China Air China: Passenger turnover increased by 22% year-on-year in November. Air China announced that the combined passenger turnover of the company and its subsidiaries increased by 22% year-on-year in November 2024. Passenger transport capacity investment increased by 12.9% year-on-year, of which domestic passenger transport capacity investment increased by 3.2%, international passenger transport capacity investment increased by 43.7%, and regional passenger transport capacity investment increased by 19%. In terms of freight transportation, the input of freight transportation capacity increased by 18.4% year-on-year, and the turnover of freight and mail increased by 20.9% year-on-year. In November, one ARJ21-700 aircraft and one C919 aircraft were introduced. By the end of November, the total number of operating aircraft was 927.Goldman Sachs expects the average price of iron ore to be 95 USD/ton in 2025 and 90 USD/ton in 2026.Quobly established a strategic cooperative relationship with stmicroelectronics. On December 13th, Quobly, a start-up company of quantum computing, announced that it would cooperate with stmicroelectronics to provide services for customers in the field of electronic applications, so as to mass-produce quantum processor units (QPU). This cooperation will utilize stmicroelectronics's 28nm FD-SOI commercial semiconductor batch manufacturing process. According to the vision of Quobly and stmicroelectronics, the first generation of commercial products will be available in 2027, and the target application market includes material development and system modeling.
Market News: New Zealand has put forward the reason to the United States that it hopes not to introduce new tariffs during Trump's administration.Broadcom said that the market size of the company's artificial intelligence (AI) accelerator is expected to be $15 billion to $20 billion next year.The probability that the Fed will cut interest rates by 25 basis points in December is 94.7%. According to CME's "Fed Watch", the probability that the Fed will keep the current interest rate unchanged by December is 5.3%, and the cumulative probability of cutting interest rates by 25 basis points is 94.7%. The probability of keeping the current interest rate unchanged by January next year is 4.1%, the probability of cutting interest rates by 25 basis points is 73.7%, and the probability of cutting interest rates by 50 basis points is 22.3%.
On the tariffs proposed by the Trump administration, Costco executives said that the company had faced tariffs in the past and believed that its businesses had the ability to cope with this situation.The A-share financing balance hit a new high of more than 9 years, and the big consumption sector broke out. According to china securities journal, on December 12, the A-share market opened lower and went higher. At the close, the Shanghai Composite Index rose by nearly 1%, the Shenzhen Composite Index rose by 1% and the Growth Enterprise Market Index rose by more than 1%. More than 3,500 stocks in the entire A-share market rose, with more than 150 stocks trading daily, and the big consumer sector broke out. The market turnover was 1.89 trillion yuan, which has exceeded 1 trillion yuan for 52 consecutive trading days, setting a new record for the A-share market. In terms of funds, Wind data shows that as of December 11th, the financing balance in the A-share market was 1,875.85 billion yuan, a record high of over 9 years. In the first three trading days of this week, the financing balance "increased three times in a row", with a cumulative increase of 22.579 billion yuan. Analysts believe that short-term ample liquidity and optimistic policy expectations are still the main support of the market. In the medium and long term, the A-share market is expected to continue to fluctuate upward under the dual promotion of policy expectations and economic trends.The UN Secretary-General is deeply concerned about the extensive violation of Syrian sovereignty. On the 12th, UN Secretary-General Guterres issued a statement through spokesman Dujaric, expressing deep concern about the recent extensive violation of Syrian sovereignty and territorial integrity, especially the hundreds of Israeli air strikes against Syria. The statement said that the Disengagement of Forces Agreement signed in 1974 is still valid. Guterres condemned all violations of the agreement and called on all parties to fulfill their relevant obligations, including ending all unauthorized presence in the isolation zone and avoiding any actions that undermine the ceasefire and stability in the Golan Heights. (Xinhua News Agency)
Strategy guide
12-14
Strategy guide 12-14
Strategy guide 12-14
Strategy guide
Strategy guide
Strategy guide 12-14