It accounts for nearly 70% of the total global sales! China continues to lead the global electric vehicle sales market. According to the latest data from a market research company, the global electric vehicle sales increased for the seventh consecutive month in November, with a year-on-year increase of 32%, a record high. Meanwhile, China continues to lead the global electric vehicle sales market. According to the research company's data, the global sales of electric vehicles, including all-electric vehicles and plug-in hybrid vehicles, increased by 32.3% year-on-year to 1.83 million in November. Among them, the sales of electric vehicles in China increased by 50% year-on-year, reaching 1.27 million vehicles, which is close to 70% of the total global sales. China continues to lead the global electric vehicle sales market.From now on, the sunny and dry mode will be started in the central and eastern regions, and the temperature in many places in the south will hit a new low. On the whole, from today to the 17th, most of the weather in the northwest to the central and eastern regions will be sunny and dry. December is also one of the driest months in the second half of the year in the central and eastern regions, so the public should pay attention to replenish water in time. Around the 18th, the precipitation in the whole country will increase again, so it is necessary to pay attention to the weather changes in time and take corresponding precautions. This cold air that is affecting China will continue to move eastward and southward, and the areas with the highest temperature and low innovation will be concentrated in Jianghuai to the southeast coastal areas. In big cities, Nanjing, Shanghai, Fuzhou, Guangzhou and Haikou will have the coldest day in the second half of the year. At the same time, the minimum temperature is also obviously downward. It is estimated that the lowest temperature will be below 0℃ in many places from the middle and lower reaches of the Yangtze River to the central and northern Guizhou tomorrow and the day after tomorrow. In the city, tomorrow morning, the lowest temperature in Changsha, Hangzhou and Nanjing will only be around 0℃, and it will feel cold. (Weather in China)National Development and Reform Commission (NDRC): We need to further strengthen the effective consumption promotion policies and support them with greater efforts. Wu Sa, deputy director of the Institute of Economics of the Macroeconomic Research Institute of the NDRC, said that it should be said that we have accumulated more and more experience in promoting consumption this year, whether it is the stock policy or the package of incremental policies. For example, the "two new" policy and the trade-in policy of consumer goods have greatly promoted the growth of consumption. This economic work conference also clearly pointed out that the effective consumption promotion policy should be further strengthened, and the scope should be expanded, the quality should be improved, and more efforts should be made to support it, which will inevitably bring better efforts to the consumption growth of household appliances, various household appliances and so on next year. In addition, this economic work conference also put forward many new policies to promote consumption, which will also affect the improvement of our consumer market next year, so it will have a greater supporting role for the consumer market next year. (CCTV News)
Two-way opening-up continues to deepen, and foreign-funded institutions continue to be optimistic about China's capital market. Near the end of the year, many foreign-funded institutions have issued investment strategies for 2025. Foreign-funded institutions generally believe that a series of incremental policies since the end of September are gradually exerting their effects, providing strong support for China's stable economic growth and high-quality development. At the same time, the interconnection of financial markets continues to deepen, and the system of qualified foreign investors continues to be optimized, which also makes foreign investors' interest in investing in China continue to rise. Many foreign-funded institutions such as Goldman Sachs, UBS and Morgan Asset Management continue to be optimistic about the market outlook of China's capital market. Xing Ziqiang, chief economist of Morgan Stanley in China, said that the regulatory authorities are increasingly friendly to foreign investment, and the attention of overseas long-term capital and foreign investors to China is also developing in a positive direction. With the coordinated efforts of reform, it is believed that China's economy and market confidence will continue to stabilize and rebound. (Securities Times)Funds continue to enter the market through the channel. The net subscription of stock ETFs exceeded 36.5 billion in the month. Since December, funds have continued to enter the market through stock ETFs (transactional open index funds). Wind information data shows that as of December 13, the net subscription share of stock ETFs in the month reached 36.543 billion. From the perspective of specific capital flow, broad-based ETFs attract gold strongly, and many CSI A 500 ETFs and CSI 300ETF are actively subscribed by investors. In addition, dividend ETFs are also net subscribed by investors. (Securities Daily)American polls show that half of Americans lack confidence in Trump's ability to nominate qualified cabinet members. A recent poll by the Associated Press -NORC Public Affairs Research Center shows that half of Americans lack confidence in President-elect Trump's ability to nominate qualified people for the new cabinet or key administrative positions. According to the survey results, 55% of American respondents have "a little confidence" or "no confidence at all" in Trump's ability to select qualified candidates during his second term, and another 27% have "very confidence". The poll was conducted from December 5 to 9, and the respondents were 1251 American adults, with a margin of error of 3.7 percentage points. (CCTV)
CITIC Securities: The growth rate of supply is expected to move down rapidly, and there is room for aluminum price increase. According to the research report of CITIC Securities, the growth rate of global electrolytic aluminum production is expected to be 3.6%/2.2%/1.7%/0.9% from 2024 to 2027, showing a rapid downward trend. At the same time, our calculation results show that the incentive price of overseas electrolytic aluminum projects may be as high as 3000 US dollars /24000 yuan. The current aluminum price is difficult to stimulate overseas capacity expansion. We are optimistic about the rising space of aluminum price and the allocation value of aluminum plate under the background of strong supply constraints. Maintain the aluminum plate "stronger than the market" rating.Betta claimed 6 million yuan from college students. The arbitration result came out: it was awarded 20,000 yuan as liquidated damages, and Betta claimed 6 million yuan from Luo Li, a college student who had a dispute over the interpretation agreement. After several years, the arbitration result finally came out, and Shenzhen International Arbitration Court only supported 20,000 yuan as compensation. (The Paper)Market News: Asoka Ranwala, Speaker of the Sri Lankan Parliament, announced his resignation on the 13th.
Strategy guide 12-14
Strategy guide
Strategy guide 12-14
Strategy guide
Strategy guide
12-14