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2024-12-13 10:54:38

Hong Kong stocks fell, while the Hang Seng Index and Hang Seng Technology Index both fell.JPMorgan Chase: The momentum of Xiaomi's electric vehicle will continue to be rated as "overweight". According to a research report published by JPMorgan Chase, Xiaomi Group announced that it will launch the second electric vehicle named Xiaomi Yuqi in the middle of next year, which is an SUV model. The product portfolio of electric vehicle business continues to expand, reflecting that the Group's ability to enter the electric vehicle market is better than market expectations. The delivery target of Xiaomi SU7, the first electric vehicle, has also been raised twice, and the gross profit margin of electric vehicle business has reached a medium-high level in the first two quarters, far exceeding the initial market expectation and only recorded a slight gross profit margin. Motong said that at present, we are waiting for the Group to announce more details about the new car's life, pricing and battery. We believe that the strong sales momentum of SU7, the profitability of the Group's core business and electric vehicle business, and the expectation that new models will be launched in the second half of next year will continue to promote the stock price in the next 6 to 12 months. The positive catalysts in the future include more details or pricing of YU7, further expansion of electric vehicle production capacity, exceeding expectations in core business performance, and large-scale and national consumption stimulus measures introduced by the country in the future.The kitchen & bathroom appliances sector rose to 3 boards of Shuaifeng in the short term, and the kitchen & bathroom appliances sector rose to 3 boards of Shuaifeng, followed by Martians, Yitian Intelligent, Op Technology, Vantage and Wanhe Electric.


Hanwei Technology and others set up a new company in Hubei, including geographic remote sensing information service business. The enterprise search APP shows that recently, Hubei Hanwei Water Technology Co., Ltd. was established, with Zhao Shuai as the legal representative and a registered capital of 10 million yuan. Its business scope includes: intelligent instrument manufacturing; Industrial automatic control system device manufacturing; Research and development of mechanical equipment; Intelligent control system integration; Internet of things equipment sales; Geographic remote sensing information service, etc. Enterprise survey shows that the company is jointly owned by Hanwei Water Technology (Henan) Co., Ltd. and Li Yuhua, a subsidiary of Hanwei Technology.Byte Toilet started a war against slang. Recently, many netizens posted that ByteDance posted many cartoons against slang in the toilet, encouraging everyone to "speak clearly without slang" by teasing. For example, the phrase "Your cherries are at the price lose level in the current market, and it is suggested to adjust the price strategy appropriately" is changed into the vernacular phrase "Your cherries are more expensive than others, so they are cheaper". Take your test paper and let it dry. Let's review it together and see how to adjust the next stage of play. Auntie, please increase the concentration of braised pork and pay attention to the stability of dish distribution. Coordinate the offline conference venue to ensure the efficient alignment of project information. (Oriental Finance)South Korean banks' net household loans increased by 1.9 trillion won in October.


China Overseas Development: The annual interest of "23 Zhonghai 04" will be paid on December 12th. On December 10th, China Overseas Development (00688.HK) announced that China Overseas Enterprise Development Group Co., Ltd., a wholly-owned subsidiary of the company, will pay the annual interest of "23 Zhonghai 04" on December 12th, totaling 96 million yuan. The total amount of bonds issued in this issue is 3 billion yuan, and the issuance period is 5 years. The coupon rate of bonds in this issue is 3.20%.Celeste's new patent can be used for early warning of safe driving according to sitting posture. Tianyuecha's intellectual property information shows that recently, the patent of "vehicle driving early warning method, device, electronic equipment and storage medium" applied by Celeste Automobile Co., Ltd. was announced. The method includes: collecting the sitting image of the vehicle driver, identifying the key points in the sitting image, using waist key points and shoulder key points to determine the current sitting centroid, comparing the current sitting centroid with the initial sitting centroid, generating a centroid deviation result, detecting whether the vehicle driver's sitting posture is abnormal according to the centroid deviation result, and giving an early warning prompt to the vehicle driver in response to determining that the vehicle driver's sitting posture is abnormal. According to the invention, the key points of the driver's waist and shoulders are intelligently detected through the sitting posture image to obtain the position of the triangle centroid of the driver's shoulder and waist, and the sitting posture is judged by adopting the sitting posture centroid, so that whether the driver's sitting posture is abnormal can be quickly and accurately recognized, the accuracy of judging the driving sitting posture is improved, the driving warning is automatically performed, and the effectiveness of safe driving of vehicles is ensured.Bank of Communications International: In November, the penetration rate of new energy vehicles in the mainland was 52.3%, and the performance in December was optimistic. Bank of Communications International published a research report to give the mainland auto industry a leading rating. According to the report, the retail sales of passenger cars increased by 16.5% year-on-year in November; The retail penetration rate of new energy vehicles was 52.3%, exceeding 50% for the fifth consecutive month, and the retail sales of new energy vehicles increased by 50.5% year-on-year. In November, the export growth slowed down, and the proportion of new energy vehicles fell to 20%. The bank pointed out that considering that the Spring Festival in 2025 is earlier than that in 2024, some car purchases before the Spring Festival will be completed by the end of 2024, and the subsidy policy for trade-in will enter the final stage in December, and some car companies are also sprinting sales through promotional activities. The bank expects the passenger car market in December. It is expected to maintain the potential of the current retail sales to continue to increase year by year. However, after the sales sprint in December, the auto market entered the off-season of consumption, so it is necessary to be cautious that the stock price performance of the auto sector may fluctuate.

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