We believe the company will continue to ramp up its production capacity, as a result, further upward revision of its shipments target is likely in 2025, we think. 更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 January 2, 2025 12:00 AM GMT Xiaomi Corp | Asia Pacific M Update EV Delivery Volume Upbeat in 2024, Raise Shipments Target to 300k in 2025 Key Takeaways 2024 EV shipments exceeded 135k units. 2025 EV shipments target raised to 300k units. According to Xiaomi, its EV delivery volume exceeded 135k units in 2024, which is ...

-30% -20% -10% 0% 10% 20% 30% 40% 50% 60% 4Q12 4Q15 4Q18 4Q21 4Q24 Net Tightening vs. Easing Lending Standards - Auto Tightening Easing M O R G A N S T A N L E Y R E S E A R C H | --- | --- | --- | --- | --- | |----------|-------------|-------|--------------------|-------------------------| | | | | | | | Mortgage | Credit Card | Auto | Economic Activity | Sentiment / Conditions | Source: Dealertrack, Morgan Stanley Research. Consumer Credit Activity Tracker Source: Manheim, Morgan Stanley Research. Morgan S ...

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Powered by YES UBS Evidence Lab Basic Materials High CV thermal coal prices in AU (gNEWC) have fallen from ~$150/t in Oct to ~$130/t due to stable supply (Fig51) and softening demand (Fig53) with a warmer-thanexpected start to the winter resulting in elevated stock levels; we expect prices to remain range bound at $120-140/t in 2025, with upside driven by colder weather from La Nina or supply disruption from wet weather or surging gas prices, and downside from strong nuclear & gas output from JKT. API2 pric ...

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shuinu9870 shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V： 更多一手调研纪要和研报数据加V： 更多一手调研纪要和研报数据加V： 更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 shuinu9870 更多一手调研纪要和研报数据加V： shuinu9870 更多一手调研纪要和研报数据加V： December 11, 2024 08:57 PM GMT M Idea | --- | --- | --- | |-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

7 December 2024 | 12:17AM HKT Zhejiang Dingli Co Ltd. (603338.SS): HK NDR Takeaways: Increased confidence about 2025 outlook; reiterate Buy We hosted Dingli's management for HK NDR on Dec 5-6 and came away more positive about the business outlook and earnings visibility into 2025E. Key takeaways include: 1) we see upside to our earnings forecasts, based on the early feedback on the order intakes across different overseas regions provided by the company, especially with the strong order intakes during the Ba ...

2 December 2024 | 7:05PM CST Shenzhen Inovance Technology Co. (300124.SZ): Nov IA order growth maintaining at +10% yoy Inovance disclosed industrial automation (IA) segment orders were up 10% yoy in Nov 2024 (similar to c.10%+ yoy in Oct) with c.10% mom increase (GSe). The Nov improvement was mainly driven by electric construction machinery, wind power, process industries, non-ferrous metal, air conditioners, rubber & plastics end-markets etc., with battery order maintaining positive yoy while solar orders ...

V i e w p o i n t | 02 Dec 2024 15:12:58 ET │ 38 pages The Global Property Hunter Our Global Property Comparative Valuation Performance Table | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-------|-------|-------|---------|-------|-------|---------- ...

J P M O R G A N Global Commodities The Week in Commodities Global Commodities Research 29 November 2024 | --- | --- | --- | |-------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-------------------------------------------------------------------- ...