CES Hotspot Preview: Major companies like NVIDIA, AMD, Intel, and others release new products, with the market continuing to focus on AI, chips, and AR/VR.

① The CES exhibition will begin next week, and cutting-edge technologies such as AI, chips, and AR/VR will receive a lot of attention; ② Major companies such as NVIDIA, AMD, and Intel will hold a series of press conferences early next week; ③ Over a thousand Chinese companies will participate, accounting for more than 30% of the total exhibitors.

cls.cn10:00

Policy stimulus for 3C and home appliance demand release. Will the multiplier effect of the "trade-in" policy continue in 2025? | Year-end review.

In 2024, the implementation of the "national subsidy" policy for the exchange of old for new will effectively stimulate the demand for home appliances and Consumer Electronics. Market analysis suggests that related subsidies for the exchange of old for new are expected to continue next year, with mobile phones and more home improvement categories likely included, while the future policy-driven effects still remain to be observed.

cls.cnDec 29, 2024 23:17

In the first 11 months of this year, Air Conditioner sales increased by 53% year-on-year! Xiaomi claims to have developed and produced its own Air Conditioners. Who will benefit from the supply chain?

The general manager of the public relations department of Xiaomi Group, Wang Hua, revealed on Weibo that next year (2025), Xiaomi will be able to independently research and produce its own Air Conditioner. Interviewees believe that Xiaomi's independently developed Air Conditioner will disrupt the current market pattern and may intensify the price and quality competition across the entire Industry.

cls.cnDec 22, 2024 23:50

Dong Mingzhu revealed that Xiaomi's Air Conditioner infringement resulted in a compensation of 0.5 million yuan, Xiaomi refuted: the information is inaccurate.

① Recently, Dong Mingzhu, the Director of Gree Electric Appliances, Inc.of Zhuhai, revealed in a program that Xiaomi recently paid Gree 0.5 million due to patent infringement; ② In response to the news that "Xiaomi Air Conditioner compensated Gree 0.5 million for infringement," Xiaomi's public relations head Wang Hua stated today that the information is inaccurate.

cls.cnDec 16, 2024 14:37

Last night, china assets went "crazy."

Overnight, the nasdaq Golden Dragon china index rose over 8.5%, marking the best single-day performance since the end of September. Popular Chinese concept etfs surged collectively: the largest MCHI increased by 7.7%, the FXI, which tracks large Chinese companies in the Hong Kong stock market, rose over 8%, and the only major Chinese concept etf tracking the A-share market, ASHR, gained nearly 7%. The most insane increase came from the three times leveraged FTSE China, YINN, which soared 24% overnight and continued to rise over 2% after hours.

wallstreetcnDec 10, 2024 08:27

The Hang Seng Index quarterly review is finalized! The csi consumer 360 index share has increased. Who is likely to be included in the Hong Kong Stock Connect in the future?

New Oriental and Kuaishou are included in the Hang Seng Index, new world dev is excluded; PICC P&C is included in the Hang Seng SOE, Longfor Group is excluded; Midea is included in the Hang Seng technology, Weibo is excluded.

CITIC Securities Insight.Nov 25, 2024 08:16