03007 Xtrackers MSCI China A UCITS ETF
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After building cars, will we create 'humans'? Over ten car companies are laying out plans, has it become a necessary option in the AI era?
① The Chairman of Ideal Automobile, Li Xiang, responded to whether there will be humanoid robots, stating that the probability is definitely 100%, but the timing is not now; ② Apart from Tesla, Chinese brands including BYD, Guangzhou Automobile Group, Chery Automobile, Xiaomi, Chongqing Sokon Industry Group Stock, Xpeng Motors, SAIC Motor, Chongqing Changan Automobile, and Dongfeng Automobile are all involved in the field of humanoid robots.
Zhiji and Avita have recently attracted significant investment, with 'state-owned investors' fully backing New energy Fund automobiles.
① The 9.4 billion yuan financing for Zhiji Autos has continued support from both state-owned investment Institutions and market-oriented investment Institutions. ② From Zhiji Autos in Shanghai to Avita in Chongqing, then to GAC Aion, NIO in Hefei, and Li Auto in Changzhou, the involvement of local state-owned assets reflects the demand for industry drive and regional development. ③ After the conclusion of the Central Economic Work Conference, local governments are actively promoting industrial upgrades, demonstrating their main roles and responsibilities in the transition between new and old drivers of growth.
BYD and Haier participated in the investment of Dongguan Semiconductors unicorn applying to the Hong Kong Stock Exchange, with numerous Industry companies intensively racing for IPO.
① Among the investors of Tianyu Semiconductors are Hubble, BYD, and Chenda Capital, among others. ② In terms of gross margin, the gross margin of Tianyu Semiconductors' 6-inch epitaxial wafers has decreased, standing at 23.3%, 23.7%, 20%, and 5.7% respectively. ③ Recently, the listing process for semiconductor companies such as Tianyu Semiconductors, Yingrun Technology, Jingcun Technology, Herun Electronics, Zhuohai Technology, InnoSky, and Qiangyi Semiconductors has entered a new stage.
Four executives have new positions, and Ping An Insurance has made adjustments to some executive roles.
Fu Xin also serves as the Chief Financial Officer, Fang Fang concurrently acts as the Chief Risk Officer, and Zhang Zhichun takes on the role of General Assistant and is responsible for auditing.
Outperforming 92% of stocks within the year! The four major banks have reached a new high again, and this month they have all faced Shareholding reductions by financing clients.
① Today, the stock prices of the four major banks collectively set new historical highs, with an average increase of nearly 47% this year, outperforming 92% of stocks during the same period. ② Excluding new stocks, a total of 10 stocks reached historical highs today, most of which are CNI Mid-Small Cap.Index stocks, with a relatively high number of Transportation stocks. ③ The four major banks have all experienced shareholding reductions by financing clients this month, including the Industrial And Commercial Bank Of China, which has seen a net sell-off of nearly 0.2 billion yuan in financing this month.
2024 Year-End Review | Honda and Nissan Merger, Volkswagen "Internal Slimming" Global Car Market Faces Layoffs and Factory Closures Frenzy.
On December 23, Honda Motor and Nissan Motor jointly announced that they have signed a memorandum of understanding regarding a merger, which will officially initiate merger negotiations; Previously, Volkswagen issued a statement that it would reduce more than 0.035 million employees at its German factories by 2030; According to incomplete Statistics by reporters, in just a few months approaching the end of the year, nearly 10 companies in the Global automotive Industry are experiencing painful layoffs or have already made corresponding decisions.
In order to respond to the "intense battle" next year? At the end of the year, many Banks are making intensive adjustments to their Business structure, and the special mechanism for the "five major articles" is gradually being established.
① First, merging the functions of the head office departments clearly indicates a reduction in costs and an increase in efficiency; second, a special department dedicated to the five major articles is being established. ② Retailing Crediting may become one of the focal points for Banks next year. ③ It is expected that the special institutions for the five major articles will be established gradually, as each one matures.
The LPR Quote for December has been released! The 1-year and 5-year rates remain unchanged.
More news, continuously updating.
After the Assets surpassed 100 billion, the "Baijiu" sector Yibin city commercial bank is making its third attempt at an IPO on the Hong Kong Stock Exchange.
The third "Baijiu(Chinese Liquor) system" bank in the Hong Kong stock market?
The number of auto finance companies penalized this year has increased to three, with BYD Auto Finance receiving the fine. The related Trade amount for 2023 is approximately 29.2 billion yuan.
