All localities have actively deployed resources to further support mergers and acquisitions and guide them to gather in a "new" way. Since this year, there have been frequent policies to support mergers and acquisitions of enterprises, such as Eight Measures on Deepening science and technology innovation board's Reform, Serving Technological Innovation and Developing New Productivity, and Opinions on Deepening Market Reform of Mergers and Acquisitions of Listed Companies. At the same time, various localities have successively issued relevant rules or carried out special activities, so that mergers and acquisitions of enterprises have a direction and confidence. According to the reporter, up to now, Shanghai, Jiangxi, Sichuan, Shenzhen, Tianjin and other places have issued relevant documents to support enterprises to carry out mergers and acquisitions; Shanxi, Beijing, Hubei, Hunan, Qingdao and other places "answer questions" for enterprises' mergers and acquisitions through forums or training meetings. According to Tian Lihui, dean of the Institute of Financial Development of Nankai University, there are three major trends in local support policies. First, the logic of industrial synergy is constantly strengthening; Second, continue to improve the efficiency of M&A services and regulatory inclusiveness; The third is to persist in strengthening risk prevention. Generally speaking, with the support of policies, a number of high-quality industrial M&A cases are expected to land. Driven by multiple favorable factors, the M&A market is becoming more and more active. (Securities Daily)The strategy of Guojun Junan Household Appliances in 2025: The subsidy policy is still the key to determine the level of domestic demand, and the leading enterprises with leading layout will continue to be optimistic about going out to sea. Guotai Junan said that in 2024, the domestic sales category will be divided and the overall export will be stable. The household appliance industry presents four key words: looking at the sky/involution/multi-point flowering/continuous going out to sea. Looking forward to 2025: look forward to the domestic demand policy and continue to be optimistic about the sea leader. Subsidy policy is still the key to determine the level of domestic demand, and we will continue to be optimistic about leading enterprises with leading layout. Be optimistic about the leading enterprises and pay attention to three main lines: 1) Continue to be optimistic about the leading enterprises under the logic blessing of trade-in and going out to sea; 2) For industries with pure domestic demand, pay attention to the turning point of enterprises; 3) Pay moderate attention to the fermentation of potential themes, such as AI+ intelligence and the reform of state-owned enterprises, and the growth of mergers and acquisitions.CITIC Securities: The resonance between supply and demand of medical beauty accelerates the space expansion, and the difference in operating ability promotes the evolution of the industry structure. CITIC Securities Research Report stated that the medical beauty industry has both medical and consumption attributes, and the medical attribute has strong product-driven characteristics, while the consumption attribute has high operating ability requirements. The medical beauty botulinum toxin track is also affected by the dual attributes of medicine and consumption: 1) The increase in penetration rate, the acceleration of compliance substitution and the extension of indications have brought about high demand for medical beauty botulinum toxin, and with the recent supply expansion, the industry scale has experienced high growth; 2) The iteration of product innovation is slow, brand barriers are created through marketing, doctors are empowered through direct sales, and control is strengthened to enhance product competitiveness. Recently, a variety of medical botulinum toxins in China have been approved, and the promotion of low-priced products is expected to push up the penetration rate, and enterprises with strong operational capabilities will enter the market or promote the evolution of the pattern.
Market News: South Korean President Yin Xiyue may release a recorded public speech.On the evening of December 10th, Sunac announced that two bonds, H6 Rongdi 01 and H0 Sunac 03, had taken the lead in voting on restructuring, and the other eight bonds still had two weeks to vote, and the voting results of the overall restructuring of 10 bonds would finally be ushered in on December 23rd. On November 27th, Sunac announced the second restructuring plan for domestic bonds, involving four restructuring options and a total of 10 bonds. Some analysts said that although the final result has not yet been settled, two bonds successfully passed the restructuring vote in a short period of time, indicating that some investors still have confidence in Sunac. Liu Shui, director of enterprise research at the China Central Finger Research Institute, told reporters that the recent stabilization of the real estate market and the improvement of creditors' confidence will be beneficial to the debt restructuring of real estate enterprises in danger. (21 Finance)South Korean President Yin Xiyue: The opposition party does not recognize the president.
Google executives: Search for artificial intelligence is the biggest bet, with an estimated investment of 50 billion yuan in 2024. ruth porat, president and chief investment officer of Google, revealed at a conference that Google's biggest bet is to apply artificial intelligence to search business. Despite the problems of technical competition and artificial intelligence model, Google is still firmly pushing forward this strategy. Polat emphasized that integrating artificial intelligence into search business is Google's current core strategy. Google has introduced an overview of AI into the search tool, added advertisements to it, and introduced shopping advertisements to Google Lens. Despite the existence of false or misleading results such as artificial intelligence illusion, Google is still optimistic about the development potential of artificial intelligence in the search field. In addition to the search business, Polat also pointed out that Google Cloud is another important investment of the company. When answering a question about whether Google's investment cost in artificial intelligence will follow the industry trend, Polat said that artificial intelligence represents "an opportunity for generations". She revealed that Google plans to spend $50 billion on chips, data centers and other capital expenditures in 2024, but stressed that Google will make careful bets based on the results.The tenth batch of national procurement officially opened, and the number of enterprises and varieties involved reached a record high. The tenth batch of centralized drug procurement organized by the state officially accepted the application materials of enterprises at 8: 00 this morning at No.398 Zhanyuan Road, Nanqiao New Town, Fengxian District, Shanghai. This centralized procurement involved 62 varieties and 263 product specifications, and the number of enterprises and varieties involved reached a record high. Among them, 33 enterprises competed for nine short-listed oral sustained-release formulations of sitagliptin. There are also a number of varieties that are billions in the market of public hospitals, such as doxorubicin hydrochloride liposome injection, cefoperazone injection, piperacillin injection, compound α -ketoacid oral sustained-release dosage form, norepinephrine injection and aspirin oral sustained-release dosage form. The sales scale in sample hospitals last year all exceeded 2 billion yuan. Hengrui Pharma, Kelun Pharmaceutical, Unacon and Zhengda Tianqing participated with many varieties. Note: According to the tenth batch of national adoption documents released before, the tenth batch of national adoption rules have changed a lot, such as canceling the protection mechanism of 50% price reduction and increasing the fuse recovery mechanism by 1.8 times, and the number of B-certified enterprises affects the number of final finalists.The Economic Committee of the Colombian Congress rejected the tax reform proposed by the government to fund the 2025 budget.
Strategy guide
12-14
Strategy guide 12-14
Strategy guide
12-14
Strategy guide
Strategy guide 12-14