Hong Kong auto stocks opened higher, with Weilai Auto (09866.HK) up 6.7%, Xpeng Motors (09868.HK) up 6.2% and LI (02015.HK) up 3.4%.The main contract of Shanghai and Shenzhen 300 stock index futures (IF) rose 4.00% in the day, and now it is reported at 4,120.6 points. The main contract of Shanghai 50 stock index futures (IH) hit 2700 points, rising 4.39% in the day. The main contract of CSI 1000 stock index futures (IM) exceeded 6500 points, rising by 4.18% in the day. The main contract of CSI 500 stock index futures (IC) rose 4.00% in the day, and now it is reported at 6165.0 points.Yunnan Copper Industry: The shipping sales of slag tailings in Southeast Copper Industry reached a record high. According to Yunnan Copper Industry, this year, under the situation that the cement industry continued to decline, Southeast Copper Industry withstood the pressure and took the initiative to attack. By the end of November, 2024, the company had shipped 668,400 tons of slag separation tailings through the port of Ningde, and it is estimated that the annual shipping volume will reach 760,000 tons, up 40% from 2023, a record high.
Tianjin's first foreign-related business welcoming workstation was opened. Recently, Tianjin's first foreign-related business welcoming workstation was opened in the entry-exit service hall of Binhai New Area. This foreign-related business-welcoming workstation fills the gap that there is no one-stop service for foreigners in Tianjin in terms of entrepreneurial development, cultural exchange, housing security and education and training, and will further optimize the regional international business environment. As a key task in the Action Plan for Improving the Quality of Business Environment in Tianjin in 2024, the construction of the foreign-related business-oriented workstation is led by the Tianjin Economic Development Zone Management Committee, and promoted by the Municipal Science and Technology Bureau, the Municipal Public Security Bureau, the Municipal People's Social Security Bureau and the Municipal Foreign Affairs Office. It is the first in the city to realize that foreigners can complete work permits, residence permits, employment registration and insurance registration only once after coming to China, and the service scope can cover the whole city.The management of Starbucks China continued to adjust, and hired CGO to manage the growth from digital marketing companies. Starbucks China has appointed Tony Yang as the company's CGO (Chief Growth Officer). This is the first time that Starbucks China has set up a CGO position. Yang Zhenyuan was the president and partner of Tezan, a digital marketing company. In January last year, Yang Zhen joined Jidu Automobile as the head of the user development department. According to our understanding, Karen Yih, the current CFO, will leave in December. (LatePost)The Hang Seng Index of Hong Kong stocks opened higher by 3.21%, the index of state-owned enterprises rose by 3.46%, and the branch index rose by 4.24%.
The yen fell to a low point against the US dollar since November 29, which cooled down around the expectation of the Bank of Japan to raise interest rates this month. As the market expected the Bank of Japan to raise interest rates this month, the yen fell to its lowest level against the US dollar since the end of November. The yen once fell 0.2% against the US dollar to 151.55. Overnight index swap pricing shows that the probability of the Bank of Japan raising interest rates in December is 28%.The Hang Seng Index of Hong Kong stocks opened higher by 3.21%, the index of state-owned enterprises rose by 3.46%, and the branch index rose by 4.24%.Guojin Securities: In 2025, we are optimistic about Apple's industrial chain and can independently control and benefit from the industrial chain. Guojin Securities Research Report pointed out that the AI big model has brought new development opportunities to consumer electronics and IOT hardware, and it is expected to continue to drive hardware innovation, improve the value of the industrial chain and accelerate the replacement cycle. The trend of Apple's hardware innovation and growth is gradually clear. In 2025, IPhone17 is expected to usher in great innovation in hardware and end-side AI. In 2026, Apple is expected to launch folding mobile phones/iPads and smart glasses. AI smart glasses are in full bloom and are expected to usher in explosive growth. Self-control of semiconductors is the general trend, and we are optimistic about semiconductor equipment parts, materials and domestic computing power industry chain. In 2025, we are optimistic about Apple's industrial chain, AI glasses, AI-driven and self-controllable benefit industrial chain.
Strategy guide 12-13
Strategy guide 12-13
Strategy guide
12-13
Strategy guide
Strategy guide 12-13
Strategy guide 12-13