Trillions of incremental funds are on the way, is a long-term bull market for A-shares just around the corner? Wall Street anticipates 13 trillion entering the market within three years.
JPMorgan stated that the inflow of funds could reach 13 trillion yuan within three years; the Chinese government is guiding Funds and Insurance companies to increase their investments in the A-share market.
Asia Markets Rise Tracking Wall Street Gains on Trump Remarks; BOJ Hikes Rates Amid Higher Wages, Inflation
Trump Says He Would Rather Not Have to Use Tariffs on China
Express News | Trump: Would Rather Not Have to Use Tariffs Over China
1 trillion yuan in five years! Bank Of China has launched a comprehensive financial support program for AI.
Bank Of China plans to provide a total of no less than 1 trillion yuan in specialized comprehensive financial support for various entities across the entire Industry Chain of AI within the next five years, including a combined total of no less than 300 billion yuan for stocks and bonds.
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...