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2024-12-14 07:34:39

Bank of Communications International: For the first time, it covers the "buy" rating and target price of HK$ 5.86 given by the rich industrial trust. The Bank of Communications International published a report that the rich industrial trust has multiple investment advantages and stock price drivers, including stable profit prospects, low valuation, further interest rate cuts and potential inclusion in Shanghai-Shenzhen-Hong Kong Stock Connect, which are all beneficial to the valuation of REITs. For the first time, the bank covers the purchase of wealth and gives a "buy" rating with a target price of HK$ 5.86. Bank of Communications International believes that the rental income prospect of Zhifu Industrial Trust can remain basically stable. At the same time, the current share price corresponds to a dividend of 9.4% in 2025, and the gap between the dividend yield and the yield of 10-year US bonds is about 1.1 standard deviation lower than the long-term level. It is considered that the current valuation is still far below its long-term average level, and has reflected most of the worries of the retail market in Hong Kong. The report continued that although high interest rates will still have a negative impact on this year's earnings, it is expected that the dividend per unit of Zhifu will resume growth from next year under the condition of continuous interest rate reduction. It is expected that the dividend per unit will decrease by 10%, increase by 3.8% and increase by 4.1% from 2024 to 2026 to 36.34, 37.71 and 39.26 Hong Kong cents respectively.The retail price of refined oil may end up stranded. According to calculation, as of the seventh working day on December 13th, the average price of reference crude oil varieties was 70.58 USD/barrel, with a change rate of -0.87%, and the corresponding domestic retail price of gasoline and diesel should be lowered by 40 yuan/ton. At 24: 00 on December 18th, it is the last price adjustment window of the retail price in 2024, so the retail price is likely to end stranded. By December 13th, 2024, the domestic retail price of gasoline and diesel had experienced "9 up, 9 down and 6 stranded". After the fluctuation offset, gasoline and diesel (standard products) were reduced by 115 yuan/ton and 125 yuan/ton respectively. (Jin Lianchuang)Market news: Israel said that the IDF will stay on the Syrian side of Mount Hermon for several months.


Baose shares: the related party transaction project that won the bid of 8.7 million yuan was announced by Baose shares. Recently, the company participated in the public bidding for the procurement of DCS and TCS disproportionation reactors for the 80,000-ton electronic-grade granular polysilicon industrial upgrading project of Shaanxi Nonferrous Tianhong Ruike Silicon Materials Co., Ltd., and received the Notice of Winning Bid on December 3, 2024, and confirmed the company as the winning bidder with the winning amount of 8.7 million yuan. It is now planned to sign the contract for the winning project. Shaanxi Nonferrous Tianhong New Energy Co., Ltd., the controlling shareholder of Tianrui Company, is a wholly-owned grandson company of Shaanxi Nonferrous Metals Holding Group Co., Ltd., the actual controller of the company, so this transaction constitutes a connected transaction. The contract amount is 8.7 million yuan, and the delivery time is completed within six months from the date of signing the contract and receiving the buyer's formal order making notice. The payment method is installment payment according to the payment proportion of advance payment, delivery payment, performance acceptance payment and quality guarantee payment agreed in the contract.Tianyu Co., Ltd.: The subsidiary company plans to select the tenth batch of national centralized drug procurement, and the wholly-owned subsidiary company Zhejiang Nuode Pharmaceutical Co., Ltd. plans to select the product of sitagliptin metformin tablets (II) and sitagliptin phosphate tablets to select the tenth batch of national centralized drug procurement organized by the National Drug Joint Procurement Office.The retail price of refined oil may end up stranded. According to calculation, as of the seventh working day on December 13th, the average price of reference crude oil varieties was 70.58 USD/barrel, with a change rate of -0.87%, and the corresponding domestic retail price of gasoline and diesel should be lowered by 40 yuan/ton. At 24: 00 on December 18th, it is the last price adjustment window of the retail price in 2024, so the retail price is likely to end stranded. By December 13th, 2024, the domestic retail price of gasoline and diesel had experienced "9 up, 9 down and 6 stranded". After the fluctuation offset, gasoline and diesel (standard products) were reduced by 115 yuan/ton and 125 yuan/ton respectively. (Jin Lianchuang)


Du Zhaocai, former deputy director of the State Sports General Administration, was sentenced to 14 years' imprisonment and fined 4 million yuan. On December 13, 2024, Wuhan Intermediate People's Court of Hubei Province publicly pronounced the bribery case of Du Zhaocai, former party member and deputy director of the State Sports General Administration and former party secretary and vice chairman of the Chinese Football Association, and sentenced the defendant Du Zhaocai to 14 years' imprisonment and fined 4 million yuan. The property and fruits of his crime shall be recovered according to law and turned over to the state treasury. It was found through trial that from 2012 to 2022, the defendant Du Zhaocai took advantage of his position as Party Secretary and Director of the Athletics Management Center of the State Sports General Administration, Vice Chairman and Secretary General of the Chinese Athletics Association, member of the Party Committee of the State Sports General Administration, assistant to the director, deputy director, and Party Secretary and Vice Chairman of the Chinese Football Association to provide assistance to relevant units and individuals in matters such as event hosting, personnel arrangement, player transfer, etc., and illegally accepted other people's property totaling RMB 4,341. (CCTV News)Indian market regulator: issue a draft notice to solicit opinions from retail investors on algorithmic trading. Algorithm trading should be provided by securities brokers and approved by the stock exchange.Twenty-five pilot banks in Shenzhen have opened a total of 64,000 cross-border wealth management accounts. The reporter was informed that by the end of November 2024, 25 pilot banks in Shenzhen had opened a total of 64,000 cross-border wealth management accounts, with a total amount of cross-border receipts and payments of 42.74 billion yuan, accounting for 48.1% and 44.2% of Guangdong-Hong Kong-Macao Greater Bay Area respectively.

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