宏信证券：每日信息速递-20241218

Key Points Summary Financial News - The seventh meeting of the China-US Financial Working Group was held on December 15-16, 2024, focusing on economic and financial issues, including monetary policy and financial stability [4][5][6]. - The State Council issued opinions to improve and strengthen the market value management of central enterprises' listed companies, emphasizing the importance of enhancing investment value and protecting investor rights [9][10]. Industry News - The China Automobile Circulation Association reported that the wholesale sales of commercial vehicles in November 2024 were 314,800 units, a year-on-year decrease of 13.93% but a month-on-month increase of 5.62% [19][20]. - The Ministry of Industry and Information Technology announced plans to expedite the implementation of capacity replacement in the steel industry, focusing on high-quality development and structural optimization [18]. - The National Immigration Administration has optimized the transit visa exemption policy, extending the stay period for eligible foreign nationals from 72/144 hours to 240 hours [15][18]. Company Announcements - China Electric Power Construction signed a contract worth approximately 5.488 billion yuan for the Belgrade Metro project in Serbia, covering various aspects including geological surveys and construction [28]. - Step Long Pharmaceutical's subsidiary received a notice for the clinical trial of a varicella vaccine, with R&D expenses amounting to approximately 26.9365 million yuan [29]. - BoShi Co., Ltd. signed a contract for an intelligent transformation project worth 53.817 million yuan [30]. - Mould Technology's subsidiary in Mexico received a project for luxury car exterior parts, indicating potential sales growth [31]. - Tongda Co., Ltd. is a candidate for two projects with the State Grid, with a total value of approximately 174 million yuan [32]. - Jianghe Group's subsidiary signed a contract for a curtain wall project in Hong Kong worth 525 million HKD (approximately 485 million yuan) [33]. - Yongding Co., Ltd. received a warning letter from the Jiangsu Securities Regulatory Bureau due to financial disclosure issues [34]. - China Coal Energy reported a year-on-year increase of 8.2% in coal production for November, totaling 12.06 million tons [35]. - Tai Ling Microelectronics launched a machine learning and AI development platform based on its TL721x and TL751x chips [36]. - Chengyi Pharmaceutical's amikacin sulfate injection passed the consistency evaluation for generic drugs, which is included in the medical insurance catalog [39].