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At midday, the main contract of alumina futures opened lower, and now it is down nearly 3% to 5101 yuan/ton. In the news, according to Shanghai Nonferrous Metals, on December 10th, 30,000 tons of alumina was sold overseas, with a transaction price of $680/mt FOB Western Australia, and the shipping date was in late January/early February.In the afternoon, the cultural media sector strengthened. Guangdong Media, vision china, Gravitation Media and Jishi Media strengthened. Tianlong Group rose by over 15%, while Palm Reading Technology and Xinhua Media rose rapidly.Zhuo Chuang Information: In December, the cost side kept moving down the soybean meal price or followed the seasonal decline law. According to Zhuo Chuang Information, looking back on the whole year of 2024, the center of gravity of soybean meal price showed a downward trend. In December, the price of Brazil's soybean premium was continuously lowered, and the spot price of soybean meal was further lowered under the pressure of the cost side. The problem of soybean customs clearance repeatedly traded in the market has limited impact on domestic supply, while the breeding end has started to slaughter one after another, which has a negative impact on the demand for soybean meal. Therefore, Zhuo Chuang Information predicts that the spot price of soybean meal may follow the seasonal law in December, showing a downward trend.

The first batch of four local standards for the integration of vehicles and Lu Yun in Beijing were released. Recently, in order to boost the expansion of Beijing's high-level autonomous driving demonstration zone, based on the Guide for the Construction of National Vehicle Networking Industry Standard System and the practical experience in the construction of Beijing's high-level autonomous driving demonstration zone, Beijing released the first batch of four local standards for the integration of vehicles and Lu Yun, and more than 30 representative enterprises participated extensively. Up to now, Beijing High-level Autopilot Demonstration Zone has promoted 70 standards research, and Beijing has issued 9 local standards related to autopilot. The 9 local standards under study are expected to be released and implemented within this year and next.ST Huatong's newly established technology company includes Internet information service business. The enterprise search APP shows that recently, Shanghai Lingwu Technology Co., Ltd. was established, with the legal representative of Chen Qi and the registered capital of 1 million yuan. Its business scope includes: Internet information service; The second kind of value-added telecommunications services, etc. Enterprise equity penetration shows that the company is indirectly wholly-owned by ST Huatong.Morgan Asset Management: Trump's economic policy is generally beneficial to the US economy to maintain the "overweight" rating on US stocks and credit. Sheng Nan, global multi-asset strategist of Morgan Asset Management, said that it is expected that the economic policy of US President-elect Trump will be generally beneficial to the local economy, but the implementation order of specific policies will also determine the growth trajectory in the next two years. Sheng Nan mentioned that Trump pays more attention to deregulation and measures to boost finance by extending tax cuts, which will improve business confidence, open capital markets and accelerate growth and return on assets. However, if the focus is on immigration and tariff policies, the interruption of labor supply or trade may have negative consequences, inhibit economic growth and lead to asset market fluctuations. Sheng Nan believes that despite the above uncertainties, the US economy is expected to grow strongly next year, and the local GDP will not slow down to 2% until the fourth quarter of next year, so he maintains the "overweight" rating on US stocks and credit.

Computing hardware rebounded after the Dragon Boat Festival, Woer nuclear materials hit the daily limit, computing hardware rebounded after the Dragon Boat Festival, Woer nuclear materials hit the daily limit, Zhaolong Interconnect rose by over 10%, and Xinyisheng, Shenyu, Chuangyitong and Quéven Technology all rose by over 5%.Runyang's Jianhu 16GW N high-efficiency solar cell base resumed production. According to Runyang's WeChat WeChat official account news, on December 9, Runyang's Jianhu 16GW N high-efficiency solar cell base officially resumed production, which is another advanced solar cell base of Runyang in China since it resumed production in Qujing, Yunnan in October this year. It is reported that Runyang Jianhu production base is the largest single N-type battery production base in China at present, which has achieved full coverage of intelligent production and has an annual production capacity of 16GW of solar cells, and is committed to becoming one of the largest and most technologically advanced high-efficiency photovoltaic cell production bases in the world.Black Myth: Wukong won seven nominations in the British Film Academy Award #, and BAFTA announced the list of nominated works for each award in 2024. The domestic masterpiece Black Myth: Wukong won seven nominations in terms of best game, artistic achievement, audio achievement, technical achievement, best score, best narrative and latest IP.