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CITIC Securities: Short-term home fundamentals are expected to usher in a window of policy improvement, and we can bargain and seize the opportunity of valuation repair. CITIC Securities recently reported that the situation in the light industry has been severe since 2024, but it still presents three bright spots: channel reconstruction of the personal care industry, internationalization of the tobacco industry and asset integration of the metal packaging industry. The above-mentioned opportunities for subdividing the track are expected to continue and be further strengthened in 2025. Short-term home fundamentals are expected to usher in a policy improvement window, which can be laid out on dips, seize the opportunity of valuation repair, pay attention to industry demand and policy continuity, and attach importance to reasonable valuation intervals. In 2025, the papermaking and paper packaging industries will benefit from the recovery of consumption.Huichuan Technology: At present, the layout of humanoid robot industry is still in the early stage of insight and research and development. Huichuan Technology recently said that the company itself is engaged in industrial robot business and is constantly following up and exploring in the field of humanoid robots. At present, the company's layout of humanoid robot industry is still in the early stage of insight and research and development, and the parts and components under development include motors, drives and actuator modules.CITIC Securities: The main line of the anti-monopoly investigation on domestic chips in NVIDIA is clear. According to the CITIC Securities Research Report, on December 9, 2024, the General Administration of Market Supervision launched an investigation on NVIDIA Company in accordance with the law, which is a legal management means to regulate and maintain fair market competition order, and has a leading role in the domestic chip industry, and is expected to boost domestic computing power and market sentiment of chips in a short time. In combination with the increasing emphasis on self-control by relevant domestic departments and industry associations, we expect that the overall localization pace of domestic semiconductor industry is expected to be further accelerated, and the manufacturing link is also expected to benefit.

The introduction of detailed measures for the supervision of centralized drug consumables emphasizes the priority of using the selected products. Recently, the Notice of the National Health and Health Committee of the National Medical Insurance Bureau on Improving the Working Mechanism of Centralized Drug Purchasing and Implementation put forward detailed measures to strengthen the supervision of the admission, use, monitoring and assessment of centralized drug consumables. The local authorities are required to conduct investigations from the third month after centralized procurement, and urge medical institutions to give priority to the use of selected products and rationally manage the use of non-selected drugs. Emphasis is placed on the dynamic monitoring of the online price and purchase volume of centralized varieties, and institutions that fail to complete the agreed purchase volume will be regarded as unqualified. It is required to improve the provincial consultation mechanism for centralized procurement, ensure stable supply, and at the same time promote comprehensive supervision in coordination, curb unhealthy practices, and promote the priority use of selected drugs and consumables. (Official WeChat official account of the National Medical Insurance Bureau)The overall scale of bonus ETF exceeds 71.1 billion yuan, leading the products to exceed 20 billion yuan. As the largest dividend ETF at present, on December 6, the scale of Huatai Bairui bonus ETF rose to 20.121 billion yuan, becoming the first dividend ETF to exceed 20 billion yuan. According to the data, the product takes the dividend index of Shanghai Stock Exchange as the benchmark for performance comparison and adopts the investment strategy of complete replication method. As of December 9, the product had a floating profit of 18.21% during the year. According to the reporter's incomplete statistics, as of December 9, 13 bonus ETFs have been newly established this year (excluding QDII funds, Hong Kong Stock Connect and other overseas products). On the whole, there are 37 bonus ETF products with a market size of 71.185 billion yuan. In the current market environment, dividend investment strategy has strong appeal. (Securities Daily)The financing balance of the two cities increased by 3.489 billion yuan. As of December 9, the financing balance of the Shanghai Stock Exchange was 951.454 billion yuan, an increase of 223 million yuan over the previous trading day; The financing balance of Shenzhen Stock Exchange was 901.246 billion yuan, an increase of 3.266 billion yuan over the previous trading day; The two cities totaled 1,852.70 billion yuan, an increase of 3.489 billion yuan over the previous trading day.

Xiaoyu Zhizao, Xiaomi's first furniture model company, completed a round of financing of 100 million yuan, and Beijing Xiaoyu Zhizao Technology Co., Ltd. (hereinafter referred to as Xiaoyu Zhizao), the first large model robot company invested by Xiaomi, completed a round of financing of 100 million yuan. This round of financing is exclusively invested by Beijing Information Industry Development Investment Fund. This is the second time that Xiaoyu Zhizao has received billion-dollar financing after Angel Wheel received billion-dollar investment from Xiaomi Group, Professor Wang Tianmiao and Beijing Zhiyuan Research Institute. Xiaoyu Zhizao was founded by the core founding team of Xiaomi Group in 2023, focusing on the development of large-scale model robot technology suitable for industrial fields, and has developed the "Xiaoyu Brain" universal robot brain, which enables robots to perform various tasks in the industrial environment. (science and technology innovation board Daily)Ping An Securities: In 2025, the A-share market will have more flexibility in the slow-release growth style of key pricing risks. Ping An Securities Research Report pointed out that in 2025, the A-share market will have more flexibility in the slow-release growth style of key pricing risks. Specifically, structural investment opportunities are increasing. 1) scientific and technological innovation, that is, technology industries that benefit from the support of domestic new quality productivity policies and can cope with overseas risks, including TMT and artificial intelligence; 2) Manufacturing growth, that is, advanced manufacturing sectors with global competitiveness and expected marginal improvement in industrial structure, including power equipment (photovoltaic, lithium battery, etc.), new energy vehicles, national defense and military industry, etc.; 3) domestic demand consumption, that is, the consumption sector that is expected to be repaired by fundamentals under the support of domestic demand policy, and pay attention to some real estate infrastructure chains that are reversed; 4) Commodity price increase, paying attention to ferrous metals that benefit from the stabilization of real estate, and other commodity price increase sectors with potential disturbances on the supply side.Huatai Securities: The statement of the Politburo meeting on macro-policies generally exceeded market expectations. Huatai Securities said in reading the research report of the Politburo meeting in December that, on the whole, the statement of the Politburo meeting on macro-policies generally exceeded market expectations, and the stocks and debts all gave positive responses. The subsequent central bank RRR cut is expected to land soon, which is expected to form a certain emotional resonance. The next focus is on the more specific economic deployment of the Central Economic Work Conference for next year. Compared with the expected guidance, the market pays more attention to the actual scale, especially whether there are clearer signals in finance, inflation and exchange rate, and whether the broad credit can actually come. As far as debt is concerned, the short-term market inertia is still there, and the downward trend of interest rates has not wavered. However, the market quickly responded to the mid-term "good" and overdrawn the market next year. It is suggested to enhance operational flexibility, maintain long-term interest rate positions, stop chasing up, cash in when it is favorable to prevent profit impulse, and continue to seize opportunities such as credit bonds for 3-5 years.