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[转帖] Illness at noon | Customs Tariffs Committee of the State Council: Terminate the tariff reduction of some products in Taiwan; Gree Electric: It is expected that the revenue in 2023 exceeds 2 ...

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发表于2024-03-03 20:39:29 | 只看该作者 回帖奖励 |倒序浏览 |阅读模式
    

    01

    Incident

    [The独家资讯 State Council Customs Tariff Commission: Turning out some product tariff reductions in Taiwan] A few days ago, the State Council Customs Taxation Committee issued an announcement to decide to suspend the tariff reduction of some product tariffs on the Cross -Strait Economic Cooperation Framework Agreement.From January 1, 2024, 12 tax import products such as propylene and dysters native to Taiwan, and the tax rate of the "Cross -Strait Economic Cooperation Framework Agreement" of the Straits Cross -Strait Economic Cooperation Framework Agreement shall be suspended and implemented in accordance with the current relevant regulations.(Website of the Ministry of Finance)

    [State -owned Assets Supervision and Administration Commission: Improve the ability to protect the supply in extreme weather to do a good job of energy safety and increase production] On December 20, the Party Committee of the State -owned Assets Supervision and Administration Commission of the State Council held a expansion meeting.The meeting emphasized that we must make every effort to do a good job in the basic protection work, improve the ability to protect in extreme weather, do a good job of energy safety and increase production, organize coal production, improve power production and supply capacity, fully ensure the stable supply of oil and gas, strengthen the operation monitoring of power grid operations, monitoring monitoring, Strengthen the management and maintenance management of transportation equipment and facilities, strengthen the ability to respond to civil aviation water disasters, and ensure the basic needs of the people.(Website of the SASAC)

    [Agricultural and Rural Ministry: The agricultural catalog system has initially formed 144 national boutique cultivation brands] On December 21, the Ministry of Agriculture and Rural Ministry released news. In 2023, my country's agricultural directory system was initially formed. More than 1,100, more than 1,700 corporate brands, about 2,000 product brands, and 31 provinces (autonomous regions, cities) all issued brand support policies. Brand development promotion mechanism.(Website of the Ministry of Agriculture and Rural Affairs)

    [Zhongqi Association: The sales volume of Chinese brand passenger cars in the first 11 months of this year increased by 23.8%year -on -year] On December 21, the China Automobile Industry Association released a brief analysis of the sales of Chinese brand passenger cars in November 2023.From January to November 2023, Chinese brand passenger cars sold a total of 1.2978 million units, an increase of 23.8%year -on -year, accounting for 55.8%of the total number of passenger vehicles, an increase of 6.6 percentage points from the same period last year.(China Automobile Association data WeChat public account)

    02

    Corporate dynamics

    [Gree Electric: It is expected to exceed 200 billion yuan in 2023] On December 21, Gree Electric announced on the Shenzhen Stock Exchange. It is expected to have a total operating income of 205 billion yuan to 210 billion yuan in 2023.Net profit is 27 billion yuan to 29.3 billion yuan, an increase of 10.2%-19.6%year -on -year; the basic earnings per share are 4.82 yuan/share -5.23 yuan/share, and the same period of the previous year was 4.43 yuan/share.

    [Yidao Information: Company MR products have no cooperation with Apple and Huawei] Recently, due to Apple's first MR product Vision PRO, the MR (hybrid reality) sector has been popular with the market, and Yidao information has daily limit many times.On December 20th, Yidao Information released the stock price asylum announcement that the company's MR products were still in the market promotion stage, and the XR business accounted for a relatively small proportion of the company's overall revenue.On the 21st, the staff of Yidao Information and Securities Department responded that the product was mainly for corporate customers. As a hardware supplier, it was not directly sold for consumers. The specific application of the product depends on customer needs.There are currently no cooperation with Apple and Huawei.(First Finance)

    [Toyota recalls about 1 million cars in the United States due to the failure of the airbag sensor] Toyota issued a statement on December 20 that about 1 million cars sold in the United States are recalling them.The airbags cannot unfold normally.The recall models include 2020-2022 Toyota and Lexus gasoline and hybrid vehicles, including Toyota Avalon, Camry, Corolla, Highlander, RAV4 and Sienna, as well as Lexus ES and RX models.(Interface News)

    03

    A -share noon plate

    [The GEM Index rose nearly 1%] On December 21, the three major indexes of the A -shares rose collectively in early trading. As of the afternoon, the Shanghai Index rose 0.15%, the Shenzhen Index rose 0.42%, the GEM index rose 0.9%, the North Stock Exchange 50 50Falling 3.24%, the half -day turnover of the Shanghai and Shenzhen cities was 469 billion yuan.The two cities rose halfway.The northbound funds bought 808 million yuan in half a day.

    [Strengthening the clothing home textile sector] Daily daily limit of leading shares (600630), Tianchuang Fashion (603608), Angle (002875), Wascotic (002494) and other daily limit.

    [Internet e -commerce sector rise] Antarctic e -commerce (002127) daily limit, three state shares (301558), cross -border (002640), Saiwei era (301381), etc.

    [PEEK material concept stocks low] Fuheng New Materials (832469) fell more than 14%, Xinhan New Materials (301076), Tongyi (300538), Zhongxin Fluoriferous (002915) and so on fell.

    (Data source is the same flowers and securities Times.com, the content does not constitute any investment advice)

    Text | Wang Junyong

    Original title: "Non -after News | Tariffs of the State Council: Terminate the tariff reduction of some products in Taiwan; Gree Electric: It is expected to exceed 200 billion yuan in 2023"


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