Shandong mining machine opened at a daily limit, and yesterday it staged the "Earth-Sky Board".ZTE Commercial: At present, the occupancy rate of office is about 95%, and the occupancy rate of catering industry exceeds 98%. ZTE Commercial said in the investigation of the reception organization that the company's property leasing mainly includes two parts: one is the leasing operation of catering industry in the business premises; The second is the lease operation of business office. At present, the rental rate of writing room is about 95%, and the rental rate of catering industry is over 98%. In the future, the company will focus on the main business, intensive cultivation, pioneering and innovative. On the one hand, continue to do a good job in the operation of physical stores and consolidate and strengthen the leading position in the region; On the other hand, accelerate the innovation of business model and realize new profit growth points. First, speed up the dinosaur museum project and create a new business format integrating museum and business; Second, speed up the online expansion. On the basis of the current "Zhongxing Building+"applet and live broadcast in Tik Tok, we will try to cooperate with a tripartite organization with the advantages of supply chain resources, explore a new online operation mode, and develop online and offline with the same frequency resonance and omni-channel.CITIC Securities: As the Spring Festival approaches, consumption is expected to usher in a new round of rebound and repair. CITIC Securities Research Report said that the Politburo meeting held on December 9, 2024 once again made it clear that expanding domestic demand is the key policy direction for the coming year, "expanding domestic demand in all directions" and "vigorously boosting consumption", expressing positive and igniting market expectations. After experiencing a rapid rebound in September, the consumer sector generally pulled back in October-November because the short-term consumption data has not yet reflected the effectiveness of the policy and the policy strength in the coming year is unclear. We believe that as the Spring Festival approaches, the top-down emphasis on domestic demand and policy expectations are heating up, and consumption is expected to usher in a new round of rebound and repair. On the policy side, in addition to the "trade-in policy", we believe that there is still a package of consumption promotion toolboxes available, such as subsidies for first-time car buyers, maternity subsidies, and the issuance of state-subsidized catering and tourism coupons. We suggest that the consumption allocation should be progressive from both offensive and defensive to flexible varieties, with both offensive and defensive features: consumer Internet, dairy products with low valuation and high return, mass catering, etc., and flexibility: catering supply chain, alcohol, human resources services, hotels, etc., with obvious pro-cyclical characteristics, considering the consumption allocation demand driven by expectations first.
The real estate sector rose at the daily limit of Qixia Construction, while the real estate sector rose at the daily limit of Qixia Construction. Gorgeous Family and Shibei High-tech had previously closed the board, and Joy City, Chinese Enterprise, Xinhualian, Suzhou High-tech and Everbright Jiabao followed suit.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.It is reported that Blackstone Group may withdraw from its bid for Bausch & Lomb, an eye care company. People familiar with the matter said that Blackstone Group may withdraw from its joint bid for Bausch & Lomb. Earlier, it was reported that Blackstone and TPG (Detai Capital) jointly bid for Bausch & Lomb, an eye care company. At present, negotiations are still in progress. If Bausch & Lomb is willing to accept a lower price, or TPG finds another private equity investment group as a trading partner, the transaction may still be completed.
Market News: The United States is considering imposing tougher oil sanctions on Russia before Trump takes office.The yield of main inter-bank interest rate bonds rose rapidly, with the yield of 10-year bonds "24 interest-bearing bonds 11" rising by 1.35bp, the yield of 30-year bonds "24 special bonds 06" rising by 1.6bp, and the yield of 20-year bonds "24 special bonds 05" rising by 2bp.Hong Kong stock Fosun's tourism culture opened 83.25% higher. In the news, the company plans to privatize at a premium of about 95.00%.
Strategy guide 12-13
Strategy guide