Flush turnover reached 10 billion yuan, up 1.63% now, and rose over 10% at the opening.Citigroup: The shipment of Qiu Ti FPM exceeded expectations and the target price was HK$ 4.6. Citigroup reported that Qiu Ti Technology (01478.HK) benefited from the strong performance of vivo, Glory and Huawei's flagship models in October, and the demand in November was stronger than expected, which made the shipment of Qiu Ti's 32MP+ model in November still flexible. It is expected that the shipment of mobile phone camera module (CCM) in December will come from the continuous launch of flagship models, but it will be partially offset by the year-end inventory adjustment of its customers. At the same time, it is believed that better product mix and higher average selling price will promote the shipment growth of ultrasonic fingerprint module (FPM). Temporarily maintain "neutral" and target price of HK$ 4.6.The modern factory project is expected to start in the fourth quarter of 2026.
Treasury futures rose by 1.40% in the afternoon, with 30-year main contracts rising by 1.40%, 30-year main contracts rising by 1.40%, 10-year main contracts rising by 0.67% and 5-year main contracts rising by 0.43%, all reaching record highs. The 2-year main contract rose by 0.15%.Hang seng china enterprises index erased the previous 3.5% increase.Chuangyuan Co., Ltd.: At present, the domestic market of IP co-branded products is relatively small. In view of the recent sales situation of Wenchuang and IP derivative products, Chuangyuan Co., Ltd. said in a survey conducted by the reception agency on December 9 that IP co-branded products are loved by some consumers offline, but at present, the domestic market of the company is relatively small, which has little impact on the company's performance. Chuangyuan also said that the company currently has three major production bases in Ningbo, Anhui and Vietnam. The revenue in the first three quarters of 2024 has exceeded the annual revenue in 2023, and the capacity utilization rate has remained at a high level. The company has been working hard to improve the production capacity of the production base in Vietnam. In the future, according to the market situation, it will not rule out further expansion of production capacity in Southeast Asia.
The net sales of southbound funds exceeded HK$ 4 billion.HSBC: The Bank of Japan may raise interest rates next week. Economists at HSBC Global Research pointed out that the Bank of Japan may raise interest rates at its meeting in December. Frederic Neumann and Jun Takazawa, the bank's economists, said that the recent hawkish remarks by officials reflected both foreign exchange fluctuations and the improvement of economic data. Most members of the Bank of Japan's Policy Committee may have enough confidence that wages will continue to increase generally next year and will choose to raise interest rates before December and January, when Trump takes office. Japan's economy and prices are still on the normal track, and wages, consumption and service inflation have all made progress. HSBC predicts that the Bank of Japan will raise interest rates by 25 basis points again in the first quarter of 2026, bringing the policy interest rate to 1%.On December 10th, it was reported that Yizi International, a snack and candy company, was exploring the acquisition of Hershey, a well-known chocolate manufacturer in the United States. This potential transaction is expected to create a food giant with a total sales of nearly $50 billion. People familiar with the matter said that Yizi had made preliminary contact on a possible merger. By the end of last week, the market value of Yizi was about $84 billion, compared with $35 billion at Hershey. People familiar with the matter said that the consultation was at an early stage and it was uncertain whether an agreement would be reached.
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13