国信证券：晨会纪要-20241212

Group 1: Macro and Strategy - As of December 8, the scale of wealth management products increased by 127.7 billion yuan, with an average annualized yield of 6.50%, up 332 basis points from the previous week [4] - The total scale of wealth management products reached 26.20 trillion yuan, with a week-on-week increase of 0.49% [4] - The scale of fixed income wealth management products increased by 130.9 billion yuan, while cash management and equity products saw slight declines [4] Group 2: Industry and Company - The media sector outperformed the market in November, with the Shenwan Media Index rising 6.65%, outperforming the CSI 300 Index by 5.99 percentage points [5] - The gaming market showed improvement in October, with a total market size of 29.083 billion yuan, a year-on-year increase of 14.4% [8] - Newzobang (300037.SZ) announced a 352 million yuan investment in Jiangxi Shilei to enhance its electrolyte supply chain, aiming for long-term growth in the fluorochemical sector [9][12]