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The concept of solid-state battery is partially active, with SAIC pulling up the daily limit, researching new materials and Lihu shares rising.South Korean police: A compulsory investigation of Yin Xiyue is being considered. The South Korean police said on the 13th that they are discussing a compulsory investigation of President Yin Xiyue and considering a seizure and search of his communication records and presidential residence. The special investigation team of the National Investigation Headquarters under the South Korean Police Agency held a press conference on the same day, saying that the plan to detain and search the presidential residence in Hannandong, Longshan District, Seoul is in the "discussion stage". The police are considering seizing and searching Yin Xiyue's communication records. (Xinhua News Agency)The weighted share price index of Taiwan Stock Exchange closed down 0.1% at 23,020.48 points.

Ye Fan, Southwest Securities: In 2025, the upward trend of domestic economy will continue, and it is estimated that the annual RRR will be lowered by about 100bp. The Central Economic Work Conference will be held in Beijing from December 11th to 12th. Ye Fan, chief economist of Southwest Securities, said that in 2025, the domestic economy will continue to stabilize and upward under the policy. From the structural point of view, infrastructure and manufacturing investment are expected to remain the main support items for domestic investment next year, and the decline in real estate investment will gradually narrow; Domestic demand is expected to play a stronger role in stimulating the economy than external demand, and domestic residents' consumption is expected to continue to pick up under the policy. Regarding the direction of fiscal and monetary policies, Ye Fan predicted that the issuance scale of ultra-long-term special government bonds will be around 1.5 trillion -2 trillion yuan in 2025, and it will continue to support the "dual" areas. In the first half of next year or the peak of government bond issuance, there may be a RRR cut for hedging. It is estimated that the RRR cut will be about 100bp for the whole year, and the interest rate cut will be decided by camera. The interest rate cut of 25bp-40bp may be promoted step by step.New Beiyang (Thailand) Company opened. According to the news of New Beiyang, on December 12th, the launching ceremony of New Beiyang (Thailand) Company was held in chonburi province, Thailand. This was the first factory established by New Beiyang overseas, which marked another major breakthrough in the company's internationalization strategy and laid a solid foundation for the company's future internationalization development. The park leased by New Beiyang (Thailand) Company covers an area of more than 5,500 square meters in the first phase. At present, the special printing and scanning product line built in the factory has been successfully put into production and is ready to start mass delivery. In the future, the company will continue to expand the production and delivery of some smart equipment products in Thai factories.The 2024 Liaoning International Ice and Snow Economic Cooperation Promotion Conference was held. On December 12th, the 2024 Liaoning International Ice and Snow Economic Cooperation Promotion Conference was held in Shenyang. More than 150 government and enterprise guests from more than 20 countries including South Korea, Germany and France and Hong Kong and Macao attended the conference, and conducted in-depth exchanges on topics such as ice and snow tourism, ice and snow sports and ice and snow equipment manufacturing. This promotion meeting is an important sub-activity of "Liaoning International Ice and Snow Economic Cooperation and Negotiation Activities". It is understood that the "Liaoning International Ice and Snow Economic Cooperation Negotiation Activity" will last for three days, during which activities such as Liaoning Ice and Snow Economic Theme Exhibition, Liaoning-Europe and America Ice and Snow Economic Cooperation Exchange Conference and Liaoning Ice and Snow Economic Industry Tour will be held, aiming at deepening the exchanges and cooperation between Liaoning Province and the world in the field of ice and snow economy, jointly exploring new opportunities for the development of global ice and snow industry and building a brand of winter economic and trade cooperation in Liaoning Province. (Liaoning Daily)

Institution: In the third quarter, the price and shipment of the large-capacity enterprise-level solid-state disk industry rose simultaneously. According to the latest survey of TrendForce Jibang Consulting, the strong demand for AI applications continued to drive the growth of the Enterprise SSD industry in the third quarter of 2024. As the supplier's shipment could not meet the market demand, the price rose, pushing up the overall revenue of the industry by nearly 30%. Due to the arrival of NVIDIA (NVIDIA) H series products, and the peak demand for Training AI Server, especially the strong demand for large-capacity products, the overall purchase order capacity increased by 15% quarter.Today, there is a wave of daily limit in the two major outlets. "No bean bags, no AI." With the continuous fermentation of the concept of bean curd in A-shares, some investors shouted such a slogan. Bean bag+toys, bean bag+advertising and marketing, bean bag+data, bean bag+computing power, bean bag+headphones ... Haitian Ruisheng, Runxin Technology, Shengguang Group and other concept stocks have caused continuous market pursuit. This morning, the concept of bean curd became active again, and the AI application end and hardware end of bean curd rose together. Lexin Technology, Zhongke Lanxun, Juxin Technology and Hengxuan Technology, which are known as the "four little dragons" of end-side AI SOC (system on a chip), rose collectively in intraday trading. Runze Technology, a computing stock, rose more than 16%, and its share price reached a new high. In addition, this morning, the market paid more attention to the concept of starting economy, and the exhibition and IP economy sectors rose. The ground element fashion gap opened higher, and it didn't take long for the daily limit to open. The reason is that Shanghai Disu Fashion Co., Ltd. was listed in the "2023 Shanghai First Economic Leading Brand List" published at the end of last year. (CSI)The concept of unmanned driving changed partially. Both Haida and SAIC have daily limit, while the concept of unmanned driving changed partially. Both Zhonghaida and SAIC have daily limit, and Gaoxinxing, Huati Technology, Yutong Heavy Industry and Jinlong Automobile have followed suit.