Category: Flash News

On December 26, according to the news from the National Health Insurance Bureau, since October this year, all provinces have realized the inter provincial coordination of individual medical insurance accounts for employees, as of December 9, all provinces have expanded the scope of mutual assistance from “spouse, parents, children” to “spouse, parents, children, siblings, sisters, grandparents, maternal grandparents, grandchildren, grandchildren”. Insured individuals can bind their close relatives through online channels to achieve mutual assistance in their personal medical insurance accounts.

① 07:50 Buy foreign bonds from Japan to the week of December 20; ② 15: The Ministry of Commerce held its 4th regular press conference in December 15: The State Council Information Office held a press conference on the results of the fifth national economic census Number of initial jobless claims in the United States for the week ending December 21st at 21:30.

On December 26th, according to Ukrainian media reports, Ukrainian Prime Minister Shmyjar stated on the 24th that Ukraine has received the first payment of 1 billion US dollars using the proceeds generated from frozen Russian overseas assets. Regarding this, Russian Presidential Press Secretary Peskov stated on the 25th that Russia’s assets have been illegally frozen, which violates all norms and guidelines. Peskov emphasized that illegal activities, including the transfer of 1 billion US dollars, will definitely become a reason for Russia’s prosecution. Russia will use all possibilities to protect its own rights and property rights.

On December 26th at 06:00, the Central Meteorological Observatory continued to issue a blue warning for strong winds. It is estimated that from 08:00 on December 26 to 08:00 on December 27, some regions in northern Xizang, southern and northeastern Qinghai, central and eastern Inner Mongolia, northern Hebei, Tianjin, western Liaoning, Liaodong Peninsula, Shandong Peninsula and other places will have 5-6 levels of wind and 7-8 levels of gust; There will be strong winds of 7-8 levels and gusts of 9-10 levels in the Bohai Sea, Bohai Strait, northern and central waters of the Yellow Sea, southern waters of the East China Sea, Taiwan Strait, waters east of Taiwan, Bashi Strait, and northern waters of the South China Sea.

On December 26th, several listed companies have successively announced their mid-term dividend plans since December. According to statistics, as of December 25th, a total of 74 companies have launched cash dividend plans, with a total planned cash amount exceeding 23 billion yuan. Compared with November, the number of dividend companies has significantly increased. Under the guidance of strengthened dividend policies, the dividend rhythm of listed companies has gradually optimized, with an increase in dividend frequency. Dividends are distributed multiple times a year and frequently before the Spring Festival. At present, it is the end of the year, and listed companies have been intensively launching dividend plans since December, which can effectively increase investors’ sense of gain. (Securities Times)

On December 26th, it was reported that currently, only some first tier cities and certain cities and regions in Hainan Province retain certain purchase restrictions. In terms of housing loans, both the down payment ratio for first and second homes, as well as the commercial loan interest rates for new and existing housing loans, are currently at historic lows. In addition, the vast majority of cities have lifted the “dual restrictions” on sales, land prices, and housing prices, with greater policy intensity than in the past. According to data from the Zhongzhi Research Institute, the sales area of commercial housing in China was 860 million square meters in the first 11 months of 2024, a year-on-year decrease of 14.3%; The sales revenue of commercial housing reached 8.5 trillion yuan, a year-on-year decrease of 19.2%. Although there is still a decrease in volume compared to last year, from the quarterly trend, the real estate market has shown a clear rebound trend since the end of the third quarter (Securities Times)

On December 26th, the 79th session of the United Nations General Assembly concluded its main agenda on December 24th local time, and approved an increase in the UN’s regular budget for 2025 to $3.72 billion. The regular budget will be used to support United Nations projects in core areas such as political affairs, international justice and law, regional development cooperation, human rights and humanitarian affairs, and public information. In addition, the United Nations also has a dedicated budget for peacekeeping operations, with a fiscal cycle from July 1 to June of the following year, while the regular budget cycle is consistent with the calendar year. In addition, the United Nations has also adopted the “Ten Year Action Plan for Land locked Developing Countries 2024-2034”, aimed at addressing the unique challenges faced by these countries without direct access to the sea. (CCTV News)

On December 26th, recently, the trend of bank stocks has been significantly stronger than the market, especially the four major state-owned bank stocks of industry, agriculture, and China Construction, whose stock prices have reached historic highs. Institutions believe that the strengthening of bank stocks is mainly related to dividend factors and valuation reshaping. Since the beginning of this year, the banking sector has been steadily rising at a pace that outperforms the market, with a cumulative increase of 34.62% in the industry index, ranking first among all Shenwan industries, and outperforming the Shanghai and Shenzhen 300 Index by about 18 percentage points. This is also the only time in nearly 10 years that the banking industry index has outperformed the Shanghai and Shenzhen 300 Index in an upward trend. (Securities Times)

On December 26th, as the end of the year approaches, A-share listed companies are experiencing a wave of “red envelope rain”, injecting warmth and confidence into the market. According to data, as of December 25th, a total of 309 listed companies have launched cash dividend plans for the third quarter of 2024, far exceeding the 63 companies that distributed dividends in the third quarter of 2023; The proposed total cash out amount is 80.921 billion yuan (including already implemented), which is 4.5 times the cash out amount reported in the third quarter of 2023. It is worth mentioning that since November, 92 listed companies have disclosed their third quarter dividend plans, of which 64 were released in December. In addition, under the guidance of policies such as the new “National Nine point Plan”, the enthusiasm of listed companies for dividend distribution has significantly increased. Multiple dividends per year have gradually become the norm, and innovative forms such as special dividends and pre Spring Festival dividends continue to emerge.

On December 26th, bond funds have achieved relatively good overall performance this year, with some even comparable to equity funds. As of December 24th, out of 6890 bond funds with performance statistics, 6774 have achieved positive returns, accounting for over 98%. Among them, the yields of Everbright’s medium and high grade A, ICBC Ruiying, and Pengyang’s 30-year treasury bond ETFs have all exceeded 20% since this year, and the yields of ICBC’s convertible bonds, Huafu’s convertible bonds C, Galaxy’s 0-3-year policy financial bonds A, Penghua’s convertible bonds D, Western Lide Xinhong Enhancement A, Huataibao Xinganyue A, etc. have exceeded 15%. (China Securities Journal)