Beizheng 50 rose more than 1%, Huayang Racing Car had a daily limit of 30CM, and Ricky Zhizao, Fuheng New Materials and Bai Xinglong rose more than 10%.US Secretary of State Blinken: discussed the ceasefire in Gaza with Turkish Foreign Minister Fidan. Blinken: All parties reached a broad consensus on what we want to see in Syria. We discussed the necessity of continuing efforts to crack down on the extremist organization "Islamic State". We have seen encouraging signs in the past few weeks that a ceasefire in Gaza is possible.Hite Bio: Two drugs are planned to be selected for national centralized drug procurement. Hite Bio announced that the company participated in the tenth batch of national centralized drug procurement. According to the selected results released by the joint procurement, roxatidine acetate hydrochloride and pentoxifylline injection for injection of the company are selected for this centralized procurement. These two drugs are suitable for the treatment of upper gastrointestinal bleeding and peripheral arterial diseases respectively. The procurement cycle is from the date of implementation of the selected results to December 31, 2027, during which medical institutions will give priority to the use of selected drugs. The company obtained the Drug Registration Certificate of the above drugs in 2024, but it has not generated sales revenue this year. This election will help to enhance the brand influence of the company and have a positive impact on the company's development.
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.The exposure of Xiaomi Auto to the sea is accelerated, and overseas sales will be carried out around the local Xiaomi Home store. Many sources say that Xiaomi Auto is preparing to build a car business to the sea. The international department of Xiaomi Group has added a preparation team for the sea sales business, and is recruiting positions such as market research, project management and electric vehicle after-sales engineers. Under the Ministry of Automobile, Xiaomi's autonomous driving department has added a number of jobs for overseas markets to solve the problem of overseas legal verification and function landing of autonomous driving function. It is foreseeable that autonomous driving will be one of the key points of Xiaomi Automobile's betting on the sea. The report quoted people familiar with the matter as saying that after the formation of the team, Xiaomi will sell small quantities of cars overseas in recent years to test the market reaction and prepare for the large-scale development of the sea business. The overseas sales of Xiaomi Automobile will mainly rely on the Xiaomi Home store under the International Department. At present, Xiaomi has more than 100 direct stores overseas. In July this year, Lei Jun replied, "When can I buy Xiaomi cars in France?" The goal is to sell Xiaomi brand cars in Europe before 2030. Judging from the speed of the formation of Xiaomi Auto's sea team, this progress is likely to be accelerated. (36Kr Auto)Asia-Pacific Pharmaceuticals: The new specifications of cefmetazole sodium for injection were approved, and Asia-Pacific Pharmaceuticals announced that the company was approved by National Medical Products Administration, and the new specifications of cefmetazole sodium for injection were 0.5g and 2g, which further enriched the product categories on the basis of the original 1g specifications. The annual sales income of this drug in 2023 was 96.3946 million yuan, accounting for 22.92% of the company's operating income. New specifications are helpful to market promotion and competitiveness improvement, but drug production and sales are affected by policies and market environment, and there are uncertainties.
Huaan, AVIC, etc. lined up to enter the ranks of public offering warehousing logistics REITs. According to the announcement of AVIC Fund, the AVIC Yishang warehousing logistics REITs jointly built with ESR Group, the largest new economic real estate management company in the Asia-Pacific region, are being issued. This is the first REIT issued by ESR Group in China, and its infrastructure assets consist of three warehousing and logistics parks, namely, Phase I, Phase II and Phase III of Fulaide Kunshan Logistics Park. According to the data of wind, up to now, Huaxia Fund, harvest fund, Huatai Securities Asset Management, Hongtu Innovation Fund and CICC Fund all have a listed warehousing and logistics REIT, while Huaan Waigaoqiao REIT, which was established on December 12th, has not been listed yet. In addition, Huaxia Fund and southern fund's newly declared warehousing logistics REIT are in the inquiry stage, while Huitianfu's warehousing logistics REIT is in the feedback stage.Consumer stocks of Hong Kong stocks fell, with Budweiser Asia Pacific (01876.HK) and China Resources Beer (00291.HK) falling more than 5%, Nongfu Spring (09633.HK) and Mengniu Dairy (02319.HK) falling 4%, and Li Ning (02331.HK) and Anta Sports (02020.HK) falling more than 3%.As of the close of early trading, the Nikkei 225 index fell by 1.2% and the Dongzheng index fell by 1.3%.