Thailand's finance minister said that Thailand is expected to levy the lowest corporate tax in the world from January 2025.Outlook of Consumer Industry of Minyin Securities in 2025: The expansion of domestic demand grasps the opportunity of differentiation and change. Minyin Securities released a report on the outlook of consumer industry in 2025, saying that consumer demand is generally weak in 2024, and price factors also restrict growth. Looking forward to China's consumer industry in 2025: (1) Consumption plays a leading role and expanding domestic demand is in a more priority position. The variety and scale of trade-in of consumer goods are expected to continue to expand, and local governments will also introduce new policies to promote consumption in light of local conditions. (2) Rational consumption is more differentiated, and consumers pay for quality-price ratio and spiritual experience. The performance of Tou International Consumer Goods Company in China is also characterized by differentiation. Most of them recognize the long-term value of the China market. Despite short-term challenges, they plan to focus on strengthening localization and continue to invest in the China market. (3) When Trump comes to power, consumption will face greater challenges, and it will require higher global supply chain integration ability, diversified layout and localization ability. It is suggested to grasp the main line of domestic demand expansion, including dairy products with expected improvement at the bottom, outdoor sectors with high prosperity and tidal play sectors. If the demand recovers as scheduled, the catering/sports shoes and clothing/chain retail industry in a period of change will be flexible. In terms of export chain, it is necessary to observe whether the risk of trade friction is fully priced. In the medium term, the overseas market is vast, and the key to success is the added value and bargaining power of products, the matching degree between overseas demand and overseas supply chain, and the global diversified layout.Ping An Securities: It is estimated that the overall net profit growth rate of listed banks will be 1% in 2025. Ping An Securities released the annual strategy report of the banking industry in 2025, saying that looking forward to 2025, the insufficient effective demand and the continuous pressure on asset-side pricing level are still important factors restricting the upward flexibility of bank profits. On the one hand, the inhibitory effect of insufficient effective demand on scale growth still exists, and it is estimated that the scale of new credit will be 17.9 trillion to 19.2 trillion yuan in 2025, corresponding to the year-end growth rate of 7.0%-7. On the other hand, the level of interest margin is also subject to the downward trend of asset-side pricing level, and factors such as LPR reduction, stock mortgage adjustment and implicit bond swap will continue to impact asset-side pricing. However, considering the acceleration of the reduction of deposit listing interest rate, the improvement of deposit repricing progress, and the supervision of manual interest payment and interbank liabilities, it is expected that the decline of interest margin will be slightly narrowed in 2025. In terms of asset quality, it is expected to remain stable, the policy will continue to exert its efforts to bottom out risks, the core indicators are expected to remain stable, and the provision is expected to continue to feed back the profit level. On the whole, it is estimated that the overall net profit growth rate of listed banks will be 1.0% in 2025. The idea of stock selection is "high dividend+pro-cyclical", and policy combination boxing promotes the repair of plate valuation.
Fuli Zong took the helm for 100 days: the management, dealers and product ideas were completely adjusted. At the end of August this year, Fuli Zong took over the legal representative, chairman and general manager of Hangzhou Wahaha Group Co., Ltd. (hereinafter referred to as "Wahaha") from his father Zong Qinghou, and took over 29.40% of the company's shares. By early December, more than three months had passed. In just 100 days, Fuli Zong, who is in charge of Wahaha, has implemented a series of controversial reform measures, including adjusting the organizational structure and almost completely replacing the core management; The employee contract and distributor contract of the core department were signed to Hongsheng Beverage Group Co., Ltd. (hereinafter referred to as "Hongsheng Beverage"); Reconstruct the dealer system, and even select the dealers in the form of "bidding" for the first time ... On December 11 -12, I called Ye Yaqiong, director of the president's office and director of the government affairs center of Wahaha Group, and contacted Wahaha public affairs related people to send them an interview outline, but as of press time, I did not get a reply. (21 Finance)Research shows that the French "online celebrity" economy will earn nearly 6.5 billion euros in 2024. A research report released in Paris recently shows that the French "online celebrity" economy will earn nearly 6.5 billion euros in 2024, accounting for 0.16% of the country's gross domestic product (GDP).In the communication service sector, the daily limit of Bee Assistant was higher, and the communication service sector was higher. The daily limit of Xiangjiang and Bee Assistant in the city was higher. Three-dimensional communication and Beiwei Technology were previously closed, and Runze Technology rose by more than 10%. Century Hengtong, Halo New Network, Chaoxun Communication, Guangmai Technology and Runjian shares followed suit.
Market News: The motion of impeaching South Korean President Yin Xiyue was reported to the South Korean National Assembly.Market News: The motion of impeaching South Korean President Yin Xiyue was reported to the South Korean National Assembly.Pinduoduo's concept oscillates higher, which is worth buying up by over 10%, and Pinduoduo's concept oscillates higher, which is worth buying up by over 10%. If Yuchen has a daily limit, Yuanlong Yatu, Xuan Ya International, rebate technology, online and offline will follow suit.