Donghai securities: The domestic sales of excavators increased, and the domestic brand bamua exhibited its elegant demeanour. The donghai securities Research Report pointed out that the total sales of excavators increased. Domestically, the domestic sales of excavators in November 2024 increased by 20.5% year-on-year, and the growth continued, which was better than expected by CME. Overseas, in November 2024, excavator exports increased by 15.2% year-on-year, and the monthly sales growth rate of exports expanded. With the large-scale equipment renewal policy and real estate financial policy landing one after another, domestic demand gradually recovered and warmed up; Overseas, domestic enterprises are laying out overseas pre-sales and after-sales networks, establishing overseas local production capacity, entering an accelerated period of globalization, gradually increasing market penetration and effectively smoothing domestic and international cycles. It is suggested to pay attention to overseas leading enterprises of machinery and equipment with deep layout, high brand recognition, perfect product matrix, high cost efficiency and strong R&D strength, such as Sany Heavy Industry, Xugong Machinery and Zoomlion.The potential of digital warehousing is huge. The scale of China's warehousing market has nearly tripled in four years. The China Federation of Logistics and Purchasing today (10th) released the Report on the Development of Digital Warehousing in China. According to the report, the scale of China's warehousing and logistics market has been expanding in recent years. With the continuous development and application of technologies such as Internet of Things, big data, cloud computing and artificial intelligence, digital warehousing has great development potential. According to the report, in recent years, the market size of China's warehousing industry has increased from 88.29 billion yuan in 2019 to 153.35 billion yuan in 2023, with a compound annual growth rate of 14.8%, and the market size of warehousing and logistics has been expanding. With the vigorous development of e-commerce, the warehousing industry has ushered in an unprecedented development opportunity. The continuous development and application of technologies such as Internet of Things, big data, cloud computing and artificial intelligence have also promoted the digitalization process of the warehousing industry, and the market demand for digital warehousing industry is increasing. (CCTV News)Former South Korean Defense Minister Jin Longxian gave up the pre-arrest review. On December 10, local time, former South Korean Defense Minister Jin Longxian gave up the pre-arrest review. The Special Investigation Department of Emergency Martial Law of the South Korean Prosecutor's Office said late at night on the 9th local time that it had applied for an arrest warrant against former Minister of National Defense Jin Longxian on the grounds of "conspiring with Yin Xiyue for civil strife" and "obstructing the exercise of authority". (CCTV News)
South Korea's stock market rebounded after its market value evaporated by $100 billion due to the political crisis. South Korea's stock market rebounded on Tuesday, which was the first rise since the martial law storm caused the country to fall into political turmoil last week. South Korea's Kospi index rose more than 2% in early trading, after its recent decline pushed it to the edge of a bear market. The Kosdaq small-cap stock index rose more than 4%. In the four trading days as of Monday, the total market value of these two index companies evaporated by $100 billion. South Korean authorities have repeatedly promised to take all measures to stabilize market sentiment, saying that the recent market trend is "excessive" considering the country's economic fundamentals. President Yin Xiyue survived the parliamentary impeachment vote over the weekend, but the opposition party vowed to continue to push him to step down.The main contract of rebar rose by 4.00% in the day, and is now reported at 3452.00 yuan/ton.Robot concept stocks continue to be active, and many stocks such as Sinoresearch Technology have daily limit. The popular stock Taier shares have 9 consecutive boards, and Eft has increased by more than 3 times since November. In addition, Sinoresearch, Fenda Technology, Astar, construction industry, Tianqiao Lifting and Giant Wheel Intelligent have daily limit, and Huachangda, Sanfeng Intelligent and Worth Buying have increased by more than 10%.
Hong Kong stocks rose by 87% on the first day of listing in Mao Geping, with a turnover of nearly HK$ 1.9 billion.Treasury futures opened up sharply, with 30-year main contracts up 0.93%, 10-year main contracts up 0.47%, 5-year main contracts up 0.21% and 2-year main contracts up 0.07%.The management of Starbucks China continued to adjust, and hired CGO to manage the growth from digital marketing companies. Starbucks China has appointed Tony Yang as the company's CGO (Chief Growth Officer). This is the first time that Starbucks China has set up a CGO position. Yang Zhenyuan was the president and partner of Tezan, a digital marketing company. In January last year, Yang Zhen joined Jidu Automobile as the head of the user development department. According to our understanding, Karen Yih, the current CFO, will leave in December. (LatePost)
Strategy guide
12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide
12-13