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Everbright Securities: It is expected that the auto market will usher in the year-end impulse market in December. Everbright Securities reported on December 10 that with the introduction of preferential policies for car purchases by various auto companies at the end of the year and the continuous promotion of trade-in by local governments, it is expected that the auto market will usher in the year-end impulse market in December. Recommend the big white horse bibcock of each subdivision track, and pay attention to the sales of new models in 2025E to achieve high flexibility. 2025E intelligence will continue to become a competitive highland in the industry, paying attention to intelligent theme investment opportunities.Luckin Coffee will open seven stores in Mong Kok, Tsim Sha Tsui and Sheung Wan. (Sing Tao Daily)Sagitar Juchuang will raise HK$ 277.5 million by placing shares. According to the announcement of the Hong Kong Stock Exchange, the robotics company Sagitar Juchuang agreed to place 10 million new shares at a price of HK$ 27.75 per share. The matching price is about 8% lower than Tuesday's closing price of HK$ 30.15 per share. The proceeds from the placement of shares will be mainly used for research and development, enhancing business development capabilities in overseas markets and exploring potential strategic partnership or alliance opportunities.

Xie Yunliang, macro chief analyst of Cinda Securities, said that historically, the establishment of a "moderately loose" policy orientation needs to meet two major conditions, namely, the domestic pressure to stabilize prices is high and the foreign Federal Reserve is in a loose cycle. At present, it is judged that both situations may exist next year.Ministry of Finance of Korea: Korea's financial market is still facing uncertainty.Galaxy Securities: Pay attention to investment opportunities in the fields of cement, consumer building materials, glass fiber, etc. The Galaxy Securities Research Report pointed out that 1) Cement: the price continues to push up, and the northern region has entered the winter peak-shifting stage. In November, the weather gradually turned cold, and the downstream market demand dropped slightly. Most provinces in the north have entered the stage of winter peak-shifting and kiln-stopping, and the kiln-stopping rate is above 80%. Under the background of improving supply and demand in the industry, cement enterprises continue to push up cement prices. 2) Consumer building materials: The retail end continued to improve month on month. In October, the retail sales of building and decoration materials decreased by 5.8% year-on-year and increased by 4.9% quarter-on-quarter. Recently, with the stabilization of commercial housing sales, the demand for consumer building materials has improved. 3) Glass fiber: the price of roving rose slightly at the end of the month, and the price of electronic yarn was temporarily stable. In November, the demand for wind power yarn and thermoplastic yarn was stable, but the demand for traditional building materials was still under pressure, which led to the general demand for roving. There are resumption of production and new ignition production lines within the month, and the annual production capacity has increased; Near the end of the month, glass fiber enterprises issued a notice of re-pricing roving and products. It will take some time for the new price to land, but it will have a certain driving effect on demand and price in the short term. 4) Float glass: at the end of the year, work will continue to support the market demand and the inventory of enterprises will be improved. In November, work was rushed to support the demand of float glass terminal, but the middle and lower reaches mainly digested the previous inventory, and the purchasing enthusiasm declined. In the context of the contradiction between supply and demand in the industry, the production capacity has been significantly reduced, and the inventory pressure of float glass enterprises has improved. Suggested attention: Beixin Building Materials, CONCH, China Jushi, etc.

Xie Yunliang, macro chief analyst of Cinda Securities, said that historically, the establishment of a "moderately loose" policy orientation needs to meet two major conditions, namely, the domestic pressure to stabilize prices is high and the foreign Federal Reserve is in a loose cycle. At present, it is judged that both situations may exist next year.CITIC Securities: The supply and demand pattern may meet the turning point, paying attention to the strategic allocation value of the magnesium industry. CITIC Securities Research Report said that magnesium prices have stopped falling and stabilized recently, and magnesium as a strategic attribute of China's superior resources is expected to continue to improve. At present, there is a widespread cost inversion in factories, and the willingness to support the price by cost is enhanced, and the purchasing and storage measures are superimposed. We believe that the magnesium price is expected to open an upward channel. At present, the ratio of magnesium to aluminum is reduced to about 0.9 at the bottom, which is conducive to the accelerated promotion of magnesium alloys, and the downstream fields such as new energy vehicles, low-altitude economy, humanoid robots and solid hydrogen storage have broad prospects.Haitong Securities: In 2025, the retail sales of home appliances terminals are expected to increase in volume and price. Haitong Securities reported in its research report on December 10th that the effect of the trade-in policy is remarkable. With the active actions of the central and local governments, the trade-in policy of home appliances is expected to continue in 2025. We judge that the retail sales of home appliances terminals are expected to increase in volume and price in 2025, and the domestic sales revenue of leading enterprises is expected to achieve steady growth. The average sales price of home appliances will increase significantly under the impetus of trade-in, and the profit margin of home appliance enterprises can be expected to increase. Under the downward trend of interest rates, the dividend yield of household appliances leading enterprises is still attractive. It is recommended that white and black electricity leading enterprises which have obviously benefited from the trade-in policy and have global competitiveness.