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Ping An Securities: The era of extended-range vehicles 2.0, resonance of expansion and iteration.
The trend of range extender vehicle expansion is certain, and technological iterations (higher pure electric range, super-fast charging, and improved low-temperature performance) along with cost advantages will provide range extender vehicles with several times the capacity for expansion in the medium to long term.
Morgan Stanley: Jiangxi Consumers purchasing mobile phones and tablets enjoy a 15% subsidy, and other provinces are expected to follow, with companies like Xiaomi Group being the main beneficiaries.
Morgan Stanley released a research report stating that Jiangxi Province has announced a subsidy of 15% of the final Fill Price for individual consumers who purchase Smart Phones and tablets at participating merchants, with each subsidy not exceeding 1,000 yuan. The firm pointed out that Jiangxi is the third province in mainland China to announce such a policy and believes that other provinces may follow suit. The firm stated that the subsidy policy will serve as a short-term Bullish catalyst for Smart Phone OEM production and the supply chain, and believes that Xiaomi Group (01810), Sunny Optical (02382), AAC TECH (02018), and BYD Electric will benefit.
A year-on-year increase of 32%! Global electric vehicle sales have set historical highs for three consecutive months, with China accounting for 70% of the market.
The performance of the China market is impressive, with sales in November growing by 50% year-on-year to reach 1.27 million vehicles, accounting for about 70% of Global total sales. Overall Auto sales in China for November increased by 16.6% compared to the previous year, marking the highest growth rate since January this year. BYD is expected to exceed the annual Global sales target and surpass Ford and Honda.
Xiaomi Begins Preparations for Selling Cars in Overseas Markets, Report Says
Xiaomi's 103% Rally Puts EV Dark Horse on Brink of Stock Record
【Special Guest】Guo Jiayao: There are no surprises in the content of the Central Economic Work Conference, and the Index is expected to test the support at 20,000 points.
Jinguo Finance News | The performance of the US stock market fell on Thursday, as the growth rate of the Producer Price Index in the USA accelerated, stimulating an increase in bond yields, which led to a correction in the market after several days of gain, with all three major indices recording losses at market close. The US dollar showed strong performance, and the yield on the ten-year Treasury rose to 4.33%. Gold prices saw a significant adjustment, and oil prices declined. H-share pre-market securities generally fell, and it is expected that the market will open lower in early trading. The mainland stock market performed well yesterday, with the SSE Composite Index opening low and closing high, rising 0.9%, and the trading volume in both the Shanghai and Shenzhen stock markets also increased. The Hong Kong stock market rebounded following the mainland market, with the Index fluctuating positively, while overall trading volume remained light. The content of the Central Economic Work Conference has not bee
