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A year-on-year increase of 32%! Global electric vehicle sales have set historical highs for three consecutive months, with China accounting for 70% of the market.
The performance of the China market is impressive, with sales in November growing by 50% year-on-year to reach 1.27 million vehicles, accounting for about 70% of Global total sales. Overall Auto sales in China for November increased by 16.6% compared to the previous year, marking the highest growth rate since January this year. BYD is expected to exceed the annual Global sales target and surpass Ford and Honda.
Futu Morning News | The Central Economic Work Conference has set the tone! Next year, the fiscal deficit rate needs to be increased; Broadcom soared over 15% after hours! Q4 profit exceeded expectations.
Inflation unexpectedly accelerates! In November, the USA PPI month-on-month growth rate reached the highest increase since June; AI transformation faces challenges! Adobe's performance forecast fell short of expectations, dropping more than 13% after the earnings report.
The Central Economic Work Conference was held in Peking, and **** delivered an important speech.
The Central Economic Work Conference was held in Peking, where **** delivered an important speech, Li Qiang gave a summary speech, and ****, ****, Cai Qi, ****, and Li Xi attended the meeting.
Annual review | The top ten explosive stocks in Hong Kong for 2024 have been announced! POP MART and China Merchants performed strongly, with Meituan rising over 103% to lead the charge among the trillion-dollar giants.
After three consecutive years of decline, 2024 has brought a turnaround for Hong Kong stocks.
After 14 years, returning to "moderately loose" monetary policy invigorates Assets in China! How to layout next?
On December 9, the Political Bureau of the Central Committee of the Communist Party of China held a meeting. The meeting emphasized the importance of economic work for next year and clearly proposed to 'stabilize the real estate and stock markets', 'implement a more proactive fiscal policy and moderately accommodative monetary policy', 'strengthen extraordinary counter-cyclical adjustments', and 'effectively combine policies'.
Who might be the supplier for the Xiaomi YU7?
Xiaomi Autos is once again making waves in the automotive circle! The first SUV model, YU7, has been officially announced, and is expected to be launched in mid-2025. Xiaomi is ambitious and has raised its annual sales target to 120,000 units after completing a delivery volume of 100,000 units ahead of schedule. In a Research Report released on the 12th, UBS Group predicts that with the addition of the new model YU7 and the enhancement of production capacity, total sales of Xiaomi Autos in 2025 are expected to double to 260,000 units. The supply chain for the YU7 is gradually coming to light. UBS Group believes that companies such as Topband, FUYAO GLASS, Minth, Huayang, NEXTEER, and Keboda Technology are likely to become partners of Xiaomi, providing components for the YU7.
Extreme challenges faced at critical moments | Focus
① The CEO of ZEEKR, Xia Yiping, stated that the entire Autos industry is experiencing a new wave of efficiency improvements, re-integrating resources. ② ZEEKR Autos had an overall delivery volume of less than 0.014 million units from January to November 2024, which is lower than that of Xiaomi Autos and its "peer" ZEEKR.
Year-end review | The strongest Sector of Hong Kong stocks in 2024 has been released! The financial and information technology Sectors lead the way strongly; China Merchants soared nearly 170%, while Meituan, Ctrip, and Xiaomi doubled within the year.
Since the beginning of this year, high-dividend Assets have become the focus of the market, with Financial and Coal, Electrical Utilities, and other Energy Sectors favored by funds. The Information Technology Sector has also performed impressively, with Network Technology stocks seeing a valuation recovery, and giants like Meituan and Xiaomi showing significant increases. Data shows that the Financial and Information Technology Sectors have led the rise of Hong Kong stocks this year, with increases of 44% and 39% respectively.
Aim for 30 million vehicles for the whole year, with RBOB Gasoline vehicles experiencing a "four consecutive months increase". The China Association of Automobile Manufacturers calls for early implementation of consumer promotion policies next year.
1. The domestic sales of traditional fuel Passenger Vehicles reached 1.21 million units, a decrease of 0.105 million units compared to the same period last year, with a month-on-month growth of 16.2% and a year-on-year decline of 8%. 2. Chen Shihua, deputy secretary-general of the China Automobile Industry Association, urged that relevant policies to promote Consumer spending on Autos continue next year and be implemented as soon as possible.
Lei Jun wants to dethrone the Model Y.
There is still a need to overcome the capacity challenges.
Xiaomi's second car, the YU7, has been filed, goldman sachs: it is expected to become one of the best-selling high-end new energy SUVs in china!
Goldman Sachs stated that, given the strong sales of SU7 which exceeded expectations, and that YU7 has advantages in dimensions, power system, and range compared to similar SUV models, it has the potential to become one of the best-selling high-end new energy fund SUVs in China. Additionally, the SU7 and YU7 share the Xiaomi manufacturing platform, which is expected to improve the gross margin of the autos business.
