The traditional peak season at the end of the year combined with the "old-for-new" policy brings growth! The A-share Autos sector is experiencing strong fluctuations.
In November, monthly production and sales of Passenger Vehicles surpassed 3 million units for the first time. Institutions pointed out that the traditional peak season at the end of the year, combined with the "trade-in for new" policy, has increased the retail momentum in the Passenger Vehicle market.
Insurance capital is intensively increasing stakes in dividend stocks! What is the reason?
Currently, there are quite a few shareholders of insurance funds that hold more than 5% of the circulating shares of listed companies. In addition to some being unlocked restricted shares, there have also been many actions of shareholding and new stakes taken, with at least 14 instances of such actions this year.
In August, domestic new energy heavy truck sales surged by 117% to 6,303 units, maintaining year-on-year growth for 19 consecutive months.
According to the latest data obtained by the First Commercial Vehicle Network, in August 2024, a total of 6,303 domestic new energy heavy-duty trucks were sold, a decrease of 5% compared to July, while the year-on-year growth continued, reaching an increase of 117%. The new energy heavy-duty truck market has maintained year-on-year growth for 19 consecutive months.
Self-driving unicorn Momenta is sprinting towards NASDAQ, and the theme of self-driving cars is expected to continue to ferment.
Wenyanzhihang is seeking its initial public offering (IPO) in the United States, with an estimated net fundraising amount of approximately 96 million US dollars. Wenyanzhihang may launch IPO as early as this week. Minsheng Securities' Cui Yanan analysis pointed out that the commercialization of Robotaxi has opened, and the era of intelligent driving has arrived. Overseas Tesla leads the industrialization process, and China's policy, supply, and demand have ushered in three upward turning points.
Middle Eastern tycoons become skilled in capturing bulls in the A-share market, stepping on multiple hot sectors and holding positions in stocks that have doubled in half a year.
① The Sovereign Wealth Fund performed outstandingly during the mid-term and captured multiple bullish stocks; ② The Middle East Sovereign Wealth Fund frequently conducts research on A shares and lays out in fields such as medicine and new energy.
Insurance funds are using their advantage of "patient capital" to increase their shareholdings in the equity market. China Great Wall Life Insurance Co. has been increasing its shareholding in assets with high ROE and dividend payouts.
After triggering the disclosure requirements, such assets may be classified as equity securities or measured at fair value through other comprehensive income (FVOCI). It is expected that insurance funds will face certain difficulties in increasing their shareholding of equity assets within the framework of large asset allocation. The industry suggests paying attention to structured opportunities that are bullish on assets with high ROE and dividends.