万和证券：万和财富早班车-20241216

Core Insights - The report highlights the importance of discovering investment opportunities with a proactive attitude rather than merely relaying information [1] Macro News Summary - The Chinese Ministry of Science and Technology announced the signing of a protocol to revise and extend the scientific and technological cooperation agreement between China and the United States [3] - A special action plan for empowering small and medium-sized enterprises in digitalization (2025-2027) was released by multiple government departments, aiming to cultivate high-quality enterprises in the digital economy sector [3] Industry Latest Developments - Breakthroughs in cross-domain heterogeneous computing networks for resource efficiency have been achieved, with related stocks including Keda Guokuan (300520) and Inspur Information (000977) [4] - The new urbanization initiative is expected to unleash significant domestic demand potential, with related stocks such as Kanshe Co., Ltd. (603458) and Shiyan Institute (300732) [4] - The completion of 5G base stations ahead of the "14th Five-Year Plan" target indicates a large market space for subsequent applications, with related stocks including Haige Communication (002465) and Meige Intelligent (002881) [4] Company Focus - Zhongqingbao (300052) signed a five-year contract with China Unicom Shenzhen to provide computing power services, with the final settlement amount to be determined [5] - Wansheng Co., Ltd. (603010) plans to invest in a new production base in Thailand, constructing a project with an annual output of 32,000 tons of phosphate ester flame retardants, with an estimated total investment of approximately 216 million RMB [5] - Zhongsheng Pharmaceutical (002317) received a patent certificate from the European Patent Office for a compound patent related to its innovative drug ZSP1603, which targets idiopathic pulmonary fibrosis and malignant tumors [5] Market Review and Outlook - On December 13, the total trading volume of the two markets reached 20,896 billion, with 795 stocks rising and 4,279 stocks falling, indicating a significant increase of 202.3 billion compared to the previous day [6] - The three major indices opened lower and trended downward, with closing declines exceeding 2%. The market showed strong selling pressure, suggesting potential continuation of this trend in the next trading session [6] - Market hotspots included the ice and snow industry, short drama games, and tourism hotels, while sectors like insurance, liquor, and real estate experienced significant declines [6] - The report notes that the Shanghai Composite Index faced resistance after attempting to challenge the 3,500-point level, indicating a need for further market digestion [6]