Foreign chief executives speak out intensively: strong, rebound, continue to "high allocation" to the Chinese stock market
Recently, chief economists from foreign institutions have been speaking intensively, with strong, rebound, and high allocation becoming key words when discussing the performance of china's economy and financial markets.
Taking the lead independently, with foreign investment closely following; range-extended hybrid technology sweeping the global market.
①On November 20 local time, Stellantis Group announced the launch of the STLA Frame vehicle platform. ② Stellantis Group introduced that vehicles equipped with this platform will first be equipped with innovative powertrains, including pure electric and extended-range, and in the future can also be equipped with internal combustion engines, hybrid power, and hydrogen energy power systems.
Is the lithium battery industry chain about to bottom out? Industry insiders expect prices to rebound next year, with leaders emphasizing a global layout.
Zhang Xiaofei, the chairman of Gaogong Lithium Battery, expects that the first quarter of next year will be the lowest point for prices, while the prices of battery main materials will begin to rise in the second quarter of next year.
Institutions: By March next year, the macro narrative cannot be observed and verified, liquidity will support the index to fluctuate upwards.
From now until the major conferences in December is the period for policy validation and observing macro data. From the end of December to early March next year usually falls under a window period for domestic macro data and policies. Attention should be paid to changes in market liquidity and improvements in economic indicators, while maintaining patience and resilience during the short-term policy vacuum period of one month, waiting for the new round of policy initiatives.
The Ministry of Industry and Information Technology is guiding photovoltaic companies to reduce production capacity expansion. Institutions say the industry's consolidation is beginning to take shape.
① The Ministry of Industry and Information Technology revised the "Standards for Photovoltaic Infrastructure" and the "Interim Measures for the Management of Photovoltaic Infrastructure Norms Announcement". This aims to guide local areas to rationally lay out photovoltaic manufacturing projects based on resource endowments and industrial foundations, and to encourage intensive and clustered development. ② Last week, over 20 silicon wafer companies held a related industry self-regulation meeting online again, aiming to cooperate in production reduction to improve the current market environment.
The global data cross-border flow cooperation initiative has been released. The cni data factor index industry is expected to undergo a qualitative change.
According to the WeChat official account of China's Cyberspace Administration, china's State Internet Information Office has proposed a global initiative for cross-border data flow cooperation, aiming to balance the relationship between technological innovation and security, economic development, and personal privacy protection. tianfeng believes that with the implementation of the top-level detailed rules for cni data factor index, the accelerated promotion of typical application cases, the industry is expected to undergo a qualitative change.