Cui Dongshu, Chenglian Branch: The head car companies that grew in the auto market this year showed stronger characteristics of their own brands. Cui Dongshu, secretary general of Chenglian Branch, issued a document saying that the national new energy passenger car market showed a continuous upward trend in 2024, with a penetration rate of 52% for the retail sales of 1.26 million vehicles in November. With the strong growth of the extension program at the beginning of the year, the scrapping and renewal and trade-in since August have promoted the explosive growth of the entry-level hybrid of economical electric vehicles, forming a good performance that new energy vehicles will become stronger and stronger in 2024. This year, the head car companies that have grown in the auto market are characterized by stronger independent brands. In particular, the new energy trend of traditional independent car companies has surpassed the new forces, and more and more students have become "three excellent students" with mixed, pure electric and all-round development.CITIC Securities: There is no need to be overly pessimistic about the export of home appliances catalyzed by state subsidies. CITIC Securities Research Report said that domestically, the sales data of white electricity and black electricity continued to improve under the support of state subsidies. Externally, the overall export exposure of home appliance enterprises to the United States is relatively limited, so there is no need to be overly pessimistic. Looking forward to the future, the domestic demand stimulus policy is expected to be further overweight, and it is suggested to focus on white power enterprises that benefit from state subsidies; Optional sectors where domestic demand is expected to reverse (small household appliances, projection).Guotai Junan: The long-term incremental "option" brought by humanoid robots is expected to help the valuation of the rare earth sector rise. When looking forward to the strategy of the rare earth sector in 2025, Guotai Junan said that the market had expected that with the slowdown in the growth of core demand power such as new energy vehicles and wind power in the future, the demand for rare earth markets is under downward pressure. However, we expect that the rising consumption of magnetic materials for new energy vehicles and the warming demand for wind power are still expected to support the basic demand growth, and the demand for equipment renewal that began to land in 2024 is expected to become a new driving force for rare earth demand. On the supply side, an orderly pattern of domestic supply has been established, with many overseas planning increments but slow actual volume, and continuous supply-side constraints. In addition, the long-term incremental "options" brought by humanoid robots are also expected to help the valuation of the plate rise.
Market News: A Turkish delegation, including the Foreign Minister and the Director of the Intelligence Bureau, arrived in the Syrian capital.Yin Zhongyu, Federal Reserve Securities: Industrial M&A will always have the opportunity to cross-border M&A and will never be supported on a large scale. Yin Zhongyu, assistant to the president of Federal Reserve Securities and head of the M&A business department, pointed out that M&A has ushered in a rare policy window. For industrial M&A, the policy window has always been there. "In particular, industrial M&A focusing on new productivity has always been the direction encouraged by the regulatory authorities, and there will always be opportunities. However, for buying and selling shells and cross-border restructuring, related risks need to be vigilant, and cross- (21 Finance)The personal pension system will be fully implemented, and many banks will seize the beach layout. From December 15, the personal pension system will be fully implemented. The reporter learned that many banks have acted quickly to seize the market. China Guangfa Bank, China CITIC Bank, China Merchants Bank, etc. have issued notices on the automatic account opening of personal pension fund accounts. Take CITIC Bank as an example. On December 12th, the bank said that the personal pension system will be fully implemented. On the day when the system is fully implemented, the bank will open personal pension fund accounts in batches for customers who handle the automatic account opening business of personal pension in the bank. The specific account opening results will be subject to verification by the Ministry of Human Resources and Social Security and the bank. In addition, the account manager of a branch in Beijing revealed to reporters that the latest notice on the opening index and preferential activities of individual pension fund accounts has not yet been received, but it is expected that relevant notices will be received in the next few days. (CSI Taurus)
Cui Dongshu, Chenglian Branch: The head car companies that grew in the auto market this year showed stronger characteristics of their own brands. Cui Dongshu, secretary general of Chenglian Branch, issued a document saying that the national new energy passenger car market showed a continuous upward trend in 2024, with a penetration rate of 52% for the retail sales of 1.26 million vehicles in November. With the strong growth of the extension program at the beginning of the year, the scrapping and renewal and trade-in since August have promoted the explosive growth of the entry-level hybrid of economical electric vehicles, forming a good performance that new energy vehicles will become stronger and stronger in 2024. This year, the head car companies that have grown in the auto market are characterized by stronger independent brands. In particular, the new energy trend of traditional independent car companies has surpassed the new forces, and more and more students have become "three excellent students" with mixed, pure electric and all-round development.Spot gold just broke through the $2,710.00/oz mark, and the latest price was $2,709.91/oz, down 0.29% in the day; COMEX gold futures main force recently reported $2,744.30 per ounce, down 0.45% in the day.Daiwa raised Tesla's target price to $420.
Strategy guide 12-13
Strategy guide 12-13
Strategy guide
12-13
Strategy guide
Strategy guide 12-13