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VanEck ChiNext ETF Newsroom
With Trump's inauguration approaching in January, Bank of America Merrill Lynch advises investors to adjust their portfolios: focus on US bonds, European and Chinese stock markets, and gold.
Bank of America advises investors to adjust their portfolios before Trump's inauguration in January, focusing on US Treasury bonds, China and Europe stock markets, and gold.
Ningde Zeng Yuqun: Musk does not understand batteries, the "zero carbon" power grid will be ten times larger than the electric vehicle battery business.
Musk's bet on cylindrical batteries (i.e., 4680) "will fail and will never succeed." "We had a very intense debate. He (Musk) was silent because he did not know how to manufacture the battery. This is about electrochemistry, and he is good at chips, software, hardware, and machinery."
Pork prices have fallen for three consecutive months. Has the economic cycle failed?
Recently, pork prices have shown a continuous downward trend, and the industry’s prosperity cycle not only failed to continue but is also showing signs of gradual collapse. The Wind Pork Industry Index has significantly underperformed the market.
China Stimulus Trade to Pick up in Stocks by Late-Nov, JPM Says
Express News | In October, over 100 billion Hong Kong dollars flowed into overseas China stock ETFs.
10 trillion debt-for-equity swap, real estate tax policies will be introduced in the near future... One article to understand the NPC press conference
Starting from 2024, China will allocate 800 billion yuan from the annual increase in local government special bonds for five consecutive years, specifically for debt restructuring, with a cumulative potential to replace 4 trillion yuan in hidden debt. In addition, with the 6 trillion yuan debt ceiling approved by the National People's Congress Standing Committee this time, it will directly increase local debt resources by 10 trillion yuan.
Bull Market Express: Brokerage stocks are dancing again, with citic sec and east money information both hitting historic highs.
On November 7th, the market opened lower and went higher, with the Chinext Price Index leading the gains. The Shanghai Composite Index rose by 2.57%, the Shenzhen Component Index rose by 2.44%, and the Chinext Price Index rose by 3.75%. Brokerage sector surged, with citic sec and East Money Information stock prices hitting historical highs, driving the strength of diversified finance stocks. The market presents a situation of "switching between high and low", with active domestic consumer trends, sectors such as baijiu, food processing, agriculture, and the winter sports industry saw significant increases.
China's New Stock Accounts Hit Nine-Year High as Market Booms
Uncertainty has been digested! Goldman Sachs remains bullish on China stocks: expecting a 20% ROI in the next year, with A shares outperforming H shares in the short term.
Goldman Sachs believes that the profit correction trend in the Chinese market has stabilized. They will maintain a shareholding position in the internet plus-related industry, service industry, and dining industry. It is expected that A-shares may outperform H-shares in the next three months, and the EPS of the MSCI Chinese Index in the following two years is expected to grow by 12% each.
PMI data continues to improve! China's assets across the board are surging, what other signals are worth paying attention to?
The critical moment is about to come, and the market gives the feeling of being "dominant"!
Costs for 90% of pig enterprises have dropped to the range of 14 yuan: many companies say there is still room for cost reduction. Will profits stabilize next year? | Industry Observation
1. The cost of 90% of the listed pig companies has dropped to the range of 14 yuan per kilogram, including five companies such as Sunlon, Muyuan Foods, and Wens Foodstuff Group, which have dropped to the range of 13 yuan per kilogram; 2. Several listed pig companies have indicated that there is still some room for cost reduction in the fourth quarter and next year; 3. Industry insiders believe that the cost reduction achievements have become a moat for the long-term development of pig companies, helping companies expand their profit margins and enhance their risk resistance capabilities.
The twelfth meeting of the Fourteenth National People's Congress Standing Committee reviewed the proposal to increase the debt limit of local governments to replace the hidden debt.
The 12th session of the 14th National People's Congress Standing Committee held its first plenary session on the morning of November 4th at the Great Hall of the People in Beijing, chaired by Chairman ****.
