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Hanyu Pharmaceutical Co., Ltd. signed a strategic cooperation agreement with Longma Technology. Recently, Hanyu Biotechnology (Dali) Co., Ltd., a subsidiary of Hanyu Pharmaceutical Co., Ltd., signed a strategic cooperation agreement with Longma Technology Group. The two sides will cooperate in the medical application of industrial cannabis and drug research and development around drugs and cannabinoids.Keli Sensing holds 51% of the shares in Shenyang Dongda Sensing Company, and the enterprise search APP shows that recently, Shenyang Dongda Sensing Technology Co., Ltd. has undergone industrial and commercial changes, and the original shareholder Zhao Fu withdrew, adding Keli Sensing as the largest shareholder, holding 51%; At the same time, the company's key personnel have also changed, including Ke Jiandong as the new chairman and Wang Qiang as the company's manager, director and legal representative. Enterprise investigation shows that Shenyang Dongda Sensing Technology Co., Ltd. was established in March 1999, with Wang Qiang as the legal representative and a registered capital of 2 million yuan. It is mainly engaged in customized design, research and development of high-end temperature sensors and temperature measurement technical services.A number of private placements are optimistic about the market at the end of the year, and the two major directions are favored. Recently, A-shares have fluctuated, and the latest strategies of a number of first-line private placements for investment at the end of the year and the beginning of the year have been released one after another. A number of private placements are optimistic about the market at the end of the year. Kou Zhiwei, a partner of chongyang investment, said that the "strengthening unconventional countercyclical adjustment" proposed by the policy at the end of the year inspired market confidence. At present, compared with the end of September, the market has a large increase, and the market has fully expected and priced the policy overweight. The further rise of the short-term market may need the support of strong economic recovery data. Lei, deputy general manager and chief strategic investment official of Xingshi Investment, said that the current positive factors in the stock market are still accumulating, and the fundamentals, policies and funds are all supported. Judging from the recent overall investment trends of private placement, the reporter found that maintaining medium and high positions and maintaining high flexibility of portfolios have become the strategic focus of current private placement institutions. Judging from the specific optimistic investment direction at the end of the year, according to the comprehensive interview with private equity, consumption and technology are relatively more popular at present. (CSI Taurus)

Thailand's cabinet approved the reduction of the bailout fee for commercial banks.On the 10th, the continuous beam of Banzhuyuan Bridge of Xiyu High-speed Railway across Chongqing-Guangzhou Expressway was successfully closed, which is the first closed cantilever cast-in-place beam across expressway in Chongqing of Kangyu section of Xiyu High-speed Railway, laying a solid foundation for the construction of girder erection as scheduled. The Banzhuyuan Extra Large Bridge of Xi-Yu High-speed Railway, which was built by China Railway 14th Bureau, has a total length of 1,137.181 meters. The bridge spans the Chongqing-Guangzhou Expressway, with a continuous beam of (48+80+48) meters and cantilever casting with hanging baskets. It is understood that the Xiqiao High-speed Railway connects Shaanxi, Chongqing and Sichuan. After its completion and opening to traffic, it will be connected with Chengdu-Chongqing High-speed Railway, Zhengzhou-Chongqing High-speed Railway and Chongqing-Kunming High-speed Railway under construction, Xi 'an-Yan 'an High-speed Railway and Xi 'an-Shiyan High-speed Railway, which will greatly facilitate people's travel along the route, consolidate and expand the achievements of poverty alleviation, comprehensively promote rural revitalization, help urban-rural integration and regional coordinated development, and form a new pattern of western development. (CCTV News)Wang Tao, UBS: It is expected that the Central Economic Work Conference will focus on the short-term policy package. Recently, the market highly expects the Central Economic Work Conference to guide the high-quality economic development of China next year. Wang Tao, head of Asian economic research at UBS and chief China economist, said: "I expect that the Central Economic Work Conference may focus on the short-term policy package in 2025 and 2026, but it will also emphasize accelerating some reform measures already outlined at the Third Plenary Session." Wang Tao believes that the next important reform measures may include providing better protection and access for the private economy, deepening the reform of state-owned enterprises to improve efficiency and governance, promoting household registration reform to improve the welfare of migrant workers, strengthening the social security network, and carrying out fiscal and taxation reforms to solve local fiscal revenue problems. "I think structural, deeper and faster reforms will be very important, not only to attract foreign investment, but also to boost domestic confidence." (China Daily)

Open source securities: AI video model is accelerating the competition and continuing to lay out "AI+ movies". According to the open source securities research report, 1)AI video model is accelerating the competition, and its multi-modal capability is continuously upgraded, helping to open up the commercialization space. 2) Film and television content, copyright and marketing companies actively embrace AI video and continue to lay out "AI+ Film and Television". We are optimistic about the continuous iteration of the AI ​ ​ video model, the accelerated application, the superposition of policy assistance such as the release of new film supply and consumption subsidies, and further promote the opening of the commercialization space of "AI+ film and television".The Central Finger Research Institute: In November, the price of second-hand houses in Beijing narrowed by 0.17 percentage points from the previous month. On December 11th, the Central Finger Research Institute released a map of the price of second-hand houses in the top ten cities in November 2024, showing that in November 2024, 18,763 sets of second-hand houses were sold in Beijing, up 8% from the previous month and 49.6% from the same period last year. The cumulative turnover from January to November increased by 8.2% compared with the same period last year. In terms of price, in November, the price of second-hand housing in Beijing fell by 0.12% month-on-month, narrowing by 0.17 percentage points from the previous month.CICC: Xiamen Tungsten Industry will be successfully issued, and resource development and high-end production capacity construction are expected to accelerate. According to the research report of CICC, Xiamen Tungsten Industry (600549.SH) will be successfully issued, and resource development and high-end production capacity construction are expected to accelerate. It is worth noting that the final issue price of this fundraising is 20.80 yuan/share, which is 28.87% higher than the reserve price, and 3.35% lower than the closing price of 21.52 yuan/share on November 6, the first day of the issuance period. After the completion of the issuance, the company is expected to accelerate the development of tungsten resources and the construction of downstream high-end production capacity, and strengthen profit growth. Considering the impact of stock issuance, the net profit of returning to the mother in 2024 will remain unchanged at 1.92 billion yuan, and the net profit of returning to the mother in 2025 will be raised by 1.7% to 2.25 billion yuan, and CAGR+18.6% from 2023 to 2025. Raise the target price by 17% to 24.1 yuan.