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In January, the sales of RBOB Gasoline Passenger Vehicles fell by more than 20% month-on-month: Japanese brands overall under pressure, with Honda and Dongfeng Honda both "cut in half."
① According to data released by the China Association of Automobile Manufacturers, the domestic sales of Passenger Vehicles in January were 1.738 million units, a month-on-month decrease of 35.5% and a year-on-year decrease of 0.5%; ② In January this year, GAC Honda's sales were 15,123 units, a year-on-year decline of 57.14%; Dongfeng Honda's monthly sales were 19,971 units, a year-on-year decline of 69.31%.
Zhou Zhiping is reassigned, and the weaponry group "gathers" executives from three major state-owned enterprises. Is the countdown to the restructuring of Changan and Dongfeng starting?
① A reporter learned from the official website of China North Industries Group that Zhou Zhiping, the former Director, General Manager, and Deputy Secretary of the Party Committee of the Dongfeng Company, has officially taken office as the Director, General Manager, and Deputy Secretary of the Party Leadership Group of the Equipment Group. ② The Equipment Group has officially "gathered" the former senior executives of three major central enterprise Autos.
Goldman Sachs raises the target for the Csi 300 Index: it can still rise by 19% in the coming year!
① The chief China Stocks strategist at Goldman Sachs expects the MSCI Chinese Index to reach 85 points within the next 12 months, higher than their previous target of 75 points; ② Meanwhile, the Goldman Sachs team has also raised the target for the CSI 300 Index for the next 12 months from 4600 points to 4,700 points, an upside potential of 19%.
CITIC SEC: DeepSeek integrates Hardware and application ecosystems, benefiting from BC-side applications and computing infrastructure.
The popularity of DeepSeek continues to spread, with the domestic Hardware ecosystem and application ecosystem continuing to converge around DeepSeek. Management Software leads the way, with various applications consistently integrating and continuously transforming and upgrading their own scenarios and products, while multi-cloud jointly promotes the implementation of Agents.
This week, 11 more companies have been added! Youngor Group and several other stocks have disclosed their plans for shareholding and repurchase loans, with a complete list of related A-shares.
① The Share Buyback and Shareholding refinancing plan in the A-share market is steadily advancing. According to incomplete statistics from Caixin, 11 A-share listed companies announced and disclosed relevant information on Share Buyback and Shareholding refinancing this week (see attached table); ② Youngor Group has the highest special loan amount, totaling 0.7 billion yuan.
Due to violations of information disclosure, Fuchuang Precision is under regulatory scrutiny.
① Fuchuang Precision received an administrative regulatory decision from the Liaoning Securities Regulatory Bureau for failing to timely review and disclose the Trade with related party Company A, violating the "Administrative Measures for Information Disclosure by Listed Companies"; ② Reporters from the Star Daily noted that Fuchuang Precision has recently been quite active in investments and acquisitions in the Semiconductors field, all of which constitute related-party transactions.
KoolBee : interesting that Baidu was not invited
72175489 : What is the proportion of state-owned enterprises among Technology companies?
102472268 :![heart_on_fire ❤️🔥](https://static.moomoo.com/nnq/emoji/static/image/img-apple-64/2764-fe0f-200d-1f525.png)
![cn 🇨🇳](https://static.moomoo.com/nnq/emoji/static/image/img-apple-64/1f1e8-1f1f3.png)
104998465 102472268 : xjp grinning ear to ear, must be vhappy
TMW1986 : Did nio ceo invited? Lol.
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