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2024-12-13 05:49:31

The researcher of Everbright Bank commented on China's import and export data in November: the export growth rate is stronger than seasonality, and foreign trade exports are expected to grow steadily in the next few months. Zhou Maohua, a macro researcher in the financial market department of Everbright Bank, told Wall Street that the export growth rate in November was stronger than seasonality, the import decline exceeded expectations (weaker than seasonality), the trade surplus expanded, and foreign trade contributed more to the economy in the fourth quarter. Due to the resilience of overseas demand, overseas foreign trade importers rushed to avoid tariffs and hoarded goods in advance, and the effects of policies such as stabilizing foreign trade appeared, driving export growth to exceed expectations; The decline in imports in November exceeded expectations, mainly due to the weak recovery of domestic demand, the cautious decision of enterprises to expand and increase import inventory, and the low prices of international energy and other commodities that depressed the overall import cost.Morgan Stanley published a research report, predicting that Chow Tai Fook's share price will outperform the market index in the same period in the next 30 days with a 70% to 80% chance, pointing out that Politburo meeting of the Chinese Communist Party revealed a strong stimulus policy tone yesterday, indicating that it is necessary to expand domestic demand, and called for supporting measures for housing and stock market stability, hoping for stable asset prices, which will have a positive impact on gold and jewelry consumption. The bank also pointed out that December of each year to February of the following year is usually the traditional peak season for jewelry sales, and Chow Tai Fook's share price has fallen by about 40% this year, which is inferior to the performance of MSCI China Index and Hang Seng Index in the same period. It is expected that the strength and implementation details of the central government's stimulus measures, the pace of inflation and the stability of gold prices in the future will affect whether the company's valuation can be revalued in the market and maintain its "in sync with the market" rating, with a target price of HK$ 8.3."Nature" announced the top ten figures in 2024, and two China scientists were selected. On the 9th, the website of the British magazine "Nature" released the list of the top ten figures promoting scientific development in 2024. Among them, two China scientists were selected. The list was compiled by the editors of Nature magazine to record the important scientific progress, events and some key figures this year. Among them, two China researchers who were selected as the top ten were Xu Huji, a rheumatologist from the PLA Naval Medical University, and Li Chunlai, deputy chief designer of the Chang 'e VI mission and a researcher at the National Astronomical Observatory of the Chinese Academy of Sciences. Dr. Xu Huji bravely tried to treat autoimmune diseases with CAR-T cell therapy, which brought hope for the mass production of CAR-T cell therapy. Li Chunlai was a key figure in determining the landing site of Chang 'e-6 probe on the moon, and was also one of the first scientists to analyze the returned samples.


Broad-based index products are expected to increase the Y share of personal pension, and personal pension products are expected to expand after the second anniversary of the personal pension system. It is understood that mainstream broad-based index products are expected to increase the personal pension Y share, including Shanghai and Shenzhen 300 Index, CSI 500 Index, CSI A500 Index, GEM Index and other products, which can provide investors with more allocation needs.Research Report: In the third quarter, the installed capacity of traction inverters for electric vehicles in China accounted for 61% of the world. According to the latest research of TrendForce Jibang Consulting, the total installed capacity of traction inverters for electric vehicles in the third quarter of 2024 reached 6.87 million, which was 7% higher than that in the same period last year, but the growth rate has been reduced. In the competition pattern of first-class suppliers, BYD benefited from the hot sales of its models. In the third quarter, the installed market share of traction inverter increased by 1% to 18%, surpassing Denso of Japanese factory for the first time and becoming the company with the highest market share. The market share of Huichuan Technology has also increased to 6%, which shows that the competitiveness of China manufacturers in this field continues to increase. Generally speaking, China manufacturers, Japanese manufacturers and Tesla together account for half of the global installed capacity, while the influence of European and American manufacturers is gradually weakening. TrendForce Jibang Consulting indicated that the regional differentiation of traction inverters is becoming more and more obvious, with the installed capacity in China accounting for 61% of the global total. Under the pressure of shrinking market, Europe is actively reforming and cutting expenditure to enhance the competitiveness of the electric vehicle industry chain. In the short term, the stable demand in China market will continue to support the growth of traction inverter market. In the long run, if the European automobile industry chain can be successfully reformed, it will help boost the overall performance of the global traction inverter and electric vehicle market.Sudan and South Sudan extended the opening hours of the humanitarian corridor between the two countries, and the governments of Sudan and South Sudan signed an agreement on December 9 local time to extend the opening hours of the humanitarian corridor between the two countries until February 2 next year. According to the agreement, air routes from South Sudan to Kadugli, the capital of South Kordofan State in Sudan, and Garad and Kaunau will continue to be open to facilitate the delivery of humanitarian aid from South Sudan to Sudan. After the agreement expires on February 2 next year, the two sides will also discuss the extension.


AliExpress has held nearly 100 investment promotion meetings in Zhejiang, Guangdong, Jiangsu and other places. AliExpress has prepared a number of measures such as traffic and freight reduction for new merchants, and held nearly 100 investment promotion meetings in Zhejiang, Guangdong, Jiangsu, Shandong and other places in a month, attracting merchants from factories and industries to join. In addition, this year's "Black Five" is not over yet. Before double 11, the trend of "anti-involution" of e-commerce spread to cross-border circles, and AliExpress launched a series of policies to actively intercept and control the "refund only" and wool party that troubled businesses. (Interface News)Li Jun, the former first-level senior police sergeant of the Economic Crime Investigation Corps of Jiangxi Provincial Public Security Department, was examined and investigated. On December 10th, WeChat official account WeChat reported that Li Jun, the former first-level senior police sergeant of the Economic Crime Investigation Corps of Jiangxi Provincial Public Security Department, was suspected of serious violation of discipline and law, and took the initiative to explain the problem to the organization. At present, he is being examined by the Discipline Inspection and Supervision Team of Jiangxi Provincial Commission for Discipline Inspection in the Provincial Public Security Department and supervised by the Supervision Committee of Yushan County, Shangrao City.The new work of the famous horror film series Death Comes 6 is scheduled in North America. On May 16th next year, the new work of the famous horror film series Death Comes 6 is scheduled. The film will be released in North America on May 16th next year to commemorate the 25th anniversary of the series.

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