Group 1: Autonomous Driving - The Ministry of Industry and Information Technology officially announced the first batch of L3 conditional autonomous driving vehicle permits on December 15, marking a significant step towards commercialization in China [1] - Two models, suitable for urban congestion and highway conditions, will conduct road trials in designated areas of Beijing and Chongqing [1] - This development opens up policy space for the large-scale implementation and market expansion of high-level autonomous driving technology, benefiting the entire industry chain including high-precision sensors, automotive-grade chips, smart cockpits, and vehicle-road collaboration infrastructure [1] Group 2: SpaceX IPO - SpaceX has begun selecting investment banks for its IPO advisory services, with multiple banks scheduled for the first roadshow this week [2] - The internal stock pricing has reached $421 per share, leading to a valuation of $800 billion (approximately 56,442 million RMB), potentially setting a record for the largest IPO in history [2] Group 3: Precious Metals Market - Platinum futures reached a limit up on December 15, with a daily increase of 7.00%, marking the first time since its listing [3] - Meanwhile, spot silver surged over 3% to return to $64 per ounce [3] Group 4: Economic Data Releases - Multiple economic data points are set to be released, including the U.S. unemployment rate for November, non-farm employment changes, and preliminary manufacturing PMI for December [4] - Other data includes unemployment rates from the UK and Hong Kong, as well as the ZEW economic indices for Germany and the EU [4] Group 5: Industry Events and Changes - The Hang Seng Hong Kong Stock Connect software and semiconductor index will be renamed, removing several stocks effective December 16 [5] - Domestic lithium battery manufacturer Dejia Energy will increase the prices of its battery series by 15% starting December 16 [5] - The 2025 Shanghai International Robotics Industry Exhibition will take place from December 16 to 18 [5] - The 18th China Industrial Forum will be held in Beijing on December 16 [5] Group 6: Stock Dynamics - Four listed companies will face stock unlocks tomorrow, with Yandong Micro unlocking 193.279 million shares (13.54% of total shares) [7] - Several companies, including Ningbo Bank and Yili Group, will distribute dividends with record dates on December 16 and ex-dividend dates on December 17 [7] - Macjet Technology will issue 8.492 million new shares [8]
明日两大题材前瞻:自动驾驶商业化迈关键一步!贵金属价格强势上行,铂金期货上市以来首次涨停
Jin Rong Jie·2025-12-15 14:58