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The high-end smartphone market in China is undergoing a significant change.
Apple's dominance in China's high-end smartphone market has been disrupted.
The direction has been set! Local "two sessions" are hotly discussing new energy vehicles and the low-altitude economy. The entire Industry Chain is pressing the "accelerator button" to improve quality and efficiency.
According to preliminary statistics from the Financial Associated Press, over half of the provinces in the 2025 government work reports across 31 provinces clearly mentioned the New energy Fund industry; nearly 10 provinces referred to the low-altitude economy. Seven provinces have set targets for the production volume, output value, and construction of Charging Stations for New energy Fund vehicles.
POP MART's ambitions go beyond trendy toys.
Looking for the second growth curve.
Subsidy details for "trade-in for new" are being introduced in multiple regions. Institutions: leading car companies may further increase market concentration.
On January 20, Henan, Heilongjiang, Shaanxi, and Guangxi provinces announced the comprehensive launch of the "trade-in" subsidy activities. According to incomplete statistics from reporters, as of January 20, more than 20 provinces, including Guangdong, Anhui, SiChuan, Jiangxi, and Hainan, have introduced subsidy details for the "trade-in" program for consumer goods in 2025 or related policies that span multiple years.
On Trump's "first day," Emerging Markets faced difficulties, setting several records.
The opening price of the MSCI Emerging Markets Index based on expected PE is 46% lower than the S&P 500 Index, marking the largest gap since Obama's first inauguration in 2009; the average yield of local currency bonds in Emerging Markets is also lower than the yield of USA Treasuries. Analysis indicates that due to USA policy actions, a strong dollar, and high USA interest rates, Emerging Markets stocks are underweighted by investors.
Financial Association Autos Morning News 【January 17】
①China Automobile Association, China Association of Machinery Industry: Firmly oppose the Biden administration's rules banning the use of China's Asia Vets-connected autos Hardware; ②Hubei's production of new energy vehicles in 2024 will exceed 0.5 million units, a year-on-year increase of 33%; ③Guangzhou Automobile Group's integrated reform is further advancing, multiple departments have started recruitment for cadres.