宏信证券：每日信息速递-20250114

Key Points - The report highlights the expected growth in the Chengdu-Chongqing economic circle, with GDP projected to reach 8.6 trillion yuan in 2024, up from 6.3 trillion yuan five years ago, indicating a significant increase in economic contribution to the national level [14][14]. - The report notes that the silver economy has vast potential, with an emphasis on enhancing service quality and expanding the market for elderly products and services, driven by the increasing demand from the aging population [16][16]. - The civil aviation sector anticipates transporting 780 million passengers in 2025, with a focus on balancing supply and demand, and enhancing international flight recovery to 90% of pre-pandemic levels [17][18]. - The report mentions that the cargo throughput at Zhuhai Port increased by 15.47% year-on-year in 2024, indicating robust growth in the logistics sector [22]. - Xiamen Airport reported a 12.72% year-on-year increase in passenger throughput in December 2024, reflecting a recovery in air travel demand [24]. - The report indicates that the net profit of Zhongshi Technology is expected to increase by 157.6% to 198.28% year-on-year in 2024, driven by the recovery in the consumer electronics sector [27]. - The net profit of China Merchants Shekou is projected to reach 219.302 billion yuan in 2024, with a significant increase in sales area and amount [26]. - The report highlights that the net profit of Yunjigroup is expected to grow by 50.07% to 74.99% year-on-year in 2024, attributed to increased overseas market expansion [30].