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KraneShares MSCI China Clean Technology Index ETF Newsroom
The Global Technology feast CES "money-making gift package" is coming! A summary of five major investment opportunities.
This year's largest Technology event has brought us many interesting new products. This article mainly reviews for mooers the major trends in consumer electronics investment focused on at the CES 2025.
Counterpoint Research: By the first half of 2024, China will exceed 60% of the Global passenger electric vehicle market share.
Advanced technology, manufacturing automation, and the ability to provide feature-rich products at competitive prices have given Auto Manufacturers in China an advantage for Global expansion.
In-vehicle chips are in a "mixed battle", with NVIDIA, Intel, and domestic manufacturers competing in the Asia Vets track.
① NVIDIA's Thor autonomous driving chip is delayed, leading domestic car manufacturers to choose in-house development. ② Intel has launched an integrated vehicle technology platform, aiming to demonstrate its determination to transform.
Express News | Raymondo stated that the USA will finalize rules next week to combat Chinese Autos.
The "New energy Fund" subsidy has a strong impact! In December, China's sales of New energy Fund vehicles increased by 37.5% year-on-year, with a penetration rate exceeding 50% for five consecutive months in 2024.
The Passenger Vehicle Federation stated that in 2024, the wholesale, production, and export of the passenger vehicle market will all reach annual historical highs, and there is still huge potential for consumer promotion in 2025.
Express News | The Passenger Vehicle Association: In December, domestic retail sales of New energy Fund Passenger Vehicles reached 1.302 million units, an increase of 37.5% year-on-year.
Tencent rebounded by 2%! WeChat has been removed from the 2024 notorious markets list by the Office of the United States Trade Representative.
On January 8, the USA Office of the President under the Office of the Trade Representative (USTR) released the "2024 List of Notorious Markets for Counterfeiting and Piracy," and several Chinese Internet Plus-Related products are still included. Notably, Tencent's WeChat, which was previously on the list, has been removed this time.
AI takes center stage! The CES Autos exhibition booths have transformed as many automakers strengthen their application of Asia Vets in smart cabins.
① BMW globally debuted its next-generation super sensory intelligent cockpit at the 2025 CES exhibition - featuring the innovative panoramic iDrive and BMW's new generation operating system X. ② ZEEKR also regards the 'intelligent cockpit' as one of the key highlights of its exhibition, announcing a partnership with Qualcomm to jointly develop future-oriented intelligent cockpits.
Wall Street continues to be bullish on Tencent and Contemporary Amperex Technology.
Among the Chinese companies listed by the USA Department of Defense, Tencent and Contemporary Amperex Technology are the most favored Chinese Stocks by American investors, as Wall Street sees a buying opportunity amid falling stock prices. At the same time, due to the lack of transparency from the USA regarding the listing of Chinese companies, investors should prepare for the fluctuations that may arise for Chinese Stocks.
The strong become stronger! The fierce competition among car manufacturers has entered the elimination stage; who will come out on top in the end?
HSBC expects that the narrative of price wars and Industry consolidation will continue, as BYD and Tesla will further expand their competitive advantages through price wars, while companies with annual sales of less than 30,000 vehicles have a low chance of long-term survival.
The "cold winter" is not over yet! Industry worries: lithium prices are still difficult to achieve a significant rebound this year.
① After experiencing two years of cyclical adjustments, many industry insiders predict that Lithium prices may still face challenges in 2025; ② With the ongoing surplus in Lithium supply, and the possibility that some mines might restart if prices rise, it means that this Battery Metal may still be unlikely to see a significant rebound this year.
Significant policy for trading in old for new: up to 500 yuan subsidy for mobile phones and tablets, up to 2000 yuan for computers and Air Conditioners, and up to 0.02 million yuan for Electric Vehicles.
The National Development and Reform Commission stated that by 2025, the total scale of ultra-long special treasury bonds used to support the "two new" will significantly increase compared to last year, with specific amounts to be announced during this year's National People's Congress. Fu Jinling, Director of the Economic Construction Department of the Ministry of Finance, stated that recently, the central government has allocated 81 billion yuan for the 2025 consumer upgrade fund to support localities in smoothly implementing policy continuity.
Active bidding for projects and stable wind turbine prices. Multiple wind energy manufacturers are Bullish about the market outlook. Supply and demand for large-megawatt components may tighten.
In 2024, the total bidding volume in the wind power market reached a new high, with manufacturers winning a total of 968 projects, amounting to a total scale of 197.3 GW, a year-on-year increase of 84.57%.
U.S. stocks preview | "CES Technology Spring Festival" is buzzing! NVIDIA reached a historic high in pre-market trading; the "golden touch magic" is back, with NVIDIA concept stock Aurora soaring nearly 40%.
The investment director at Morgan Stanley states that US stocks may face severe challenges in the next six months due to rising bond yields and the strengthening dollar raising concerns about inflation; a Wall Street bond short seller predicts that the yield on ten-year USA Bonds will rise to 5.5% by the end of the year; under the impact of high interest rates, the bankruptcy rate of American companies has reached its highest level since the financial crisis.
Tencent's Hong Kong stocks fell by 7%! It was listed on the USA Department of Defense's 1260H list, and the latest response has arrived.
Source: Brokerage China Author: Shi Qian USA has new actions! Overnight, Tencent's ADR $Tencent(ADR)(TCEHY.US)$ dropped more than 7%. This morning, Hong Kong stocks $Tencent(00700.HK)$ opened down 7%, reported at 380.6 Hong Kong dollars. The US Department of Defense stated on Monday that it has added Chinese Technology giants, including Tencent, $Contemporary Amperex Technology(300750.SZ)$, to the 1260H list. The list also includes chip manufacturer Changxin Storage, $Quectel Wireless Solutions(603236.SH)$, and Drone manufacturer $Daotongke.
Futu Daily News | The Technology grand event CES is coming today! Jensen Huang's keynote speech raises market expectations; Tencent and Contemporary Amperex Technology respond to being listed on the USA Department of Defense list: it is a mistake, and the
Signals of Trump 2.0 removing regulations? The Vice Chairman in charge of financial regulation at the Federal Reserve will resign early after Trump's rise to power; Bitcoin returns to $100,000, and stocks related to Cryptos soar across the board; FuboTV's stock price skyrockets over 251%! It will collaborate with Disney to merge live television streaming services.
Tencent and Contemporary Amperex Technology responded to being included on the USA Department of Defense list: it is a mistake, and they will work together to resolve the misunderstanding.
Tencent stated in a statement that being included on this list is clearly a mistake, as we are neither a Military Industry enterprise nor a Military Industry supplier.
After the USD dropped over 1%, it rebounded, and Trump denied the report of "tariff reduction."
Reports indicate that a tariff plan studied by Trump’s aides will target all countries but only cover key imported commodities, yet Trump denied on Social Media that the tariff policy would be reduced.
Daily Bull and Bear | Is the "bear army" regaining the upper hand? Last Friday, the Hang Seng Index saw a significant increase in bear shares; Xiaomi's stock price hit a historic high, with a bull certificate earning a profit of 150%.
The Hang Seng Index night futures closed at 19,827 points, with a net Outflow of 58 million HKD from bullish positions and a net Inflow of 41 million HKD into bearish positions last Friday; the top five stocks with inflow from bullish positions are Xiaomi, Tencent, Alibaba, Hong Kong Stock Exchange, and BYD.
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.