今日晚间值得关注的重磅新闻有：
1、易会满重磅发声!加大力度推进投资端改革、健全常态化退市机制 1. The sound of heavy-handedness! Increased efforts to promote investment-end reforms and sound de-marketing mechanisms 2、大基金二期出手 入股华力微电子 2nd phase of a big fund. 3、11月国产游戏版号下发：中青宝等在列 In March and November, a national game number was released: Singbao is on the list. 4、药明生物带崩CRO板块!业内：转型与巨头绑定或成“救命稻草” 4. Pharmacological bio-laden CRO plates! In-business: transition to be tied to a giant or to become a “life-saving straw” 5、碳酸锂期货价跌破10万元 约三分之一产能面临亏损 The price of lithium carbonate will fall by $100,000, and about one third of the production capacity will be at a loss. 以下为晚报正文： is the text of the evening paper: 1、易会满重磅发声!加大力度推进投资端改革、健全常态化退市机制 1. The sound of heavy-handedness! Increased efforts to promote investment-end reforms and sound de-marketing mechanisms 重要程度：★★★★★ Level of importance: 中央金融工作会议提出“推动注册制走深走实”、“活跃资本市场”等多项要求。资本市场将如何落实? There are a number of requirements, such as “promotion of registration” and “active capital markets.” How will capital markets be implemented? 证监会主席易会满接受新华社专访，并从三个方面作出明确表态。一是正抓紧制定建设中国特色现代资本市场政策框架，二是围绕健全资本市场功能推出更多务实举措，三是全力维护资本市场稳定运行。自选哥梳理了详细的要点： The Chairman of the CVM can easily accept a visit from the Xinhua Society and make a clear statement on three points. First, a policy framework for building modern capital markets with Chinese characteristics is being developed as a matter of urgency, second, more practical initiatives are being put in place around sound capital market functions, and third, efforts are being made to maintain the stable functioning of capital markets. ①加大力度推进投资端改革 吸引更多中长期资金入市 Increased efforts to promote investment end-of-end reforms to attract more medium- and long-term capital into the market ②优化并购重组、股权激励、分红等制度安排 健全常态化退市机制 2 Optimizing M & As restructuring, equity incentives, dividends, etc. ③稳慎有序发展期货和衍生品市场 助力提高大宗商品价格影响力 3 A prudent and orderly development of futures and derivatives markets contributes to the impact of commodity prices ④完善一二级市场逆周期调节机制 鼓励和引导上市公司回购、股东增持 4 Refinement of counter-cyclical regulation of Level 1 markets to encourage and direct repurchases by listed companies and increase shareholder ownership ⑤强化对大股东资金占用、过度杠杆、产业资本与金融资本缺乏隔离等潜在风险隐患的源头治理 5 Strengthened governance at the source of potential risk risks, such as capital appropriation by major shareholders, excessive leverage and lack of segregation of industrial and financial capital 2、大基金出手!入股华力微电子 半导体产业受益标的出炉 Big fund! Into the semiconductor industry. 重要程度：★★★★ Level of importance: 天眼查App显示，近日，上海华力微电子有限公司发生工商变更，新增国家集成电路产业投资基金二期股份有限公司为股东，同时，公司注册资本由约220.7亿人民币增至约284亿人民币，增幅约28.68%。 According to APP, in recent days, there have been business changes in Shanghai, with the addition of the National Integrated Circuit Investment Fund, Phase II, as a shareholder, while the company's registered capital has increased from about RMB 22.7 billion to about RMB 28.4 billion, an increase of about 28.68 per cent. 