Everbright Securities: It is expected that the A-share profit growth rate will recover to over 10% in 2025.
Everbright Research reports pointed out that it is expected that by 2025, the sse a share index profit growth rate will recover to over 10%, the continued policy support and the inflow of funds brought about by the earnings effect are expected to further boost market valuation, and the performance of the sse a share index is still worth looking forward to.
China has made significant progress in the photon industry, with a broad future development space for silicon photonics technology.
①The "Photon Technology Frontier Blue Book" jointly released by the Xi'an Institute of Optics and Precision Mechanics of the Chinese Academy of Sciences and China Innovation Star shows that from 2014 to 2023, China has made significant progress in multiple fields in the global photon industry development. ②According to the Open Source Securities research reports, silicon photonics technology with CMOS process compatibility, high integration, and waveguide characteristics has great development potential in areas such as asia vets, optical computing, and consumer electronics.
Costs for 90% of pig enterprises have dropped to the range of 14 yuan: many companies say there is still room for cost reduction. Will profits stabilize next year? | Industry Observation
① 90% of the listed pork enterprises have reduced their costs to the range of 14 yuan per kilogram, including 5 enterprises such as Sunlon, Muyuan Foods, and Wens Foodstuff Group have reduced to the range of 13 yuan per kilogram; ② Many listed pork enterprises have indicated that there is still some room for cost reduction in the fourth quarter and next year; ③ Industry insiders believe that the cost reduction achievements have become the moat for the long-term development of pig enterprises. While helping companies expand profit margins, it also enhances the resilience of the companies against risks.
Year-end "sprint run": The automotive market is witnessing a resurgence of "price wars", with 70,000-level discounts becoming the norm.
①Zhi Ji Autos' latest announced purchase rights: From now until November 30th, Zhi Ji Autos' entire range of new and old car owners will share a total purchase subsidy value of 1.1 billion. ②A salesperson at a Huawei store told Caixin reporters that Hongmeng Intelligent Travel's November policies have been adjusted compared to October.
A week loaded with historical significance! Global funds are focusing on China and the United States, and three major macro events are about to unfold.
The week starting on November 4th may be a 'super heavyweight week' that will go down in global financial development history.
Zhongjin: How will the US presidential election affect the A-share market?
In 2024, the usa presidential election is about to be settled, RCP national poll data shows that since late October, Trump's approval rating has surpassed Harris, as of October 28, Trump and Harris's approval ratings were 48.4% and 48%, respectively.
