Donghai securities: The refrigerant industry is expected to maintain a high degree of prosperity. According to the donghai securities Research Report, in 2025, the second-generation refrigerant quota will be reduced, and the total production quota of the third-generation refrigerant will remain at the baseline value. With the increase in demand for new household air conditioners and maintenance and replacement, the supply and demand relationship of the third-generation refrigerants will tighten, and the downstream air conditioners will be rapidly upgraded in December. The refrigerant industry is expected to maintain a high degree of prosperity, and the profitability of related refrigerant manufacturers is expected to be greatly improved. It is suggested to pay attention to the leading refrigerant industry and fluorine chemical production enterprises with relatively perfect industrial chain, such as Juhua, Sanmei and stone resources related to fluorine chemical raw materials.BYD's patent for remote vehicle moving was authorized, and Tianyancha's intellectual property information showed that on December 10th, the patent for "control method, device and vehicle for remote vehicle moving" applied by BYD Co., Ltd. was authorized.Kim Sang-wook, a member of South Korea's ruling party, changed his position and praised him for impeaching Yin Xiyue. According to Korean media reports, Kim Sang-wook, a member of South Korea's ruling party's National Force, changed his position on the 10th and said that he would vote in favor of the impeachment case of President Yin Xiyue. According to Yonhap News Agency, Jin Xiangxu said at a press conference in the National Assembly that the emergency martial law seriously violated conservative values, was an intolerable and indisputable absolute mistake, and was also a state crime that should be severely punished. He will vote in favor of the president who plans anti-constitutional and anti-democratic martial law in the next impeachment vote. (World Wide Web)
On the 10th, South Korea's National Assembly voted to pass the "Permanent Special Inspection Law for Civil Disturbances" which requires the investigation of President Yin Xiyue. (Xinhua News Agency)On the 10th, the South Korean National Assembly passed a resolution calling for the rapid arrest of President Yin Xiyue. (Xinhua News Agency)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.
Scientists in China won the "Guardian of the Earth Award" of the United Nations Environment Programme in 2024. On December 10th, the United Nations Environment Programme (UNEP) announced the winners of the "Guardian of the Earth Award" in recognition of their outstanding contributions in dealing with land degradation, drought and desertification. Six people and projects from China, Brazil, USA, Romania, India and Egypt won prizes. Lu Qi, a scientist from China, won the "Science and Innovation Award" and was the first person from China to win this award category. Lu Qi is the chief scientist of the Chinese Academy of Forestry and the founding president of the Three North Engineering Research Institute. He has played a key role in promoting the implementation of the world's largest afforestation project, establishing a desert ecological research network and partnership, and promoting multilateral cooperation to curb desertification, land degradation and drought.GF Securities: gave Ziguang Guowei a "buy" rating with a reasonable value of 96.85 yuan.
Strategy guide
Strategy guide
Strategy guide 12-13
Strategy guide 12-13