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Guojin Securities: In 2025, we are optimistic about Apple's industrial chain and can independently control and benefit from the industrial chain. Guojin Securities Research Report pointed out that the AI big model has brought new development opportunities to consumer electronics and IOT hardware, and it is expected to continue to drive hardware innovation, improve the value of the industrial chain and accelerate the replacement cycle. The trend of Apple's hardware innovation and growth is gradually clear. In 2025, IPhone17 is expected to usher in great innovation in hardware and end-side AI. In 2026, Apple is expected to launch folding mobile phones/iPads and smart glasses. AI smart glasses are in full bloom and are expected to usher in explosive growth. Self-control of semiconductors is the general trend, and we are optimistic about semiconductor equipment parts, materials and domestic computing power industry chain. In 2025, we are optimistic about Apple's industrial chain, AI glasses, AI-driven and self-controllable benefit industrial chain.The two departments issued a document: improve the working mechanism of centralized procurement and implementation of medicines. Recently, the National Medical Insurance Bureau and the National Health and Health Commission issued the Notice on Improving the Working Mechanism of Centralized Procurement and Implementation of Medicines. On the basis of the original policy, the Notice further improves the centralized procurement and implementation mechanism of medicines, guides medical institutions and pharmaceutical enterprises to follow and support the centralized procurement mechanism, and consolidates and deepens the reform results of centralized procurement of medicines and medical consumables, so that more patients can benefit. The "Notice" focuses on the detailed measures from the aspects of admission, use, monitoring, assessment and feedback of centralized drug consumables, which reflects the policy orientation of coordinated supervision between departments and preferential use of selected products. (CCTV News)Ultra-long-term Treasury ETF rose sharply at the opening, with "Boshi SSE 30-year Treasury ETF" rising by 0.65% and "Pengyang China Bond -30-year Treasury ETF" rising by 0.65%.

At present, there are more than 2,400 enterprises in Shenzhen intelligent networked automobile industry chain, and the agglomeration effect of Shenzhen intelligent networked automobile industry is increasingly prominent. The reporter recently learned that at present, there are more than 2,400 enterprises in Shenzhen intelligent networked automobile industry chain, among which about 1,400 enterprises are related to autonomous driving, ranking first in the country, and the highland of new quality industry is accelerating.Mao Geping opened 59.90% higher on the first day of listing, and Mao Geping opened 59.90% higher on the first day of listing. According to public information, the subscription for public offering of new shares of Hong Kong stocks in Mao Geping reached HK$ 173.814 billion, oversubscribed by 826.27 times, making it the "king of frozen capital" in the new stock market of Hong Kong stocks this year.Three chicken farms in Japan will cull 240,000 chickens, and three chicken farms in Ehime Prefecture in Japan will cull 240,000 chickens. It is reported that this epidemic is the 13th case in Japan in this bird flu epidemic season.

The potential of digital warehousing is huge. The scale of China's warehousing market has nearly tripled in four years. The China Federation of Logistics and Purchasing today (10th) released the Report on the Development of Digital Warehousing in China. According to the report, the scale of China's warehousing and logistics market has been expanding in recent years. With the continuous development and application of technologies such as Internet of Things, big data, cloud computing and artificial intelligence, digital warehousing has great development potential. According to the report, in recent years, the market size of China's warehousing industry has increased from 88.29 billion yuan in 2019 to 153.35 billion yuan in 2023, with a compound annual growth rate of 14.8%, and the market size of warehousing and logistics has been expanding. With the vigorous development of e-commerce, the warehousing industry has ushered in an unprecedented development opportunity. The continuous development and application of technologies such as Internet of Things, big data, cloud computing and artificial intelligence have also promoted the digitalization process of the warehousing industry, and the market demand for digital warehousing industry is increasing. (CCTV News) Chengyitong: The layout of the company's brain-computer interface business is mainly divided into non-invasive and invasive. Chengyitong (300430) responded to an investor's question on the interactive platform on December 10, saying that the company is also very concerned about Musk's experimental progress and technological breakthrough in brain-computer interface. The company's brain-computer interface business direction layout is mainly divided into non-invasive and invasive. In the non-invasive aspect, the company is mainly committed to integrating brain-computer interface technology with Long Zhijie's existing rehabilitation products to realize the functional upgrade of existing rehabilitation products; In the invasive aspect, the project of "Brain-computer Interface Implantable Biological Laboratory" jointly established by Naolian Technology and Daxing Medical Base Management Committee is being actively promoted. At present, the above business has not generated any income. If progress is made, the company will disclose it in strict accordance with the requirements of laws and regulations.