The opposition party in South Korea said that Yin Xiyue was insane. On the morning of December 12, local time, South Korean President Yin Xiyue made another televised speech, refused to step down early, and denied that martial law was a crime of civil strife. After Yin Xiyue's speech, public opinion in South Korea immediately criticized him. South Korea's largest opposition party, the Common Democratic Party, said that Yin Xiyue was mentally ill and called on the South Korean National Assembly to pass the impeachment case. After Yin Xiyue's speech, Han Dongxun, the representative of the ruling party in South Korea, also said that Yin Xiyue's speech had no introspection and was rationalizing his behavior. Some commentators pointed out that Yin Xiyue may have expected that he could not prevent the National Assembly from passing the impeachment case and was trying to influence the final ruling of the Constitutional Court. I am afraid that the chaos in Korean politics will continue.Nine of the top ten stocks rose, while the A50ETF Huabao (159596) rose linearly, and Contemporary Amperex Technology Co., Limited rose by nearly 3%. On December 11th, near midday, driven by big finance, the three indexes rose rapidly. By midday, the A50ETF Huabao (159596) rose by 0.9%, with a turnover of 83.4 million yuan. In terms of constituent stocks, 9 of the top ten awkward stocks rose. In terms of rising, Contemporary Amperex Technology Co., Limited led the rise by nearly 3%, and China Ping An, CITIC Securities and other stocks followed suit; In terms of decline, only Hengrui Pharma fell. According to the strategists of SDIC Securities, the strategic elements to promote the stock market upward from the perspective of "liquidity" are complete. The market based on the "fundamental" perspective is to pay attention to the recovery of M1 for more than two consecutive months. Looking back at history, after M1 rebounded from the bottom for more than two consecutive months, the market sector represented by consumption and pro-cyclical sectors will start pricing, and then a style switch for fundamental pricing may be formed.Institution: The battery price stabilized in November, and it is expected to rise slightly in 2025. On December 12, according to the latest research of TrendForce Jibang Consulting, in November 2024, the sales of electric vehicles in China continued to increase, which boosted the demand for power batteries, and the price of Ferrous lithium phosphate batteries remained stable, while the ternary batteries declined slightly. The demand for batteries in the energy storage market maintained the peak season characteristics, and with the price advantage of large-capacity batteries, the proportion of shipments increased. However, the average price of energy storage batteries continued to decline in November due to the slowdown in demand for orders at the end of the year. The agency expects that the price of some lithium battery materials may rise slightly in the peak season of 2025, which is expected to repair the serious losses of the company in the early stage. However, due to the fact that the relationship between supply and demand has not changed from surplus to shortage, the expected increase in material prices is limited, and battery manufacturers actively control costs, the battery price trend will be stable next year.
The dividend index has performed better for a long time, and the allocation value of Standard & Poor's dividend ETF(562060) has attracted much attention. By midday on December 12, the standard & poor's dividend ETF(562060) had increased by 0.44%, with a turnover of 10.1606 million yuan. The constituent stocks are mixed. In terms of rising, Yongxing Materials led the gains, and Voice Holdings followed suit. In terms of decline, Luan Huan was able to lead the decline, while Orchid Science and Technology fell. In the news, as of December 11, 940 listed companies have thrown out 994 single and medium-term cash dividend plans this year, with a year-on-year increase of 269.41%; The total amount of dividends involved was 667.519 billion yuan, a year-on-year increase of 166.24%. According to the analysis of Xingzheng Securities, the long-term performance of dividend strategy in the US stock market is significantly better than that of the S&P 500 index, and its stability is higher. From 2003 to 2022, the annualized rate of return of the S&P 500 high-quality and high-dividend index reached 12.0%, which was higher than the S&P 500 index's 10.5%. Donghai securities said that under the downward trend of risk-free interest rate, dividend stability and growth potential have become important considerations, and we are optimistic about the investment value of dividend plate.Institution: The battery price stabilized in November, and it is expected to rise slightly in 2025. On December 12, according to the latest research of TrendForce Jibang Consulting, in November 2024, the sales of electric vehicles in China continued to increase, which boosted the demand for power batteries, and the price of Ferrous lithium phosphate batteries remained stable, while the ternary batteries declined slightly. The demand for batteries in the energy storage market maintained the peak season characteristics, and with the price advantage of large-capacity batteries, the proportion of shipments increased. However, the average price of energy storage batteries continued to decline in November due to the slowdown in demand for orders at the end of the year. The agency expects that the price of some lithium battery materials may rise slightly in the peak season of 2025, which is expected to repair the serious losses of the company in the early stage. However, due to the fact that the relationship between supply and demand has not changed from surplus to shortage, the expected increase in material prices is limited, and battery manufacturers actively control costs, the battery price trend will be stable next year.Goldman Sachs: If the branch managers' meeting in January concludes that there is insufficient incentive for SMEs to raise wages next year, the Bank of Japan may postpone raising interest rates until March or April next year.
Zhaoyi Innovation established a management consulting company in Zhuhai. According to the enterprise search APP, Zhuhai Lingchuang Management Consulting Co., Ltd. was recently established with a registered capital of 5 million yuan, and its business scope includes: enterprise management consulting. Enterprise survey shows that the company is wholly owned by Zhaoyi Innovation.Personal pension is fully implemented. The first batch of 85 equity index funds are included in the investment scope. The personal pension system will be extended to the whole country on December 15, and product expansion has also become the focus. Today, the CSRC has included the first batch of 85 equity index funds in the catalogue of personal pension investment products, including 78 products that track various broad-based indexes and 7 products that track dividend indexes, including ordinary index funds, index enhancement funds and ETF-linked funds such as Shanghai and Shenzhen 300 Index, CSI A500 Index and Growth Enterprise Market Index. The investment style of index funds is clear and the rate level is low, so the inclusion of related products is conducive to enriching investors' choices. Related products also implement preferential rates to actively benefit investors.The FBI director said that his resignation was the best way to avoid friction. Christopher Babers, the FBI director who decided to resign, explained his decision, saying that it was the best way to avoid further friction against the background of criticism from President-elect Trump who was seeking to appoint his cronies as the head of the intelligence department. The FBI quoted Lei as saying: "My purpose is to continue to focus on our mission-the irreplaceable work we do on behalf of Americans every day. I think this is the best way to avoid getting the FBI involved in more friction. " He added that the decision to resign was not easy for him.