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Shengyi Technology: The total sales volume of the company's rigid copper clad laminate ranks second in the world. Shengyi Technology said at the collective exchange meeting of investors that according to the statistics and ranking of the global rigid copper clad laminate in 2023 by Prismark of the United States, the total sales volume of the company's rigid copper clad laminate ranks second in the world, with a global market share of 14%. Regarding the growth trend of AI server, the company said that the upgrade iteration of hardware equipment related to AI server is fast, and the product form is quite different from that of previous wired products. The company can quickly respond to customer requirements and provide solutions. It is expected that AI applications will gradually develop from large model training to application in the future, and it is expected to achieve good growth.During the policy landing period, the market may become a structural market, which is expected to further benefit the performance of high-interest stocks. On December 13, the Standard & Poor's dividend ETF(562060) closed down by 1.93%, with a turnover of 35.7287 million yuan. Puyin International pointed out that next year, before the two sessions next year, it will enter the policy landing period, and more detailed policies will be gradually implemented. The superimposed overseas uncertainty may increase with Trump's coming to power, so we expect the market to present a structural market. Based on the profit growth rate, capital stock, liquidity and market sentiment, the overall performance of A shares may be more stable than that of overseas Chinese shares. Investment trading strategy suggests both offensive and defensive. When the market sentiment improves and the stock index rebounds, it is expected that the high beta sector, such as non-bank finance, optional and mandatory consumption, real estate and other sectors and individual stocks may be more elastic. When the market sentiment is low and the stock index fluctuates downward, funds may prefer more defensive sectors, such as telecommunications services. There are many high-quality and high-interest stocks in the defensive sector. There is still room for the Bank of China to cut interest rates further next year, which is expected to further benefit the performance of high-interest stocks.AI glasses ushered in the limelight, and Google reached a cooperation with domestic manufacturers. According to the news, on December 13, at the Android XR conference, Google reached a strategic cooperation with domestic consumer-grade AR glasses manufacturer XREAL to jointly build the Android XR ecosystem. According to media reports, OPPO, vivo, Huawei, Tencent and ByteDance are all evaluating the AI glasses project. In addition, a number of listed companies said on the investor question and answer platform that they have corresponding technology or product reserves in AI glasses. Huaxin Securities Research Report pointed out that AI glasses have become a new outlet in the smart wear market, or lead the next generation of terminal revolution. AI glasses not only have the effect of virtual vision enhancement, but also realize real-time analysis of user behavior and environment by integrating artificial intelligence algorithms, providing more accurate and personalized services. AI glasses also improve comfort and prolong wearing time in design and portability. At the same time, it provides a more natural and convenient interactive experience innovation through various sensing technologies. With the gradual reduction of costs, AI glasses are expected to be further widely used. According to the report of Wellsenn XR, it is estimated that after 2030, the AI+AR smart glasses industry will enter a period of rapid development; By 2035, AI+AR smart glasses will eventually replace traditional smart glasses, and the global sales of AI+AR smart glasses will reach 1.4 billion units, which is equivalent to the size of smart phones and will become the next generation general computing platform and terminal. (Securities Times)

Shanghai Electric established a new company including machinery and equipment sales business. According to the enterprise search APP, Shanghai Dixi New Energy Co., Ltd. was established with Ye Can as its legal representative and registered capital of 1 million yuan. Its business scope includes: power generation business, power transmission business and power supply (distribution) business; Installation, maintenance and testing of power transmission, power supply and power reception facilities; Mechanical equipment sales; Mechanical and electrical equipment sales, etc. Enterprise survey shows that the company is wholly owned by Shanghai Electric New Energy Development Co., Ltd., a subsidiary of Shanghai Electric.Centaline Property: The price of second-hand houses in Hong Kong dropped by 0.6% on a weekly basis. Centaline Property said on its website that in the week from December 2 to 8, the leading index of Central Plains cities, which measures the price of second-hand houses in Hong Kong, fell by 0.6% to 137.59.Centaline Property: The price of second-hand houses in Hong Kong dropped by 0.6% on a weekly basis. Centaline Property said on its website that in the week from December 2 to 8, the leading index of Central Plains cities, which measures the price of second-hand houses in Hong Kong, fell by 0.6% to 137.59.

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.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)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.