OPEC Secretary-General Haitham al Ghais was re-elected. The next regular meeting of OPEC will be held on May 28th, 2025.JPMorgan Chase Securities Co., Ltd. downgraded Samsung Electronics to neutral with a target price of 60,000 won. Jay Kwon, an analyst with JPMorgan Chase Securities Co., Ltd., was previously rated as over-allocated. The target price is 60,000 won, up by 11%.Oracle Bone Inscriptions fell by 10%, the biggest drop since December 2023.
Kaitou Macro: Trump's influence on oil and gas may come from foreign policy. Kaitou macro economists said that President-elect Trump may influence the global oil and gas supply through foreign policy rather than domestic production or trade tariffs. "We doubt whether tariffs affecting the oil industry will be effective, and the impact will be limited in the short term," economists said. "At the same time, the decision to increase production will ultimately depend on private producers who have been strictly observing capital discipline since the outbreak." In terms of climate policy, Kaitou Macro said that the biggest threat will be to cancel the tax credit for electric vehicle buyers, which will put the promotion of this car in the United States at risk of further slowdown.Google (GOOG.O) rose 4.3%, reaching its highest level since July.USD/JPY rose 0.5% to 151.97.
Aerospace Rainbow: At present, the conditions for injecting UAV-related assets are not available. Aerospace Rainbow said on the interactive platform that for UAV frontier technology projects, Aerospace Science and Technology Group promised that 60 months after the completion of the company's major asset restructuring, when the UAV frontier technology projects are completed and can be put into production and generate economic benefits, Aerospace Aerodynamics Institute will inject relevant assets, businesses and technologies into Aerospace Rainbow in accordance with relevant laws and regulations within 36 months after the conditions are met. At present, the relevant cutting-edge technologies are not mature, have not yet formed economic benefits, and do not have the conditions for injection at present.Xingyuan Environment plans to sell some land use rights and factories for 86 million yuan. On the evening of December 10, Xingyuan Environment announced that in order to improve asset operation efficiency and revitalize existing assets, the company and Zhejiang Forest Light Technology Co., Ltd. signed the Land (Factory Building) Purchase and Sale Agreement to transfer industrial land and above-ground buildings located at No.2062 Moganshan Road, Liangzhu Street, Yuhang District, Hangzhou.Zhang Ming, Secretary-General of the SCO: History will continue to prove the great vitality of the "Shanghai Spirit". The departure reception of Zhang Ming, Secretary-General of the Shanghai Cooperation Organization (SCO), was held in Beijing on the 10th. Zhang Ming said at the meeting that history has proved that the establishment of the SCO is a forward-looking decision, and history will continue to prove that the "Shanghai Spirit" has great vitality.