东方证券研报指出，展望2024年，半导体行业整体景气度复苏、AI大模型算力升级和半导体国产化带来的投资机会值得关注，半导体产业链领域，建议关注： According to the Eastern Securities Research Institute, the overall climate recovery in the semiconductor industry, the upgrading of the AI large model computing and the investment opportunities offered by the semiconductor nationalization are of concern for 2024. In the area of the semiconductor industrial chain, attention is recommended to: ①半导体设备：中微公司、精测电子、中科飞测、芯源微、拓荆科技、北方华创、华海清科、盛美上海、万业企业等; (a) Semiconductor equipment: China Micro Company, Precision Electronics, China Flying Technology, Microchip, Tetsu Technology, Nord-Sud, Hua Hai Qingko, Sem Seunghai, Mandu, etc.; ②存储：同有科技、朗科科技、德明利、江波龙、深科技、东芯股份、北京君正、普冉股份、兆易创新等。 2 Storage: with technology, Ranko technology, Deminli, Jiang Bolong, Deep Technology, Dong-chi shares, Beijing Jun-zheng, Purang shares, Moi-Yi innovation, etc. 3、11月国产游戏版号下发：中青宝等在列 In March and November, a national game number was released: Singbao is on the list. 重要程度：★★★★ Level of importance: 12月4日，国家新闻出版署发布11月国产网络游戏审批信息，共87款游戏获批。网易《世界之外》、完美世界《诛仙2》、中青宝的《米修斯之印》在列。 On December 4, the State Press and Publications Agency released an approval message for the November National Productions Network game, which was approved for 87 games. 东吴证券研报也指出，看好游戏板块业绩持续修复，AI赋能支撑估值向上弹性。该机构推荐研运能力出色且产品储备充沛的厂商：昆仑万维、恺英网络、吉比特、三七互娱、名臣健康、巨人网络、盛天网络、宝通科技、完美世界、姚记科技等，港股的腾讯控股、创梦天地、心动公司等，建议关注网易-S、神州泰岳、电魂网络、汤姆猫等。 According to the East Wu Securities Researcher, the elasticity of the game board is constantly being repaired, and AI supports upward elasticity in valuations. The agency recommends high-capacity and well-stocked manufacturers such as Cullen Wanvi, Keane Network, Gibitt, Trinity, Health of Eminent Persons, Giants Network, Network of the Greats, Botun Science, Perfect World, Yaocho Science, etc., the Hong Kong Stock Exchange Control Unit, Dreammaking, Heart Mob, etc., and recommends that attention be paid to the Internet-S, Toyota-Tay, Eyuki Network, Tom Cat, etc. 4、药明生物带崩CRO板块!业内：转型与巨头绑定或成“救命稻草” 4. Pharmacological bio-laden CRO plates! In-business: transition to be tied to a giant or to become a “life-saving straw” 重要程度：★★★ Level of importance: 周一CRO板块重挫，业内普遍认为，这与药明生物早晨发布的一份《业务更新》文件有直接关系，该文件直指CRO行业近一两年或迎来低迷周期，不仅让众多CRO行业人士纷纷侧目，也带崩了二级市场投资者的信心。 Monday's CRO plate was a major setback, and it was widely felt that this was directly related to a business update document released by the Pharmacy Organism in the morning, which referred directly to the CRO industry for almost a year or two, or to a low cycle, which not only left many CRO industry members at large, but also led to a loss of confidence on the part of secondary market investors. 分析称，在未来的低潮期，整个CRO板块或将迎来变革期，“从为Biotech服务转变为主要为大药企服务”的风向已经吹起。 The analysis states that during the low tide period of the future, the entire CRO plate may be about to change, with the wind blowing “from serving Biotech to serving mainly large pharmaceutical companies”. 5、碳酸锂期货价跌破10万元 约三分之一产能面临亏损 The price of lithium carbonate will fall by $100,000, and about one third of the production capacity will be at a loss. 重要程度：★★★ Level of importance: 12月4日，碳酸锂期货主力合约2401大跌6.95%，接近跌停点，报收9.635万元/吨，为该期货品种7月上市以来新低，首次跌破10万元关口。 On 4 December, the lithium carbonate futures master contract dropped by 6.95 per cent, close to the drop point, receiving $963.5 million per ton, which is the first time that the futures range has fallen since it was marketed in July. 机构指出，在当前价格下，约有三分之一的碳酸锂产能已面临亏损，集中在锂云母环节。在下游环节的拖累下，产业整体表现出消费低迷的现象，这可能会导致此次价格下跌矫枉过正。 