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Express News | Passenger Vehicle Association: Preliminary statistics show that the retail sales of passenger vehicles in November reached 2.446 million units, an 18% year-on-year increase.
[Brokerage Focus] Goldman Sachs: China's smart phone market welcomes the innovation wave of foldable phones, new forms and component upgrades become growth drivers.
Jinwu Financial News | Goldman Sachs' latest research report "China Smart Phones: Surge in Foldable Phone Patents, New Forms and Component Upgrades Lead Growth" points out that the institution has reviewed patents for foldable phones and the pipeline of new models, expressing an optimistic outlook on the future market penetration rate of foldable phones. The report emphasizes a significant increase in the number of patents submitted in 2024, reflecting the following trends: 1) Development of new forms, transitioning from flip and horizontal foldable phones to three-fold and four-fold phones, which is expected to enhance the value of the supply chain; 2) Component upgrades: more durable panels and newly designed hinges, especially for three-fold phones.
According to reports, China reiterated its opposition to Canada's tariff increase on Chinese electric vehicles at the WTO conference.
According to sources cited by "First Financial", china opposed the new tariffs imposed by Canada on certain commodities from china during the WTO Goods Trade Council meeting held in the past two days (December 2 to 3). china stated that Canada increased tariffs on some imported goods from china in October, including a 100% additional tax on electric vehicles made in china and a 25% additional tax on aluminum and steel. The chinese side believes that Canada's actions violate Canada's commitments to the WTO and go against the principles of a market economy and fair competition. The chinese side also expressed strong opposition to Canada's unilateralism and trade protectionism.
Express News | Minsheng Securities: AI applications and AI terminals are currently the focus of market attention.
Minsheng Securities: AI empowerment accelerates the rise of smart terminals, multiple new AI glasses products are worth期待.
asia vets empowering accelerates the rise of intelligent terminals, analogous to the evolution of the intelligent phone industry, bullish on the future dual-line parallel market pattern.
Nomura has listed a guide to the main stock names in the China market for next year in 'Da Hang'.
Nomura released its outlook report for the asia (excluding japan) market for next year, listing the weight proportions of Chinese stocks and the Hong Kong market in the firm's Asia-Pacific (excluding japan) portfolio, which are 30.6% and 3.3%, respectively. The report also includes a list of indicative stock ideas: Stock │ Weight proportion in the firm’s asia (excluding japan) market portfolio Tencent (00700.HK) │ 6% alibaba (09988.HK) │ 4.5% Anta (02020.HK) │ 3% BYD (01211
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