The PEEK material index has been active repeatedly, with China Research Institute, Xinhan New Materials and Fuheng New Materials rising by more than 10%, and Zhongxin Fluorine Materials trading daily.Donghai securities: The domestic sales of excavators increased, and the domestic brand bamua exhibited its elegant demeanour. The donghai securities Research Report pointed out that the total sales of excavators increased. Domestically, the domestic sales of excavators in November 2024 increased by 20.5% year-on-year, and the growth continued, which was better than expected by CME. Overseas, in November 2024, excavator exports increased by 15.2% year-on-year, and the monthly sales growth rate of exports expanded. With the large-scale equipment renewal policy and real estate financial policy landing one after another, domestic demand gradually recovered and warmed up; Overseas, domestic enterprises are laying out overseas pre-sales and after-sales networks, establishing overseas local production capacity, entering an accelerated period of globalization, gradually increasing market penetration and effectively smoothing domestic and international cycles. It is suggested to pay attention to overseas leading enterprises of machinery and equipment with deep layout, high brand recognition, perfect product matrix, high cost efficiency and strong R&D strength, such as Sany Heavy Industry, Xugong Machinery and Zoomlion.The United States ITC issued a final ruling on 337 parts of smartphones, computers, tablet computers and their components. On December 9, the United States International Trade Commission (ITC) issued a notice saying that certain electronic devices, including smartphones, computers, tablet computers and their components, Tablet computers, and components there, investigation code: 337-TA-1373) made a 337-part final ruling: the preliminary ruling (No.60) made by the administrative judge in this case on November 7, 2024 was not reviewed, that is, all investigations in this case were terminated based on arbitration.
Robot concept stocks continue to be active, and many stocks such as Sinoresearch Technology have daily limit. The popular stock Taier shares have 9 consecutive boards, and Eft has increased by more than 3 times since November. In addition, Sinoresearch, Fenda Technology, Astar, construction industry, Tianqiao Lifting and Giant Wheel Intelligent have daily limit, and Huachangda, Sanfeng Intelligent and Worth Buying have increased by more than 10%.Trump proposed that Canada and Mexico become two States in the United States. On December 9, local time, according to an exclusive report by NBC News, US President-elect Trump proposed in an interview last Sunday that Canada and Mexico may become two new States in the United States. Trump said, "We provide more than $100 billion in subsidies to Canada and nearly $300 billion in subsidies to Mexico every year. Why should we subsidize these countries? If we want to subsidize them, let them become (new) States. "Guojin Securities: In 2025, we are optimistic about Apple's industrial chain and can independently control and benefit from the industrial chain. Guojin Securities Research Report pointed out that the AI big model has brought new development opportunities to consumer electronics and IOT hardware, and it is expected to continue to drive hardware innovation, improve the value of the industrial chain and accelerate the replacement cycle. The trend of Apple's hardware innovation and growth is gradually clear. In 2025, IPhone17 is expected to usher in great innovation in hardware and end-side AI. In 2026, Apple is expected to launch folding mobile phones/iPads and smart glasses. AI smart glasses are in full bloom and are expected to usher in explosive growth. Self-control of semiconductors is the general trend, and we are optimistic about semiconductor equipment parts, materials and domestic computing power industry chain. In 2025, we are optimistic about Apple's industrial chain, AI glasses, AI-driven and self-controllable benefit industrial chain.
The computer equipment sector rose short-term, Shensi Electronics rose daily, and Zhiwei Intelligent, Tonghui Information, Dahua Intelligent, Rotating Pole Information and Zhaori Technology followed suit.Treasury futures opened up sharply, with 30-year main contracts up 0.93%, 10-year main contracts up 0.47%, 5-year main contracts up 0.21% and 2-year main contracts up 0.07%.Guojin Securities: In 2025, we are optimistic about Apple's industrial chain and can independently control and benefit from the industrial chain. Guojin Securities Research Report pointed out that the AI big model has brought new development opportunities to consumer electronics and IOT hardware, and it is expected to continue to drive hardware innovation, improve the value of the industrial chain and accelerate the replacement cycle. The trend of Apple's hardware innovation and growth is gradually clear. In 2025, IPhone17 is expected to usher in great innovation in hardware and end-side AI. In 2026, Apple is expected to launch folding mobile phones/iPads and smart glasses. AI smart glasses are in full bloom and are expected to usher in explosive growth. Self-control of semiconductors is the general trend, and we are optimistic about semiconductor equipment parts, materials and domestic computing power industry chain. In 2025, we are optimistic about Apple's industrial chain, AI glasses, AI-driven and self-controllable benefit industrial chain.
Strategy guide
12-13
Strategy guide 12-13
Strategy guide