① Risk control levels and due diligence capabilities remain key areas of focus for Institutions. Furthermore, with the continuous improvement of the financial consumer protection mechanism, violations related to financial consumer protection have become a "red line" that Institutions need to pay special attention to. ② With the national government introducing various supportive and guiding policies for New energy Fund, New energy Fund loan Business may become a new opportunity for transformation and development for Autos finance companies.
Is spring coming for the New energy Fund battery swap market? Zeng Yuqun: One-third of the market is held, Li Bin: 20% of battery swap stations have reached the break-even point.
① NIO's battery swapping station | The G25 Changshen Expressway Hongze Lake service area is online, and the battery swapping network of the G25 Changshen Expressway Jin-Guangdong section is officially connected. ② According to the plan of Contemporary Amperex Technology, 1,000 chocolate battery swapping stations will be built by 2025, and the company will also expand into Hong Kong and Macau.
The "Ning Wang" proposed a blueprint for ten thousand battery swapping stations.
Looking for more possibilities.
The central bank's discussions with some "aggressive trading" Institutions have shaken the market; who are the Block Orders in this round of bond bull market? State-owned large banks have received the most "attention".
① The central bank's morning consultations mainly involved Institutions based in Beijing, with very few Institutions from other cities attending the meeting, including cities like Shanghai where asset management Institutions are concentrated. ② In the past two weeks, the Block Buy Institutions for 10-year government bonds have shifted from Fund to Banks. ③ As incremental policies come into effect, the likelihood of economic stabilization increases, necessitating a reduction in expectations for the bond market in 2025.
“Battery swapping, home charging, and public charging will share the market.” Zeng Yuqun officially announced Contemporary Amperex Technology's battery swapping strategy, planning to build 1,000 battery swapping stations next year.
① Zeng Yuqun personally announced that Contemporary Amperex Technology would increase its layout for battery swapping; two types of standard battery packs were released, named 20# and 25#; ② Zeng Yuqun stated, "We determine that by 2030, battery swapping, home charging, and public charging will each take a third of the market"; ③ Contemporary Amperex Technology plans to build 1,000 chocolate battery swapping stations by 2025.
Interest rates can reach 3%! Small and medium-sized Banks have densely launched high-interest products such as large-denomination certificates of deposit and special deposits. How will the pressure for short-term deposit strategies be relieved in the futu
① Some small and medium-sized Banks have engaged in such behavior, which somewhat contradicts the current downward trend of deposit interest rates, possibly being a short-term strategy taken to meet the funding Indicators in the short term. ② The overall trend of deposit interest rates may continue to decline in the future, and the recent rapid decline in bond market interest rates may also face some adjustments.
Encouraging to "seize the opportunities of moderately loose MMF policy," many local officials are intensively researching local Banks at the end of the year, is a good start for next year to be expected.
① In discussions with local officials, frequently mentioned keywords include comprehensive, accelerated, risk, and servicing the local economy. ② For Financial Institutions, "the moderately loose monetary policy from the central government brings opportunities while also posing challenges." ③ If some mechanisms for due diligence exemption can be provided, it is expected to ease the lending pressure on Banks.
The interest rates of the same industry certificates of deposit are rapidly declining, and under "moderately loose" conditions, there is hope to drop to 1.30%.
1. After the improvement in MMF transmission efficiency, the CD interest rate and the 7-day OMO rate will integrate within the next year. 2. Due to the faster decline of long-term bonds, the spread between the 10Y government bond and the 1Y CD has been compressing, and is currently at 13BP.
Agricultural Bank Of China is following up on the exchange rate for personal foreign currency cash remittances, and recently several large state-owned banks have optimized and upgraded related services.
① On December 13, Agricultural Bank Of China announced on its official website that starting from December 13, 2024, it will optimize and upgrade personal foreign currency cash remittance services. ② In addition to Agricultural Bank Of China, several other banks have recently released similar announcements stating they will upgrade foreign currency cash services for personal Forex Accounts. ③ Although the cash remittance parity may somewhat affect the income of banks, it can significantly reduce the cost for individuals to conduct Forex Business.
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.
There has been no further news on the collaboration with Contemporary Amperex Technology, and CNNC Hua Yuan Titanium Dioxide is partnering with Guangdong Construction to sign a 4.27 billion yuan Energy project丨Quick Read Announcement.
① CNNC Titanium-White and Guangdong Construction Engineering plan to invest a total of 4.27 billion yuan to build related energy projects; ② Previously, the 10 billion yuan new energy project that the company and Ningde Times planned to invest did not follow.