Reserve Bank of Australia President Brock: The change in wording of the central bank's monetary policy committee is intentional. Reserve Bank of Australia President Brock: The change in wording of the statement is intentional. The Committee noted that the data had weakened. Have more confidence in inflation. The Committee believes that the economic situation is basically in line with expectations. No need for two or more quarterly inflation data to change. Will pay attention to all data including employment.Reserve Bank of Australia President Brock: The change in wording of the central bank's monetary policy committee is intentional. Reserve Bank of Australia President Brock: The change in wording of the statement is intentional. The Committee noted that the data had weakened. Have more confidence in inflation. The Committee believes that the economic situation is basically in line with expectations. No need for two or more quarterly inflation data to change. Will pay attention to all data including employment.Research Report: In the third quarter, the installed capacity of traction inverters for electric vehicles in China accounted for 61% of the world. According to the latest research of TrendForce Jibang Consulting, the total installed capacity of traction inverters for electric vehicles in the third quarter of 2024 reached 6.87 million, which was 7% higher than that in the same period last year, but the growth rate has been reduced. In the competition pattern of first-class suppliers, BYD benefited from the hot sales of its models. In the third quarter, the installed market share of traction inverter increased by 1% to 18%, surpassing Denso of Japanese factory for the first time and becoming the company with the highest market share. The market share of Huichuan Technology has also increased to 6%, which shows that the competitiveness of China manufacturers in this field continues to increase. Generally speaking, China manufacturers, Japanese manufacturers and Tesla together account for half of the global installed capacity, while the influence of European and American manufacturers is gradually weakening. TrendForce Jibang Consulting indicated that the regional differentiation of traction inverters is becoming more and more obvious, with the installed capacity in China accounting for 61% of the global total. Under the pressure of shrinking market, Europe is actively reforming and cutting expenditure to enhance the competitiveness of the electric vehicle industry chain. In the short term, the stable demand in China market will continue to support the growth of traction inverter market. In the long run, if the European automobile industry chain can be successfully reformed, it will help boost the overall performance of the global traction inverter and electric vehicle market.
The scientific and technological innovation sector is ready to go! Kechuang 100TF (588190) rose by 2.99% at midday, and Stevie rose by 6.20%. By midday on December 10th, Kechuang 100TF (588190) rose by 2.99%, with a turnover of 457 million yuan. Component stocks rose strongly, with Sitway rising by 6.20%, Guo Dun Quantum, Hengxuan Technology, Ruichuang Micro-Nano and Alice rising by over 3%, and Xinyuanwei and Anji Technology rising by over 2%. Guotai Junan said that the policy is set to be unconventional, the New Year's market is expected to continue, and the China stock market's transformation bull is taking shape, and its style and industry configuration are welcoming the "transformation bull" and its chess eyes are growing. Zhongtai Securities said that the meeting pointed out that "a more active fiscal policy and a moderately loose monetary policy should be implemented". The statement that monetary policy is "moderately loose" is the first time in many years, which indicates that a more powerful monetary policy tool will be used next year, but it does not mean relaxing the goal of stabilizing exchange rate and currency value. The easing of monetary policy throughout the year is still closely related to Trump's tax cuts, inflation and debt. Next year is the closing year of the "14th Five-Year Plan", which is the real main line of the technology and direction related to industrial policy or the "year-end and early year" market.Chaojie Co., Ltd.: In the field of humanoid robots, there are small batches of samples made of metal materials. Chaojie Co., Ltd. responded to investors' questions on the interactive platform, saying that the company already has PEEK auto parts for customers. At present, in the field of humanoid robots, the company has supplied customers with small batches of metal samples. Because humanoid robots have not yet reached the stage of industrial scale, they have not yet obtained batch orders. At present, this business accounts for a relatively low proportion of the company's revenue, which has not had a significant impact on the company's performance.The turnover of Shanghai, Shenzhen and Beijing exceeded 1.5 trillion, exceeding 430 billion compared with yesterday.
Baiao Intelligent: Cancel the absorption and merger of wholly-owned subsidiaries. Baiao Intelligent announced on December 10 that the company intends to cancel the absorption and merger of wholly-owned subsidiaries Kunshan Baisente Materials and Materials Co., Ltd. and Kunshan Baiao Intelligent Logistics Co., Ltd. in consideration of the actual operation and business development plan of the company. This termination will not lead to changes in the scope of the company's merger, the actual rights and interests held by the company will not change, it will not adversely affect the company's production and operation, and there will be no harm to the interests of the company and shareholders.Reserve Bank of Australia: Potential inflation is still too high. There is still uncertainty about the prospects. The Committee is increasingly convinced that inflationary pressure is decreasing with the recent forecast, but the risk still exists. The Committee will continue to rely on data and changing risk assessments to guide its decision-making. Although the potential inflation is still at a high level, other recent economic activity data are mixed, but overall, November data is weaker than expected.Hongya CNC: The income from exporting products to the US market is relatively low. Hongya CNC (002833) said on the interactive platform today that the company's products are exported to more than 70 countries and regions, and the income from the US market is relatively low.
Strategy guide 12-13
Strategy guide
12-13
Strategy guide
12-13
Strategy guide
12-13