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2024-12-14 05:18:56

[In November, the global sales of pure electric and plug-in hybrid vehicles exceeded 1.8 million, with China accounting for 70%. According to the data released by market research company Rho Motion on Friday, the global sales of pure electric and plug-in hybrid vehicles increased for the seventh consecutive month in November, with a year-on-year increase of 32.3%, reaching 1.83 million, the third consecutive month reaching a record high. Among them, the sales of pure electric and plug-in hybrid vehicles in China market increased by 50%, reaching 1.27 million vehicles, accounting for nearly 70% of the total global sales.Senior Advisor of Shi Pomao: Japan must be prepared for Trump tariffs. One of Japan's top security officials said that Japan needs to be prepared for the threat of US President-elect Trump to impose tariffs on Canada and Mexico, and adjust the supply chain to reduce the collateral damage to Japanese enterprises. Akihisa Nagashima, national security adviser to Japanese Prime Minister Shi Pomao, said that during his recent visit to the United States, he had a "frank" communication with Trump team members on tariff issues. "I realized that Japan must be ready for Trump to implement his plan," he said.CITIC Securities: The short-term copper price rebound has a foundation, and it pays attention to the allocation opportunities of the copper plate. CITIC Securities Research Report said that the recent TC negotiation results of copper concentrates, frequent domestic policy warm winds, and the off-season destocking of domestic stocks have been resonantly catalyzed, superimposed with the fall of the US dollar. We believe that the short-term copper price rebound has a foundation and the medium-term fundamental expectations are more solid. We predict that the copper price in the next quarter will run in the range of 9000-10000 USD/ton, which has strong upward elasticity in the short term. It is suggested to pay attention to the allocation opportunities of copper plate. It is suggested to comprehensively select stocks from the dimensions of segment valuation rationality, output growth next year and copper price elasticity.


Google released the Android XR operating system, and Samsung's first launch will be launched next year. On December 12, local time, Google launched a new operating system Android XR developed in cooperation with Samsung, which combines years of investment in AI, AR and VR, aiming at wearing devices and smart glasses. Bring a practical experience. This release is a preview for developers, who can start to develop applications and games for the upcoming Android XR device. The first head-mounted display device developed based on Android XR is code-named "Project Moohan", which is made by Samsung and will go on sale next year.Huatai Securities: The main industrial chain of lithium battery pays attention to the opportunity of profit bottoming, and the new technology focuses on solid-state batteries. Huatai Securities said that the domestic market policy side is superimposed on the enterprise side, and the carbon emission assessment in Europe is overweight in 2025. It is expected that the global new energy vehicle market will maintain steady growth in 2025. Coupled with the rapid growth of energy storage, it is estimated that the global battery demand will reach 1544/1937GWh in 2024/2025, which is +30%/+25% year-on-year. In the fourth quarter, the demand for power and energy storage is improving, and the prices of some links of lithium battery have shown signs of stabilization. We are optimistic about the links with tight supply and demand pattern and strong differentiation, and the performance of related enterprises is expected to rise in volume and price next year. In terms of new technologies, solid-state batteries continue to be tested and promoted, composite aluminum foil is expected to be mass-produced next year, lithium-sodium mixed technology is gradually landing, and fast charging permeability is expected to increase. It is recommended to pay attention to the progress of new technology industries.The Henan provincial government and Shenzhen Stock Exchange signed a strategic cooperation agreement. According to the news of Henan government network, on December 12, the Henan provincial government and Shenzhen Stock Exchange signed a strategic cooperation agreement in Zhengzhou, and reached a cooperation intention on jointly promoting capital market construction and promoting local economic development. The two sides will adhere to the principles of complementary advantages, resource sharing, project traction, innovation and win-win, and establish an all-round, multi-level, long-term stable, cooperative and mutually beneficial strategic cooperative relationship; Focusing on the implementation of major national strategies and the key industrial chain groups cultivated in Henan Province, we will intensify the cultivation and promote more high-quality enterprises to go public; Give full play to the role of industry-finance service platform and further broaden financing channels; Establish an all-round communication mechanism, strengthen information sharing and work coordination, and jointly create a good environment for the development of the capital market.


The memorial hall for the victims of the Nanjing Massacre by the Japanese invaders held a ceremony to raise the national flag and fly it at half mast. (CCTV)Asiana Airlines will use Korean Air's 1.500 trillion won investment to repay its debts.Google released the Android XR operating system, and Samsung's first launch will be launched next year. On December 12, local time, Google launched a new operating system Android XR developed in cooperation with Samsung, which combines years of investment in AI, AR and VR, aiming at wearing devices and smart glasses. Bring a practical experience. This release is a preview for developers, who can start to develop applications and games for the upcoming Android XR device. The first head-mounted display device developed based on Android XR is code-named "Project Moohan", which is made by Samsung and will go on sale next year.

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