The output of new energy vehicles takes the lead to seize the new highland of intelligent competition. BYD, GAC Ai 'an and Xpeng Motors, these new energy vehicle brands have helped Guangdong-Hong Kong-Macao Greater Bay Area become the highland of new energy vehicle industry in China. The data shows that one out of every four new energy vehicles in China is "made in Guangdong". At present, a number of leading enterprises in Guangdong-Hong Kong-Macao Greater Bay Area have emerged, such as Shenzhen Yinwang, Zhuoyu, Wen Yuan Zhixing, Xiaoma Zhixing, Desai Xiwei and Sagitar Juchuang, which have formed a perfect intelligent networked automobile industry chain. According to the insiders, intelligentization provides power for the "second half" of the development of new energy automobile industry, and Guangdong-Hong Kong-Macao Greater Bay Area is seizing the new highland of intelligent networked automobile industry.Israeli air strikes in southern Lebanon killed five people. On the 11th, Lebanese health authorities said that Israeli air strikes in southern Lebanon that day had caused five deaths. On the same day, the Lebanese military issued a statement saying that a fierce exchange of fire was observed between the Israeli army and Hezbollah in southern Lebanon near the temporary border between Lebanon and Israel. In this regard, the Israeli army and Hezbollah have not responded for the time being.Beijing successfully sold the first unlimited land plot since the price limit, with a transfer amount of 11.054 billion yuan. On December 12, the R2 second-class residential land of the land development project for shantytown renovation in Wanquansi Village, Fengtai District, Beijing was successfully sold at the reserve price, with a transfer amount of 11.054 billion yuan, which is also the first unlimited land plot sold in Beijing since the price limit in 2021. It is worth mentioning that this plot is the third plot with a total price exceeding 10 billion besides the old transformation of Jiuxianqiao in Chaoyang+the shed transformation of Sunheqian Weigou Group+the plot 0017 in Chaoyang Park North District of Zhongguancun, and the plot of Jiuxianqiao+shibalidian+xiaohongmen Group. (CSI Taurus)
Cai Weidong was appointed as the deputy secretary of the Party Committee of Shentong Metro Group. According to the news of Shentong Metro Group, on the afternoon of December 11th, Shentong Metro Group held a leadership adjustment announcement meeting. At the meeting, the Organization Department of the Municipal Party Committee announced that Cai Weidong was appointed as the deputy secretary of the Party Committee of Shanghai Shentong Metro Group Co., Ltd., and Ge Shiping was removed from the post of deputy secretary of the Party Committee of Shanghai Shentong Metro Group Co., Ltd.Four people were injured when a bus in Jerusalem was shot, and four people were injured when a bus was shot at a tunnel checkpoint in the south of Jerusalem, one of whom was seriously injured.CICC: The CPI of the United States rose as scheduled in November, but it did not hinder the interest rate cut. CICC released a research report saying that the CPI and core CPI of the United States both rose to 0.31% in November, which was basically in line with the market and its expectations. For the post-election policies, if the immigration and tariff policies are too radical, it will bring pressure to inflation at the end of next year, which will have an impact on the market and even the mid-term elections. Therefore, before the mid-term elections, due to the "realistic constraints" of inflation, the inflation policy will be faster, but the scope may be limited, while the growth policy will be faster, and then the overall assets will still be positive. According to the difference between the natural interest rate and the real interest rate, CICC estimates that after the interest rate cut in December, there may still be two or three interest rate cuts in 2025, with the end point of interest rate cut at 3.5-3.75% and the center corresponding to long-term US debt at 3.8-4%.
The US dollar index rose more than 0.2%, and the Japanese yen once rose to 151. The Canadian dollar almost retreated the increase since the Bank of Canada cut interest rates. In late new york on Wednesday (December 11th), the ICE dollar index rose by 0.25% to 106.663 points, which was as low as 106.268 points at 10:56 Beijing time, and then as high as 106.806 points at 18:11. USD/JPY rose 0.34% to 152.47 yen, and the intraday trading range was 151.02-152.82 yen. At 17:11, the daily low was refreshed and instantly reversed. When the US CPI data was released, the daily high was refreshed.Standard & Poor's: It is expected that the rise of trade protectionism in major economies will damage the GDP growth of most emerging markets, but the impact will depend on specific policies. Central banks in emerging markets are expected to take a more cautious stance, but monetary easing will continue.The position ETF--iShares Silver Trust, the world's largest silver ETF, decreased by 179.98 tons compared with the previous day, and the current position is 14,414.25 tons.
Strategy guide
12-14
Strategy guide
12-14
Strategy guide
12-14
Strategy guide 12-14