National Development and Reform Commission (NDRC): There are several key points to unswervingly regard employment as the greatest livelihood. Wu Sa, deputy director of the Institute of Economics of the Macroeconomic Research Institute of the NDRC, said that in terms of employment, we should unswervingly regard employment as the greatest livelihood, adhere to the strategy of giving priority to employment, and focus all kinds of work on supporting employment. There are several key points in this: ① We should pay more attention to the employment of key groups, including newly employed college students and migrant workers. These groups are a very important area of employment and should be paid attention to. We have to solve the problem of structural employment. In fact, we still have many fields, and there is still a great demand for employment in new fields, but we need to increase vocational training and improve our quality, so that the employed people can meet the new track, new scene and new employability. ③ We should also build a good employment environment and protect the legitimate rights and interests of employees, so as to better expand the employment market. (CCTV News)Market News: US President-elect Trump's Middle East envoy met with the Saudi Crown Prince on Wednesday local time.Payment licenses have been cancelled for a total of 94 times, and 9 payment institutions "left the site" during the year. Recently, Kaidianbao Payment Service Co., Ltd. issued the Notice on Suspension of Payment Business, saying that it would withdraw and clean up the existing stock business in an orderly manner. According to the list of cancelled payment institutions updated by official website, People's Bank of China, as of December 13 this year, 94 payment licenses have been confirmed to be cancelled, and the number of payment licenses cancelled this year is 9. (Securities Daily)
Two-way opening-up continues to deepen, and foreign-funded institutions continue to be optimistic about China's capital market. Near the end of the year, many foreign-funded institutions have issued investment strategies for 2025. Foreign-funded institutions generally believe that a series of incremental policies since the end of September are gradually exerting their effects, providing strong support for China's stable economic growth and high-quality development. At the same time, the interconnection of financial markets continues to deepen, and the system of qualified foreign investors continues to be optimized, which also makes foreign investors' interest in investing in China continue to rise. Many foreign-funded institutions such as Goldman Sachs, UBS and Morgan Asset Management continue to be optimistic about the market outlook of China's capital market. Xing Ziqiang, chief economist of Morgan Stanley in China, said that the regulatory authorities are increasingly friendly to foreign investment, and the attention of overseas long-term capital and foreign investors to China is also developing in a positive direction. With the coordinated efforts of reform, it is believed that China's economy and market confidence will continue to stabilize and rebound. (Securities Times)It accounts for nearly 70% of the total global sales! China continues to lead the global electric vehicle sales market. According to the latest data from a market research company, the global electric vehicle sales increased for the seventh consecutive month in November, with a year-on-year increase of 32%, a record high. Meanwhile, China continues to lead the global electric vehicle sales market. According to the research company's data, the global sales of electric vehicles, including all-electric vehicles and plug-in hybrid vehicles, increased by 32.3% year-on-year to 1.83 million in November. Among them, the sales of electric vehicles in China increased by 50% year-on-year, reaching 1.27 million vehicles, which is close to 70% of the total global sales. China continues to lead the global electric vehicle sales market.CITIC Securities: The growth rate of supply is expected to move down rapidly, and there is room for aluminum price increase. According to the research report of CITIC Securities, the growth rate of global electrolytic aluminum production is expected to be 3.6%/2.2%/1.7%/0.9% from 2024 to 2027, showing a rapid downward trend. At the same time, our calculation results show that the incentive price of overseas electrolytic aluminum projects may be as high as 3000 US dollars /24000 yuan. The current aluminum price is difficult to stimulate overseas capacity expansion. We are optimistic about the rising space of aluminum price and the allocation value of aluminum plate under the background of strong supply constraints. Maintain the aluminum plate "stronger than the market" rating.
In November, the growth rate of new loans was 580 billion yuan, and the growth rate of housing loans rebounded. According to the November credit data released by the People's Bank of China yesterday, the financing demand of the real economy continued to show a marginal improvement trend under the continuous effect of a package of incremental policies. In the month, RMB loans increased by 580 billion yuan, and personal mortgages stabilized and rebounded. In the month, medium and long-term loans of households increased by 300 billion yuan, a significant increase from the previous month. The change of residents' medium and long-term loans is closely related to residents' willingness to buy houses. In November, the medium and long-term loans of residents improved significantly compared with October, mainly because personal loans stabilized and rebounded, which confirmed each other with the marginal improvement of real estate market transactions in that month. In November, the year-on-year growth rate of commercial housing transaction area in 30 large and medium-sized cities turned from negative to positive, and the transaction has remained relatively active since December. The reporter learned from the central bank that with the gradual effectiveness of the package of incremental policies to stabilize the real estate market, the phenomenon of early repayment of personal mortgages has been significantly reduced, and the growth rate of housing loans has recently picked up. In October this year, the amount of personal mortgage loans exceeded 400 billion yuan, and the amount of early repayment decreased. The proportion of early repayment in the balance of personal housing loans was significantly lower than that before the introduction of a package of incremental policies.Market News: Asoka Ranwala, Speaker of the Sri Lankan Parliament, announced his resignation on the 13th.National Development and Reform Commission (NDRC): There are several key points to unswervingly regard employment as the greatest livelihood. Wu Sa, deputy director of the Institute of Economics of the Macroeconomic Research Institute of the NDRC, said that in terms of employment, we should unswervingly regard employment as the greatest livelihood, adhere to the strategy of giving priority to employment, and focus all kinds of work on supporting employment. There are several key points in this: ① We should pay more attention to the employment of key groups, including newly employed college students and migrant workers. These groups are a very important area of employment and should be paid attention to. We have to solve the problem of structural employment. In fact, we still have many fields, and there is still a great demand for employment in new fields, but we need to increase vocational training and improve our quality, so that the employed people can meet the new track, new scene and new employability. ③ We should also build a good employment environment and protect the legitimate rights and interests of employees, so as to better expand the employment market. (CCTV News)
Strategy guide 12-14
Strategy guide
12-14