Donghai securities: The refrigerant industry is expected to maintain a high degree of prosperity. According to the donghai securities Research Report, in 2025, the second-generation refrigerant quota will be reduced, and the total production quota of the third-generation refrigerant will remain at the baseline value. With the increase in demand for new household air conditioners and maintenance and replacement, the supply and demand relationship of the third-generation refrigerants will tighten, and the downstream air conditioners will be rapidly upgraded in December. The refrigerant industry is expected to maintain a high degree of prosperity, and the profitability of related refrigerant manufacturers is expected to be greatly improved. It is suggested to pay attention to the leading refrigerant industry and fluorine chemical production enterprises with relatively perfect industrial chain, such as Juhua, Sanmei and stone resources related to fluorine chemical raw materials.Luxshare 500 million yuan set up an automobile technology company. The enterprise search APP shows that Lixun Automobile Technology (Jiangsu) Co., Ltd. was established recently, with the legal representative of Zhang Xueqi and the registered capital of 500 million yuan. Its business scope includes: automobile parts and accessories manufacturing; Research and development of auto parts; Wearable smart device manufacturing; Industrial robot manufacturing and so on. Enterprise equity penetration shows that the company is wholly owned by Luxshare.Kim Sang-wook, a member of South Korea's ruling party, changed his position and praised him for impeaching Yin Xiyue. According to Korean media reports, Kim Sang-wook, a member of South Korea's ruling party's National Force, changed his position on the 10th and said that he would vote in favor of the impeachment case of President Yin Xiyue. According to Yonhap News Agency, Jin Xiangxu said at a press conference in the National Assembly that the emergency martial law seriously violated conservative values, was an intolerable and indisputable absolute mistake, and was also a state crime that should be severely punished. He will vote in favor of the president who plans anti-constitutional and anti-democratic martial law in the next impeachment vote. (World Wide Web)
Huatai Securities: The target price of Yum! China was raised to HK$ 472.48, and the "Buy" rating was maintained.Nearly10,000 residents were evacuated due to the eruption of the Calaon volcano in the Philippines. The Philippine Civil Defence Bureau announced on the 10th that the Calaon volcano erupted on the afternoon of the 9th, and nearly 10,000 residents were evacuated within a radius of 6 kilometers from the top of the volcano.FTSE China A50 index futures fell to 3.5%.
TSMC's November sales amounted to NT$ 276.06 billion, a year-on-year increase of 34%. In the first 11 months of this year, the accumulated sales amounted to NT$ 2.62 trillion, a year-on-year increase of 31.8%.Nearly10,000 residents were evacuated due to the eruption of the Calaon volcano in the Philippines. The Philippine Civil Defence Bureau announced on the 10th that the Calaon volcano erupted on the afternoon of the 9th, and nearly 10,000 residents were evacuated within a radius of 6 kilometers from the top of the volcano.