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Pop Mart's "pearls precede it," and the "millet economy" has become popular in the market.
"Guazi economy" relies on monetizing IP such as games, animation, etc., with the focus of the industry chain on IP and channels. The more IPs obtained and the larger the distribution channel scale, the stronger the core competitiveness. Institutions predict that the scale of the second-dimensional industry from 2023 to 2029 will increase from 221.9 billion yuan to 590 billion yuan, with a compound growth rate of 18%, accelerating the development of the "Guazi economy".
The Xiaomi ceiling-level automatic parking also crashed.
Hold the safety bottom line.
Under the dual pressures of 'price wars' and electrification transformation, this year will see 4,000 4S stores close down. Traditional dealers are 'abandoning' rbob gasoline vehicles and embracing new energy.
① The deputy secretary-general of the China Automobile Dealers Association, Lang Xuehong, recently predicted that the number of 4S stores expected to withdraw from the market this year will reach 4,000. ② In the past year, more than 40 traditional luxury brand dealers have chosen to switch to Nio. ③ Zhongsheng Hldg announced that it has signed a preliminary agreement with Chongqing Sokon Industry Group Stock, and both parties agree to further negotiate on the cooperative distribution of new energy fund.
Niu Sen openly challenges Trump: If you cancel electric vehicle subsidies, California will pay for it themselves.
① Newsom stated that if the Trump administration cancels the federal tax credit, California will restart its own subsidy program; ② According to the latest data, the total number of zero-emission autos sold in California has exceeded 2 million; ③ During Trump's first term, a dispute occurred with Newsom regarding automobile emission standards.
Why is the "millet economy" exploding in the A-shares market? Pop Mart samples, and the intersection of two-dimensional culture and AI.
①In the two-dimensional culture, valley refers to peripheral commodities such as animation, games, etc., and valley economy is a form of consumer economy mainly targeting young people; ②The most core link of the industry chain is undoubtedly IP development operation, and the popularity of IP directly affects the sales of peripheral products.
Hang Seng Index's "big change" in December: Pop Mart, Kuaishou expected to be included, will the constituent stocks return to 100?
Currently, the Hang Seng Index in Hong Kong includes 82 stocks, with the ultimate goal of expanding the number of constituent stocks to 100. Analysis suggests that the medical care industry is still the least represented industry in the Hang Seng Index, while consumer staples, discretionary items, real estate, and construction may receive higher weights in the review in the fourth quarter of this year.