Pre-market report on A-shares | Positive news! Data industry 5G factory ushered in a catalyst

Investment Calendar Lei Jun will start the cross-year live broadcast tonight Editorial Opinion: Editorial Opinion: Yesterday, the three major indexes fluctuated narrowly, and funds refocused on dividend assets; Zhongtai believes that the market in January is expected to continue to fluctuate, focusing on dividends and small and medium-sized value themes. Pre-market News 1. Six departments issued a document! The scale of the data industry is expected to usher in high growth, institutions optimistic about three key links including databases. Type: Industry Emotional impact: Positive Six departments including the National Development and Reform Commission issued guidance to promote the high-quality development of the data industry, with an average compound growth rate of over 15% in the scale of the data industry by 2029. CITIC Securities believes that the data industry chain has a trillion-dollar broad space, and the demand for the three core links of databases, data platforms, and basic data services is significantly elastic. 2. Ministry of Industry and Information Technology releases upgraded version of 5G+Industrial Internet implementation plan: to build 10,000 5G factories by 2027 Type: Industry Emotional impact: Positive The Ministry of Industry and Information Technology issued a notice on the implementation plan for the upgraded version of the "5G+Industrial Internet" 512 project, aiming to build 10,000 5G factories by 2027 and create no less than 20 "5G+Industrial Internet" fusion application pilot cities. It guides financial institutions and industrial investment funds to provide financial support for qualified 5G factory projects. 3. Han Wenxiu, deputy director of the Central Finance Office, wrote an article: timely reserve cuts and interest rate cuts, use tools such as open market operations Type: Macro Emotional impact: Positive Han Wenxiu, deputy director of the Central Finance Office responsible for daily work, wrote in People's Daily that by 2025, it is necessary to increase the fiscal deficit rate, increase the deficit size; timely reserve cuts and interest rate cuts, use tools such as open market operations, maintain ample liquidity, and continue to increase support for the real economy. 4. Ministry of Commerce holds a video conference to promote the innovation and improvement project of the retail industry, promoting high-quality development of the retail industry Type: Industry Emotional impact: Positive The Ministry of Commerce held a video conference to promote the innovation and improvement project of the retail industry, with the goal of forming a modern retail system with abundant supply, balanced layout, diverse channels, high-quality services, intelligent convenience, and green low-carbon by 2029. The retail industry is to be built as a channel for expanding consumption, a key support for improving people's livelihood, a display window for new consumption scenes, and a reservoir for employment. Institutional Views 1. Zhongtai: The market in January is expected to continue to fluctuate, and a barbell-type configuration is recommended, focusing on dividends and small and medium-sized value themes. 2. Huaxi: A-shares will steadily cross the year, with a focus on high-quality new core assets, and the high dividend sector can serve as ballast. 3. Orient: The market will maintain a fluctuating pattern before the Spring Festival, and policy measures will gradually heat up after the holiday, gradually brewing a rally. Positive and negative prospects 1. Unexpectedly cold weather on the East Coast of the United States, natural gas futures surged over 20% in intraday trading Type: Market Buzz Guotai Junan: In 2024, the winter El Nio phenomenon is likely to change to La Nia, leading to lower winter temperatures in the northern hemisphere in the past two years; domestic natural gas consumption maintains a medium to high-speed growth, and recommends fully benefiting from the growth in demand. Urban gas companies. 2. Jiangsu Yanghe Distillery disclosed a dividend plan of over 3.5 billion yuan, five major liquor companies plan to distribute dividends of over 48.5 billion yuan Type: Market Buzz CITIC Securities: The liquor industry has started stocking up for New Year's Day and Spring Festival, and sales are expected to be stable. Considering the current macroeconomic and consumption policy stimuli, the liquor industry is more likely to achieve dynamic balance and navigate the cycle, emphasizing the value of liquor allocation. 3. Shanghai State-owned Assets Management establishes the Smart Industry Fund, focusing on investment in the upstream and downstream of the smart industry chain Type: Institutional Hot Comment Founder: As the best entity for AI large model native applications, humanoid Siasun Robot& Automation strengthens its capabilities in vision, voice, motion control, etc., and under the backgrounds of AI empowerment, entry of industry giants, and policy support, its industrial process may accelerate. Announcement Express Slightly positive announcements 1. Jiangsu King's Luck Brewery Joint-Stock: Controlling shareholders plan to increase their holdings of the company's shares by 270 million to 540 million yuan 2. Guangdong Leadyo Ic Testing Co., Ltd.: Plans to acquire the third-party chip testing company National Core Microelectronics to fill the gap in the field of special chips 3. Shanxi Xinghuacun Fen Wine Factory: Plans to distribute cash dividends of 2.46 yuan per share, totaling 3.001 billion yuan in cash dividends Slightly negative announcements 1. Guangzhou Haozhi Industrial: Suspected of manipulating the securities market, Chairman Tang Xiuqing fined 109 million yuan 2. Crystal Growth & Energy Equipment Inc.: Shareholder Mingchun Technology plans to reduce its holdings of the company's shares by no more than 2% 3. 3peak Incorporated: Some directors and senior executives plan to collectively reduce their holdings of the company's shares by no more than 0.55% Overseas Markets Self-selected brother reminder: The S&P and Nasdaq have fallen by over 1% for two consecutive days, Yellen warns that the United States may reach the debt ceiling in mid-January, investors are turning to long-term bonds from stocks and other risky assets, most tech giants are falling, and Chinese concept stocks are generally falling. This article is reproduced from "Tencent Self-selected Stock", edited by GMTEight: Jiang Yuanhua.