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.

wallstreetcnDec 12 22:04 ET

ING: Next year, the CSI Commodity Equity Index will experience a "Put year," while Gold will still shine!

① ING expects that the Global situation will put pressure on the Energy and CSI Commodity Equity Index markets, but the outlook for Gold remains bright. ② The report points out that Trump's tariff plans may disrupt the oil, Metal, and Agriculture markets; ③ However, ING predicts that the average Gold price will rise to $2,760 per ounce by 2025, primarily influenced by central bank purchases of Gold and the appeal of Gold as a safe-haven asset.

cls.cnDec 12 04:17 ET

Will gold continue to shine next year? Goldman Sachs is listed as one of the “three major catalysts”: see you at $3,000!

① Goldman Sachs expects the price of gold to rise 11% to $3,000 per ounce by the end of 2025; ② Goldman Sachs believes that interest rate cuts by the Federal Reserve, increased gold purchases by central banks, and rising geopolitical uncertainty are the three major factors driving the price of gold higher.

cls.cnDec 11 19:44 ET

Aim for 30 million vehicles for the whole year, with RBOB Gasoline vehicles experiencing a "four consecutive months increase". The China Association of Automobile Manufacturers calls for early implementation of consumer promotion policies next year.

1. The domestic sales of traditional fuel Passenger Vehicles reached 1.21 million units, a decrease of 0.105 million units compared to the same period last year, with a month-on-month growth of 16.2% and a year-on-year decline of 8%. 2. Chen Shihua, deputy secretary-general of the China Automobile Industry Association, urged that relevant policies to promote Consumer spending on Autos continue next year and be implemented as soon as possible.

cls.cnDec 11 02:06 ET

After the peak of the Robot Concept stocks, be wary of short-term divergences. AI and CSI Consumer 360 index may still have rotational opportunities.

Track the entire lifecycle of the main Sector.

cls.cnDec 10 20:25 ET

The trend of steel companies becoming more "outward" is significant, with steel exports exceeding 100 million tons, setting an eight-year record high.

① Due to the continuous decline in domestic Steel consumption, companies in the Steel Industry Chain are focusing on overseas markets as a key area for development. This year, steel exports exceeded 100 million tons, reaching a new high in eight years. ② Under policy guidance, the proportion of exports of medium to high value-added products has increased, showing a trend of change in the overall structure of domestic Steel exports from long products to flat products.

cls.cnDec 10 00:39 ET