Sungrow Power Supply: The growth rate of performance continues to slow in the first three quarters. Plans to issue GDR for fundraising to expand production capacity|Interpretations
①The dual leading sungrow power supply in energy storage and power inverter no longer maintains high growth momentum, with revenue growth but profit declining in Q3 this year; ②The company plans to issue GDR to raise 47.8 billion yuan and indicates that the existing production capacity is far from enough to meet the future broad market demand, urgently needing to prepare for production capacity construction.
Brokerage performance in the third quarter is impressive, with 17 companies showing year-on-year positive growth, looking forward to further boost in the fourth quarter.
The arithmetic average of the quarter-on-quarter increase in net profit attributable to the mother of 18 listed brokerages or listed entities in the third quarter was 85%; asset management and proprietary trading are the "mainstays", with average net income growth of 9.32% and 33.84% respectively year-on-year. On October 30th, according to Caixin, the veil of performance of the top three quarters of brokerage firms is being lifted. On October 29th, 9 brokerage firms disclosed their third quarter reports. There are already 18 listed brokerage firms or listed entities that have disclosed their third quarter reports. The arithmetic average of the year-on-year growth rate of net profit attributable to the mother in the first three quarters of the 18 brokerages is 46.17%, with 11 showing positive growth and 7 showing negative growth. The brokerage performance mainly reversed in the third quarter.
Shenzhen Mindray Bio-Medical Electronics Q3 net income fell by 9.31% due to factors such as delayed hospital purchases and sluggish non-rigid medical demand. | Financial report
Affected by factors such as delayed hospital procurement, tight hospital construction funds, and low non-rigid medical demand, in the third quarter, Shenzhen Mindray Bio-Medical Electronics' net income decreased by 9.31% year-on-year, while total revenue increased by 1.43% year-on-year. In the second interim profit distribution for 2024, Shenzhen Mindray Bio-Medical Electronics will distribute 16.50 yuan for every 10 shares.
Foreign public fund latest hold positions exposure! Fund managers are bullish on china's stock market valuation repair.
With the disclosure of the third quarter report, public funds under international asset management giants such as BlackRock and Fidelity have all their holdings exposed.
Express News | What did the China-US economic working group discuss? China revealed: In November, a large-scale incremental policy will be announced after the statutory procedures.
The first domestic production line for solid-state lithium batteries has officially started operation, lithium battery stocks have risen strongly, and this week institutions have conducted intensive research on related listed companies.
①Shanghai Putailai New Energy Technology released institutional research notes on Thursday, stating that the company is currently focusing on promoting high-quality industry capacity that can enhance the company's long-term competitiveness and strengthen synergy effects, leading to the trading limit up on Friday. ②Summarizing the industries most focused on by institutions this week (see table), the list of listed companies (see stocks), and the latest research on lithium battery concept stocks.
nvidia zhongji innolight enters the market! The high-speed rate optical module shipments drive the demand for optical chips to double. Which domestic manufacturers can get a share?
①AI drives demand for high-speed optical modules, leading to a shortage of optical chips, with international major factories announcing price hikes; ②The demand for optical chips is expected to continue to rise, guangdong, Wuxi, nvidia, and others have recently announced investments or support for the development of optical chips; ③Currently, the high-speed optical chip market is still mainly dominated by overseas manufacturers, with domestic 100G EML optical chips still not shipping in large quantities.
Hybrid and pure electric range up to 400 kilometers! Contemporary Amperex Technology releases new sodium-ion batteries for low-temperature scenarios.
Contemporary Amperex Technology has released a new product, the Xao Yao super mixed battery, the world's first pure electric vehicle with a range of over 400 kilometers, and also features 4C super fast charging; Sodium-ion batteries are once again being implemented. Contemporary Amperex Technology is integrating sodium-ion battery technology into the super mixed battery, pioneering the lithium-sodium AB battery system integration technology, enabling the battery to discharge in temperatures as low as minus forty degrees.