Daily Bull and Bear | Market sentiment is warming up! The Hang Seng Index futures closed above 21,000 points, with the bull certificate ratio regaining the advantage; the Hong Kong Stock Exchange rose nearly 6% yesterday, with multiple call warrants makin
As of market close, the total market turnover was 206.53 billion HKD, with trading sentiment showing some improvement; the total turnover of all warrants and callable bull/bear contracts was 12.633 billion HKD, accounting for 6.1% of the total market turnover, of which the long positions accounted for 3.8% and the short positions accounted for 2.4%.
The Model Y has a strong competitor: Xiaomi's first SUV is revealed, officially announcing that the YU7 will be launched in the summer of next year.
The Ministry of Industry and Information Technology's public information shows that the YU7 is 4999mm long, 1996mm wide, and 1600mm high. Because it looks similar to the ferrari Purosangue, netizens jokingly call it "Falami." Xiaomi expects the new car to officially launch in June or July next year, but has not disclosed the pricing.
The trend of replacing old with new is strong! In November, China's sales of New energy Fund Autos increased by 50% year-on-year, reaching a new high, while exports fell by 6.3%.
In November, the passenger vehicle market achieved historical highs in retail, wholesale, production, and exports for the month, with explosive growth in new energy. The Passenger Car Association stated that the vast majority of scrapping replacements and some old-for-new exchange users chose to purchase electric vehicles, and the subsidy policy particularly promoted strong growth in the entry-level pure electric vehicle and narrow plug-in hybrid markets, further solidifying the foundation for the expansion of new energy penetration.
In November, the electric vehicle market experienced explosive growth, with nearly 80% of A/H share listed car companies seeing their sales increase year-on-year, and many setting new records.
① In November, retail sales of new energy passenger vehicles reached 1.268 million units, a year-on-year increase of 50.5% and a month-on-month growth of 5.9%, with the domestic retail penetration rate of electric vehicles reaching 52.3%; ② In November, the explosive growth of new energy vehicles reflects the market's positive feedback on the national scrapping and updating program and the "double new policy" of replacing old with new; ③ Twelve auto manufacturers achieved a year-on-year increase in sales in the new energy market in November.
The Passenger Vehicle Association: In November, the national passenger vehicle market retail sales reached 2.423 million units, a year-on-year increase of 16.5%.
In November, the national retail sales of passenger vehicles reached 2.423 million units, an increase of 16.5% year-on-year and a growth of 7.1% month-on-month. Since the beginning of this year, retail sales have totaled 20.257 million units, up by 4.7% year-on-year.
The Political Bureau of the Central Committee of the Communist Party of China: Implement more proactive macro policies, expand domestic demand, promote the integration of technology innovation and industrial innovation, and stabilize the real estate and s
The Political Bureau of the CPC Central Committee held a meeting on December 9 to analyze and study the economic work in 2025; listened to the work report of the Central Commission for Discipline Inspection and State Supervision Commission, and discussed the arrangements for the party's work style and anti-corruption work in 2025. General Secretary of the CPC Central Committee **** presided over the meeting.
Daily Bull and Bear | Divergence re-emerges in the Hong Kong stock market! Last Friday, the Hang Seng Index rebounded by over 300 points, with a net inflow of 66 million HKD into short positions; SenseTime's share price soared nearly 15%, and warrants sur
Last Friday, the Hang Seng Index night futures closed at 19,821 points, down 112 points or 0.562%, with a low of 45 points; net inflow from long positions was 71 million HKD, and net inflow from short positions was 66 million HKD; the top five inflows for long positions were Xiaomi, Hong Kong Stock Exchange, Ping An, Xiaopeng, and wuxi bio.
Futu Morning Post | Senior officials at the Federal Reserve support cautious rate cuts! Hawks directors say inflation progress seems to have stalled; S&P, Nasdaq hit new highs again, AI application stocks collectively surged, and Tesla has risen more than
A conclusion! The final version of the NDAA from both chambers of Congress did not include the biosecurity bill; at the Tesla investor meeting: new models will be launched in the first half of 2025, with an annual sales growth target of 20-30%, computing power will significantly enhance FSD, and there are no competitors for autonomous driving in Europe and the US; included in the s&p 500 index! apollo global management and Workday surged collectively after hours.
usa's Pop Mart? Build-A-Bear, which has risen by 1388% in five years.
Behind the surge in stock prices is Build-A-Bear's shift in market positioning, turning its focus from children to the more consumer-potential adult market. Currently, about 40% of the company's customers are teenagers and adults, and this increase directly drives the company's performance growth.