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Kraneshares Tr Bosera Msci China A Sh Etf Newsroom
Weekend reading | Nissan and Honda's major merger, a battle against BYD and Tesla.
Once the integration of the two major auto companies is successful, it will become the largest reorganization case in the Global Autos Industry since the merger of Fiat Chrysler Automobiles and PSA Group to form Stellantis for 52 billion dollars in 2021.
The number has reached a historical high! So far this year, 17 A-share listed companies have announced special dividend plans, including Contemporary Amperex Technology and Yunnan Baiyao Group.
① According to incomplete Statistics, as of the time of publication, 17 A-share listed companies have announced special dividend plans for 2024 this year (attached table), setting a record high for the year. Among them, the special dividend amounts of Contemporary Amperex Technology, Yunnan Baiyao Group, S.F. Holding, and others exceed 2 billion yuan. ② In addition, listed companies such as Fuhua, Three Squirrels Inc., and Chongqing Qin'an M&E PLC have announced special dividend plans before the Spring Festival.
The largest IPO in Hong Kong stocks in the past three years is coming.
The Global process is accelerating.
A maximum decrease of over 11%! BYD and Tesla are "joining forces" to lower prices at the end of the year, making a final push for the "Year of the Dragon."
① BYD and Tesla, the two leading companies in the New energy Fund, will successively launch limited-time promotional activities at the end of 2024 for a final push; ② At the beginning of next year, discounts on new vehicles may increase, reigniting a "price war" in the auto market.
Hong Kong Stock Market Midday Review | All three major Indexes rose after the holiday, with the Tech Index up over 1%; Xiaomi-Backed, Semiconductors, and Communication Equipment stocks increased, Kingsoft Cloud soared over 33%, ZTE rose over 12%, and Semi
The Network Technology stocks are mixed; XIAOMI-W has risen over 5%, KUAISHOU-W has fallen by 1.39%, Baidu has dropped by 1.11%, JD-SW has decreased by 3.69%, MEITUAN-W has increased by 0.26%, and TENCENT has fallen by 0.24%.
Futu Morning Report | Apple hits a new high for four consecutive days! Wedbush raises the Target Price to $325; US Small Cap stocks are booming, with Drone and Quantum Computing concept stocks leading the surge.
The number of initial jobless claims in the USA fell to the lowest level in a month last week, but the duration of unemployment has increased; NVIDIA has launched the GB200 NLV4, and the GB300 is expected to be released in March next year; additional upward momentum? MicroStrategy plans to sell more shares to raise funds for purchasing Bitcoin.
After Tesla, BYD, and Xiaopeng, GAC has also entered the market! The embodied intelligence sector is crowded with car companies.
① The humanoid robot created by Guangzhou Automobile Group integrates both four-wheeled and two-wheeled modes. ② Some opinions suggest that while there are plenty of robots in the automobile production workshop, the understanding of scenarios for humanoid robots needs to be deepened in order to break through more technical boundaries.
With 260 billion on the account! Contemporary Amperex Technology plans to list again in Hong Kong, reiterating its Global Strategy | Quick read announcement.
① Contemporary Amperex Technology plans to issue Overseas Listed in Hong Kong Stocks and apply for listing on the Main Board of the Hong Kong Stock Exchange; ② The company stated that the H shares listing is to further promote "the company's Global Strategy layout and create an international capital operation platform."
The registered capital increased from 10 million to 3 billion! Contemporary Amperex Technology's subsidiary has taken new actions.
① The registered capital of Contemporary Amperex Technology Fuling New Energy Co., Ltd. has increased from 10 million RMB to 3 billion RMB, and the scope of operation has changed from the production and sales of daily-use Masks (non-medical) to Battery manufacturing and sales, among others; ② Recently, Contemporary Amperex Technology is increasing its layout in every link of the lithium Battery Industry Chain; ③ In terms of the Industry, the lithium Battery Industry is expected to continue its recovery, and the willingness to increase the processing fees for lithium iron phosphate is明显.
Cui Dongshu: From January to November, China imported 640,000 Autos, a year-on-year decrease of 11%.
The import volume of autos in China has continued to decline at an average annual rate of about 8% from 1.24 million units in 2017, reaching only 0.8 million units by 2023. In the period from January to November 2024, auto imports were 0.64 million units, a year-on-year decrease of 11%.
After building cars, will we create 'humans'? Over ten car companies are laying out plans, has it become a necessary option in the AI era?
① The Chairman of Ideal Automobile, Li Xiang, responded to whether there will be humanoid robots, stating that the probability is definitely 100%, but the timing is not now; ② Apart from Tesla, Chinese brands including BYD, Guangzhou Automobile Group, Chery Automobile, Xiaomi, Chongqing Sokon Industry Group Stock, Xpeng Motors, SAIC Motor, Chongqing Changan Automobile, and Dongfeng Automobile are all involved in the field of humanoid robots.
Zhiji and Avita have recently attracted significant investment, with 'state-owned investors' fully backing New energy Fund automobiles.
① The 9.4 billion yuan financing for Zhiji Autos has continued support from both state-owned investment Institutions and market-oriented investment Institutions. ② From Zhiji Autos in Shanghai to Avita in Chongqing, then to GAC Aion, NIO in Hefei, and Li Auto in Changzhou, the involvement of local state-owned assets reflects the demand for industry drive and regional development. ③ After the conclusion of the Central Economic Work Conference, local governments are actively promoting industrial upgrades, demonstrating their main roles and responsibilities in the transition between new and old drivers of growth.
Tesla's Market Cap accounts for half of the Global Autos industry! In 2025, autonomous driving will迎来 the ChatGPT moment; how will the competitive landscape evolve?
The Pacific Securities believes that the next three years are a critical phase for the intelligent upgrade of Electric Vehicles, with Tesla being the core driving force. By 2025, Tesla's FSD is expected to gradually reach a turning point globally, driving the New energy Fund industry into a truly intelligent era. Under the catfish effect of Tesla, leading Electric Vehicle companies domestically and internationally are expected to accelerate intelligent applications, thus opening up demand space.
Asia-Pacific Markets Flat in Thin Holiday Trading, PBoC Holds MLF Rate Steady for Third Month
PBoC Holds MLF Rate Steady for Third Month, Withdraws Largest Cash Since 2014
Which bank has the highest dividend yield, and when will the interim dividend arrive?
China Merchants stated that in the A-share market, Ping An Bank, China Zheshang Bank, Xiamen Bank Co.,Ltd., and Bank of Shanghai have high dividend yields; the H-shares of China Construction Bank Corporation, Bank Of Communications, Chongqing Rural Commercial Bank, and Bank Of China also have relatively high dividend yields.
How would a merger between Honda and Nissan change the Autos industry?
If the two companies successfully merge, this merger will put pressure on other medium-sized Auto Manufacturers, at least prompting them to consider taking similar actions. Historically, operating on a larger scale has advantages, but it does not necessarily guarantee success.
Asia-Pacific Markets Mostly Rise in Thin Pre-holiday Trading and Tracking Strong Gains on Wall Street
What major trends are implied behind the ten historic numbers of 2024?
From Bitcoin prices breaking 0.1 million dollars, to Musk's exorbitant compensation package, and the record-low fertility rates in Japan and South Korea, each number hides a complex story, reflecting the fluctuations of the Global economy, policy shifts, market turmoil, and leaps in Technology.
The four major banks' stock prices in A-shares have all reached new highs, with the Agricultural Bank Of China in Hong Kong rising by nearly 3%! Foreign capital is significantly increasing its holdings in bank stocks.
When market structure and investment expectations diverge, dividend Assets become the focus due to their inherent stability.