Pacific Securities: The reversal of photovoltaic industry is about to focus on three directions. The Pacific Securities Research Report pointed out that with the continuous breakthrough of new markets and technologies, the new cycle of photovoltaic parity is accelerating, and the reversal of photovoltaic industry is about to begin. It is suggested to focus on three directions: 1) The new cycle of supply and demand is expected to start in 2025, the industry quotation and profit are expected to be restored, and the leading advantages will be gradually highlighted. In 2025, it is expected to usher in a new round of growth, including Longji Green Energy and Jingke Energy. 2) New technology fields with large cost reduction space and continuous technology iteration, such as GCL Technology and Perovskite, are expected to fully benefit; 3) The advantages of supporting facilities and leading enterprises are prominent, and emerging markets are expected to promote the rapid improvement of shipments and profits, and the advantages of leading enterprises will be further enhanced, and enterprises such as Sunshine Power and Foster are expected to fully benefit.The central bank's open market today launched a 7-day reverse repurchase operation of 205.1 billion yuan, and the operating interest rate was flat at 1.50%. Today, 190.9 billion yuan of 7-day reverse repurchase expired, and the net investment on that day was 14.2 billion yuan.Zongheng Communication established a new science and technology company in Zhejiang. The enterprise search APP shows that recently, Zongheng Cross-border Technology (Zhejiang) Co., Ltd. was established with Xu Shasha as its legal representative and a registered capital of 10 million yuan. Its business scope includes: sales of information security equipment; Network equipment sales; Internet of things technical services, etc. Enterprise equity penetration shows that the company is wholly owned by Zongheng Communication.
The People's Procuratorate of Fujian Province decided to arrest Lou Wenlong according to law. The case of Lou Wenlong, former member of the Party Committee and vice president of Agricultural Bank of China, was investigated by the National Supervisory Commission (NSC) and transferred to the procuratorate for examination and prosecution. A few days ago, the Fujian Provincial People's Procuratorate made an arrest decision on Lou Wenlong on suspicion of accepting bribes. The case is being further processed. (highest inspection)The negative spread of 10-year treasury bonds between China and the United States has expanded to more than 250BP, the largest since June 2002.The Hang Seng Index of Hong Kong stocks opened lower by 0.78%, the index of state-owned enterprises fell by 0.88%, and the branch index opened lower by 1.01%.
Klarna, a Swedish payment company, said that it stopped recruiting hundreds of employees because of AI during the year. Sebastian Siemiatkowski, CEO of Klarna, a Swedish payment company planning to go public in the US, said that the company stopped recruiting a year ago, mainly because it invested in artificial intelligence (AI), which can replace the work of hundreds of employees in the company. According to Siemiatkowski, the number of employees decreased by 22% to 3,500 within one year, mainly due to brain drain. He pointed out that at present, about 200 employees in the company use artificial intelligence for their core work, and will improve the efficiency of artificial intelligence by accelerating the salary growth of employees.It is reported that the Trump consultant is seeking to reduce or cancel the banking regulator. It is reported that the Trump transition team has begun to explore ways to significantly reduce, merge or even cancel the banking regulator. According to people familiar with the matter, Trump's advisers and potential candidates who may be nominated to lead the banking regulator discussed plans to merge or reorganize major banking regulators, including the Federal Deposit Insurance Corporation, the Office of the Comptroller of the Currency and the Federal Reserve.The 28th meeting of the China-ROK Joint Economic and Trade Commission was held in Seoul, South Korea. On the 12th, Vice Minister of Commerce Li Fei co-chaired the 28th meeting of the China-ROK Joint Economic and Trade Commission with Vice Minister of Foreign Affairs Jiang Renxian in Seoul, South Korea. The two sides exchanged views on deepening China-ROK industrial chain supply chain, trade and investment, regional and multilateral cooperation, pragmatically promoted related matters, and reached broad consensus.
Strategy guide 12-14
Strategy guide 12-14
Strategy guide 12-14
Strategy guide 12-14
Strategy guide 12-14
Strategy guide 12-14