Anjing Food: There is fierce competition in some categories this year, but the hot pot materials and prepared dishes performed well. Anjing Food said in a recent survey that some categories such as pasta were fiercely competitive this year, but the hot pot materials and prepared dishes performed well. At present, the expenditure is shrinking, which is consistent with the economic environment. At the same time, we will continue to increase the promotion of locked fresh clothes and sausages, especially sausages, which will increase the market share by selecting customers to put them in the roaster.The modern factory project is expected to start in the fourth quarter of 2026.The bank received a notice: a video conference on the full implementation of the personal pension system will be held in the middle of this month. The reporter was informed that the bank has received a notice to hold a video conference on the full implementation of the personal pension system in mid-December, and relevant leaders and representatives of regulatory authorities will attend and speak. (Cailian)
The field turnover of the 20th Changsha International Auto Show exceeded 5 billion yuan, and the 20th China (Changsha) International Automobile Expo (referred to as "Changsha International Auto Show") closed on December 9th. According to the latest data released by the organizing Committee on the 10th, the on-site turnover was 21,810 units, with the on-site turnover reaching 5.029 billion yuan. (China News Network)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.GF Securities: gave Ziguang Guowei a "buy" rating with a reasonable value of 96.85 yuan.
Huatai Securities: The target price of Yum! China was raised to HK$ 472.48, and the "Buy" rating was maintained.The concept of commercial aerospace fluctuated and strengthened. China satellite hit the daily limit, and China satellite hit the daily limit in the afternoon. Cisco Rui and Shanghai Hanxun rose more than 10%, while Zhenradium Technology, Sichuang Electronics, Zhimingda, Shanghai Hugong and China Weitong rose more than 5%.The field turnover of the 20th Changsha International Auto Show exceeded 5 billion yuan, and the 20th China (Changsha) International Automobile Expo (referred to as "Changsha International Auto Show") closed on December 9th. According to the latest data released by the organizing Committee on the 10th, the on-site turnover was 21,810 units, with the on-site turnover reaching 5.029 billion yuan. (China News Network)
Strategy guide
12-13
Strategy guide