South Korea's ruling party held final negotiations with the opposition party on the budget.Agency: It is estimated that the shipment of small and medium-sized OLEDs will reach 1 billion units for the first time in 2025. According to Omdia's latest OLED Display Market Tracking Report, it is estimated that the shipment of small and medium-sized OLEDs will exceed 1 billion units for the first time in 2025. This milestone includes display panels ranging from 1 inch to 8 inches, covering a wide range of applications, such as game consoles, AR/VR/MR head displays, near-eye glasses and head-mounted display panels, automobile display panels, smart phones, sub-display panels, smart watches and industrial display panels.Goldman Sachs: It is expected that the output of OPEC+will still depend on the data, and it is assumed that the output of OPEC+will increase for four consecutive months from next July under the strong demand in summer. It is estimated that India's oil demand will increase by 300,000 barrels per day next year, accounting for nearly 30% of the global oil demand growth.
Reserve Bank of Australia: It will take some time for inflation to continue to reach its target. The job market is still tight. The economic situation has affected the family's discretionary expenditure. The gap between total demand and supply continues to narrow, and output growth is weak.At the close of early trading, the main contracts of domestic futures rose more and fell less. Coke and BR rubber rose by more than 3%, while rebar, glass, hot coil, iron ore and Shanghai Bank rose by more than 2%. In terms of decline, the European line of container transportation fell by nearly 3%, while asphalt, alumina and No.20 glue fell by more than 1%.The scientific and technological innovation sector is ready to go! Kechuang 100TF (588190) rose by 2.99% at midday, and Stevie rose by 6.20%. By midday on December 10th, Kechuang 100TF (588190) rose by 2.99%, with a turnover of 457 million yuan. Component stocks rose strongly, with Sitway rising by 6.20%, Guo Dun Quantum, Hengxuan Technology, Ruichuang Micro-Nano and Alice rising by over 3%, and Xinyuanwei and Anji Technology rising by over 2%. Guotai Junan said that the policy is set to be unconventional, the New Year's market is expected to continue, and the China stock market's transformation bull is taking shape, and its style and industry configuration are welcoming the "transformation bull" and its chess eyes are growing. Zhongtai Securities said that the meeting pointed out that "a more active fiscal policy and a moderately loose monetary policy should be implemented". The statement that monetary policy is "moderately loose" is the first time in many years, which indicates that a more powerful monetary policy tool will be used next year, but it does not mean relaxing the goal of stabilizing exchange rate and currency value. The easing of monetary policy throughout the year is still closely related to Trump's tax cuts, inflation and debt. Next year is the closing year of the "14th Five-Year Plan", which is the real main line of the technology and direction related to industrial policy or the "year-end and early year" market.
Australia's 3-year bond yields fell by 3 basis points after the RBA commented on inflation.The investment of Shanghai private equity venture capital industry in the first three quarters was 45.947 billion yuan, a year-on-year decrease of 50%. On December 10th, at the 17th Bund Finance Shanghai International Equity Investment Forum, the development report of Shanghai private equity venture capital industry in 2024 was officially released. According to the report, in the first three quarters of 2024, there were 327 investments in Shanghai private equity venture capital industry, a year-on-year decrease of 47%; The total investment was 45.947 billion yuan, a year-on-year decrease of 50%. All rounds of financing activities have decreased, especially the A+ round, B round, D round and private placement round. The report also shows that in the first three quarters of 2024, the total amount of investment subscribed by Shanghai LP was about 67 billion yuan, a year-on-year increase of 15.61%; A total of 301 LPs were invested, a year-on-year decrease of 50.25%.Broad-based index products are expected to increase the Y share of personal pension, and personal pension products are expected to expand after the second anniversary of the personal pension system. It is understood that mainstream broad-based index products are expected to increase the personal pension Y share, including Shanghai and Shenzhen 300 Index, CSI 500 Index, CSI A500 Index, GEM Index and other products, which can provide investors with more allocation needs.