Financial
The Central Economic Work Conference was held in Beijing from December 10 to 11.
1) Address “involution-style” competition and continuously deepen comprehensive reforms in the capital market’s investment and financing mechanisms.
2) Advocate for the flexible and effective use of policy tools such as reserve requirement ratio cuts and interest rate reductions to maintain ample liquidity.
3) Stabilize the real estate market by implementing city-specific policies to control new supply, reduce inventory and optimize housing availability.
4) Expand domestic demand and improve supply, optimize incremental growth while revitalize existing resources, develop new quality productive forces tailored to local conditions, and advance the construction of a unified national market.
5) Encourage a positive view on marriage and childbearing to stabilize the number of new births.
6) Support the export of services and promote the development of digital and green trade.
7) Strengthen overall planning for major coastal bays to foster high-quality development of the marine economy.
Industrial Economy
*An additional assembly production line for the Kuake AI Glasses has been added within Luxshare’s factory currently. Production capacity will gradually be released starting next week, with the target of fully ramping up output by January of next year.
*MoC: During the 15th Five-Year Plan period, guidelines will be issued to accelerate the innovative development of the retail industry.
Co Focus
*Moore Threads (688795 CH): New products have not yet generated revenue, with a projected net loss of 7.3 to 11.68 billion yuan for 2025.
Dec 11 Block Trade Info
*Discount
-National Silicon Industry (688126 CH) saw 2 block trades worth 88.28mn at 21.02yuan per share, 1.50pct discount from last closing.
-Jingda Special Magnet Wire (600577 CH) saw 39 block trades worth 164.98mn at 9.32yuan per share, 15.12pct discount from last closing.
*Premium
-New Huang Pu (600638 CH) saw 1 block trade worth 154.18mn at 5.56yuan per share, 0.18pct premium from last closing.
For more insights, please visit Orient Futures Singapore’s research platform,
Finoview.

