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Dongxing Securities: The demand for food and beverage will pick up. Dongxing Securities Research Report pointed out that with the implementation of a series of policies such as expanding domestic demand and stabilizing investment, consumption will gradually stabilize and recover, and the demand for food and beverage will also pick up. In particular, catering consumption will recover with the economic recovery. It is expected that the upstream and downstream consumption of catering will improve, and the overall demand of liquor, condiments, beer and other industries is gradually recovering. Especially in the condiment industry, it is speculated that the whole industry is in destocking after the Mid-Autumn Festival. With the arrival of consumption in the peak season of New Year's Day and Spring Festival, the stocking period in the peak season is expected to start, and it is expected that mainstream condiment enterprises will achieve steady growth in the fourth quarter. At present, the overall valuation of the industry is lower than the historical average valuation, and there is room for repair. Continue to pay attention to liquor, snack food and condiments in the pro-cyclical sector of the food and beverage industry.The AI company under Jiangshan Holdings suddenly announced its dissolution: the funds were unsustainable and all employees were dismissed. Eagle Eye Wisdom Chinese Medicine, an AI medical company under Jiangshan Holdings, a Hong Kong-listed company, suddenly announced its dissolution and all employees were dismissed. A number of employees of Hawkeye Wisdom Chinese Medicine said that at 23:31 in the middle of December 9, Lv Jiyou, general manager of the company's strategic management department and director of the president's office, suddenly issued a notice of dissolution in the enterprise WeChat staff. According to the notice, due to huge problems in the company's operation and unsustainable funds, the company was dissolved on December 9, 2024 and all employees were dismissed after research by shareholders. The salary of all employees will be calculated on December 9, 2024, and the social security accumulation fund will be paid in November. The social security, medical insurance, individual tax and accumulation fund of the previous month will be paid later, and the unpaid wages will be paid in batches according to the resignation situation. (Sina Technology)Adani Port Company withdrew its loan request of US$ 553 million from the United States. On December 10th, local time, Adani Port Company stated that it would provide funds for its Colombo Port Terminal Project through internal accrual project and capital management plan, and withdrew its request for funds from DFC. DFC said last year that it would provide $553 million in financing for the port terminal project, which is partly owned by Adani Group. Last month, gautam Adani, the chairman of Adani Group, and seven other men were charged in the federal court in new york on suspicion of large-scale bribery and fraudulent schemes.

Guojin Securities: In 25 years or the first year of commercial mass production of humanoid robots, Guojin Securities said that Huawei's overweight body intelligence has become a new direction, which is expected to bring deterministic AI technology to domestic robot manufacturers and help domestic OEMs accelerate their rise. In 25 years or the first year of commercial mass production of humanoid robots, the domestic and international industries have resonated, and the humanoid robot industry has ushered in a period of rapid development and has plate investment opportunities. It is suggested to focus on the screw, reducer, torque sensor and domestic robot.Trump nominated ron johnson as the US ambassador to Mexico.Chief Cabinet Secretary Lin Fangzheng: We will continue to pay special attention to the developments in South Korea. The importance of Japan-ROK relations in the current strategic environment will not change.

Wei Shaojun, China Semiconductor Industry Association: The domestic chip design industry has returned to the double-digit high-speed development track. At the Shanghai IC Industry Development Forum 2024, Wei Shaojun, chairman of the IC Design Branch of China Semiconductor Industry Association, said that it is estimated that the domestic chip design industry sales in 2024 will be 646.04 billion yuan, an increase of 11.9% compared with 2023, returning to the double-digit high-speed development track, and the proportion of the global IC product market will be basically the same as last year. In terms of the distribution of industrial cities, Shanghai, Shenzhen and Beijing continue to occupy the top three cities in the scale of design industry this year. Among them, the scale of chip design industry in Shanghai has reached 179.5 billion yuan, which is further widened compared with that in Shenzhen. The scale of design industry in Wuxi has reached 67.82 billion yuan, surpassing Hangzhou and ranking fourth. In 2024, the number of chip design enterprises with sales exceeding 100 million reached 737.YTO Express invested 30 million yuan in Hengyang City to set up a new company. The enterprise search APP shows that recently, Hengyang YTO Express Co., Ltd. was established, with the legal representative of Sun Kai and the registered capital of 30 million yuan. Its business scope includes: general cargo warehousing services; Domestic freight forwarder; Storage equipment rental service. Enterprise equity penetration shows that the company is indirectly wholly-owned by YTO Express.Shanghai Electric discussed new energy cooperation with South Korea's Hyosung Group. According to Shanghai Electric, on the morning of December 9, Leo, Party Secretary and Chairman of Shanghai Electric Group, went to Seoul, South Korea to visit South Korea's Hyosung Group and held talks with its president Zhao Xianjun. The two sides had in-depth exchanges on joint ventures and cooperation in the field of new energy. Zhao Xianjun expressed the hope that the two sides will strengthen cooperation in the fields of wind power and hydrogen energy and jointly explore Korean and overseas markets. During the talks, the two sides also discussed the cooperation potential in the fields of hydrogen energy and power grid equipment, and sought cooperation opportunities in technology research and development, project investment and market development.