Category: Flash News

On January 7th, according to data released by Shenzhen Gaogong Industry Research Institute Co., Ltd., it is expected that the production schedule of lithium battery enterprises will be revised upwards in January 2025. Among them, the production schedule of lithium iron phosphate battery manufacturers may increase by more than 150% year-on-year, and the production schedule of ternary lithium battery manufacturers will also increase year-on-year. According to industry insiders, it is expected that not only in January, but also in the short term, the production schedule of lithium battery manufacturers in the first quarter of this year is expected to improve, and market demand is showing a “not weak off-season” trend. (Securities Daily)

On January 7, according to the official measurement of the China Earthquake Networks Center, at 23:26 on January 6, 2025, a magnitude 4.6 earthquake occurred in Nima County, Naqu City, Xizang, with a focal depth of 10 kilometers, the epicenter at 33.40 degrees north latitude and 87.05 degrees east longitude. The reporter learned from the Propaganda Department of Naqu Municipal Party Committee in Xizang that the area around the earthquake center was sparsely populated, and no report on casualties and property losses was received, and the relevant information is being further verified. (CCTV News)

On January 6th, Yaguang Technology announced that the company and its important subsidiaries have been included in the Entity List by the US Department of Commerce. According to the US Export Administration Regulations, suppliers selling EAR controlled items to “Entity List” enterprises need to apply for an export license from the US Department of Commerce in advance. The company’s current production and operation are normal, and being included in the “Entity List” this time will not have a substantial impact on the company’s business. The company will continue to monitor and follow up on the development of subsequent events, further analyze and evaluate the potential impact on the company, and continue to communicate with all relevant parties to do a good job in response.

On January 6th, regarding US President Biden’s decision to block the acquisition of US Steel Company by Nippon Steel Corporation, the president of Nippon Steel Corporation, Masamune Imai, once again criticized the US government’s decision and stated that filing a lawsuit against the US government is also “one of the important options”.

On January 6th, it was reported that the 2025 national subsidy policy for home appliances and appliances in Chongqing will soon be launched, including eight categories of televisions, refrigerators, washing machines, air conditioners, computers, water heaters, range hoods, and household stoves, as well as categories such as kitchen and bathroom renovation, smart homes, old house renovation, and elderly friendly homes, all of which can enjoy a 15% -20% reduction in government subsidy payments.

On January 6th, as of 5:00 pm on January 5th, a total of 73 listed companies in the A-share market have released their annual performance forecasts for 2024, with 44 companies reporting positive results, accounting for approximately 60.27% of the total. Affected by factors such as the recovery of the industry’s prosperity and the improvement of market demand, the performance of listed companies in the fields of mechanical equipment, consumer electronics, and basic chemicals has been impressive.

① 09:45 China’s December Caixin Service PMI; ② 14: 30 Switzerland’s actual retail sales annual rate in November; ③ 16: 50 France December Service PMI Final Value; ④ 16: 55 Germany’s December Service PMI Final Value; ⑤ 17: 00 Eurozone December Service PMI Final Value; ⑥ 17: Sentix Investor Confidence Index for January in the Eurozone 30; ⑦ 17: The final value of the service PMI for December in the UK is 30 21:00 Initial value of December CPI monthly rate in Germany; ⑨ At 22:30, Federal Reserve Governor Lisa Cook delivered a speech 22:45 US December S&P Global Services PMI final value.

On January 6th, the A-share market has been continuously fluctuating and adjusting, but the enthusiasm for securities private equity research remains high. According to monitoring data from third-party institutions, in December 2024, industries such as semiconductors and automation equipment were the most popular for private equity firms to conduct research on. In addition, the latest survey questionnaire shows that as many as 53.85% of private equity firms are optimistic about the direction of technology growth for the investment mainline in 2025. (China Securities Journal)

On January 6th, it was learned from the Shanghai Municipal Commission of Housing and Urban Rural Development and the Municipal Major Projects Office that in 2024, the investment in major projects in Shanghai reached a new historical high of 238.3 billion yuan, completing 103.6% of the initial plan of 230 billion yuan, a year-on-year increase of 5.6%. This is the third year since 2022 that investment has exceeded 200 billion yuan. At the beginning of this year, the relevant person in charge of the Shanghai Municipal Major Projects Office introduced that the investment in major projects in 2024 is guided by the implementation of national major strategies and the stimulation of industry vitality, and aims to maintain a high level of operation. After a year of promotion, a batch of large-scale project investments have exceeded expectations, with a significant increase in the number of newly started projects of 21 and completed projects of 35, respectively, compared to the initial targets of 10 and 25 at the beginning of the year. Among them, major infrastructure construction projects such as railway rail transit, municipal roads and bridges, and water conservancy and water management have invested over 100 billion yuan, laying a solid investment foundation. (Upstream News)

On January 6th, with the booming development of the low altitude economy, the demand for pilots, flight controllers, aircraft research and development talents in related industries is also continuously increasing. According to industry data estimates, there is currently a talent gap of one million in the field of drone operators alone, which is a new job created by the low altitude economy. Yang Jincai, President of the Shenzhen Drone Industry Association, stated that agricultural and forestry crop protection, inspection, surveying, meteorology, environmental protection, emergency response… require a large number of drone operators, and there will also be a high demand for eVTOL operators in the future. (CCTV Finance)