财信证券：晨会纪要-20241220

Market Overview - The A-share market continues to show a fluctuating pattern, with technology stocks maintaining strength [2][8] - The Shanghai Composite Index closed at 3370.03, down 0.36%, while the Shenzhen Component Index rose by 0.61% to 10649.03 [1][8] - The overall market capitalization of the Shanghai Composite Index is 6424.13 billion, with a PE ratio of 11.85 and a PB ratio of 1.25 [1] Industry Dynamics - The Ministry of Commerce and six other departments have introduced a plan to cultivate new consumption growth points, including beauty and personal care [21] - Two offshore wind power projects in Guangdong, totaling 800MW, have commenced construction [22] - A key offshore wind power project in Guangdong has achieved full capacity grid connection, contributing to a total installed capacity of 1.1167 million kW in the region [23] - The fifth batch of high-value medical consumables procurement results has been announced, with an average price reduction of 75% for cochlear implants [24][26] - Coreshell, a US company, has launched a 60Ah silicon-based anode battery, aiming to improve lithium-ion battery performance [27] - Shenzhen has introduced "training vouchers" to reduce the costs of AI model development and training, with an annual budget of up to 500 million yuan [28] Company Tracking - Contemporary Amperex Technology Co., Ltd. (300750.SZ) held a conference to promote its new battery swapping ecosystem [29] - Jiangsu Wuzhong (600200.SH) has received medical device registration for three products, enhancing its market competitiveness [30] - Denghai Seed Industry (002041.SZ) plans to increase capital by 173 million yuan across four subsidiaries to optimize their financial structure [33] - Qifan Cable (605222.SH) has won a bid for a 416 million yuan offshore wind power project [34]