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高盛：中国运动服装_专家会议要点_节日销售健康且略有加速；折扣值得关注
高盛证券· 2024-10-13 16:43
10 October 2024 | 2:39PM HKT _ China Sportswear: Key takeaways from expert call: Holiday sales healthy with marginal acceleration; discounts to be watched Deceleration in consumption growth amid China economy transitioning; A sustainable shift to value-focus and growing global presence On 9 Oct, we invited a sportswear distributor company to share some of the latest updates on the industry. We summarize the key highlights: 1) In 3Q24, Jul-Aug sales were under pressure at MSD-HSD% on average due to off-peak ...
高盛：亚太科技：半导体 - 内存：南亚科技 3Q24 概览；海力士SEC 因 HBMDDR5 而实现更强劲的 ASP 增长
高盛证券· 2024-10-13 16:43
11 October 2024 | 4:35AM KST _ Asia Pacific Technology: Semiconductors - Memory: Nanya Tech 3Q24 read-across; Hynix/SEC to see stronger ASP growth due to HBM/DDR5 | --- | --- | |-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|---------------------------------------------------------------- ...
高盛：中国房地产_加速城市更新投资是长期利好；短期财政刺激仍是关键
高盛证券· 2024-10-13 16:43
9 October 2024 | 7:25AM CST | --- | --- | --- | |-------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...
高盛：清洁技术_太阳能_数据更新_估算值微小变化
高盛证券· 2024-10-13 16:43
10 October 2024 | 7:54AM CST Clean Technology: Solar: Data Update: Minor changes to estimates We make minor changes to estimates for our solar coverage, reflecting the latest industry trends in 3Q24 (for details see our newly launched monthly tracker). As a result, our 2024E-30E book values for main value chain players are fine-tuned by 2% on average, and our 2024E-30E EBITDA for Hangzhou First is tweaked by -1%. Accordingly, our 12m target prices change by -1% to 0%. We do not view these changes as materia ...
高盛：中国消费品_专家电话会议要点_烈酒仍处于周期中；饮料在 9 月份有所改善
高盛证券· 2024-10-13 16:43
_ 10 October 2024 | 2:40AM HKT China Consumer Staples: Expert call takeaways: Spirits still through the cycle; Beverage improving into Sept On Oct 9, we hosted a virtual conference with a large-scale Spirits and F&B distributor located in Hunan province for the regional update. Key highlights included: 1) Spirits decline in National Day Holiday narrowed vs. MAF: The distributor believes that the policy stimulus will still take time to translate into enhanced sales momentum, despite observing somewhat of an ...
高盛：美国_核心 CPI 高于预期；飓风海伦推动首次申请失业救济人数上升；预计 9 月核心 PCE 为 0.24%
高盛证券· 2024-10-13 16:43
_ 10 October 2024 | 11:43AM EDT USA: Core CPI Above Expectations; Hurricane Helene Boosts Initial Jobless Claims; Estimating 0.24% for September Core PCE | --- | --- | |-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|----------------------- ...
高盛： CATL (.SZ)_全球电气化的关键推动者和先驱 [演示文稿]
高盛证券· 2024-10-13 16:43
Global Investment Research China Resilience ̶CATL (300750.SZ) Key enabler and pioneer of global electrification October 10, 2024 Eric Shen Qiying Wei Goldman Sachs (Asia) L.L.C. 852-2978-7954 eric.shen@gs.com Goldman Sachs (Asia) L.L.C. 852-2978-6426 qiying.wei@gs.com | --- | --- | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ ...
高盛：美国_ FOMC 会议纪要显示人们对 9 月降息幅度的看法范围
高盛证券· 2024-10-13 16:43
9 October 2024 | 4:14PM EDT _ USA: FOMC Minutes Show Range of Views Over Size of September Cut | --- | --- | |-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|------------------------------------------------------------------------------------ ...
高盛：舜宇光学科技：9 月出货量：手机镜头同比增长 6%，相机模组同比下降 30%；车载镜头加速增长 13%
高盛证券· 2024-10-13 16:43
10 October 2024 | 8:54PM HKT _ Sunny Optical (2382.HK): September shipment: Handset lens +6% YoY while camera modules -30% YoY; Vehicle lens accelerated to +13% Product mix upgrades to support better ASP: We remain positive on company's product mix upgrade ahead towards more mid and high-end smartphone projects, support the blended ASP and margin outlook. We expect company's GM to improve to 17.5% in 2H24E (vs. 14.1%/ 17.2% in 2H23/ 1H24) on mix upgrades. Sep in line: Handset lens were +6%YoY, or -4% MoM to ...
高盛：中国消费者关系_在线品牌追踪_白色家电_啤酒继续领先；体育落后；化妆品改善
高盛证券· 2024-10-13 16:43
10 October 2024 | 10:38PM HKT _ China Consumer Connections: Online Brand Tracker: White goods/beer continue to lead; Sports lag; cosmetics improve | --- | --- | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|------------------------------------------------------- ...