Macroeconomic Events - In the first 11 months of 2024, China's total import and export value reached 3.24 trillion, with a year-on-year growth of 5.4%, indicating strong resilience in exports despite rising base effects[3] Market Performance - The Shanghai Composite Index rose by 0.29%, while the CSI 300 Index fell by 0.17%[4] - The retail trade sector led the gains with an increase of 3.29%, followed by textiles and light manufacturing at 2.68% and 2.48% respectively[4] - Total trading volume in the two markets was 1,776.3 billion yuan, reflecting active market participation[4] Future Events - The National Bureau of Statistics is set to release the economic data report for November on December 16, 2024[5] - Since September 2024, macroeconomic policies have intensified, with notable improvements in retail sales and infrastructure investment growth rates[5] Risk Factors - Potential risks include lower-than-expected corporate earnings, increased volatility in overseas markets, and changes in monetary policy in developed economies[5]
首席观市系列报告：今日指数涨跌分化，商贸零售板块涨幅居前
川财证券·2024-12-12 10:36