Market news: Trump's advisers seek to reduce or cancel banking regulators.The yield of major inter-bank interest rate bonds generally declined at the beginning of the session, and the yield of 10-year treasury bonds "24 interest-bearing treasury bonds 11" fell by 0.5bp to 1.8030%, hitting a record low; The yield of 10-year CDB "24 CDB 15" decreased by 2.25bp to 1.86%, and the yield of 30-year Treasury bond "24 Special Treasury Bond 06" decreased by 2.25bp to 2.02%.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)
Ministry of National Defense: There is no need for the Japanese side to be frightened. 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 news about the recent military-related issues. Reporter: Japanese Prime Minister Shi Pomao recently delivered a policy address, saying that the current international order is facing major challenges. Chinese aircraft carriers sail in the waters close to Japan's territorial waters, and carrier-based aircraft have conducted thousands of take-off and landing trainings in the Pacific Ocean; Based on the national security strategy, Japan will greatly strengthen its defense forces. What is China's comment on this? Wu Qian: The so-called "China military threat" was hyped by the Japanese side only to cover up its usual trick of getting rid of the shackles of the peaceful constitution and returning to the old road of military expansion. As a matter of fact, the diplomatic and defense departments of China and Japan have been maintaining communication on air and sea security issues. There is absolutely no need for the Japanese side to be jittery and nervous. The publication of these data just proves that the Japanese side has been tracking, monitoring and interfering with Chinese ships and aircraft at close range for a long time, endangering the safety of Chinese ships and aircraft and easily causing sea and air safety problems. In recent years, despite the opposition of the international community, Japan has gone further and further on the road of military expansion, which has aroused strong concern among neighboring countries and the international community. We urge Japan to draw lessons from history, be cautious in the field of military security and do more things that are conducive to maintaining regional peace and stability. China is willing to continue to maintain communication with Japan on properly handling air and sea emergencies, and hopes that Japan will move in the same direction with China, take the overall situation into consideration, take the right path, and jointly safeguard the stability of the air and sea situation and the overall situation of Sino-Japanese relations.The Military Orchestra of the People's Liberation Army will go to Vietnam to participate in the celebration. Today, 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: At the invitation of the Ministry of National Defense of Vietnam, the Military Orchestra of the People's Liberation Army of China will send a team to perform in Vietnam from December 14 to 23 to participate in the celebration of the 80th anniversary of the founding of the Vietnamese People's Army. This move will help deepen the traditional friendship between the Chinese and Vietnamese armed forces and expand the cultural exchanges between the two armed forces. (CCTV military)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.
Full-page observation of People's Daily: Accelerate the construction of world-class universities and advantageous disciplines with China characteristics.Japanese and Korean stock markets opened lower, with the Nikkei 225 index down 0.56% at 39,624.05. South Korea's KOSPI index opened down 0.3% to 2,473.75 points.Asiana Airlines: It is estimated that the debt ratio will drop from the previous 1847% to 700%.