Survey: Most Japanese companies expect Trump 2.0 to damage the business environment. According to a survey in Reuters, nearly three-quarters of Japanese companies expect Trump's second US presidency to have a negative impact on the business environment of Japanese companies. The reasons for concern include the planned tariff increase and trade tensions. The manager of a machinery manufacturer wrote in the survey: "It is difficult to predict his policies, which makes it difficult for our client company to make investment decisions"; Although 73% of the respondents said that Trump's second entry into the White House will not have a favorable impact on their business environment, the rest of the respondents expect a positive impact, including the expectation that domestic demand in the United States will expand through tax cuts, and energy and environmental policies may also be revised; When asked what measures they would take if Trump raised tariffs, two-thirds of the respondents said their business strategy was unlikely to change, 22% said they would cut costs, and 8% said they would work hard to expand their cultivation in markets outside the United States.Guosheng Securities Xiongyuan: We can be more optimistic about the policy and the market. "The biggest highlight of this Politburo meeting of the Chinese Communist Party is' face the problem and prescribe the right medicine'." Xiong Yuan, chief economist of Guosheng Securities, said that many new ideas and expressions of the meeting directly pointed to various challenges that China's economy urgently needs to solve, and made a strong response to various problems. Xiong Yuan pointed out that the market can be more firm in policy strength and policy determination for at least one and a half years in the future. In the future, the imagination of policies is relatively large.Australian Government: Australia will provide Papua New Guinea with $600 million in 10 years to help rugby league teams enter Australia's top leagues.
Shengmei Shanghai issued a statement on the new US export control regulations. Shengmei Shanghai issued a statement on the new US export control regulations, saying that on December 2, the BIS of the US Department of Commerce issued new control measures for semiconductors exported and transferred to People's Republic of China (PRC) (China), covering advanced integrated circuit (IC) products, specific integrated circuit manufacturing equipment and technology, and supercomputers related to artificial intelligence (AI) and advanced computing. According to the new regulations, Shengmei Shanghai and its domestic and Korean subsidiaries are included in the BIS entity list. ACM Research, Inc and its direct subsidiaries outside Chinese mainland are not included in the list. The company is comprehensively evaluating the potential impact of the new regulations on the company's business and operation plans. Based on the current information, the company believes that as the company has established diversified supply chains and alternative resources, the impact on the delivery and service capacity of equipment produced by Shengmei Shanghai and sold to domestic customers will be controllable and manageable. The new regulations will not affect the company's product sales, delivery and service capabilities to overseas customers. Consistent with previous years, the company plans to voluntarily disclose the announcement of 2024 annual operating results and 2025 annual operating results forecast in January 2025.Offshore RMB and Australian dollar rose slightly. Affected by the news, USD/offshore RMB fell 0.1% to 7.2696. AUD/USD rose 0.2% to 0.6381. A foreign exchange trader in Asia said that the small leveraged account that shorted AUD/USD on Wednesday also closed its position. NZD/USD rose 0.1% to 0.5792.The restricted shares with a market value of 2.546 billion yuan were lifted today. Yongda, Sitaili and Dameng Data were among the top companies in terms of market value. On Thursday (December 12), the restricted shares of 8 companies were lifted, with a total lifting amount of 175 million shares. According to the latest closing price, the total lifting market value was 2.546 billion yuan. Judging from the amount of lifting the ban, the number of shares lifted by the two companies exceeded 10 million. Si Taili, Yongda and Ningxin New Materials were among the top, with 95,895,400 shares, 65,203,300 shares and 6,633,200 shares respectively. Judging from the market value of lifting the ban, the number of shares lifted by the two companies exceeded 100 million yuan. Yongda Co., Ltd., Sitaili and Dameng Data are among the top companies in terms of market value, with market values of 1.039 billion yuan, 992 million yuan and 349 million yuan respectively. Judging from the proportion of shares released from the ban to the total share capital, the proportion of the two companies released from the ban exceeded 10%. Yongda Co., Ltd., Sitaili Co., Ltd. and Ningxincai Co., Ltd. have the highest proportion of lifting the ban, accounting for 27.17%, 21.87% and 7.13% respectively.
Han Dongxun, leader of South Korea's ruling party: Yin Xiyue has no intention of stepping down early. On December 12, local time, Han Dongxun, leader of South Korea's ruling party, said that President Yin Xiyue confirmed that he had no intention of stepping down early. Han Dongxun said that people involved in the martial law incident, including the president, should be severely punished, and Yin Xiyue should immediately remove the right to operate state affairs, including the commander-in-chief of the army. In addition, Han Dongxun said that he would vote in favor of the impeachment case, and members of the ruling party should vote on the impeachment case according to their conscience.The law enforcement agencies of China and the Philippines cooperated again to repatriate more than 30 Philippine citizens engaged in offshore gambling in the Philippines. On December 12, the law enforcement agencies of China and the Philippines cooperated again to repatriate more than 30 China citizens engaged in offshore gambling in the Philippines. This is the fourth batch of repatriation between China and the Philippines after the Philippine government announced a total ban on offshore gambling in the Philippines. The Philippine Embassy in the Philippines will continue to strengthen law enforcement cooperation with the Philippine side and promote the orderly repatriation of relevant personnel on the basis of protecting the legitimate rights and interests of China citizens.Huatai Securities looks forward to the communication industry in 2025: embrace the trend of AI/ satellite industry and allocate core assets. When looking forward to the communication industry in 2025, Huatai Securities said that it is optimistic about three main investment lines: 1) Continue to embrace the industry trend, and with the progress of commercialization of AI computing chain and satellite Internet, we are optimistic about investment opportunities in related sub-sectors; 2) New quality productivity: low-altitude industries or the opening of provincial and municipal infrastructure construction, the domestic quantum communication industry is expected to go from 0 to 1, and the commercial aviation scene will be accelerated; 3) revaluation of core assets: with the improvement of market liquidity, leading enterprises with long-term competitiveness and performance toughness are expected to usher in opportunities for valuation improvement; In addition, the merger and reorganization of central state-owned enterprises is expected to promote more high-quality enterprises to complete the process of capitalization and play a positive role in the valuation of the sector.