According to the agency, about one third of lithium carbonate production is already at a loss at the current price, concentrated in the lithium cloud chain. Under the drag of the downstream chain, the industry as a whole shows low consumption, which may lead to an over-correction of the price decline. 6、国资委：坚决防范化解中央企业金融板块业务风险问题 6. The National Finance Committee is firmly committed to addressing the risks associated with the operations of the central enterprise's financial sector. 重要程度：★★★ Level of importance: 国务院国资委网站12月4日发布消息称，12月1日，国务院国资委党委推进中央企业巡视整改专项治理工作专题会议召开，全面部署违反中央八项规定精神问题专项治理和中央企业金融板块业务风险问题专项治理工作，以高质量整改成效推动国资央企高质量发展。 On 4 December, the website of the State Finance Committee of the State Council reported that, on 1 December, a meeting of the State Finance Committee of the State Council was held on the theme of promoting the restructuring and restructuring of central enterprises, with a view to the full deployment of specialized governance on issues that are contrary to the eight provisions of the Central Code and on the risks of the operations of the Central Enterprise Financial Block, with a view to achieving high-quality restructuring and efficiency in promoting high-quality development of the State Treasury. 7、中国银行走访绿城、龙湖、万科等多家混合所有制及民营房企 进行一对一交流 7. Chinese banks visit several mixed ownership and private housing companies like Green City, Long Lake, Huanko, etc. for one-on-one exchanges. 重要程度：★★★ Level of importance: 近期，中国银行党委、管理层及相关机构主要负责人积极走访绿城集团、龙湖集团、万科集团、滨江集团、新城控股、美的置业、星河湾集团、大华集团、金辉集团等多家混合所有制及民营房企，围绕深化银企合作、金融助力房地产市场发展进行一对一交流。 Recently, the China Banking Commission, management and the principals of the relevant institutions have actively visited a number of mixed ownership and private housing enterprises, such as the Green City Group, the Long Lake Group, the Huanko Group, the Rimjiang Group, the New Town Holdings Group, the United States of America, the Star River Bay Group, the Dahua Group and the Kim Fai Group, to exchange views on the deepening of cooperation between silver companies and the development of the financial support real estate market. 除此之外，以下消息也值得关注： In addition, the following information is of interest: 8、央企科技ETF(560170)再获资金青睐，单日成交额创上市来次高。 8. TETF (560170) is again favoured, with a single-day turnover that is second highest on the market. 9、美团直播单月GMV破20亿，商业化或将提上日程。 9. The United States aircasts 2 billion dollars in single-month GMVs, commercialized or on the agenda. 10、京东诺亚财富诉讼案最新进展：涉案金额达300亿，双方互相指责。 10. Recent developments in the wealth litigation in Kyoto: the sum involved amounts to $30 billion, and the two sides accuse each other. 1、美股集体低开 道指跌0.57% 1. The U.S. shares have fallen by 0.57%. 美股三大指数集体低开，道指跌0.57%，纳指跌0.95%，标普500指数跌0.76%。 The three main indices of the United States share collectively fell by 0.57 per cent, the index by 0.95 per cent and the index by 0.76 per cent. 区块链概念股走强，Marathon Digital涨逾12%，嘉楠科技、Riot
