Argentine President Millay: Negotiations on a free trade agreement with the Trump administration will be launched next year. Argentine President Millay said in a national televised speech on December 10 local time that he plans to negotiate a free trade agreement with the newly appointed Trump administration of the United States next year, and promised to make Argentina more independent from MERCOSUR. After the historic trade agreement between MERCOSUR and the European Union last week, he criticized that MERCOSUR has become a "prison" for member States. "Our ultimate goal in MERCOSUR is to improve the autonomy of the members of this group to the rest of the world." Millay said, "In this spirit, our primary goal will be to start a free trade agreement with the United States next year." He also mentioned on the same day that Argentina plans to cancel capital controls next year.Beijing's subsidy policy for old vans has been extended to the end of the year. The Beijing Municipal Bureau of Ecology and Environment said yesterday that in order to meet the needs of car owners for trade-in, the city issued the Notice on Adjusting the Implementation Rules for Beijing to Further Promote the Scrapping and Updating of Old Wagons and Large and Medium-sized Buses with Emission Standards of Grade 4 and below, extending the application time of subsidies, expanding the scope of benefits of subsidies, and further stepping up efforts to promote the scrapping and updating of old trucks and large and medium-sized buses with emission standards of Grade 4 and below in the city. The applicable time of subsidy is extended from August 26th, 2024 to December 10th, 2024 to August 26th, 2024 to December 31st, 2024. In addition, this time, subsidies have been added to the owners of micro, light and medium-sized trucks that meet the four emission standards of scrapped countries from August 26 to December 31, 2024. Among them, the scrapped national four emission standards for micro and light trucks are subsidized by 15,000 yuan/vehicle; The subsidy for medium-sized trucks with four emission standards in scrapped countries is 25,000 yuan/vehicle.Haoen Automobile & Power Co., Ltd. established a laser technology company with a registered capital of 50 million yuan. According to the enterprise search APP, Shenzhen Haoen Laser Technology Co., Ltd. was established recently, with Chen Tefang as the legal representative and a registered capital of 50 million yuan. Its business scope includes research and development of auto parts. Software development; Internet of things technology research and development; Internet of things technical services; Digital technology services; Intelligent vehicle equipment manufacturing; Radar and supporting equipment manufacturing, etc. Enterprise equity penetration shows that the company is wholly owned by Haoen Automobile and Power Company.
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.Haoen Automobile & Power Co., Ltd. established a laser technology company with a registered capital of 50 million yuan. According to the enterprise search APP, Shenzhen Haoen Laser Technology Co., Ltd. was established recently, with Chen Tefang as the legal representative and a registered capital of 50 million yuan. Its business scope includes research and development of auto parts. Software development; Internet of things technology research and development; Internet of things technical services; Digital technology services; Intelligent vehicle equipment manufacturing; Radar and supporting equipment manufacturing, etc. Enterprise equity penetration shows that the company is wholly owned by Haoen Automobile and Power Company.Ma Ying-jeou will lead the students of "Dajiu Academy" to visit the mainland. Xiao Xucen, CEO of Ma Ying-jeou Foundation, said today (11th) that Ma Ying-jeou will lead the students of "Dajiu Academy" to visit the mainland from December 18th to 26th at the invitation of the mainland. (Looking at the Taiwan Strait)
Chief Cabinet Secretary Lin Fangzheng: We will continue to pay special attention to the developments in South Korea. The importance of Japan-ROK relations in the current strategic environment will not change.Dongxing Securities: The demand for food and beverage will pick up. Dongxing Securities Research Report pointed out that with the implementation of a series of policies such as expanding domestic demand and stabilizing investment, consumption will gradually stabilize and recover, and the demand for food and beverage will also pick up. In particular, catering consumption will recover with the economic recovery. It is expected that the upstream and downstream consumption of catering will improve, and the overall demand of liquor, condiments, beer and other industries is gradually recovering. Especially in the condiment industry, it is speculated that the whole industry is in destocking after the Mid-Autumn Festival. With the arrival of consumption in the peak season of New Year's Day and Spring Festival, the stocking period in the peak season is expected to start, and it is expected that mainstream condiment enterprises will achieve steady growth in the fourth quarter. At present, the overall valuation of the industry is lower than the historical average valuation, and there is room for repair. Continue to pay attention to liquor, snack food and condiments in the pro-cyclical sector of the food and beverage industry.Robot concept stocks are active again and again, and Great Wheel Intelligence, Ningbo Jingda, Kelier and Keli Sensing have reached new heights.
Strategy guide 12-13
Strategy guide