The annual demand peak season is coming, and the price of pigs is going down actively. By the end of the year, the two festivals are approaching, and the pig breeding industry is gradually entering the annual demand peak season. Recently, the production and sales data of November disclosed by listed aquaculture companies showed that the market price of live pigs in that month was down from the previous month. Zou Yingji, an analyst at Zhuo Chuang Information, believes that the overall price of live pigs in November showed a trend of first falling and then rising. In the first half of November, the mentality of some operators was relaxed, and the pig sources for secondary fattening in the early stage were released one after another, and the supply of pig sources in the market increased obviously. However, because the temperature did not drop significantly, the downstream receiving efforts were limited, and the terminal delivery speed was slow, and the market was in an oversupply situation, which led to the downward trend of pig prices in the first half of November. In the late stage, the temperature in some areas gradually decreased, and some southern markets started the curing action one after another, and the demand side improved slightly, which supported the price of live pigs to stop falling and rebound. However, because the cured meat is only opened sporadically, the increase of demand side is limited, and there is not much room for the rebound of pig prices. After entering December, the increase in domestic pig prices failed to continue. Zou Yingji believes that at present, in order to ensure the smooth completion of the annual slaughter plan, the enthusiasm for slaughtering pigs is high, and farmers also have large-weight pigs to be slaughtered or released in the pickling season. The supply of pigs may still be abundant in December.United Nations High Commissioner for Human Rights: The situation in the Gaza Strip and the West Bank is still escalating. On the 9th local time, the United Nations High Commissioner for Human Rights said that he is highly concerned about the situation in the Gaza Strip and the West Bank, and the situation in this area is still escalating. Turk also said that the only way out is to reach a ceasefire agreement, but at present, it seems that it is still far away from the conclusion of a ceasefire agreement.Liu Yu, chief economist of Huaxi Securities, said that the bond bull market is expected to continue in the coming year. Although there is a phenomenon of "rushing to run" near the end of the year, it is still necessary to actively allocate cost-effective bond assets.
National Development and Reform Commission: Constantly improve investment policy tools and focus on expanding effective investment. It will close in 2024. How to further release the engine of domestic demand in 2025? Chengfeng Zhao, deputy director of the Investment Department of the National Development and Reform Commission, said that the National Development and Reform Commission will pay equal attention to quality and efficiency, constantly improve investment policy tools, focus on expanding effective investment, give full play to the key role of investment, and promote economic growth and structural optimization.In November, the sales of new energy passenger cars increased by more than 50%. On December 9, the data released by the Association showed that the national new energy passenger car market retailed 1.268 million vehicles in November, a substantial increase of 50.5% year-on-year. From January to November this year, the cumulative retail sales reached 9.594 million vehicles, up 41.2% year-on-year. Cui Dongshu, Secretary-General of the Passenger Car Association, believes that since the fourth quarter, the sales volume of passenger cars has continued to strengthen. With the countdown of this round of car scrapping and old-for-new policies, the auto market is expected to usher in a "tail-lifting market" in December this year. (CSI)Syrian Human Rights Watch: Israel launched about 250 attacks on Syria's air defense system. In the early morning of the 10th local time, Syrian Human Rights Watch announced that Israel launched about 250 attacks on Syria in less than 48 hours, destroying the most important military facilities in Syria. According to the news, military facilities in most provinces in Syria have been attacked, and a large number of airports, weapons and ammunition depots, air force fighters, naval vessels, military radar stations and scientific research facilities have been destroyed, and Syria's air defense system has been completely paralyzed. Earlier, according to the statistics of Arabiya TV, in the past 24 hours, Israel launched more than 100 attacks on Syrian military bases.
The Japanese yen fell by 0.8% and fell below 151, while the Australian dollar, the commodity currency, rose by over 0.8%. On Monday (December 9, the day after non-farming), the ICE dollar index rose by 0.11% to 106.171 points, which fluctuated violently throughout the day. It was as low as 105.798 points when it was refreshed at 00:01 Beijing time, and then it was pumped back and approached the daily high of 106 when it was refreshed at 12:42. The Bloomberg dollar index rose 0.14% to 1280.69 points, with an intraday trading range of 1276.41-1281.07 points. The dollar rose 0.80% against the yen to 151.20 yen, and the intraday trading range was 149.69-151.35 yen. The euro fell by 0.14% to 1.0553, the pound rose by 0.05% to 1.2751, and the dollar was roughly flat at 0.8788 against the Swiss franc, with a V-shaped reversal at 00:04 to 0.8759 throughout the day. Among commodity currencies, the Australian dollar rose 0.83% against the US dollar, the New Zealand dollar rose 0.58% against the US dollar and the US dollar rose 0.10% against the Canadian dollar. The Swedish krona rose 0.21% against the US dollar and the Norwegian krona rose 0.29% against the US dollar.Many places in Syria were attacked by air. According to many media reports, Damascus, the capital of Syria, and Homs, the central city, were attacked by air on the evening of the 9th. Saudi Arabia's Arabiya TV reported on the 9th that Latakia, Damascus, Homs, Qamishli and other places in Syria were attacked by Israel. The report quoted two Syrian security sources as saying that Israel attacked several major air bases in Syria and destroyed a large number of infrastructure, dozens of helicopters and fighter planes. According to pro-Syrian opposition media reports on the 9th, Israel attacked the naval fleet belonging to Syrian government forces in Latakia. On the same day, the opposition also announced that it would pardon all soldiers who performed compulsory military service in the government army and prohibit anyone from infringing on their rights and interests.The probability that the Fed will cut interest rates by 25 basis points in December is 85.8%. According to CME's "Fed Watch", the probability that the Fed will keep the current interest rate unchanged by December is 14.2%, and the cumulative probability of cutting interest rates by 25 basis points is 85.8%. The probability of keeping the current interest rate unchanged by January next year is 10.5%, the probability of cutting interest rates by 25 basis points is 67.5%, and the probability of cutting interest rates by 50 basis points is 22%.
Strategy guide
12-13
Strategy guide 12-13
Strategy guide
12-13
Strategy guide