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CICC: Cloud and terminal AI landing In 2025, the localization of semiconductors and components ushered in a new cycle. According to CICC's research report, in 2024, semiconductors and components as a whole were in the upward stage of prosperity. It is expected that inventory, supply and demand will stabilize in 2025, and AI cloud and terminal demand will land, and domestic elements will usher in a new cycle. It is expected that in 2025, the AI ​ ​ replacement tide is expected to accelerate the downstream demand growth of the semiconductor design sector. We are optimistic about the demand expansion of cloud and end-side computing chips driven by AI, and the alpha level of individual stocks is optimistic about the pull of product structure expansion on the performance of related companies, and it is suggested to pay attention to the investment opportunities brought by mergers and acquisitions for some tracks. It is expected that the supply and demand of chip manufacturing will approach a balance in 2025, and the capacity utilization rate will remain at a reasonable level; Among them, the research and development of advanced process manufacturing is expected to continue to advance, driving the development of equipment, parts, materials and design tools.Ministry of National Defense: Fujian Ship will gradually launch the follow-up test project. On the morning of December 13th, Senior Colonel Wu Qian, director of the Information Bureau of the Ministry of National Defense and spokesman of the Ministry of National Defense, released a message on the recent military-related issues. Reporter: According to the announcement of Shanghai Maritime Safety Administration, in early December, traffic control was implemented for the import of a large ship in the deep water channel of the Yangtze River estuary. Some analysts believe that China Navy Fujian Ship may have completed its fifth sea trial and returned to its home port. Can you confirm it? Wu Qian: It is a normal arrangement for Fujian Ship to carry out relevant tests during the construction process. In the next step, follow-up test projects will be gradually launched according to the progress of aircraft carrier construction. (issued by the Ministry of National Defense)South Korea will take additional market stabilization measures when necessary.

Rio Tinto will invest $2.5 billion to develop a new lithium mine in Argentina, and Rio Tinto Group plans to invest $2.5 billion to develop a new lithium mine in Argentina, which is a victory for Argentine President Javier Millay, who is trying to loosen the control of the economy and attract foreign investment. The British company said in an announcement on Thursday that it plans to build a processing plant with an annual output of 60,000 tons of lithium carbonate in Rincon mine. Subject to permission, the construction of the facility will begin in the middle of next year.Compared with the beginning of the personal pension system, the number of participating insurance companies has increased nearly four times, and insurance companies have become an important supplier of personal pension products. The comprehensive opening of the personal pension system will undoubtedly create a historical opportunity for the insurance industry to participate more deeply in the construction of the third pillar. (SSE)Huatai Securities: The main industrial chain of lithium battery pays attention to the opportunity of profit bottoming, and the new technology focuses on solid-state batteries. Huatai Securities said that the domestic market policy side is superimposed on the enterprise side, and the carbon emission assessment in Europe is overweight in 2025. It is expected that the global new energy vehicle market will maintain steady growth in 2025. Coupled with the rapid growth of energy storage, it is estimated that the global battery demand will reach 1544/1937GWh in 2024/2025, which is +30%/+25% year-on-year. In the fourth quarter, the demand for power and energy storage is improving, and the prices of some links of lithium battery have shown signs of stabilization. We are optimistic about the links with tight supply and demand pattern and strong differentiation, and the performance of related enterprises is expected to rise in volume and price next year. In terms of new technologies, solid-state batteries continue to be tested and promoted, composite aluminum foil is expected to be mass-produced next year, lithium-sodium mixed technology is gradually landing, and fast charging permeability is expected to increase. It is recommended to pay attention to the progress of new technology industries.

A number of projects have accelerated the implementation of the national water network construction, and the South-to-North Water Transfer Project is a major strategic infrastructure to alleviate the serious shortage of water resources in northern China, and it is the main skeleton and artery of the national water network. On December 12th, the first phase of the East Middle Route of South-to-North Water Transfer Project ushered in the 10th anniversary of full water supply. The project has transferred more than 76.7 billion cubic meters of water, providing stable and high-quality water sources for 45 large and medium-sized cities and 185 million people in 7 provinces and cities along the route, and supporting the GDP growth of more than 16 trillion yuan in the northern region. The reporter was informed that in the next step, China will continue to promote the construction of major national water network projects, and a number of large reservoirs, large irrigation areas and other projects are being accelerated. (Economic Information Daily)Bank of Japan: The index of small non-manufacturers rose for the second consecutive quarter, reaching the highest level since August 1991.Media Office in the Gaza Strip: The Israeli army bombed the Nuseilet refugee camp, killing 33 people. According to Palestinian media, from the evening of 12th to the early morning of 13th local time, the Israeli army attacked the central and southern parts of the Gaza Strip, causing a lot of casualties. According to the Gaza Media Office, 33 people were killed and 84 others were missing or injured in the Israeli bombing of Nuseilet refugee camp in central Gaza on the evening of 12th. The Palestinian newspaper Al-Quds reported that Israeli troops bombed a tent for displaced people in Khan Younis, a city in southern Gaza, early on the 13th, killing two people and injuring many others.