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Guojin Securities: In 2025, we are optimistic about Apple's industrial chain and can independently control and benefit from the industrial chain. Guojin Securities Research Report pointed out that the AI big model has brought new development opportunities to consumer electronics and IOT hardware, and it is expected to continue to drive hardware innovation, improve the value of the industrial chain and accelerate the replacement cycle. The trend of Apple's hardware innovation and growth is gradually clear. In 2025, IPhone17 is expected to usher in great innovation in hardware and end-side AI. In 2026, Apple is expected to launch folding mobile phones/iPads and smart glasses. AI smart glasses are in full bloom and are expected to usher in explosive growth. Self-control of semiconductors is the general trend, and we are optimistic about semiconductor equipment parts, materials and domestic computing power industry chain. In 2025, we are optimistic about Apple's industrial chain, AI glasses, AI-driven and self-controllable benefit industrial chain.The dairy sector strengthened, panda dairy products rose by 20CM, Liguo food rose by more than 17%, and western animal husbandry, knight dairy, Happy Family and Pinwo food all rose by more than 10%.The decline of FTSE China A50 index futures quickly expanded to 1%.

The main contract of the container transport index (European line) fell more than 3%.Mao Geping opened 59.90% higher on the first day of listing, and Mao Geping opened 59.90% higher on the first day of listing. According to public information, the subscription for public offering of new shares of Hong Kong stocks in Mao Geping reached HK$ 173.814 billion, oversubscribed by 826.27 times, making it the "king of frozen capital" in the new stock market of Hong Kong stocks this year.Op Optronics: The subsidiary Changguang Aerospace products can be widely used in the aerospace field. Op Optronics (002338) said in response to investors' questions on the interactive platform on December 10 that the company's subsidiary Changguang Aerospace products can be widely used in the aerospace field and can provide customized services according to customers' needs.

The two departments issued a document: improve the working mechanism of centralized procurement and implementation of medicines. Recently, the National Medical Insurance Bureau and the National Health and Health Commission issued the Notice on Improving the Working Mechanism of Centralized Procurement and Implementation of Medicines. On the basis of the original policy, the Notice further improves the centralized procurement and implementation mechanism of medicines, guides medical institutions and pharmaceutical enterprises to follow and support the centralized procurement mechanism, and consolidates and deepens the reform results of centralized procurement of medicines and medical consumables, so that more patients can benefit. The "Notice" focuses on the detailed measures from the aspects of admission, use, monitoring, assessment and feedback of centralized drug consumables, which reflects the policy orientation of coordinated supervision between departments and preferential use of selected products. (CCTV News)Yunnan Copper Industry: The shipping sales of slag tailings in Southeast Copper Industry reached a record high. According to Yunnan Copper Industry, this year, under the situation that the cement industry continued to decline, Southeast Copper Industry withstood the pressure and took the initiative to attack. By the end of November, 2024, the company had shipped 668,400 tons of slag separation tailings through the port of Ningde, and it is estimated that the annual shipping volume will reach 760,000 tons, up 40% from 2023, a record high.Yunnan Copper Industry: The shipping sales of slag tailings in Southeast Copper Industry reached a record high. According to Yunnan Copper Industry, this year, under the situation that the cement industry continued to decline, Southeast Copper Industry withstood the pressure and took the initiative to attack. By the end of November, 2024, the company had shipped 668,400 tons of slag separation tailings through the port of Ningde, and it is estimated that the annual shipping volume will reach 760,000 tons, up 40% from 2023, a record high.