Nepal's Everest region will ban commercial helicopter flights to protect the local economy and wildlife. On December 11th, local officials in Nepal said that the local government and other stakeholders have decided to ban commercial helicopter flights in the Everest region from January 1st next year to protect the local economy and wildlife. Mingema Chiri Sherpa, mayor of Khumbasan Lamu, Mount Everest, Nepal, said on the same day that the decision was made because the increase in commercial helicopter flights in Mount Everest in recent years has shortened the stay time of tourists, and helicopter noise has also interfered with wildlife in nearby national parks. Relevant decisions are being sent to helicopter operators, travel agencies and tourism enterprises through letters.Australia's 3-year government bond yield increased, and Australia's unemployment rate decreased.Huajin Securities: Concerned about the impact of high-quality IP on e-sports and games going to sea, Huajin Securities Research Report pointed out that 1) On December 11th, the 2024 China E-sports Industry Annual Conference was held in Beijing, and the 2024 E-sports Annual Report was released during the conference. The data showed that the e-sports industry showed a positive development trend. "High-quality IP+ games" resonance mode or long-term empowerment game industry development. 2) The popularity of Marvel Comics is unprecedented, and the head manufacturers inject new IP vitality into the game. The achievements of "Marvel Comics Strive for the Front" may set a benchmark for the market, open the world fun competition+high-quality IP or give birth to new topics. 3) "Adapting to local conditions" is both internal and external, and the IP effect is remarkable. Based on the model of Watching Pioneer 2, the "big IP+ competition" has been deeply cultivated. The globalization has brought unprecedented popularity to Marvel Comics, and its novel model is expected to give full play to the value of high-quality IP, provide guidance and reference for industrial development, and empower the development of the game industry for a long time. 4) The annual meeting of e-sports industry was held, and the data showed that China e-sports was full of vitality. High-quality IP+ games are expected to continue to inject vitality into the game industry, paying attention to the impact of high-quality IP on e-sports and games going to sea.
Market News: Australia and Papua New Guinea sign bilateral security agreement.Summary of Hong Kong stock announcements, Small Vegetable Garden: It is planned to sell about 101 million shares worldwide, and it is expected to be listed on December 20. BOSS direct employment -W: The operating profit in the third quarter increased by 26.5%, and the monthly active users increased by 30%. BAIC Investment and Hyundai Motor injected US$ 1.095 billion into Beijing Hyundai in proportion. China Pacific Insurance: Pacific Life Insurance's premium income from January to November was 228.842 billion yuan. Year-on-year growth of 2.2% Hong Kong Science and Technology Exploration: In November, the total merchandise transaction volume of orders reached HK$ 687 million. SJM Holdings: It plans to acquire new quality digital technology in Hengqin New District, Zhuhai City for 546 million yuan. It plans to discount about 7.89% and place up to 800 million shares. Net raised HK$ 530 million. Kyle Digital Technology: It is planned to allocate a total of 212 million shares at a discount of about 15.38% to raise HK$ 210 million. Mongolian Mining: It is planned to spend US$ 20.5 million to acquire Mongolian copper exploration company and expand diversified mineral business. CGNPC New Energy: In November, the power generation was 1,360.8 GW, a year-on-year decrease of 18%.South Korean President Yin Xiyue made a speech to the people on the 12th, accusing the opposition party of framing "the crime of civil strife" and engaging in impeachment. (Xinhua News Agency)
Guotai Junan: The long-term incremental "option" brought by humanoid robots is expected to help the valuation of the rare earth sector rise. When looking forward to the strategy of the rare earth sector in 2025, Guotai Junan said that the market had expected that with the slowdown in the growth of core demand power such as new energy vehicles and wind power in the future, the demand for rare earth markets is under downward pressure. However, we expect that the rising consumption of magnetic materials for new energy vehicles and the warming demand for wind power are still expected to support the basic demand growth, and the demand for equipment renewal that began to land in 2024 is expected to become a new driving force for rare earth demand. On the supply side, an orderly pattern of domestic supply has been established, with many overseas planning increments but slow actual volume, and continuous supply-side constraints. In addition, the long-term incremental "options" brought by humanoid robots are also expected to help the valuation of the plate rise.Han Dongxun, leader of South Korea's ruling party, said that President Yin Xiyue should be dismissed immediately. The only way is for the ruling party members to vote for impeachment.The two-wheel drive robot industry in the policy market is welcoming the expansion period. The reporter was informed that many places have successively issued relevant policies for the development of the robot industry, planned development goals, and refined measures around improving basic innovation capabilities, accelerating the demonstration application of "robot+"innovation, and promoting the accelerated agglomeration of business entities to accelerate the innovation and development of the robot industry. Recently, Hangzhou released the Development Plan of Humanoid Robot Industry in Hangzhou (2024-2029). Chongqing, Nanjing, Sichuan Tianfu New District and other places have also issued relevant policies to promote the development of the robot industry, and based on the current situation and advantages of industrial development in various regions, promote the further development of the robot industry. Gao Chao, deputy general manager of CCID Consulting Advanced Manufacturing Research Center, said that the scale of China's robot industry is expected to grow to about 400 billion yuan during the Tenth Five-Year Plan period. While accelerating the overall development level of the robot industry, building an industrial innovation system and strengthening product application and promotion have also become the focus of multi-party efforts. Policy and market two-wheel drive have further opened up the development space for robot-related enterprises. (Economic Information Daily)
Strategy guide 12-14
Strategy guide
Strategy guide 12-14
Strategy guide 12-14
Strategy guide
12-14