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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 22 November 2024 | 3:37PM EST Energy, Utilities & Mining Pulse: Investors Asking: What Are Potential YTD Laggards to Leaders in 2025? | --- | --- | |--------------------------------------------------------------------------------------------------------------------------------------------------------------|-----------------------------------------------------------------------------------| | | | | This week in the Pulse, we ask our senior analyst team to discuss stocks that are ...

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 November 22, 2024 03:58 AM GMT Asia Pacific Summit 2024 Feedback Sufficient order backlog: Per management, order waiting time for M03 and P7+ has been around 2-3 months; however, stimulus expiration and long waiting time have limited impact on customer's order placement lately given strong product proposition. XPeng believes solid order book will help them to buck the seasonal headwinds better than peers into 1Q25. Multiple model launches: In 1Q25, XPeng will launch Mona M03 Max ...

19 Nov 2024 01:07:39 ET │ 11 pages Asia FX and Rates Strategy China: Foreign holdings of China bonds reduced further in Oct'24 Foreign flow in fixed income — Foreign holdings of China bonds decreased by US$20bn in Oct'24, mostly driven by CGBs and NCDs. Foreign investors net bought US$1.4bn on the market, but it was not enough to offset US$21.4bn maturity. Overall portfolio flows — Net remittance turned into outflow of US$25.8bn and conversions led to net FX buying of US$3.1bn. This suggests net outflow of ...

Asia Pacific Equity Research J P M O R G A N | --- | --- | |----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|------------------| | | 19 November 2024 | | This material is neither intended to be distributed to Mainland China investors nor to provide securit ...

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