In the first three quarters, China's total cargo transportation was 41.63 billion tons, up 2.3% year-on-year. The China Federation of Logistics and Purchasing released the China Road Freight Development Report (2023-2024) today (13th). According to the report, due to the adjustment of transportation structure, although the proportion of road transportation in China has declined, it is still the main body of the freight market, and road freight has maintained steady growth. According to the report, in the first three quarters of this year, China's total cargo transportation was 41.63 billion tons, up 2.3% year-on-year. From the perspective of freight structure, the proportion of freight undertaken by railway and waterway transportation has increased, while the proportion of road transportation has decreased. In the first three quarters, the volume of road freight transport was 30.66 billion tons, up 3.1% year-on-year, accounting for more than 73%. Road transport is still the main body of the freight market. (CCTV News)Zhaowei, Shenwan Hongyuan Securities: Macroeconomic policies pay more attention to cooperation with key areas such as stable employment and scientific and technological innovation. zhaowei, chief economist of Shenwan Hongyuan Securities, said that in terms of macroeconomic regulation and control, this meeting continued the tone of Politburo meeting of the Chinese Communist Party in December, emphasizing "being more active and promising" and "improving the overall effectiveness of policies". The meeting mentioned "strengthening the coordination of fiscal, monetary, employment, industrial, regional, trade, environmental protection, supervision and other policies and reform and opening-up measures", on the one hand pointing to the follow-up fiscal and monetary policies or strengthening coordination and supporting steady growth; On the other hand, it points to "forming synergy" among multiple departments, and macro policies pay more attention to cooperation with key areas such as stable employment and scientific and technological innovation. (CSI Taurus)Market News: Lotte Chemical will suspend the Johor plant to reduce losses.
Market news: Israel said that the IDF will stay on the Syrian side of Mount Hermon for several months.Zhang Liling, Assistant Managing Director (Economic Research) of the Hong Kong Monetary Authority, will leave in May next year. On December 13th, the Hong Kong Monetary Authority announced that Ms. Zhang Liling, Assistant Managing Director (Economic Research), has resigned for personal reasons and will leave in May 2025. The Hong Kong Monetary Authority will arrange an open recruitment for the post of Assistant President (Economic Research), and will make a separate announcement after the recruitment process is completed.Pacific Securities: Goldwind Technology's performance is expected to achieve rapid growth, with the first "buy" rating. Pacific Securities Research Report pointed out that with the profit recovery of wind turbine business and the contribution of wind farm investment and development and wind power service business, Goldwind Technology's (002202.SZ) performance is expected to achieve rapid growth. The first coverage gives a "buy" rating. Goldwind Technology has ranked first in the domestic wind power market for 13 consecutive years since 2011; However, in recent years, under the strong competitive pressure of wind turbine enterprises after the second line, their market share has declined. In the future, with the increase of market concentration, Goldwind Technology, as a leader, is expected to increase its share. At the end of the third quarter of 2024, the company's external order volume was 41.38GW, and sufficient in-hand order volume supported its share increase.
Azure lithium battery: Robot/dog is the application field of lithium battery that the company pays close attention to. At present, only a few shipments are used in this field. Robot/dog is the application field of lithium battery that the company pays close attention to. At present, only a few shipments are used in this field, accounting for a small proportion. At present, power tools, cleaning appliances and electric motorcycles are the main applications.The qualification of general manager of Mercedes-Benz Auto Finance Co., Ltd. was approved. On December 13th, the website of Beijing Financial Supervision Bureau issued an official reply, approving the qualifications of directors and general managers of Gert Christian Middelhauve Mercedes-Benz Auto Finance Co., Ltd.. The company shall require the above-mentioned personnel with approved post qualifications to strictly abide by the relevant regulatory provisions of the General Administration of Financial Supervision, take up their posts within 3 months from the date of making this administrative licensing decision, and report their posts in a timely manner as required. If he fails to arrive within the above-mentioned prescribed time limit, this approval document will become invalid, and the decision-making organ shall go through the formalities for cancellation of administrative license.Institutions: The prospect of sanctions has caused supply concerns, and oil prices are bound to record an increase in Zhou Du and an increase in Zhou Du. The prospect of more severe sanctions on Russian and Iranian countries has caused market concerns about supply disruption. US Treasury Secretary Yellen said that the United States is looking for ways to curb Russia's income, and Trump's national security candidate vowed to put the greatest pressure on Iran. These two factors boosted the benchmark oil price by 3% to 4% this week. In addition, political turmoil in the Middle East and other factors have also provided support for oil prices. However, the International Energy Agency (IEA) said yesterday that the global market will still face oversupply next year.
Strategy guide
12-14
Strategy guide 12-14
Strategy guide
12-14
Strategy guide 12-14
Strategy guide 12-14
Strategy guide 12-14