On the 13th, glass fell by 2.14%, and the latest main contract positions changed as follows. According to the exchange data, as of December 13th, the main contract glass closed at 2505, up or down by -2.14%, with a turnover of 671,300 lots. The position data showed that the top 20 seats were clear, and the difference position was 46,081 lots. The total turnover of glass futures contracts was 999,900 lots, an increase of 189,100 lots over the previous day. The first 20 seats in the contract held 565,600 lots, a decrease of 12,000 lots from the previous day. The short positions in the top 20 seats of the contract were 661,500 lots, a decrease of 13,600 lots from the previous day. (Sina Futures)From January to October, the national output of photovoltaic polysilicon, silicon wafers, batteries and components all increased by more than 20% year-on-year. According to the Ministry of Industry and Information Technology, from January to October 2024, China's photovoltaic industry operated smoothly as a whole. According to the announcement of photovoltaic industry norms, enterprise information and industry associations, the output of photovoltaic polysilicon, silicon wafers, batteries and components in China increased by more than 20% year-on-year, and the export volume of photovoltaic cells increased by more than 40%. In the polysilicon sector, the national output from January to October was about 1.58 million tons, up 39.0% year-on-year. In the silicon wafer link, the national output from January to October was about 608GW, and the export volume was about 53.2GW. In the battery sector, from January to October, the national output of crystalline silicon batteries was about 510GW, and the export volume was about 45.9GW. In terms of components, from January to October, the national output of crystalline silicon components was about 453GW, and the export volume was about 205.9GW.Saudi institutions are optimistic about China's "huge investment opportunities" in the fields of health care and biotechnology. Ekta Torani, chief investment officer of Saudi KBW Venture Capital Company, recently said in Abu Dhabi, United Arab Emirates that with the increasingly close economic and trade ties between the Gulf region and China, the institution is optimistic about China's "huge investment opportunities" in the fields of health care and biotechnology.
He ertai bought 199 million yuan and sold 155 million yuan in Shenzhen Stock Connect today. He ertai bought 199 million yuan and sold 155 million yuan today, with a turnover of 6.304 billion yuan and a turnover rate of 3.727%. After-hours data showed that the special seats of Shenzhen Stock Connect bought 199 million yuan and sold 155 million yuan.On the 13th, the 30-year treasury bond futures rose by 0.60%, and the latest main contract positions changed as follows. According to the data of the exchange, as of December 13th, the main contract 30-year treasury bond futures closed at 2503, up or down by +0.60%, with a turnover of 71,900 lots. The position data showed that the top 20 seats were clear, and the difference position was 3,777 lots. The total number of 30-year treasury bond futures contracts was 82,700 lots, an increase of 4,416 lots over the previous day. The first 20 seats in the contract held 78,000 lots, a decrease of 1,313 lots from the previous day. The top 20 seats in the contract held 85,000 short positions, a decrease of 1,049 lots from the previous day. (Sina Futures)Zhongke Lanxun: The cooperation between the company and the bean bag model will be carried out in multiple stages. Zhongke Lanxun released the record of investor relations activities. In order to meet the increasing demand for AI headsets in the market, the company has carried out in-depth cooperation with Volcano Engine, a cloud service platform owned by ByteDance. The third-generation BT895x chip of Xunlong Company has completed the docking with the MaaS platform of Volcano Ark, and has been able to provide users with software and hardware solutions adapted to the large model of bean curd. The cooperation between the company and the bean bag model will be carried out in multiple stages. At this stage, the functions of real-time translation, meeting minutes, real-time dialogue and so on have been adapted. Later, both parties will introduce more AI functions in different usage scenarios. In the future, the company will continue to lay out the field of AI wearable products, continue to cooperate deeply with the big model of bean bags, and introduce AI wearable solutions with better user experience to the market.
The Emergency Management Department made unannounced visits to inspect enterprises involved in dust explosion. Recently, the Emergency Management Department sent a working group to carry out unannounced visits to enterprises in key industries of industry and trade in Henan and Guangxi without greeting, accompanying reception and preparing materials, so as to promote the key areas of industry and trade to do a good job in the investigation and rectification of potential safety hazards in industry and trade this winter and next spring. It was found that some enterprises involved in dust explosion did not take explosion prevention and control measures, did not set up gas lock and ash unloading devices, did not set up spark detection and elimination devices, and did not implement dust cleaning system.The organization looks forward to the semiconductor industry in 2025: the AI replacement tide leads the growth, and the semiconductor ETF(512480) may usher in new development opportunities. On December 13, the semiconductor ETF(512480) closed down by 1.38%, with a turnover of 1.671 billion yuan. The constituent stocks are mixed, and Zhaoyi Innovation leads the rise. In terms of decline, SMIC led the decline. CICC said that after the boom in 2024, it is expected that the inventory of the semiconductor industry will stabilize and the relationship between supply and demand will be more balanced in 2025. With the gradual landing of AI cloud and end demand, domestic semiconductor elements will usher in new development opportunities. In addition, the AI-changing tide has a pulling effect on the downstream demand of the semiconductor design sector, which is expected to accelerate the growth of the semiconductor design sector in 2025 and inject new vitality into the industry.On the 13th, the No.20 rubber fell by 2.05%, and the latest main contract positions changed as follows. According to the exchange data, as of December 13th, the main contract No.20 rubber 2502 was closed, with a turnover of 159,100 lots. The position data showed that the top 20 seats were clear, and the difference position was 5,142 lots. A total of 205,200 lots were traded in the No.20 rubber futures contract, an increase of 8,176 lots over the previous day. The first 20 seats in the contract held 84,200 lots, an increase of 812 lots over the previous day. Short positions in the top 20 seats of the contract were 94,500 lots, a decrease of 1,708 lots from the previous day. (Sina Futures)