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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27 Oct 2024 22:34:25 ET │ 8 pages Asia FX and Rates Strategy China Watch: PBoC's new outright reverse repo tool CITI'S TAKE PBoC announced today the addition of "outright reverse repo" to its toolbox. In our view, the new tool should increase PBoC's ability to affect both short end (3m/6m etc.) and long end of the yield curve (if PBoC sells the bonds), to adjust liquidity across tenors (e.g. by smoothening impacts of maturing MLFs), to nurture the outright repo market as more international investors enter t ...

AstraZeneca Z Meet AZN Management: Lung Cancer and QCS Investor event 09 September 2024 | Virtual Webcast This event is not for participants of the 2024 IASLC World Congress on Lung Cancer Forward-looking statements 2 In order, among other things, to utilise the 'safe harbour' provisions of the US Private Securities Litigation Reform Act of 1995, AstraZeneca (hereafter 'the Group') provides the following cautionary statement: This document contains certain forward-looking statements with respect to the oper ...