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 2 January 2025 | 11:05PM HKT Kweichow Moutai (600519.SS): FY24 Preliminary Results in Line; Moutai Spirits Momentum Maintained Kweichow Moutai pre-announced its 2024 operating results on Jan 2 post market close, with revenue at Rmb173.8bn, up 15.4% yoy and NP at Rmb85.7bn up 14.7% yoy, both slightly higher than our full year estimate. Implied 4Q24 revenue is Rmb50.7bn, up 12.0% yoy, and implied 4Q24 net profit is Rmb24.9bn, up 13.8% yoy, slightly higher vs. GSe of 10.2%/10.5% yo ...

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 shuinu9870 更多一手调研纪要和研报数据加V： North America 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： December 11, 2024 11:14 AM GMT Morqan Stanley | --- | --- | |-----------------------------------|-------| | General Market Summary Treasury | | | Summary | | | SOFR Futures Rolldown Report | | | STRIPS | | | TIPS | | For important disclosures, refer to the Disclosures Section, located at the end of t ...

M Update December 2, 2024 09:36 AM GMT Want Want China Holdings Ltd | Asia Pacific Seeking the Silver Lining Domestically and Overseas | --- | --- | --- | |----------------------------------------------------------|---------|---------| | What's Changed \nWant Want China Holdings Ltd (0151.HK) | From | To | | Price Target | HK$5.00 | HK$4.80 | Recovery could be bumpy for domestic business, while for overseas business it is too early to be meaningful. Current valuation fairly reflects the company's outlook. S ...

Flash | CITI'S TAKE Dingli's share price rose 3% yesterday likely on the The US Dept of Commerce's announcement reducing double duties (anti-dumping and countervailing) by 19% (i.e. from 43% to 24%) for Dingli's US business. The European Union also announced it would lower anti-dumping duty by ~7% in the EU (i.e. from 31.3% to 23.6% for Dingli. However, Donald Trump was elected the 47th US President which is likely to raise US-CN trade tariff risk to 60% from currently 25% for China production. Dingli would ...

Flash | 13 Oct 2024 12:38:06 ET │ 10 pages Li Auto (LI.O) Li Auto incentives updates (Sep version) CITI'S TAKE By end-Sep, Li Auto lifted the car purchase incentives MoM across all series: L6/L7/L8/L9 end-Sep incentives increased by 3%/24%/70%/5% MoM to Rmb14.1k/13.6k/13.6k/13.6k respectively, with cash incentives rising by Rmb2k/4k/7k/2k while discontinuing all complementary features benefits. Mega saw a 61% MoM incentives increase to Rmb15.5k by end-Sep, introducing charging infrastructure benefit and bat ...

新质生产力全球劳动力系列研究 中企汽车出海热门区域： 业务拓展人才趋势洞察 领英人才洞察 | Linked团领英 人才解决方案 新质生产力背景下：中国汽车产业举足轻重 随着中国加快"新质生产力"战略的实施，中国汽车产业，尤其是新能源汽车作为战略性新兴产业的重要组成部分， 中国汽车产业的全球化发展不仅仅是技术创新的角逐，更是在全球视野下对产业链的重构整合与协同进步。 电动化 智能化 绿色化 中国车企在电池、电机和电控 等核心技术上具有领先优势， 这些技术也随着整车出口而进 入海外市场。 中国汽车产业在智能驾驶、智能 座舱、车载智能系统、车联网技 术方面，加速升级，为全球消费 者提供智能互联体验。 中国汽车产业通过海外绿色低 碳工厂、绿色供应链、低碳技 术和环保新材料研发，实现绿 色化发展优势。 中企汽车出海：撬动世界范围内的劳动力（全球汽车专业人才） 新质生产力（ 大要素） 科学技术 生 产 要 素 产 业 ） （ 劳动力 劳动工具 劳动对象 ） 革命性突破 创新性配置 深度转型升级 优化组合 • 全球视野青年人才等 人才为本：汽车人才全球化，成为决定 | --- | --- | --- | --- | --- ...