宏信证券：每日信息速递-20241203

Key Points - The report highlights the importance of Marxist theory research and construction as a foundational and strategic project for the Party's ideological development, emphasizing the need for innovation and systematic research to deepen the understanding of socialism with Chinese characteristics [4][5][6] - The report indicates that the national social logistics total reached 287.8 trillion yuan from January to October, with a year-on-year growth of 5.7%, showing a structural improvement in logistics demand [21][26] - The report notes that the total revenue of the logistics industry for the same period was 11.3 trillion yuan, reflecting a year-on-year increase of 3.8%, indicating a positive trend in the logistics sector [26][30] - The report mentions that the public fund scale in China reached 31.51 trillion yuan by the end of October 2024, with 163 fund management institutions operating in the market [37] - The report discusses various corporate announcements, including significant contracts and acquisitions, such as a 1.13 billion yuan contract for computing power services signed by Yitian Intelligent and a planned investment of 6.53 billion yuan by Ruihua Tai for a polyimide film project [41][42][48]