82822 CSOP FTSE China A50 ETF
- 11.570
- -0.100-0.86%
The ranking of Global automotive companies by Market Cap has undergone a "huge change": 21 Chinese automotive companies have made it into the TOP 50, with Xiaomi and BYD ranked third and fourth respectively.
①Tesla and Toyota still rank first and second; ②BYD, which previously held the third-largest position in the Global automotive market with a Market Cap of 107.84 billion USD, was surpassed by Xiaomi, which officially entered the Autos market in 2024 and was still outside the top 10 midway through the year; ③Chongqing Sokon Industry Group Stock, which is deeply tied to Huawei, ranks fourth among Chinese automotive companies after Xiaomi, BYD, and SAIC Group.
Kweichow Moutai's 2024 performance has "initially submitted": annual growth exceeds 15%, and Moutai's base liquor has reduced production for the first time.
Response cycle.
Moutai liquor production cuts? Individuals close to Kweichow Moutai: last year's production remained within a normal and orderly Range | Quick read announcement.
In 2024, Kweichow Moutai plans to produce approximately 0.0563 million tons of Moutai liquor, a decrease of 1.58% year-on-year. Last year, increased marketing investments in the Moutai series of liquors and the higher proportion led to a decline in the company's overall net margin, which may have fallen below 50% last year, reaching the lowest level since 2018. Amid soft stock prices, Kweichow Moutai officially initiated a buyback, with nearly 0.3 billion yuan repurchased on the first day.
On the first trading day of the New Year, Bank stocks opened high and then fell back. Many Institutions: the opening performance may be better than in previous years, but the trend of declining net interest margin remains unchanged.
① The crediting ratio between each quarter is expected to recover to a ratio of 4:3:2:1. ② It is expected that policy trends will continue, gradually boosting demand in the Real Estate sector. ③ This year, the decline in net interest margin for Banks is narrower compared to 2024, with a calculated interest margin of 1.34% under neutral assumptions.
December electric vehicle report card: BYD monthly sales of 0.515 million vehicles, "Weilai, Xiaopeng, and Ideal" all reach new highs.
On January 1, 2025, China's mainstream electric vehicle brands delivered impressive results for December.
The secondary listing of Hong Kong stocks has signaled the start of the "second wave of growth" by Ning Wang.
Morgan Stanley believes that Contemporary Amperex Technology's second listing in Hong Kong may raise between 6.8 to 7.7 billion US dollars. This funding will support its global capacity expansion, battery swap station construction, and Solid State Battery layout, initiating a second wave of growth.
The number has reached a historical high! So far this year, 17 A-share listed companies have announced special dividend plans, including Contemporary Amperex Technology and Yunnan Baiyao Group.
① According to incomplete Statistics, as of the time of publication, 17 A-share listed companies have announced special dividend plans for 2024 this year (attached table), setting a record high for the year. Among them, the special dividend amounts of Contemporary Amperex Technology, Yunnan Baiyao Group, S.F. Holding, and others exceed 2 billion yuan. ② In addition, listed companies such as Fuhua, Three Squirrels Inc., and Chongqing Qin'an M&E PLC have announced special dividend plans before the Spring Festival.
The largest IPO in Hong Kong stocks in the past three years is coming.
The Global process is accelerating.
The maximum price reduction exceeded 11%. BYD and Tesla teamed up to lower prices at the end of the year, making a final push for the Year of the Dragon.
① BYD and Tesla, the two leading companies in the New energy Fund, will successively launch limited-time promotional activities at the end of 2024 for a final push; ② At the beginning of next year, discounts on new vehicles may increase, reigniting a "price war" in the auto market.
After Tesla, BYD, and Xiaopeng, GAC has also entered the market! The embodied intelligence sector is crowded with car companies.
① The humanoid robot created by Guangzhou Automobile Group integrates both four-wheeled and two-wheeled modes. ② Some opinions suggest that while there are plenty of robots in the automobile production workshop, the understanding of scenarios for humanoid robots needs to be deepened in order to break through more technical boundaries.
With 260 billion on the account! Contemporary Amperex Technology plans to list again in Hong Kong, reiterating its Global Strategy | Quick read announcement.
① Contemporary Amperex Technology plans to issue Overseas Listed in Hong Kong Stocks and apply for listing on the Main Board of the Hong Kong Stock Exchange; ② The company stated that the H shares listing is to further promote "the company's Global Strategy layout and create an international capital operation platform."
The registered capital increased from 10 million to 3 billion! Contemporary Amperex Technology's subsidiary has taken new actions.
① Contemporary Amperex Technology Funing New Energy Co., Ltd. increased its registered capital from 10 million yuan to 3 billion yuan, and the scope of operation has changed from the production and sales of daily Masks (non-medical) to Battery manufacturing and sales; ② Recently, Contemporary Amperex Technology is intensifying its layout across various links of the Lithium Battery Industry Chain; ③ From the perspective of the Industry, the lithium battery sector is expected to continue to recover, with a clear willingness to raise processing fees for lithium iron phosphate.
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.