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2024-12-13 12:00:45

Henan: Promote the research on new crystalline silicon solar cell technologies such as heterojunction and perovskite/stack. The General Office of the People's Government of Henan Province issued an implementation plan for accelerating the integration of source, grid, load and storage in Henan Province, which proposed to tackle key technical problems. Promote the research on new crystalline silicon solar cell technologies such as heterojunction and perovskite/stack, and improve the efficiency of new energy power generation. Accelerate technological breakthroughs such as core chips of power equipment and coordinated control of source and network, and improve the adaptability of power grid to new energy sources. Carry out research on key technologies of digitalization and intelligence of energy system, improve the matching degree between supply and demand of power supply and load, and solve the intermittent and unstable problems of new energy power generation. Develop a new generation of high-performance energy storage technologies such as solid-state batteries and sodium ion batteries, improve the flexible adjustment ability of the system, and solve the problem of time-space mismatch between power generation and power consumption. Accelerate research on high-precision new energy and flexible load power forecasting technology, economic optimization scheduling technology, and promote the establishment of an integrated laboratory for source, network, load and storage.Sichuan issued 30-year ordinary special local bonds, with a scale of 35.4 billion yuan, an issue interest rate of 2.2000%, a marginal multiple of 1.58 times and an expected multiple of 2.19.Goldman Sachs: I don't agree that gold can't reach $3,000 under a strong dollar. Goldman Sachs said that we don't agree with the view that the price of gold can't rise to $3,000 per ounce by the end of 2025 when the dollar remains strong for a long time. We predict that gold will reach $3,000 per ounce by the end of 2025, and the reduction of interest rate cuts by the Federal Reserve (rather than the strengthening of the US dollar) is the downside risk of this prediction.


Morgan Asset Management: In 2025, there are sufficient reasons to continue to over-allocate US stocks. Sylvia Sheng, global multi-asset strategist of Morgan Asset Management, said that there are sufficient reasons to continue to over-allocate US stocks and increase exposure to small and medium-sized stocks. She pointed out that although the valuation may look high, it is expected that the profit growth of S&P 500 companies will continue. Sheng wrote that it is estimated that in 2025, the contribution of the six giants in the S&P 500 index to the profit growth of the other 494 stocks will be the same, and the profit growth of these six giants is expected to slow down from 40% in 2024 to 22%. In the international market, Morgan Asset Management continues to over-allocate Japanese stocks, and its quantitative model shows that the yield of Japanese stocks is attractive and the bottom-up profitability is strong.The General Administration of Market Supervision held an anti-monopoly compliance lecture hall for the automobile industry. On December 11th, the General Administration of Market Supervision held the ninth anti-monopoly compliance lecture hall in Beijing to give lectures on anti-monopoly compliance for the automobile industry. The General Administration of Market Supervision requires the business entities of the automobile industry to compact the responsibility of the anti-monopoly compliance subject, actively regulate business practices, establish and improve the anti-monopoly compliance system, and effectively prevent and stop the occurrence of monopoly behaviors. The General Administration of Market Supervision will continue to pay attention to the competition in the automobile industry, further promote the special anti-monopoly law enforcement actions in the field of people's livelihood, promote the formation of a fairer and more dynamic market environment, and continuously enhance the people's sense of acquisition, happiness and security. (City speaks Newspeak)General Motors (GM): The unmanned business Cruise and GM Technical team will be merged, and the plan is expected to be completed in the first half of 2025. According to the priority of GM's capital allocation, GM will no longer fund Cruise's self-driving taxi development business.


South Korea's unemployment rate in November was 2.7%, expected to be 2.7%, and the previous value was 2.70%.Goldman Sachs: I don't agree that gold can't reach $3,000 under a strong dollar. Goldman Sachs said that we don't agree with the view that the price of gold can't rise to $3,000 per ounce by the end of 2025 when the dollar remains strong for a long time. We predict that gold will reach $3,000 per ounce by the end of 2025, and the reduction of interest rate cuts by the Federal Reserve (rather than the strengthening of the US dollar) is the downside risk of this prediction.Huadian energy: The subordinate power plants and holding companies received government subsidies of 22.33 million yuan. huadian energy announced that the subordinate power plants and holding companies of the company received government subsidies related to income of 22.33 million yuan on December 9, 2024. Among them, Harbin No.3 Power Plant of huadian energy Co., Ltd. received a government subsidy of 10.87 million yuan, and Harbin Thermal Power Co., Ltd. received a government subsidy of 11.46 million yuan. In accordance with the relevant provisions of Accounting Standards for Business Enterprises No.16-Government Subsidies, the company included this subsidy in the current profit and loss, and it is estimated that the total profit of the company in 2024 will be increased by 8.39 million yuan.

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