Real estate assets usher in the value "anchor". The pricing mechanism of public offering REITs needs to be improved, the pricing logic of public offering REITs continues to improve, and real estate assets usher in the value "anchor". In recent years, the public offering REITs market has developed rapidly, and its pricing logic has gradually matured, providing a transparent market-oriented pricing platform for infrastructure assets to enter the capital market-not only setting a benchmark for real estate transactions and valuation in the primary market, but also enhancing the pricing discovery function of assets through the circulation in the secondary market. Insiders suggest that in order to really play the role of public offering REITs as the "anchor" of real estate market price, it is necessary to improve the market mechanism in many aspects, including optimizing pricing rules, strengthening information disclosure and promoting investor education. (SSE)The regulation first mentioned "transferring books to change risks", and property insurance institutions added "new ways" to clear risks. In the Action Plan on Strengthening Supervision, Preventing Risks and Promoting Reform to Promote High-quality Development of Property Insurance Industry issued by the State Financial Supervision and Administration, the term "transferring books to change risks" appeared for the first time. Because the term "transferring books to avoid risks" first appeared in official website document, and it is one of the ways for property insurance companies to clear risks, it has attracted much attention. Many people in the industry said that "transferring books to insurance" is to provide more choices and space for risk disposal by moving the registration place of problem insurance companies to different places. The concept of "transferring books to avoid risks" embodies the determination of government departments such as regulatory agencies to clear up industry risks. With the clarification of regulatory policies, it is expected that insurance companies will pay more attention to marketization and legalization when clearing risks in the future. (Securities Daily)The application of AI continues to deepen and the prosperity of the sector continues to improve. Recently, a number of artificial intelligence companies have intensively released their latest products, and the related concept sectors in the A-share market are active. Analysts believe that overseas AI applications are growing strongly, and the growth potential of domestic AI applications is expected to explode. On the one hand, the performance of the core AI application companies in US stocks has grown rapidly, further strengthening the AI narrative logic; On the other hand, domestic AI application scenarios are more extensive and have achieved good application results in many fields such as education and office. It is suggested to focus on the growth and liquidity of domestic AI applications.
Thirty-one A-share companies predict that their performance will increase by 70% in 2024. Near the end of the year, A-share companies have predicted their full-year performance in 2024. The data shows that as of December 9, a total of 31 A-share listed companies have predicted their performance in 2024, of which 22 companies have pre-increased their net profit for the whole year. From the industry point of view, the performance of computer, electronics and other sub-sectors is more eye-catching, and most pre-growth companies are concentrated here. From the perspective of enterprise types, the companies that take the lead in producing transcripts are mainly private enterprises. Many new stock companies not only bring their bright transcripts to the market in the past two years, but also predict the good performance in 2024 in the prospectus.Ghana Election Commission announced that Mahama won the presidential election, and Ghana Election Commission announced on the 9th that former President john dramani mahama, the presidential candidate of national democratic congress in Ghana, won the 2024 presidential election.Disney's chief financial officer said it would be a pity if VENU, a sports joint venture service, could not be launched.
The partner promoted by McKinsey is the smallest in many years, and McKinsey will accept about 200 employees to join its partnership, which is the smallest in many years.The monetary policy is moderately loose. Many chief brokers actively interpret "extraordinary countercyclical adjustment". On December 9, the Political Bureau of the Communist Party of China (CPC) Central Committee held a meeting to analyze and study the economic work in 2025. The meeting released many new signals, such as the change of monetary policy from "flexible and moderate" to "moderately loose". In an interview, a number of brokerage chiefs believe that liquidity support may increase in the future to better serve the development of the real economy. (Securities Times)In the first 11 months of the 10 billion yuan private placement, over 90% of the products achieved floating profit, and the "transcripts" of the 10 billion yuan private placement institutions in the first 11 months of this year were released, and over 90% of the private placement securities products achieved floating profit. According to the latest statistics released by Shenzhen Qianhai Paipai Net Fund Sales Co., Ltd., in the first 11 months of this year, the average yield of 285 products with performance display under the tens of billions of private equity institutions was 17.15%. Among them, 259 products realized floating profit, accounting for 90.88%.
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13