BOC International: The first choice for nuclear power next year is to recommend Rundian and Everbright Environment for China Guangdong Nuclear Power Mining Power Sector. BOC International published a research report that China will continue to be more optimistic about the power sector than the solar sector in 2025, although it is expected that the effective supply of solar energy value chain will continue to decline under the increasing inventory pressure. However, the lack of visibility of demand growth is still the main downside risk for the solar sector to reverse its disadvantages. BOC International believes that the power sector may maintain a good rate of return in 2025, and provide safe-haven options for investors concerned about AH shares. In addition, the bank believes that nuclear power will continue to be the focus of the market in 2025, and get the support of rare global consensus to increase the share of this sector in the power structure. BOC International said that its research scope prefers upstream uranium miners to nuclear independent power plants, so China Guangdong Nuclear Mining is the first choice for nuclear power next year. As for the power sector, Rundian and Everbright Environment are recommended. In addition, BOC International maintained the "overweight" rating of China power sector; China's solar sector maintained a "neutral" rating.The first super-kilometer tunnel in the Kangyu section of the Xi 'an-Chongqing high-speed railway runs through, and the construction of the Xi 'an-Chongqing high-speed railway (referred to as "Xi 'an-Chongqing high-speed railway") will spread new news. On December 10th, it was learned from Tiexikun Company of Beijing-Kunming High-speed Railway that after 620 days of construction, Wangjiabang Tunnel of Xiyu High-speed Railway in Qianfeng District of Guang 'an City was completed, four months ahead of the design period. This is the first tunnel of more than 1,000 meters in the Kangyu section of the Xi-Yu high-speed railway, marking another breakthrough in the construction of the Xi-Yu high-speed railway.The public security organs cracked down on the illegal and criminal activities of the network water army according to law. The Ministry of Public Security attached great importance to cracking down on and rectifying the illegal and criminal activities of the "network water army". Relying on the special action of "Net Net 2024", it made an all-out attack, focusing on prominent illegal and criminal activities such as disinformation and drainage, public opinion extortion, brushing and evaluation, and paid deletion of posts, and deployed public security organs across the country to carry out the crackdown and rectification work. Since the beginning of this year, more than 900 cases have been detected, and more than 5,000 suspects have been arrested. Through phased strikes, the space for illegal and criminal activities of the "network water army" has been fully squeezed, and the network public order has been effectively maintained. Today, the Ministry of Public Security announced 10 typical cases of cracking down on "network water army" crimes according to law. (Guangming Daily)
Local regulators have found out the situation of institutions purchasing unlicensed financial information service products. The reporter was informed that some local securities regulatory bureaus are finding out the situation of institutions purchasing unlicensed financial information service products. The regulatory requirements require the securities fund and futures-related operating institutions within their jurisdiction to self-inspect the purchase of foreign financial information service products without the permission of the National Network Information Office. The main contents include a brief description of financial information service products, the contact telephone number and email address of foreign institutions, and so on. According to relevant regulations, the provision of financial information services by foreign institutions in China must be approved. Up to now, a total of 31 foreign institutions and 10 enterprises invested and established by foreign institutions in China have been licensed to provide financial information services. (Cailian)IDC: It is estimated that the edge cloud market in China will grow at a compound annual rate of over 25% from 2023 to 2028. Recently, the latest report "China Edge Cloud Market Tracking Research, 2024H1" released by International Data Corporation (IDC) shows that in the first half of the year, the edge cloud market in China totaled 5.48 billion yuan, with a year-on-year growth rate of 21.0%. Among them, the market scale of edge public cloud services, edge exclusive cloud services and edge cloud solutions reached 3 billion yuan, 970 million yuan and 1.5 billion yuan respectively. According to IDC, it is estimated that the average annual compound growth rate of China's edge cloud market will be 25.5% from 2023 to 2028, taking into account the changing trend of customer expenditure in major industries, the commercialization progress of hot demand and the changes of bandwidth supply policy throughout the year.Yanshan Technology has set up a new subsidiary in Shanghai. According to the enterprise search APP, Shanghai Yunsong Technology Co., Ltd. was recently established with Zhang Weiming as the legal representative and a registered capital of 10 million yuan. Its business scope includes technical services, technical development, technical consultation, technical exchange, technology transfer and technology promotion. Enterprise equity penetration shows that the company is wholly owned by Yanshan Technology.
Vucic retaliated with a video: I won't run away. Later on December 9, local time, Vucic posted a video on social media "Telegram" saying that although western-funded protesters tried to "subvert the regime" in Serbia, the government had no intention of giving up. "If they think I am Assad, I will flee somewhere, then I won't." (Observer Network)China Tiewu, etc. established the General Lugang International Logistics Company in Gansu. According to the enterprise search APP, recently, China Railway General Lugang International Logistics (Gansu) Co., Ltd. was established, with Ouyang Bing as the legal representative and a registered capital of 30 million yuan. Its business scope includes: domestic cargo transportation agents; International freight forwarder; Road freight transportation (excluding dangerous goods), etc. Enterprise equity penetration shows that the company is jointly held by China Railway General Supply Chain Technology Group Co., Ltd., a wholly-owned subsidiary of China Tiewu, and Lanzhou New District Lugang Logistics Co., Ltd.BOC International: The first choice for nuclear power next year is to recommend Rundian and Everbright Environment for China Guangdong Nuclear Power Mining Power Sector. BOC International published a research report that China will continue to be more optimistic about the power sector than the solar sector in 2025, although it is expected that the effective supply of solar energy value chain will continue to decline under the increasing inventory pressure. However, the lack of visibility of demand growth is still the main downside risk for the solar sector to reverse its disadvantages. BOC International believes that the power sector may maintain a good rate of return in 2025, and provide safe-haven options for investors concerned about AH shares. In addition, the bank believes that nuclear power will continue to be the focus of the market in 2025, and get the support of rare global consensus to increase the share of this sector in the power structure. BOC International said that its research scope prefers upstream uranium miners to nuclear independent power plants, so China Guangdong Nuclear Mining is the first choice for nuclear power next year. As for the power sector, Rundian and Everbright Environment are recommended. In addition, BOC International maintained the "overweight" rating of China power sector; China's solar sector maintained a "neutral" rating.
Strategy guide
Strategy guide
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