A year-on-year increase of 32%! Global electric vehicle sales have set historical highs for three consecutive months, with China accounting for 70% of the market.
The performance of the China market is impressive, with sales in November growing by 50% year-on-year to reach 1.27 million vehicles, accounting for about 70% of Global total sales. Overall Auto sales in China for November increased by 16.6% compared to the previous year, marking the highest growth rate since January this year. BYD is expected to exceed the annual Global sales target and surpass Ford and Honda.
The opening of the world's first AI agent programmer next year is expected to be the first year of the AI agent outbreak
① On December 11, industry media reported that Devin, the world's first AI agent programmer, announced full open use and commercialization. It took less than a year from initial presentation to full use. ② According to Shanxi Securities's analysis, as the complex reasoning capabilities of the underlying model rapidly improve, next year is expected to be the first year of the AI Agent outbreak.
Recently, 13 companies secured over 56.5 GWh of energy storage orders, with the global battery shipment volume doubling in growth, and energy storage companies are expected to benefit from the development of the large storage market in Europe.
① The year-on-year growth rate of global energy storage battery shipments accelerated from 25% in the first half of 2024 to 68% in the third quarter of 2024; ② HSBC Qianhai Securities has raised its forecasts for global energy storage system installations in 2025 and 2026 from 266GWh and 360GWh to 270GWh and 363GWh, respectively, to reflect that the short-term shipment volume of energy storage batteries is stronger than expected and the demand outlook in the china and Middle East markets has improved.
"No hope for any restart"? sai microelectronics inc. Super 5 billion semiconductor project suspended, major funds and actual controllers successively reduce shareholding within the year.
1. Sai Microelectronics Inc. has halted the progress of the 12-inch MEMS manufacturing line project in Hefei High-tech Zone with a total investment of 5.44 billion; 2. Starting in November this year, the first and second largest shareholders of Sai Microelectronics have successively announced their shareholding reduction plans.
[Data Monitoring] The trading volume of honglietf has surged, and three leading funds have teamed up to sell off leo group co.,ltd. for nearly 0.6 billion.
① The trading volume of the two honglietf has significantly increased compared to yesterday, with the huatai-pb csi dividend low volatility etf (512890) seeing a 113% increase in trading volume. ② Several high-priced stocks were heavily sold by frontline speculators, with leo group co.,ltd. being sold off by three speculator seats totaling nearly 0.6 billion.
The State-owned Assets Supervision and Administration Commission and the National Development and Reform Commission jointly issued significant venture capital policies, and the equity market is expected to enter a period of development and prosperity.
① The State-owned Assets Supervision and Administration Commission (SASAC) and the National Development and Reform Commission jointly issued policy measures to promote the high-quality development of venture capital funds by central enterprises, supporting these enterprises to initiate and establish venture capital funds, focusing on early-stage, small-scale, long-term investments, and hard technology. ② Citic sec research reports indicate that in the context of the secondary market entering a valuation expansion cycle, with the increasing linkage effect between the primary and secondary markets, the equity market will also move towards a prosperous period of high-quality development.