宏信证券：每日信息速递-20250127

Financial News Summary - In December 2024, the Ministry of Finance issued new local government bonds totaling 45.3 billion yuan, including 24.2 billion yuan in general bonds and 21.1 billion yuan in special bonds [4][5] - The average issuance interest rate for local government bonds in December 2024 was 2.13%, with general bonds at 1.84% and special bonds at 2.15% [4][5] - The Ministry of Commerce announced plans to boost consumption through various effective policy measures in 2025 [7][8] - The Ministry of Culture and Tourism introduced diverse measures to promote cultural and tourism consumption during the Spring Festival [9][10] - The Japanese central bank raised interest rates by 25 basis points to 0.50%, the highest level since October 2008 [13] Industry News Summary - The Ministry of Commerce reported that 792 million consumers applied for subsidies for 1,078.6 million digital products, including mobile phones [13] - Four ministries released the first guidance on promoting high-quality development of new energy vehicle insurance [14][15] - The Ministry of Industry and Information Technology is accelerating the establishment of a recycling system for lithium-ion batteries used in electric bicycles [17] - The China Gold Association projected that gold production in 2024 will reach 377.242 tons, a year-on-year increase of 0.56% [18][20] - Gold consumption in China for 2024 is expected to be 985.31 tons, a decrease of 9.58% compared to the previous year [21] Company Announcements Summary - Kangtai Biological announced the termination of its research on the inactivated COVID-19 vaccine [22] - Longjing Environmental expects a net profit increase of 57% to 67% in 2024, projecting a profit of 800 million to 850 million yuan [23] - Jianyou Co. anticipates a profit of 800 million to 1.05 billion yuan in 2024, marking a turnaround from losses [24] - China Shipbuilding Industry Corporation expects a profit of 1.15 billion to 1.35 billion yuan in 2024, also indicating a turnaround [25] - Datang Power expects a net profit increase of 208% to 252% in 2024, projecting a profit of approximately 4.2 billion to 4.8 billion yuan [28] - Zhinanzhen expects a net profit growth of 43.5% in 2024, with a proposed stock dividend of 10 shares for every 4.5 shares held [29] - Tongfu Microelectronics anticipates a net profit increase of 265.91% to 342.64% in 2024, driven by demand recovery in the semiconductor industry [30] - Juzan Optoelectronics expects a net profit growth of 61% in 2024, proposing a cash dividend of 1.6 yuan per 10 shares [32] - CIMC forecasts a net profit increase of 493% to 731% in 2024, driven by a recovery in the container transport industry [33]