrial chain are expected to usher in a certain performance contribution and drive the double-click market.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%.
Argentine President Millay: It is planned to cancel capital controls next year. Argentine President Millay said in a televised speech on December 10 local time that Argentina plans to cancel capital controls next year. Millay said that Argentina's economic team is preparing to carry out structural tax reform, which will abolish 90% of taxes, and the Argentine government will ban more institutions and listed companies in the new year. Demián Reidel, economic adviser to Milai, will announce Argentina's nuclear energy plan in the next few days.TikTok submitted an application to the federal court of Canada to challenge the Canadian government's order to close the company's office. On December 11th, local time, TikTok Canada Branch announced that it had submitted an application to the federal court for review of the government's order to close TikTok's business in Canada. TikTok said that this order will cost hundreds of hard-working local employees their jobs and livelihoods, and they support the community with more than 14 million Canadian users on TikTok every month. TikTok said that it is in the best interest of Canadians to find a meaningful solution and ensure that the local team continues to exist with the TikTok platform. (Interface News)Guojin Securities: In 25 years or the first year of commercial mass production of humanoid robots, Guojin Securities said that Huawei's overweight body intelligence has become a new direction, which is expected to bring deterministic AI technology to domestic robot manufacturers and help domestic OEMs accelerate their rise. In 25 years or the first year of commercial mass production of humanoid robots, the domestic and international industries have resonated, and the humanoid robot industry has ushered in a period of rapid development and has plate investment opportunities. It is suggested to focus on the screw, reducer, torque sensor and domestic robot.
Shanghai's state-owned assets reform concept stocks rose to the daily limit, and Shanghai Material Trade, First Medicine, Shibei High-tech, Kaikai Industry and Shanghai 900 set an international daily limit.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.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
12-14
Strategy guide 12-14
Strategy guide
12-14