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.Reserve Bank of Australia: You can't say when you have confidence in inflation. Reserve Bank of Australia President Brock said that you can't say when you have confidence in inflation, but the Committee has noticed weak data. Our forecast does show that inflation will slow down. If this happens, there will be a moment when we will be confident enough that inflation will return to the target range and start to relax interest rates. We will observe the upcoming data before the meeting in February next year and evaluate what these data mean for inflation and whether we can achieve our forecast.Li Jun, the former first-level senior police sergeant of the Economic Crime Investigation Corps of Jiangxi Provincial Public Security Department, was examined and investigated. On December 10th, WeChat official account WeChat reported that Li Jun, the former first-level senior police sergeant of the Economic Crime Investigation Corps of Jiangxi Provincial Public Security Department, was suspected of serious violation of discipline and law, and took the initiative to explain the problem to the organization. At present, he is being examined by the Discipline Inspection and Supervision Team of Jiangxi Provincial Commission for Discipline Inspection in the Provincial Public Security Department and supervised by the Supervision Committee of Yushan County, Shangrao City.
On the analysis of the daily limit at noon on December 10, the Shanghai Composite Index opened higher and fell back by 1.58%, and the half-day turnover of the two cities exceeded 1.5 trillion. Yiming food has 11 boards, and Taier shares have 9 boards. You can understand one picture > >Noon announcement: Huatong convertible bonds will soon stop converting shares; Platinum New Materials Thailand Base has obtained the project record. ① Huatong shares: after the market closes on December 10, the "Huatong convertible bonds" that have not been converted will stop converting shares; At present, there is only the last half trading day left before the "Huatong Convertible Bonds" stops converting shares, that is, the trading time on the afternoon of December 10th. The company specially reminded the holders of "Huatong Convertible Bonds" to complete the share conversion within the time limit. The "Huatong Convertible Bonds" that have not been converted after the closing of the market on December 10 will be forcibly redeemed at the price of 101.21 yuan/piece. ② Platinum New Materials: Recently, the company has completed the relevant filing and registration of production base projects in Thailand, and has successively received the Certificate of Overseas Investment of Enterprises issued by Shenzhen Municipal Bureau of Commerce and the Notice of Filing Overseas Investment Projects issued by Shenzhen Development and Reform Commission. ③ Baiao Intelligent: The company originally planned to absorb and merge its wholly-owned subsidiaries Kunshan Baisente Materials and Materials Co., Ltd. ("Baisente") and Kunshan Baiao Smart Logistics Co., Ltd. ("Smart Logistics"). Considering the company's actual operation and business development plan, the company plans to cancel the absorption and merger of Besant and Smart Logistics.Foreign media: There was a huge explosion in Damascus, the capital of Syria. According to the latest news from AFP on the 10th, the media reporter heard a huge explosion in Damascus, the capital of Syria, that morning. Agence France-Presse mentioned that just a few hours before the explosion, the British-based Syrian Human Rights Watch reported that since the fall of the Assad regime, Israel has launched about 250 air strikes on Syrian territory.
Morgan Stanley issued a technical opinion report that it is believed that the share price of CITIC Securities will rise in the next 30 days. The bank believes that the above scenario will happen 70% to 80% of the time. The bank pointed out that the upward trend is mainly due to the supportive policy tone before the domestic economic work conference, which may raise market sentiment, which should promote the average daily trading volume to rebound and increase market leverage. The bank believes that CITIC Securities is a high-quality and widely recognized brokerage firm, and will have good conditions to consolidate its market share when capital market activities increase. Morgan Stanley gave CITIC Securities a rating of "keeping pace with the market" and a target price of HK$ 21.2.Musk showed that robots conquer rugged terrain without relying on visual system. Tesla released a video showing the latest progress of its humanoid robot Optimus walking on complex terrain. The video shows that Optimus can walk steadily on a hill slope covered with mulch. Tesla CEO Elon Musk said on social media that the robot can control its electric limbs through neural networks and can walk on this rugged terrain without remote control.The Shanghai and Shenzhen 300 Index opened at 4042.28 points in the afternoon, up 1.91%. The Shanghai Composite Index opened at 3,456.49 points in the afternoon, up 1.59%. Shenzhen Component Index opened at 10,958.68 points in the afternoon, up 2.12%. The GEM index opened at 2,299.14 points in the afternoon, up 2.25%. Small and medium-sized board opened at 11,786.93 points in the afternoon, up 1.99%.
Strategy guide
12-13
Strategy guide
Strategy guide 12-13