宏信证券：每日信息速递-20241115

Key Points Summary Economic News - The Ministry of Commerce expects the consumer market to continue its recovery trend, supported by policies such as the old-for-new replacement program, which has seen over 1.88 million applications for vehicle scrapping subsidies and over 1.8 million for replacement subsidies as of November 11 [2][3] - In the first ten months of this year, the national railway transported 3.71 billion passengers, marking a historical high for the same period, with a year-on-year increase of 13% [3][4] Industry News - The International Energy Agency (IEA) has raised its global oil demand growth forecast for 2024 to 920,000 barrels per day, up from a previous estimate of 860,000 barrels per day, while slightly lowering the 2025 forecast to 990,000 barrels per day [21][22] - The Ministry of Commerce is promoting the development of cross-border e-commerce service platforms to support foreign trade growth, focusing on financial support and expanding export credit insurance coverage [9][10] Company Announcements - Shimao Energy announced the termination of its plan to issue shares for asset acquisition and will resume trading [23] - XGIMI Technology's subsidiary received a notification to develop a vehicle-mounted projector for a well-known domestic automotive manufacturer [24] - Heng Rui Medicine received approval for clinical trials of its SHR-2173 injection [25] - Qinglong Pipe Industry won a bid for a prestressed concrete pipe procurement project worth 168 million yuan, which is expected to impact its performance from 2024 to 2026 [26] - China Minmetals reported a 90.9% year-on-year increase in new overseas contract value for the first ten months of 2024 [30] - Shanghai Airport reported a 23.05% year-on-year increase in passenger throughput at Pudong International Airport for October 2024 [32]