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Foreign media: Hungarian Prime Minister Orban posted that he met with Trump and Musk at Haihu Manor. According to CNN and Russian Tass News Agency on the 9th, Hungarian Prime Minister Orban went to the United States at the invitation of President-elect Trump, and met with Trump at Haihu Manor in Florida. American billionaire Musk also attended the talks. According to the report, Orban posted on social media X on the 9th: "America today. The future has begun! One afternoon at Haihu Manor with Trump, Musk and Mike Valcz (appointed by Trump as US National Security Adviser-Editor's Note). " (World Wide Web)The General Department of National Medical Products Administration publicly solicited opinions on the Guiding Principles for the Classification and Definition of Medical Device Products Using Nanomaterials (Draft for Comment). In order to guide the determination of management attributes and management categories of medical device products using nanomaterials, National Medical Products Administration organized and drafted the Guiding Principles for the Classification and Definition of Medical Device Products Using Nanomaterials (Draft for Comment), which is now open to the public for comments.Ubs keeps the rating of western oil companies neutral.

Xinjiang Corps: Cancel the housing area limit for provident fund loans, and the down payment ratio for purchasing affordable housing provident fund loans should be at least 15%. According to the news of "Corps Housing Provident Fund" on WeChat WeChat official account on December 10, the Housing Provident Fund Management Center of Xinjiang Production and Construction Corps issued a document saying that it would adjust the Corps' provident fund policy. Xinjiang Corps will cancel the housing area limit for housing provident fund loans and cancel the limit that the housing area for applying for housing provident fund loans should not exceed 144 square meters. At the same time, reduce the down payment ratio of affordable housing. If housing provident fund loans are used to purchase affordable housing, the minimum down payment ratio is 15%. Xinjiang Corps will also optimize the housing provident fund rental withdrawal policy. The extraction frequency of housing provident fund for employees without housing can be adjusted from twice a year to monthly, quarterly and yearly, and the total amount of extraction can not exceed the annual upper limit.Ubs keeps the rating of western oil companies neutral.Tianjin released the Catalogue of Talents Demand for New Quality Productivity in Manufacturing Industry, and Tianjin Municipal Bureau of Human Resources and Social Security recently released the Catalogue of Talents Demand for New Quality Productivity in Manufacturing Industry in Tianjin, identifying 198 jobs with strong correlation with 12 industrial chains in Tianjin, high level of talents demand and large market demand. The relevant person in charge of the Tianjin Municipal Bureau of Human Resources and Social Security said that the catalogue is supported by the dynamic demand data of talent markets of more than 2,900 key enterprises in the industrial chain, and the positions are sorted and classified through big data technology to reveal the inherent laws and trends of talent demand in Tianjin. At the same time, guided by the actual needs of employers, the relevant responsible persons and industry experts of 77 key enterprises in 12 industrial chains were invited to conduct in-depth exchanges and interviews, and the relevant job descriptions and job requirements were further verified and revised to ensure that the catalogue strictly and objectively reflected the market demand and provided effective reference and guidance for employers and job seekers.

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.New quality productivity is still the core of policy orientation! Kechuang 100TF (588190) closed up 1.71%. On December 10th, Kechuang 100TF (588190) closed up 1.71%, with a turnover of 667 million yuan. The constituent stocks rose strongly, with Guo Dun Quantum up 6.19%, Siwei up 4.18%, and Hengxuan Technology, Ruichuang Micro-nano and Alice followed suit. Huajin Securities said that developing new quality productivity is still the main policy orientation. The meeting clearly put forward that "scientific and technological innovation should lead the development of new quality productivity", showing that the emerging industries related to the eight new quality productivity are still the main direction of the policy. From a short-term perspective, positive policies are expected to drive A-shares to start the New Year's market. First, from the molecular perspective, the meeting may raise the market's expectation of economic recovery: the meeting can expect to adjust fiscal and monetary easing next year and further economic recovery. In terms of liquidity, further easing of monetary policy is expected to rise.China's SME development index rose for the second consecutive month, which was released today (10th) by China Small and Medium Enterprises Association. In November, China's SME development index was 89.2, up 0.2 point from October and rising for two consecutive months. China Small and Medium Enterprises Association believes that the main driving force for the continuous rise of the index is that a series of stock support policies continue to exert their strength. At the same time, since September, a package of incremental policies has begun to take effect, and various positive factors have accumulated, which has led to the improvement of the prosperity level of small and medium-sized enterprises. Ma Bin, executive vice president of China Small and Medium Enterprises Association, said that in November, the comprehensive operation index and benefit index of small and medium-sized enterprises rose by 0.5 points respectively, both the biggest increases this year. At the same time, the long-term high cost index has dropped significantly, which is very rare. It shows that the improvement of the prosperity level of small and medium-sized enterprises is based on a virtuous circle, and this wave of "two consecutive rises" has a high gold content.