Household appliance consumption ranks top on singles' day sales. How much impact does the trade-in of old for new have on manufacturers' performance?

① This year's singles' day sales, household appliances topped the category sales chart with a sales figure of 152.6 billion yuan. ② The "national subsidy" policy for replacing old appliances with new ones has significantly boosted appliance sales in the short term. ③ Analysis suggests that based on the strong demand in the current appliance market and the ongoing policy momentum, household appliance sales are expected to continue growing in the fourth quarter.

cls.cnNov 13 10:09 ET

Ningde Zeng Yuqun: Musk does not understand batteries, the "zero carbon" power grid will be ten times larger than the electric vehicle battery business.

Musk's bet on cylindrical batteries (i.e., 4680) "will fail and will never succeed." "We had a very intense debate. He (Musk) was silent because he did not know how to manufacture the battery. This is about electrochemistry, and he is good at chips, software, hardware, and machinery."

wallstreetcnNov 13 08:17 ET

Huachuang Securities: The trading heat of Hong Kong stocks has declined. With improved liquidity environment, the market may enter a Risk on period.

Huachuang Securities released research reports stating that Hong Kong stocks still have valuation advantages compared to A shares; Trump's election victory and the domestic National People's Congress 10 trillion fiscal plan landing may signal the beginning of a Risk-on market phase, with liquidity environment expected to further improve in the next 3-6 months.

Zhitong FinanceNov 12 17:26 ET

The biggest dark horse of the car circle was born this year.

Charge towards the giants.

wallstreetcnNov 12 09:51 ET

Blue chip weight generally fell, Hang Seng Index broke through and probed lower, the US dollar surged and offshore risks fermented | Hong Kong stock market benchmark

1. With the general decline in the weight of blue chips, the Hang Seng Index broke through the position and probed lower, how is the capital acceptance? 2. The soaring dollar and the offshore risk fermentation, what impact will it have on the market?

cls.cnNov 12 08:12 ET

J.P. Morgan Asset Management: The average annual expected return on Chinese stocks in the next 10-15 years is 7.8%, with a buy rating.

Morgan Stanley's Chief Market Strategist for Asia-Pacific, Jonathan Garner, stated that the bank's average annual expected return on China stocks for the next 10-15 years is 7.8% (in US dollars).

Zhitong FinanceNov 12 05:57 ET