The weighted share price index of Taiwan Stock Exchange opened 0.2% lower at 23,228.26.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)CITIC Securities: In November, the PPI turned positive more than expected, and the core CPI continued to improve. According to the research report of CITIC Securities, the price data in November 2024 showed that the boosting effect on the economy after the policy shift in late September initially appeared at the "price end", mainly in two aspects: "PPI turned positive" and "continuous improvement of core CPI". In terms of PPI, this month's PPI turned positive more than expected, and the main contributions came from "the effect of trade-in for new products is gradually appearing at the price end of related industries" and "the acceleration of physical workload of infrastructure has boosted the prices of raw materials industries in the upper and middle reaches". It is embodied in the remarkable improvement of PPI in computer machine manufacturing, communication terminal equipment manufacturing, automobile manufacturing, durable consumer goods (means of subsistence), non-metallic mineral products industry and other industries. In terms of CPI, although the year-on-year growth rate of CPI further declined to 0.2%, which was significantly lower than the market expectation, it was largely affected by the over-seasonal decline in food prices. The core CPI, which the market paid more attention to, continued to improve slightly on the margin, with the year-on-year reading rising from 0.1% at the bottom of September to 0.2% in October and 0.3% in November. In terms of splitting, the CPI decline of the three major durable consumer goods and services has narrowed compared with the same period of last year. On the whole, the combination of "CPI 0.2%+PPI -2.5%" reveals that China is still facing significant "low inflation" pressure, and it is still necessary to continue to strengthen the price level with a package of incremental policies. Looking back, if the boosting effect of the "two new" policies on the demand of downstream industrial products and the driving effect of the accelerated issuance of special bonds on the physical workload of infrastructure can be released continuously, it will provide some support for the improvement of PPI; However, if you want to see the PPI continue to turn positive significantly, you may have to wait for the policy to further push the physical workload and real estate start-up data, as well as the more stringent supply-side optimization policies in some areas with more production capacity.
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.Foreign media: Hungarian Prime Minister Orban posted that he met with Trump and Musk at Haihu Manor. According to CNN and Russian Tass News Agency on the 9th, Hungarian Prime Minister Orban went to the United States at the invitation of President-elect Trump, and met with Trump at Haihu Manor in Florida. American billionaire Musk also attended the talks. According to the report, Orban posted on social media X on the 9th: "America today. The future has begun! One afternoon at Haihu Manor with Trump, Musk and Mike Valcz (appointed by Trump as US National Security Adviser-Editor's Note). " (World Wide Web)In October, China's corporate credit index was 158.83 points, and the trend of steady improvement continued to consolidate. The General Administration of Market Supervision announced today (10th) that in October, 2024, China's corporate credit index was 158.83 points, up 0.47 points from September, and the steady improvement of corporate credit level continued to consolidate. Regionally, the top five provinces and cities in the credit index are Beijing, Anhui, Jiangsu, Zhejiang and Shaanxi. From the perspective of industry, the index of accommodation and catering industry increased the most. In addition, the ranking of scientific research and technical service industry index has improved significantly, and it entered the top 5 of the index for the first time this year. The ranking of leasing and business services rose by two places, reaching a new high this year.
Many countries have issued travel warnings to South Korea. "Is it safe to travel to South Korea?" On the 9th, travelnoire, a platform focusing on African tourists, raised such a question. According to the report, the recent political events in South Korea have cast a shadow over this popular tourist destination. In fact, as the emergency martial law storm in South Korea continues to ferment, many countries have issued travel warnings to South Korea. South Korea's "Asian Economy" reported on the 9th that the political and social uncertainty in South Korea has further intensified, and the inbound tourism market in South Korea, which has just resumed after the epidemic, is once again facing severe challenges. South Korea's New Zealand News Agency reported that due to the increasing political uncertainty in South Korea, many countries have issued travel warnings to South Korea.The weighted share price index of Taiwan Stock Exchange opened 0.2% lower at 23,228.26.FTSE China A50 index futures rose 0.75% at the beginning, and closed up 0.84% in the last trading day and night.
Strategy guide 12-13
Strategy guide 12-13