国新证券股份：每日晨报-20250116

Domestic Market Overview - The domestic market experienced a significant increase in both volume and price, with the Shanghai Composite Index closing at 3240.94 points, up 2.54%, and the Shenzhen Component Index closing at 10165.17 points, up 3.77% [1][7] - All 30 sectors in the CITIC index saw gains, with notable increases in the computer, media, and machinery sectors [1][7] - A total of 5333 stocks rose, with 2210 stocks increasing by over 5%, indicating strong market enthusiasm [8] Financial Data Release - The People's Bank of China reported that by the end of December 2024, M2 grew by 7.3% year-on-year, while M1 decreased by 1.4% [10][11] - In 2024, the total increase in RMB loans was 18.09 trillion yuan, with the social financing scale reaching 32.26 trillion yuan, a decrease of 3.32 trillion yuan compared to the previous year [12][13] - The total social financing stock at the end of 2024 was 408.34 trillion yuan, reflecting an 8% year-on-year growth [13] Investment Confidence - In 2024, over 134 public funds engaged in self-purchase activities, with a total investment amount reaching historical highs, indicating strong confidence in the long-term stability of the capital market [14] - The cash dividends from companies listed on the Beijing Stock Exchange totaled nearly 6.3 billion yuan in 2024, marking a 22.74% increase year-on-year [15][16]