Platforms涨超10%，MicroStrategy涨逾7%。比特币今日盘中突破42000美元，续刷2022年4月以来新高，总市值达到8200亿美元。夏威夷控股暴涨180%，阿拉斯加航空拟大幅溢价270%收购该公司。Meta跌逾2%，扎克伯格出售逾56万股Meta股票，套现近2亿美元。Uber涨近5%，公司获纳入标普500指数。 The block chain concept was strong, with Marathon Digital rising by more than 12 per cent, Carina Technology, Riot Platforms by more than 10 per cent, and MicroStrategy by more than 7 per cent. Bitcoin broke by $42,000 today, renewed since April 2022, with a total market value of $820 billion. Hawaiian holdings surged by 180 per cent, and Alaska Airlines proposed a substantial premium of 270 per cent to buy the company. Meta fell by more than 2 per cent, Zuckerberg sold more than 560,000 Meta shares, amounting to nearly $200 million. Uber rose by nearly 5 per cent, and the company was included in the index 500. 2、比特币短暂升破4.2万年涨幅达150% 但技术指标已出现超买信号 Two, bitcoin short-lived 42,000 years up 150 percent, but technology indicators show over-buying signals. 受“美联储可能较早降息”以及“比特币ETF将要在美国获批”两大因素的推动，比特币继攻克4万美元大关之后，日内进一步突破42,000美元，年内涨幅超过了150%。 Driven by two factors: “the possible early interest reduction by the Fed” and “bitcoin ETF to be approved in the United States”, Bitcoin made a further breakthrough of US$ 42,000 in the day, up by more than 150 per cent in the year. 不过，一些技术指标表明，虚拟货币的涨势可能已经过度。例如，比特币的周线RSI(相对强弱指标)在过去两周都收于75上方。一般来说，超过70就被视为超买信号，表示市场处于超买状态，投资者可以考虑卖出。 For example, the biline RSI (relatively strong and weak indicator) of Bitcoin has been over 75 in the last two weeks. Generally, more than 70 is considered to be overbuying signals, indicating that the market is overbuying, and investors can consider selling it. 3、印度股市估值有望达到4万亿美元 3. Indian stock market valuation is expected to reach $4 trillion 据统计，自2020年3月低点以来，在印度交易所上市的证券市值，截至周五已增长两倍，达到3.93万亿美元。印度SENSEX30指数尾盘一度涨逾2%，创历史新高至68838.34点。 According to statistics, since March 2020, the market value of securities listed on the Indian Exchange has tripled as of Friday, reaching $3.93 trillion. India's SENSEX30 index trail rose by more than 2 per cent, to an all-time high of 68838.34 points. 自选哥梳理市场关注的投资机会发现，新能源车检测、面板等板块受关注。 Investment opportunities for self-scholarizing market concerns have found that new energy vehicle tests, panels, etc., have received attention. 1、我国首个新能源汽车检测国标将落地 这些A股公司有相关业务 One, our first new-energy vehicle-testing logo will be on the ground, and these A-share companies have related business. 新能源车三电检测国标下达日期为2022年12月13日，项目周期12个月，则国标正式发布日期应不晚于2023年12月13日。也就是说，2023年12月13日之后，我国首个专门针对新能源汽车检测的国家标准将正式落地。 The national tender for the testing of new energy vehicles is issued on 13 December 2022 and the project cycle is 12 months, so that the official launch date is no later than 13 December 2023, which means that our first national standard for the testing of new energy vehicles will be officially in place after 13 December 2023. A股上公司布局进展方面，腾讯自选股根据公开市场资料以及互动平台相关回答梳理，以下公司有相关业务，仅供投资者参考。 With regard to the progress in the layout of the company in shares A, the self-selected shares are based on open market information and relevant responses from interactive platforms, and the following companies have relevant business for investors only. 2、传四大面板厂将减产20% 面板价格持续走高 The distribution of four panels will reduce production by 20 per cent and the price of the panels will continue to rise. 12月4日消息，据媒体报道，四大面板厂京东方、华星光电、惠科、咸阳彩虹为稳住电视面板价格的下滑趋势，近期已经陆续通知供应商将再度扩大减产20%甚至更多。希望通过大幅缩减供给，将报价维持至获利水平之上。 On 4 December, according to media reports, four major panels – Tokyo East, China Star, Huyco, Xianyang Rainbow – have recently informed suppliers of a further 20% or more reduction in production. It is hoped that the offer will remain above profit levels by significantly cutting supplies. 信达证券表示，供需关系好转，看好OLED产业链投资机会。四季度手机面板价格呈现稳中有升态势，根据CINNO预测，在需求持续景气的带动下，刚性AMOLED面板涨价或将从2024年开始，柔性AMOLED面板需求维持高水位，整体价格将继续小幅上涨。 