CES Hotspot Preview: Major companies like NVIDIA, AMD, Intel, and others release new products, with the market continuing to focus on AI, chips, and AR/VR.
① The CES exhibition will begin next week, and cutting-edge technologies such as AI, chips, and AR/VR will receive a lot of attention; ② Major companies such as NVIDIA, AMD, and Intel will hold a series of press conferences early next week; ③ Over a thousand Chinese companies will participate, accounting for more than 30% of the total exhibitors.
China Automotive Circulation Association: From December 23 to 29, 2024, the average daily trading volume of used cars rose to 0.0703 million units, an increase of 1.53% compared to the previous period.
The China Automobile Circulation Association released the weekly report on used cars (December 23, 2024 - December 29, 2024).
The ranking of Global automotive companies by Market Cap has undergone a "huge change": 21 Chinese automotive companies have made it into the TOP 50, with Xiaomi and BYD ranked third and fourth respectively.
①Tesla and Toyota still rank first and second; ②BYD, which previously held the third-largest position in the Global automotive market with a Market Cap of 107.84 billion USD, was surpassed by Xiaomi, which officially entered the Autos market in 2024 and was still outside the top 10 midway through the year; ③Chongqing Sokon Industry Group Stock, which is deeply tied to Huawei, ranks fourth among Chinese automotive companies after Xiaomi, BYD, and SAIC Group.
[Market Data Analysis] IF and IM index futures bulls significantly increased their positions, and four Institutions jointly decided to Buy Guangdong Topstar Technology.
① If the Block Orders for the IF index futures increase by more than 5,000 contracts, and the IM contracts increase by more than 3,000 contracts, the increase in quantity is significantly greater than the short positions. ② The Robot Concept stock Guangdong Topstar Technology has been heavily purchased by four Institutions, with a total buying amount reaching 0.173 billion.
The competition is fierce! Musk once said that "Tirzepatide", which is more effective than semaglutide, will be launched in China. Who will dominate the weight loss drug market in 2025?
① Today, Eli Lilly and Co announced the official launch of tirzepatide in China, covering both type 2 diabetes and weight loss, and it is already available on some online platforms; ② Musk has claimed that tirzepatide is better than semaglutide, while the market is more focused on the pricing of tirzepatide and whether it will be included in medical insurance; ③ The competition in the GLP-1 sector will become even more intense in 2025, with Jiangsu Hengrui Pharmaceuticals, INNOVENT BIO, and Gan & Lee Pharmaceuticals receiving widespread attention.
The "price war" fires the first shot of the new year! Ideal and NIO promote "subsidy guarantees", with over 9 major manufacturers updating car purchase rights.
① Li Auto launched a "replacement subsidy" guarantee, offering a cash subsidy of 15,000 yuan for each vehicle. ② Xpeng Motors has begun a limited-time Spring Festival gift distribution event, including a 0.01 million yuan cash red envelope and an 888-degree electricity card, among others. ③ Although the national policies related to 2025 have not yet been clearly defined, many regions have already introduced local subsidy measures.