Market Overview - The A-share market showed mixed performance with the Shanghai Composite Index rising by 0.29% and the Shenzhen Component Index increasing by 0.33%, while the ChiNext Index and the STAR Market 50 Index fell by 0.11% and 0.37% respectively [1] - The total market capitalization of the Shanghai Composite Index is 6505.17 billion yuan, with a PE ratio of 12.01 and a PB ratio of 1.27 [1] Industry Dynamics - In November, China's automobile sales reached 3.316 million units, marking a year-on-year increase of 14.7% [18] - The global semiconductor market is recovering in Q3 2024, driven by strong demand for AI and memory, with revenues reaching 158.2 billion USD, a 17% year-on-year increase [19] - The company Heng Rui Medicine received approval for clinical trials of its drug HRS-4729, aimed at treating obesity [20] Company Updates - Heng Rui Medicine (600276.SH) has received a clinical trial approval for its drug HRS-4729, which is a multi-peptide drug targeting obesity [20] - Gongdong Medical (605369.SH) announced its first employee stock ownership plan, involving the acquisition of up to 1 million shares [23]
财信证券：晨会纪要-20241212
Caixin Securities·2024-12-12 00:50