According to the Sinda securities, the supply-demand relationship is improving, looking at OLED’s investment opportunities in the industrial chain. Four quarters of the price of the cellular panels show steady and steady increases, and according to CINANO forecasts, the rigid AMOLED panels will increase or will start in 2024, while the flexible AMOLED panels will maintain high water levels and overall prices will continue to rise slightly. 除此之外，以下板块也值得关注： In addition, the following plates are of concern: 3、华为概念|华为创新产品发布会将于12月12日在迪拜举办。 3. The concept of China as an innovative product launch will be held in Dubai on 12 December. 4、城中村改造|上海印发《上海市崇明区旧住房成套改造实施方案》。 4. The implementation programme for the rehabilitation of old housing packages in the Chongqing area of Shanghai City was published in Shanghai. 5、机器人|2023中国机器人产业发展大会将于12月4日至6日在芜湖举办。 5. A conference on the development of the robotic industry in China will be held from 4 to 6 December in Lake Hu. 6、充电装|中国汽车充换电生态大会定于12月19日-21日在杭州富阳召开。 The Congress is scheduled to be held in Fuyang, Hangzhou, from 19 to 21 December. 7、智慧港口|交通运输部 ：到2027年建成一批世界一流的智慧港口和智慧航道。 Smart Ports and Transport Department: By 2027, a number of world-class smart ports and intelligent shipping lanes will have been established. 偏正面方面，自选哥提示关注通化东宝产品获批上市等;偏负面公告方面，注意思美传媒董秘被停职等。 On the positive side, the self-scholarist drew attention to the approval of Tungbao products; on the negative publicity, attention was paid to the suspension of the Secret Service. 偏正面公告 Positive announcement. 1、通化东宝：利拉鲁肽注射液获得药品注册证书 1. Tung Po: Lilarusium Injecting fluids are certified as medicines 2、德方纳米：拟以1亿元-2亿元回购股份 2. Defonami: proposed repurchase of shares at $100 million-$200 million 3、天润工业：拟5000万元至1亿元回购股份 3. Tian Yu industry: proposed 50 million to 100 million to buy back shares 4、中富通：收到GPU算力服务租赁《中标(成交)通知书》 4. Medium profitability: Obtained bid (sent) notification received for GPU numeracy service lease 5、华友钴业：与淡水河谷印尼、福特汽车及KNI公司签署合资协议 5. Hua-Yo Cobalt Industry: Joint venture agreement with Fresh Water Valley Indonesia, Ford Motors and KNI 偏负面公告 Negative announcement. 1、思美传媒：暂停董事会秘书、副总经理李子木职务 1. Smee Media: Suspension of the position of Secretary and Deputy General Manager of the Board of Directors 2、20天10板伟时电子：通过下游客户为VR产品客户间接供货 销售收入占比较低 2, 20 days, 10 days, electronics: indirect supply of VR products through downstream customers. 3、五连板南京商旅：目前仅开展少量跨境电商业务 贡献的净利润极低 Three, five companies, Nanking Business Brigade: only a small number of cross-border power suppliers are currently operating and the net profits are extremely low 4、3连板信雅达：公司未投资Pika，也无投资Pika的计划 4, 3 series of Sinyada: the company did not invest in Pika, nor did it plan to invest in Pika 5、安记食品：部分信托产品逾期兑付 5. Equipping foods: late payment of some trust products 6、苏豪弘业：公司部分信托产品延期兑付 6. So-Ho-Hu-Hu: Delays in payment of some of the company's trust products 7、梦洁股份：拥有表决权第一大股东收到行政监管措施决定书 7. Dreammark shares: the first major shareholder with voting rights has received a decision on administrative regulatory measures 8、海辰药业：股东柳晓泉拟减持不超过1.65225% 8. Seawater Pharmacy Industry: Shareholder Yoo XiaoQin proposes a reduction of not more than 1.65225% 本文选编自“腾讯自选股”，智通财经编辑：许然
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