Institutional investors are optimistic about the long-term value of dividend assets. Today, the turnover of Standard & Poor's dividend ETF(562060) exceeded 26 million yuan. On December 10, the Shanghai Composite Index of Standard & Poor's dividend ETF(562060) closed flat with a turnover of 26.0237 million yuan. The constituent stocks are mixed. In terms of rising, Aopu Technology leads the rise, and Yongxing Materials follows. In terms of decline, Voice Holdings led the decline, and Pingmei shares followed. According to market analysis, dividend assets with low valuation and high dividend have obvious advantages in low interest rate environment, and institutional investors are optimistic about the long-term value of dividend assets. Since October, dividend assets have been in a period of adjustment, but the rise in recent days is directly related to the decline in the yield of government bonds. Lin Rongxiong, chief strategist of SDIC Securities, said that facing 2025, high dividend is still an effective strategy to obtain absolute income. It is suggested that investors pay attention to the band property of dividend assets, and the real dividend money is the key to overcome the high dividend index and obtain excess returns.The onshore RMB against the US dollar officially closed at 7.2493 at 16:30 Beijing time, up 267 points from the official closing price of the previous trading day and up 69 points from the closing price of the previous day and night.Tencent Video announced that it will adjust the rights and interests of VIP devices, and the rights and interests of old members will remain unchanged. Tencent Video released a statement on the adjustment of member rights and interests, saying that it will adjust the rights and interests of Tencent Video VIP devices from December 16, 2024. Tencent video VIP members who purchase, collect and activate after 0:00 on December 16th, 2024 can log in with 3 devices and play with 1 device at the same time within the validity period of this order member. Tencent Video said that the rights and interests of VIP old members remain unchanged: Tencent video VIP members who have subscribed for a continuous monthly/quarterly/annual subscription before December 16, 2024, if they continue to subscribe, will enjoy the rights of logging in 5 devices and playing 2 devices at the same time. Tencent video VIP members who purchase, collect and activate monthly/seasonal/annual cards before December 16th, 2024 can also enjoy the rights of logging in 5 devices and playing 2 devices at the same time within the validity period of this order member. Tencent video SVIP membership rights are not affected by this adjustment and remain unchanged.
Aoyuan Group: It failed to pay off the due debt principal of about 43 billion yuan in time. Aoyuan Group Co., Ltd. issued an announcement to disclose the latest situation of the company's debt settlement and pending litigation. According to the announcement, as of November 30, 2024, the accumulated debt principal that Aoyuan Group failed to pay off in time was about 43.028 billion yuan, of which the open market debt principal that failed to pay off in time was 250,000 yuan; The company and its subsidiaries are involved in a number of major pending lawsuits, involving about 60.600 billion yuan, including about 52.554 billion yuan related to financing and 8.046 billion yuan related to non-financing. In addition, Aoyuan Group has 64 pieces of information about untrustworthy executors, involving a total amount of 2.228 billion yuan.Details of the arrest of the person involved in the killing of the CEO of the insurance giant in new york surfaced: Luigi Mangione, who was regarded by the new york police as the person involved in the murder of Brian Thompson, an executive of UnitedHealth Group Inc, was arrested in Pennsylvania on Monday, and now he is accused of possessing illegal firearms and using false identification. According to the criminal indictment issued by the Pennsylvania court system on Monday night, Mangione, 26, made her first appearance in the court in Hollidaysburg. He was charged with five counts, including forgery, holding a gun without a license and showing false documents to law enforcement agencies. Mangione was detained by the police after being recognized and reported by employees in a McDonald's restaurant in Altoona that morning. The police officer asked him to show his identity, and Mangione took out a New Jersey driver's license named "Mark Rosario" and the date of birth was July 1998. The police officer then asked him if he had been to new york recently. "The man fell silent and began to tremble," the indictment said. When more police arrived at the scene, Mangione was told that he was under investigation and would be arrested if he lied about his identity. He later said that his name was Luigi Mangione and that he was born in May 1998. A police officer asked Mangione why he lied, and he replied, "I obviously shouldn't." The police arrested him on charges of forgery and providing false information to law enforcement agencies. He was handcuffed, searched and taken back to the police station. A black pistol and a silencer were found in his backpack, both of which were made of 3D printers. This pistol has a metal sleeve, a metal threaded barrel and a plastic handle, and a Glock magazine with six 9mm bullets. A dropped bullet was also found in the defendant's backpack.Xinjiang Corps: Cancel the housing area limit for provident fund loans, and the down payment ratio for purchasing affordable housing provident fund loans should be at least 15%. According to the news of "Corps Housing Provident Fund" on WeChat WeChat official account on December 10, the Housing Provident Fund Management Center of Xinjiang Production and Construction Corps issued a document saying that it would adjust the Corps' provident fund policy. Xinjiang Corps will cancel the housing area limit for housing provident fund loans and cancel the limit that the housing area for applying for housing provident fund loans should not exceed 144 square meters. At the same time, reduce the down payment ratio of affordable housing. If housing provident fund loans are used to purchase affordable housing, the minimum down payment ratio is 15%. Xinjiang Corps will also optimize the housing provident fund rental withdrawal policy. The extraction frequency of housing provident fund for employees without housing can be adjusted from twice a year to monthly, quarterly and yearly, and the total amount of extraction can not exceed the annual upper limit.
Debon Securities: Pay attention to the investment opportunities in the fields of liquor, beer and leisure snacks. Debon Securities Research Report pointed out that 1) Liquor: The dealer conference will set the tone for next year, giving priority to the opportunities of low-value leading layout. Recently, wine companies have intensively held dealer meetings to set the tone for next year's growth. At present, wine enterprises are generally rational and pragmatic, and reasonable speed reduction reduces the burden on channels. With a series of economic policies, the consumption of enterprises and residents is expected to pick up in 2025. The competitiveness of head enterprises has been further enhanced through continuous evolution, so it is suggested to grasp the investment opportunities with low expectations at present. 2) Beer: The overall performance of the third quarterly report is under pressure due to the weak recovery of demand and weather, but it is expected that the ton price of major beer enterprises will maintain a steady and rising trend throughout the year. With the introduction of a series of policies to stimulate consumption, terminal demand is expected to improve, and the recovery of ready-to-drink scenes such as catering is expected to promote the upgrading and continuation of beer structure. 3) Leisure snacks: The performance of leisure snack enterprises is further differentiated, and the performance of high-potential targets is optimistic in the peak season. In the third quarter, the performance of leisure and snack enterprises was divided, and the growth toughness of high-potential enterprises remained the same. The follow-up Spring Festival peak season is expected to bring the possibility of exceeding expectations. At present, the level of income profit rate of head enterprises is expected to remain stable.The central parity of RMB against the US dollar was reported at 7.1896 yuan, down by 26 points.The Hang Seng Index of Hong Kong stocks opened higher by 3.21%, the index of state-owned enterprises rose by 3.46%, and the branch index rose by 4.24%.
Strategy guide 12-13
Strategy guide
12-13
Strategy guide
Strategy guide
Strategy guide 12-13
Strategy guide 12-13