Afternoon comment: index adjustment The Shanghai Composite Index fell by 1.49% in half a day. Bean bag concept stocks were strong in early trading, and the index was collectively adjusted in early trading. The three major stock indexes all fell by more than 1%. In terms of sectors, the concept stocks of bean bags were strong in early trading, and the collective daily limit of three-dimensional communication, Beiwei Technology, Global Printing, and Zhewen Internet; The concept of ice and snow industry continued its upward trend. Jingxue energy-saving 20cm daily limit, iceberg cold and hot, snowman shares and other daily limit closures; The game e-sports sector is active, and the daily limit of Zhewen Internet and Electric Soul Network is up; Real estate stocks continued to adjust, and Hefei Urban Construction and Gorgeous Family were among the top losers. Food, liquor and other consumer sectors fell into a callback, and Yiming food fell to a limit; Insurance stocks weakened collectively, led by China Life Insurance. Overall, individual stocks showed a general decline trend, with more than 4,100 stocks falling. On the disk, the Aauto Quicker concept, short play games and cultural media sectors were among the top gainers, while the insurance, liquor and real estate sectors were among the top losers.From January to October, the national output of photovoltaic polysilicon, silicon wafers, batteries and components all increased by more than 20% year-on-year. According to the Ministry of Industry and Information Technology, from January to October 2024, China's photovoltaic industry operated smoothly as a whole. According to the announcement of photovoltaic industry norms, enterprise information and industry associations, the output of photovoltaic polysilicon, silicon wafers, batteries and components in China increased by more than 20% year-on-year, and the export volume of photovoltaic cells increased by more than 40%. In the polysilicon sector, the national output from January to October was about 1.58 million tons, up 39.0% year-on-year. In the silicon wafer link, the national output from January to October was about 608GW, and the export volume was about 53.2GW. In the battery sector, from January to October, the national output of crystalline silicon batteries was about 510GW, and the export volume was about 45.9GW. In terms of components, from January to October, the national output of crystalline silicon components was about 453GW, and the export volume was about 205.9GW.Sinotrans set up a new logistics development company in Chongqing with 100 million yuan. According to the enterprise search APP, Sinotrans Southwest (Chongqing) Logistics Development Co., Ltd. was recently established with Zhou Tao as its legal representative and a registered capital of 100 million yuan. Its business scope includes: international freight forwarding by sea; Land international freight forwarding agent; Packaging service; Customs declaration business, etc. Enterprise survey shows that the company is wholly owned by Sinotrans.
Many foreign ministers will hold talks in Jordan to discuss the latest development of the situation in Syria. Jordan announced that it will hold a meeting on December 14th local time to discuss the latest development of the situation in Syria. At the invitation of Jordan, the foreign ministers of the member countries of the Liaison Committee of Arab Ministers on Syria, established by the resolution of the Arab League, including Jordan, Saudi Arabia, Iraq, Lebanon and Egypt, and the Secretary-General of the Arab League, will hold a meeting in Aqaba, a city in southern Jordan. The meeting will also be attended by foreign ministers from the United Arab Emirates, Bahrain and Qatar. The Arab foreign ministers attending the meeting will also hold talks with the Turkish foreign minister, the US Secretary of State, the EU High Representative for Foreign Affairs and Security Policy, and the UN Special Envoy for Syria.The cultural media sector rose and strengthened, with more than 10 daily limit shares, including Tianyu Digital, Guangbo, Palm Reading Technology, vision china, Huizhou Intelligent, Guangdong Media, Tianxiaxiu and Lingnan.Midea Group increased its capital to 7.66 billion yuan. According to Tianyancha App, Midea Group (000333) has undergone industrial and commercial changes, and its registered capital has increased from about 6.98 billion yuan to about 7.66 billion yuan. Midea Group Co., Ltd. was established in April 2000, and its legal representative is Fang Hongbo. Its business scope includes the production and operation of household appliances, motors and their parts, etc. Midea Holdings Limited, Hong Kong Securities Clearing Company Limited and China Securities Finance Co., Ltd. jointly hold shares.
US media: Hamas may agree to temporarily stay in Gaza after the ceasefire of the Israeli army. On the 12th, the US media reported that the Palestinian Islamic Resistance Movement (Hamas) had softened its negotiating position and might agree to temporarily stay in Gaza after the ceasefire. Hamas has not yet responded to this news. (Xinhua News Agency)Coal stocks fluctuated lower Antai Group fell more than 6%, coal stocks fluctuated lower, Antai Group fell more than 6%, and mountain coal international, Dayou Energy, Shaanxi Black Cat, China Coal Energy and Lu 'an Huaneng followed suit.Ministry of National Defense: The PLA Military Orchestra will perform in Vietnam. Wu Qian, spokesman of the Ministry of National Defense: At the invitation of the Vietnamese Ministry of National Defense, the China People's Liberation Army Military Orchestra will send a team to perform in Vietnam from December 14 to 23 to participate in the celebration of the 80th anniversary of the founding of the Vietnamese People's Army. This move will help deepen the traditional friendship between the Chinese and Vietnamese armed forces and expand the cultural exchanges between the two armed forces.