Under the dual pressures of 'price wars' and electrification transformation, this year will see 4,000 4S stores close down. Traditional dealers are 'abandoning' rbob gasoline vehicles and embracing new energy.
① The deputy secretary-general of the China Automobile Dealers Association, Lang Xuehong, recently predicted that the number of 4S stores expected to withdraw from the market this year will reach 4,000. ② In the past year, more than 40 traditional luxury brand dealers have chosen to switch to Nio. ③ Zhongsheng Hldg announced that it has signed a preliminary agreement with Chongqing Sokon Industry Group Stock, and both parties agree to further negotiate on the cooperative distribution of new energy fund.
China has taken the lead! Wall Street strategists: the next "Trump trade" may be outside of the USA.
①When looking to the future, Jay Pelosky, the founder and global strategist of the New York investment consulting firm TPW Advisory, has insights that differ from many mainstream market views; ②He believes that Trump's victory might ultimately serve as an important catalyst - driving the usa market to end its long-standing excellent performance.
Brokerage Morning Meeting Highlights: Subsequent new round of policy deployments will significantly boost market confidence.
At today's brokerage morning meeting, citic sec stated that it is expected that the central economic work conference will continue its proactive attitude towards next year's macro policies, and the subsequent new round of policy deployment will significantly boost market confidence; htsc believes that medical insurance cost control opens up new space for commercial insurance; china securities co.,ltd. proposed that by 2025, four types of investment opportunities in the colored allocation should be focused on.
Twelve departments issued the "5G Large-scale Application 'Set Sail' Action Upgrade Plan," and the industry chain is expected to welcome new opportunities.
① The Ministry of Industry and Information Technology and eleven other departments issued the "5G Scale Application 'Set Sail' Action Upgrade Plan," aiming to fully achieve 5G scale application by the end of 2027. ② Galaxy Securities believes that the attention on 5.5G is gradually increasing, and new application scenarios are driving the industry chain for base stations, with key components such as antennas, filters, power amplifiers, and PCBs expected to embrace new opportunities.
blackstone Investments and 14 other institutions formed a consortium to invest in kuang-chi technologies. Super materials have also set their sights on the low-altitude economy.
1. kuang-chi technologies introduced three strategic investors through equity transfer agreements, two of which have state-owned backgrounds; 2. Recently, kuang-chi technologies has been focusing on the low-altitude economic industry, releasing the world's first all-body super material drone this month.
Niu Sen openly challenges Trump: If you cancel electric vehicle subsidies, California will pay for it themselves.
① Newsom stated that if the Trump administration cancels the federal tax credit, California will restart its own subsidy program; ② According to the latest data, the total number of zero-emission autos sold in California has exceeded 2 million; ③ During Trump's first term, a dispute occurred with Newsom regarding automobile emission standards.
