• 2025-01
    19

    On January 18th, a research report by CITIC Securities pointed out that with the continuous iteration and growth of large model capabilities, the differences between models are narrowing, Meta、 ByteDance, Xiaomi and other giants have begun to vigorously layout end-to-end AI and seize the entrance to AI agents. In 2024, potential end side AI explosive products will emerge, and the cost curve of AI glasses will significantly decline. 2025 is expected to be the year of its explosive growth. Apart from mobile phones PC、 In addition to glasses and headphones, there is a huge potential base of end side AI. Home appliances, robots, smart cars, educational and office equipment, toys, and others all benefit from the trend of end side AI, and AI embedding will bring widespread hardware upgrades. Focus on aspects such as computing power, connectivity, storage, and electricity.

  • On January 18th, it was learned in the industry that regulatory authorities have recently reported some prominent and common issues discovered during the on-site inspection of network and information security in the securities and futures industry in 2024. It is reported that from September to October 2024, the China Securities Regulatory Commission organized a special inspection of industry networks and information security. According to on-site inspections, some industry organizations have certain risks and hidden dangers in implementing the network security responsibility system, managing networks and important information systems, emergency management, outsourcing management, and software legalization. In addition, several other prominent issues were discovered during the on-site inspection. In terms of outsourcing risk management, the outsourcing risk control mechanism is not sound enough, and some operating institutions have a lack of outsourcing management system and have not formulated prudent outsourcing and subcontracting regulations. Lack of awareness of outsourcing security management, multiple operating institutions have problems with unreasonable grading or authorization of outsourced personnel, and supplier and personnel evaluation is merely a formality. (Zhongzheng Taurus)

  • On January 18th, the Jiangxi Provincial Bureau of Statistics announced the economic performance of the province in 2024. According to the unified accounting results of regional gross domestic product, the total regional gross domestic product of the province in 2024 will be 34202.5 billion yuan, with a year-on-year increase of 5.1% calculated at constant prices. Among them, the added value of the primary industry was 260.51 billion yuan, an increase of 3.3%; The added value of the secondary industry was 1368.86 billion yuan, an increase of 6.5%; The added value of the tertiary industry was 1.79088 trillion yuan, an increase of 4.2%.

  • On January 18th, according to China Railway Shanghai Group Co., Ltd., the Yangtze River Delta Railway sent 2.977 million passengers, setting a new record for the daily passenger volume of the Yangtze River Delta Railway during the Spring Festival travel rush. This is 200000 more than the previous record for the highest daily passenger volume during the Spring Festival travel rush.

  • On January 18th, BlackRock Group, the world’s largest asset management company, held a 2025 investment outlook sharing conference in Shanghai in mid January. Fan Hua, head of BlackRock China, said that BlackRock is optimistic about the long-term opportunities in the A-share market and will launch more abundant investment products this year to meet diversified investment needs. Speaking of the A-share market, Shen Yufei, Chief Equity Investment Officer of BlackRock Fund, stated that China’s macroeconomic and capital markets have entered a new stage since September 24th last year. The Central Economic Work Conference proposed to “vigorously boost consumption” and “carry out artificial intelligence+actions”, indicating the policy direction for the future period. From the perspective of global asset allocation, Shenyufei is most optimistic about the investment opportunities in A-shares in 2025. Mainly optimistic about three directions: first, optimistic about technology, because technology is a global trend; Secondly, from a deterministic perspective, we are optimistic about dividend assets; Thirdly, be optimistic about consumption and the impact of policies that promote consumption.

  • On January 18th, the Guangdong Investigation Team of the National Bureau of Statistics released the main livelihood data for Guangdong in 2024. In 2024, the per capita disposable income of Guangdong residents was 51474 yuan, a year-on-year increase of 4.4% (unless otherwise specified, all are nominal year-on-year growth rates); Excluding price factors, the actual growth was 4.4%. Looking at urban and rural areas, the per capita disposable income of urban residents was 61629 yuan, a year-on-year increase of 3.9%; The per capita disposable income of rural residents was 26729 yuan, a year-on-year increase of 6.3%. The per capita disposable income growth rate of rural residents is 2.4 percentage points faster than that of urban residents.

  • On January 18th, a frontline investigation by Caixin News Agency found that the medical beauty industry experienced a wave of consumption peak before the Spring Festival, with some institutions experiencing a significant increase in customer traffic before the festival, and even some institutions generating a maximum unit price of over 500000 yuan. Products with short recovery periods and significant effects, such as hyaluronic acid, children’s beauty injections, and collagen, are still the most popular choices for consumers during this period. However, the differentiation of institutions of different sizes has further intensified, and small medical beauty institutions have been affected by multiple factors such as changes in consumer concepts, resulting in increased operational difficulties. Industry experts have stated that high customer traffic for large institutions does not necessarily mean high profits. “Overall, large institutions with significant performance growth this year are also rare,” said He Fan, a reporter from Caixin News Agency

  • On January 18th, Zangge Mining stated during an online conference call that as of now, the company’s production of potassium chloride and lithium carbonate in the Cha’erhan Salt Lake project has low costs, high gross profit margins, and strong profitability. In addition, the under construction Mamicou Salt Lake has abundant lithium resources and extremely high lithium concentrations. With the advantage of low costs, it is expected to have good economic benefits. After the completion of this transaction, the company’s leading cost control capabilities in the potassium and lithium fields will be combined with Zijin Mining’s full process independent technology, large-scale system engineering research and development implementation capabilities, and extensive global resources and market channels to accelerate the release of the company’s resource potential in the potassium and lithium sector and promote the transformation of resource advantages into economic benefits.

  • On January 18th, Qatar’s Prime Minister and Foreign Minister Mohammed held phone conversations with British Foreign Secretary David Lamy, Spanish Foreign Minister Alvarez, Dutch Foreign Minister Feldkamp, and Austrian caretaker Prime Minister and Foreign Minister Scharenberg respectively, focusing on the situation in the Gaza Strip and the ceasefire agreement in the Gaza Strip.

  • On January 18th, the Guangzhou Exit Entry Border Inspection Station announced that the expected number of inbound and outbound passengers at the ports under its jurisdiction during the Spring Festival holiday is over 410000, with an average of about 51000 people per day, an increase of about 50% compared to the Spring Festival holiday in 2024. The proportion of domestic and foreign tourists is 2:1.