Brokerage research:Executives of photovoltaic module battery companies said that they have signed a self-discipline convention and will start to control production capacity next month, which may have an impact on the photovoltaic industry.The activity of the stock market has recovered, both the Shanghai Composite Index and the Entrepreneurship Index are on the rise, and the market as a whole is in a state of bullish momentum.
According to the data of the State Administration of Foreign Exchange, by the end of November, 2024, China's foreign exchange reserves were US$ 3,265.9 billion, up US$ 4.8 billion from the end of October, and its gold reserves also increased.Policy expectation:The market expects that the Central Economic Work Conference will be held in December, which may release more favorable policies and support the A-share market.
These news comprehensively reflect the latest trends of China stock market in macroeconomic policies, capital market dynamics, industrial economy, foreign exchange reserves, securities firms' judgments and policy expectations, and provide investors with a comprehensive market overview.In terms of capital, the Shanghai and Shenzhen 300 and A500 indexes have seen capital outflows, but the inflow of financing has increased and the outflow of foreign capital has increased, showing the shock and wait-and-see attitude of market funds.Xinhua News Agency commented that the central government has a large room for borrowing and deficit improvement. Looking forward to the closing year of the 14 th Five-Year Plan in 2025, the space for fiscal policy development has attracted much attention.
Strategy guide 12-13
Strategy guide 12-13
Strategy guide