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The Polish minister said that Poland hopes that more countries will participate in Baltic policing, the EU must spend at least 100 billion euros on national defense, and the conditions for sending Polish MIG -29 fighters to Ukraine have not been met.China Merchants Securities: Hisense's household appliances are obviously underestimated, and the safety cushion is thick, and it is rated as "strongly recommended". China Merchants Securities Research Report pointed out that the growth rate of Hisense's household appliances (000921.SZ) slowed down, showing the first year-on-year decline in nine quarters since 22Q3, and the market confidence was weak. The company is obviously underestimated, and the safety mat is thick. Looking horizontally, in 2025, the valuations of Hisense, Midea and Haier will be 10/13/13 times; Historically, the company's share price has been deeply adjusted since May this year, and the current valuation is at a lower level since the 22-year reform. Referring to the global valuation system, the steady-state PE hub of johnson controls/Carrier/Trane is 30/25/20 times, which is higher than the valuation of white power enterprises represented by Whirlpool and Electrolux. Hisense household appliances, as the standard of A-share central air conditioning, should enjoy a higher valuation than white power companies. The improvement of the company's bottom management promotes efficiency and cost reduction+the global operation competitiveness is constantly strengthened+the company's leading position is stable under the background of domestic substitution of central air conditioning, and it continues to be firmly optimistic about the company. It is estimated that the company's revenue will increase by +8%, +9% and +10% from 2024 to 2026, and its performance will increase by +15%, +14% and +16% respectively. Give a "strongly recommended" rating.In the latest centralized purchase of sitagliptin tablets, the price dropped to less than 20 cents per tablet, with a drop of over 90%. The reporter learned at the scene of the tenth batch of drug centralized purchase that more than 30 companies bid for sitagliptin, which is known as the largest variety in this centralized purchase, including Huahai Pharmaceutical, Kelun Pharmaceutical, Zhengda Tianqing, tonghua dongbao, Zhejiang Pharmaceutical, Jiudian Pharmaceutical, Shiyao Ouyi, Chenxin Pharmaceutical and many other companies. Judging from the bidding results, the lowest bid price among enterprises has dropped below 0.2 yuan per piece, which is more than 90% lower than the limit price. Statistics show that in 2023, the sales of this product in the terminals of public medical institutions in China exceeded 2 billion yuan, and the sales of Merck, the original research manufacturer, accounted for more than 90%, so there is a large room for the replacement of generic drugs. The quotation of Meradong in this collection is about 7.37 yuan per piece. (science and technology innovation board Daily)


Mackler M, Governor of the Bank of Canada: (Regarding the potential tariff policy) We can't make policies based on what may happen. If the (US) tariffs are implemented as promised, it will cause serious damage to the Canadian economy.Huadong Pharmaceutical has established a new company in Jiaxing with a registered capital of 60 million yuan. According to Tianyancha App, Huadong Pharmaceutical (Jiaxing) Co., Ltd. was recently established with Zhu Li as its legal representative and a registered capital of 60 million yuan. Its business scope includes drug wholesale, drug retail, decoction service for Chinese herbal pieces, third-class medical device operation, drug Internet information service, drug import and export, third-class medical device rental and medical device Internet information service. According to shareholder information, the company is wholly owned by Huadong Pharmaceutical (000963).If Trump wants to curb inflation, the first thing to do is to build more houses. If Trump wants to push down inflation in the United States to a more tolerable level, he needs housing costs to help him. In this regard, the influence of the Federal Reserve is limited. It is unclear whether inflation will return to the Fed's 2% target in a sustained and convincing manner, at least not until housing inflation is further eased. In October, the national average rent in the United States was $209 per month, slightly lower than that in September, but still higher than the same period last year by 3.3%. Lisa Studt Vanter, chief economist of Bright MLS, said, "It is expected that with the passage of time, we will start to see the year-on-year rent growth slow down, but it just feels like it will take a long time. Some measures proposed by Trump will lead to rising inflation. Compared with six months ago, the prospect of continuing to move towards 2% is less certain. Aiming at the housing supply problem is something that the federal government can do meaningfully. Of course, this is not something that can be done in the short term. "


Market information: The major shareholders of Hershey, an American chocolate manufacturer, will reject the takeover proposal of Yizi International, thinking that the other party's offer is too low.An explosion occurred in a tanker in Shenyang. Officially, one person was scalded. At about 7: 45 on December 12, an explosion occurred in a tanker on the north side of the intersection of Lane 166 of Fengyang Road and Xiangbai Road in Sujiatun District, Shenyang. It was preliminarily determined that the gas flash caused by the volatilization of the residual antirust paint in the tank was caused by the improper operation of the driver, and the relevant departments were on the scene at the first time to deal with it. One person was scalded by the accident, and he was sent to the hospital for treatment, which was not life-threatening. The specific reasons are under further investigation. (released by Sujiatun)Gazprom: It will continue to deliver natural gas to Europe through Ukraine, with a delivery volume of 42.4 million cubic meters on Thursday.

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