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The dollar just fell below the 7.2600 yuan mark against the offshore RMB, and the latest price was 7.2594 yuan, down 0.10% in the day; The US dollar against the onshore RMB was recently reported at 7.2570 yuan, up 0.01% in the day.Donghai securities: The domestic sales of excavators increased, and the domestic brand bamua exhibited its elegant demeanour. The donghai securities Research Report pointed out that the total sales of excavators increased. Domestically, the domestic sales of excavators in November 2024 increased by 20.5% year-on-year, and the growth continued, which was better than expected by CME. Overseas, in November 2024, excavator exports increased by 15.2% year-on-year, and the monthly sales growth rate of exports expanded. With the large-scale equipment renewal policy and real estate financial policy landing one after another, domestic demand gradually recovered and warmed up; Overseas, domestic enterprises are laying out overseas pre-sales and after-sales networks, establishing overseas local production capacity, entering an accelerated period of globalization, gradually increasing market penetration and effectively smoothing domestic and international cycles. It is suggested to pay attention to overseas leading enterprises of machinery and equipment with deep layout, high brand recognition, perfect product matrix, high cost efficiency and strong R&D strength, such as Sany Heavy Industry, Xugong Machinery and Zoomlion.Ultra-long-term Treasury ETF rose sharply at the opening, with "Boshi SSE 30-year Treasury ETF" rising by 0.65% and "Pengyang China Bond -30-year Treasury ETF" rising by 0.65%.

The gains of A-shares and Hong Kong stocks narrowed. FTSE China A50 index futures fell more than 2.6%, while GEM index rose 2.25% and rose 4.88% at the opening. The increase of Shenzhen Component Index narrowed to less than 2%, and the increase of Shanghai Composite Index narrowed to 1.43%. The increase of Hang Seng Index narrowed to less than 1%; The Hang Seng Science and Technology Index is currently up 0.51%, and the opening price has risen by over 4%. FTSE China A50 index futures fell 2.7%.Former South Korean Defense Minister Jin Longxian gave up the pre-arrest review. On December 10, local time, former South Korean Defense Minister Jin Longxian gave up the pre-arrest review. The Special Investigation Department of Emergency Martial Law of the South Korean Prosecutor's Office said late at night on the 9th local time that it had applied for an arrest warrant against former Minister of National Defense Jin Longxian on the grounds of "conspiring with Yin Xiyue for civil strife" and "obstructing the exercise of authority". (CCTV News)Yao Zhenhua and Baoneng have resumed execution of 530 million yuan. According to the information of legal proceedings, recently, Shenzhen Baoneng Investment Group Co., Ltd., Baoneng Automobile Group Co., Ltd., Baoneng Real Estate Co., Ltd., Yao Zhenhua and others have added a piece of resumption information, with an execution target of more than 532 million yuan, involving financial loan contract disputes, and the enforcement court is Shanghai Financial Court. According to the risk information of Tianyan, Shenzhen Baoneng Investment Group Co., Ltd. has more than 140 pieces of information of executed persons, and the total amount of execution exceeds 46 billion yuan. In addition, the company also has a number of consumption restriction orders, untrustworthy executors (Lao Lai) and final case information.

German companies filed a 337 investigation application for a specific composite medium-sized bulk container. According to the Ministry of Commerce, on December 5, 2024, German Schütz Container Systems,Inc and Protechna S.A filed an application with the US International Trade Commission in accordance with Section 337 of the US Tariff Act of 1930. Accused that certain composite intermediate bulk containers exported to, imported from or sold in the United States infringed their patent rights, requested to initiate 337 investigation, and issued general exclusion orders, limited exclusion orders and prohibition orders. Five enterprises in China were involved in the case.Yao Zhenhua and Baoneng have resumed execution of 530 million yuan. According to the information of legal proceedings, recently, Shenzhen Baoneng Investment Group Co., Ltd., Baoneng Automobile Group Co., Ltd., Baoneng Real Estate Co., Ltd., Yao Zhenhua and others have added a piece of resumption information, with an execution target of more than 532 million yuan, involving financial loan contract disputes, and the enforcement court is Shanghai Financial Court. According to the risk information of Tianyan, Shenzhen Baoneng Investment Group Co., Ltd. has more than 140 pieces of information of executed persons, and the total amount of execution exceeds 46 billion yuan. In addition, the company also has a number of consumption restriction orders, untrustworthy executors (Lao Lai) and final case information.Guojin Securities: In 2025, we are optimistic about Apple's industrial chain and can independently control and benefit from the industrial chain. Guojin Securities Research Report pointed out that the AI big model has brought new development opportunities to consumer electronics and IOT hardware, and it is expected to continue to drive hardware innovation, improve the value of the industrial chain and accelerate the replacement cycle. The trend of Apple's hardware innovation and growth is gradually clear. In 2025, IPhone17 is expected to usher in great innovation in hardware and end-side AI. In 2026, Apple is expected to launch folding mobile phones/iPads and smart glasses. AI smart glasses are in full bloom and are expected to usher in explosive growth. Self-control of semiconductors is the general trend, and we are optimistic about semiconductor equipment parts, materials and domestic computing power industry chain. In 2025, we are optimistic about Apple's industrial chain, AI glasses, AI-driven and self-controllable benefit industrial chain.