The dollar just fell below the 7.2500 yuan mark against the offshore RMB, and the latest price was 7.2486 yuan, down 0.24% in the day; The US dollar against the onshore RMB was recently reported at 7.2489 yuan, down 0.10% in the day.Trump nominated Kennedy Jr., and 77 Nobel laureates boycotted it. President-elect Trump recently nominated Robert Francis Kennedy Jr. Jr. as the Secretary of the Department of Health and Human Services (HHS), which caused great controversy in the United States. Seventy-seven Nobel laureates in the fields of medicine, chemistry, economics and physics signed a letter urging senators not to approve the nomination of Kennedy Jr. George W. Robert Kennedy is the nephew of former President Kennedy.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)Ubs keeps the rating of western oil companies neutral.Indonesia's car sales in November fell by 11.9% year-on-year.
Guojin Securities: In 2025, we are optimistic about Apple's industrial chain and can independently control and benefit from the industrial chain. Guojin Securities Research Report pointed out that the AI big model has brought new development opportunities to consumer electronics and IOT hardware, and it is expected to continue to drive hardware innovation, improve the value of the industrial chain and accelerate the replacement cycle. The trend of Apple's hardware innovation and growth is gradually clear. In 2025, IPhone17 is expected to usher in great innovation in hardware and end-side AI. In 2026, Apple is expected to launch folding mobile phones/iPads and smart glasses. AI smart glasses are in full bloom and are expected to usher in explosive growth. Self-control of semiconductors is the general trend, and we are optimistic about semiconductor equipment parts, materials and domestic computing power industry chain. In 2025, we are optimistic about Apple's industrial chain, AI glasses, AI-driven and self-controllable benefit industrial chain.The case of Yu Huaying's abduction of children will be retried for the second trial on December 19th, and the Higher People's Court of Guizhou Province will reopen the case of Yu Huaying's abduction of children at 9: 30am next Thursday (December 19th). For this verdict, the victim, Yang Niuhua, told the CCTV reporter at the general station that this was her sixth time to face Yu Huaying directly. Appeal was the right of every defendant, but she believed that the death sentence would still be upheld in the second instance. (CCTV News)The main contract of the container transport index (European line) fell by 5.00% in the day and is now reported at 2479.9 points.
Strategy guide
12-13
Strategy guide
Strategy guide 12-13