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Deputy Director Huang Huabo attended the 2024 annual discussion meeting of members of the National Medical Security Standardization Working Group. On December 12, 2024, the 2024 annual discussion meeting of members of the National Medical Security Standardization Working Group was held in Beijing. Huang Huabo, chairman of the working group, member of the party group and deputy director of the National Health Insurance Bureau, attended and spoke. The symposium summarized the work results of the National Working Group on Medical Security Standardization in 2024, and discussed the work in 2025, the five-year development plan of medical security standardization, the framework system and relevant medical insurance standards. Huang Huabo pointed out that in 2024, with the guidance of the National Standards Committee and the support of the bureau party group, all the work of the working group was smoothly promoted through the joint efforts of all members and relevant units inside and outside the bureau. In 2025, the high-quality development of medical insurance put forward higher requirements for medical insurance standardization. It is necessary to further strengthen the sense of responsibility, professionalism and cooperation, accelerate the construction of medical insurance standardization team, and play a supporting role for the high-quality development of medical insurance. (National Medical Insurance Bureau)Bank of China Securities Guan Tao: As long as the economy is stable and risks are prevented, the spring of China's capital market can be expected. The Central Economic Work Conference will be held in Beijing from December 11th to 12th. Guan Tao, global chief economist of Bank of China Securities, said that the meeting continued the policy thinking since the end of September and emphasized the need to implement more active and promising macro policies. Among them, implementing a more active fiscal policy is an important point to strengthen unconventional countercyclical adjustment. I believe that as long as the economy is stable and risks are prevented, the spring of China's capital market can be expected.The real estate sector fluctuated and fell, and many shares such as gemdale fell by more than 5%. Qixia Construction once approached the daily limit, and many shares such as gemdale, Everbright Jiabao, Urban Construction Development, Shoukai Shares and Greenland Holdings fell by more than 5%.

The organization looks forward to the semiconductor industry in 2025: the AI ​ ​ replacement tide leads the growth, and the semiconductor ETF(512480) may usher in new development opportunities. On December 13, the semiconductor ETF(512480) closed down by 1.38%, with a turnover of 1.671 billion yuan. The constituent stocks are mixed, and Zhaoyi Innovation leads the rise. In terms of decline, SMIC led the decline. CICC said that after the boom in 2024, it is expected that the inventory of the semiconductor industry will stabilize and the relationship between supply and demand will be more balanced in 2025. With the gradual landing of AI cloud and end demand, domestic semiconductor elements will usher in new development opportunities. In addition, the AI-changing tide has a pulling effect on the downstream demand of the semiconductor design sector, which is expected to accelerate the growth of the semiconductor design sector in 2025 and inject new vitality into the industry.Wen Ning Ke, former CEO of ASML, will be the chairman of the supervisory board of Heineken in April next year. Heineken Holdings announced on December 13th that Peter Wen Ning Ke, vice chairman of the supervisory board and former CEO of ASML, will be the chairman of the supervisory board in April next year, replacing Jean-Marc Huët. Wen Ning Ke joined the Board of Supervisors of Heineken at this year's annual general meeting of shareholders, and is an important member of the Audit Committee, Remuneration Committee and Selection and Appointment Committee.Dutch International: Britain's economic growth momentum has further slowed down, but the budget boost is coming. Dutch International Bank said that Britain's GDP fell again in October, although this may exaggerate the degree of recent economic slowdown. According to the bank's forecast of Britain's annual GDP in 2025, the British economy will surpass most western European countries next year. This may tell more about the economic health of other parts of continental Europe, but it also reflects the impact of the recent fiscal stimulus measures in Britain to a great extent. Compared with the budget of the last Conservative government, public expenditure has increased by about 60 billion pounds, accounting for more than 2% of GDP. Most of the increased expenditure will flow to government departments in the form of daily funds, and most of it will eventually appear in the form of wages. Therefore, the transmission of finance to broader economic growth may be quite high.

Citigroup: The target price of Illumina is lowered from $190 to $165, and the rating is lowered from "buy" to "neutral".Nigeria: About 130,000 members of Boko Haram have surrendered in the past five months. Christopher Moussa, chief of staff of Nigeria's defense, said on the 12th that nearly 130,000 members of the extremist organization Boko Haram have surrendered in the past five months. Moussa, attending the African Security Watch Conference in Doha, Qatar, said that from July 10th to December 9th, a total of 30,426 Boko Haram militants, 36,774 women and 62,265 children members of the organization surrendered. (Xinhua News Agency)Zhongwei Semiconductor launched the cost-effective touch MCU-CMS79FT72xB series, and Zhongwei Semiconductor (Shenzhen) Co., Ltd. continued to improve the resources of the 8-bit MCU product lineup and launched the cost-effective touch MCU-CMS79FT72xB. CMS79FT72xB series MCU has built-in 26-channel touch key detection circuit, working voltage is 2.5V~5.5V, working temperature range is -40℃~85℃, and it integrates ADC, LED, PWM, USART, LVD and other modules. Provide SOP16, SOP20 and SOP28 packages, which can flexibly meet the applications of household appliances, kitchen and bathroom appliances, household appliances, personal care and so on. At present, the CMS79FT72xB series has been mass-produced in Q4 of 2024, and the sample application has been opened. (Medium-micro semiconductor)