Important news
1. Central Bank: At the end of December, M2 grew by 7.3% year-on-year
2. Central Bank: The cumulative increase in social financing scale in 2024 is 32.26 trillion yuan, 3.32 trillion yuan less than the previous year.
3. The People's Bank of China will implement a moderately loose monetary policy in 2025.
4. Zou Lan, Director of the Monetary Policy Department of the Central Bank: Investing in treasury bonds is not without risk. The central bank suspended the purchase of treasury bonds to avoid market fluctuations.
5. In 2024, the scale of foreign-related receipts and payments of non-bank sectors reached a new high, and funds such as securities investment in China maintained a net inflow.
6. Xuan Changneng, Deputy Governor of the Central Bank: This year, the overall liability cost of banks will be further reduced to ease the pressure on banks' net interest margins.
7. Shanghai Stock Exchange: It will take about 5 years to cultivate a team of institutional investors who consciously practice rational investment, value investment, and long-term investment concepts.
8. Ministry of Commerce: 7 US companies involved in arms sales to Taiwan will be included in the unreliable entity list.
9. Ministry of Natural Resources: my country has become a "stabilizer" to stabilize the price of the international lithium ore market.
Individual stock news
1. Cambrian: Net loss is expected to be 396 million yuan to 484 million yuan in 2024, a year-on-year reduction of 42.95% to 53.33%.
2. Yonghui Supermarket: Net loss is expected to be 1.4 billion yuan in 2024.
3. China Merchants Bank: Net profit of 148.391 billion yuan in 2024, a year-on-year increase of 1.22%.
4. Great Wall Motors: Net profit is expected to be 12.4 billion to 13 billion yuan in 2024, a year-on-year increase of 77% to 85%.
5. Songfa Shares: The company's stock may be subject to a delisting risk warning.
6. Cixing Shares: It plans to purchase the controlling stake of Wuhan Minsheng, and the stock will be suspended from the 15th.
7. Huayang Lianzhong: The company and its actual controller Su Tong were filed by the China Securities Regulatory Commission for suspected illegal and irregular information disclosure.
8. Enjie Co., Ltd.: Reached a long-term supply agreement with Beijing Weilan New Energy on all-solid-state battery electrolytes and other related products.
9. Seres: The company's issuance of shares to purchase assets will be discussed at the meeting on January 21.
