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Taking the lead independently, with foreign investment closely following; range-extended hybrid technology sweeping the global market.
①On November 20 local time, Stellantis Group announced the launch of the STLA Frame vehicle platform. ② Stellantis Group introduced that vehicles equipped with this platform will first be equipped with innovative powertrains, including pure electric and extended-range, and in the future can also be equipped with internal combustion engines, hybrid power, and hydrogen energy power systems.
Is the lithium battery industry chain about to bottom out? Insiders predict that prices are expected to rebound next year, with industry leaders emphasizing global layout | Exclusive coverage of the High Work Lithium Battery Annual Conference.
① At the 2024 High-tech Lithium Battery Annual Conference held yesterday, Zhang Xiaofei, chairman of High-tech Lithium Battery, predicted that the first quarter of next year will be the lowest price point, and in the second quarter of next year, the prices of battery raw materials will begin to rise; ② The future industry will face a more severe competitive landscape and capacity thresholds, and the solution offered by leading enterprises is to expand overseas.
gtja: How will the Hong Kong stock market perform after the usa election?
After Trump takes office as president of the usa in 2025, China-US trade may continue to negotiate. Unlike 2018, the Hong Kong stock market has currently priced in, and compared horizontally, the valuation level of the Hong Kong stock is at a low point.
Last week, overseas funds accelerated inflow into Hong Kong stocks. Institutions stated that a "policy window" may be approaching in the near future.
①How much does external liquidity affect the Hong Kong stock market? ②What are the current hold positions strategies for Hong Kong stocks?
Schroder: China is actively promoting economic growth in conjunction with the usa's moderate interest rate cut outlook, improving investment prospects in asia.
Schroders' Chief Investment Officer of Diversified Assets, She Kangru, stated that looking ahead, Schroders remains optimistic about the overall fundamentals of the Asian bonds market, especially after the bond index has undergone adjustments with lower quality companies being excluded, particularly high-yield real estate firms.
China Securities Co.,Ltd.: Now is the most cost-effective time to layout Hong Kong stocks. The technology sector is the most recommended.
CSC Securities stated that after the short-term impact is over, Hong Kong stocks may usher in an upward trend. It is now a very cost-effective time to lay out Hong Kong stocks, with the technology and internet sector being the most recommended.