Asia Markets Mixed After China Urges More Stock Purchases, Traders Assess Trump Policies
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.
Alibaba Cloud Unveils New AI Tools and Language Models to Empower Global Developers
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.
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.
Recently, the Siasun Robot&Automation Industry Chain has been continuously catalyzed, and Institutions remain Bullish on Sector investment opportunities.
① According to media reports, recently, Professor Gong Wei, a member of the Provincial Political Consultative Conference and Vice President of Wuhan University, introduced to reporters that the Tianwen project is moving from the laboratory to the production line, with plans for mass production in 2025. ② Cui Yan from Minsheng Securities analyzed that the technology of humanoid robots is evolving rapidly, with the industrial trend continuously strengthening, and the long-term potential consistently expanding, remaining bullish on investment opportunities in the humanoid robot sector.
Meituan launches a strong attack on "New Year's Eve dinner".
Increase investment.
Are Banks under pressure from interest margins looking to Overseas for profits? The 2025 annual plan reveals that Overseas Business may become a new highlight.
① The Industrial And Commercial Bank Of China stated that efforts should be made to explore a second growth curve for Overseas Operation; ② For companies going global, it means that both upstream and downstream industries are venturing overseas together, which means more Chinese enterprises are setting up factories and operating locally.
Overseas funds are buying Call Options on China Stocks ETF.
On Friday, there was another wave of overseas capital significantly buying Call Options for China Stocks ETF. According to media reports, last Friday (January 17), Wall Street traders significantly purchased Call Options linked to the Exchange Traded Fund (ETF) associated with Chinese stock indices. Chris Murphy, co-head of derivatives strategy at Susquehanna International Group, revealed that investors bought Call Options giving them the right to purchase about 4 million shares of iShares Core MSCI China Index ETF (FXI) at a price of $31-32 before the end of next week, and also purchased some 2.
People's Bank of China One and Five-year Loan Prime Rates Unchanged in Jan, as Expected
Trump Told Advisers He Wants to Visit China as President
Banks are "short of money," and the yield on interbank certificates of deposit has surpassed that of 10-year government bonds, with the scale of maturing certificates of deposit nearing 6 trillion in the first quarter.
① The recent abnormal situation of banks lacking liabilities is also related to the outflow of non-bank deposits caused by the new self-regulation rules at the end of November 2024. ② The funding situation this morning has improved significantly compared to the past two days, but it remains relatively tight.
Express News | Reported Earlier, China Gross Domestic Product Year to Date (YTD) YoY For Q4 5.0% Vs. 4.8% Prior
Express News | Reported Earlier, China Fixed Asset Investment (YoY) For December 3.2% Vs. 3.3% Est.; 3.3% Prior
The AUM of private banking has grown against the trend; high-end clients are the future of Banks.
In 2024, amid narrowing interest margins and weak income in the banking industry, one Indicator continues to "skyrocket." Data from the corporate early warning system shows that China's private banks...
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.
WeChat has provided a super entrance for "gift giving".
In the latest iOS version of WeChat, a new 'Send Gift' feature has been added to the '+' action bar in the user chat window, alongside core functions such as sending pictures, video calls, and sending red packets, indicating that users can directly initiate gift sending during chats.
Express News | Bessent Says China Is In A Severe Recession/Depression And Is Trying To Export Its Way Out Of It
Iraq To Sign Agreement With Halliburton To Develop Nahr Bin Omar Oilfield; Iraq To Sign A $1.7B Deal With China's CPECC To Build A Gas Project In Giant Southern Oilfield; Iraq Plans To Increase Production From West Qurna 1 Oilfield To 750,000 Bpd By...
Asia Up, Europe Markets Mixed; Dollar Steadies - Global Markets Today While US Slept