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Guangxi's Baise City Hosts Series of Events to Promote China-Vietnam Cultural Exchanges
Globenewswire· 2025-06-10 11:29
NANNING, China, June 10, 2025 (GLOBE NEWSWIRE) -- The year 2025 marks the 75th anniversary of China-Vietnam diplomatic ties and the "Year of China-Vietnam Cultural Exchanges." Baise City of Guangxi shares borders with Vietnam and enjoys cultural similarities, with thriving cross-border trade and enduring people-to-people exchanges. In April this year, The People's Government of Baise City hosted a series of heartwarming and down-to-earth cultural exchange activities between China and Vietnam. These events e ...
中国自动化行业动态追踪:2025年5月
Bernstein· 2025-06-10 04:35
10 June 2025 Asian Industrial Technology China Automation Pulse Check: May 2025 Jay Huang, Ph.D. +852 2123 2631 jay.huang@bernsteinsg.com Weibin Liang, Ph.D. +852 2123 2666 weibin.liang@bernsteinsg.com Dien Wang, Ph.D. +852 2123 2622 dien.wang@bernsteinsg.com Complementing the Monthly Barometer, where broad industry indicators are presented for a comprehensive view, the Pulse Check exclusively uses the high-frequency data and comments from industry players to show trends most directly relevant to stocks in ...
高盛:中国_5 月出口增长放缓,因对美出口持续下降
Goldman Sachs· 2025-06-10 02:16
9 June 2025 | 1:37PM HKT China: Export growth moderated in May on continued drop in US-bound exports Bottom line: China's trade growth moderated in May despite the substantial tariff rollback between the US and China, and came in below consensus expectations (exports: +4.8% yoy, imports: -3.4% yoy). The moderation in headline export growth reflects the continued fall in China's exports to the US with another 17% sequential decline after seasonal adjustment. The decline in imports appears widespread, consist ...
“China’s not easy,” Trump on U.S.-China trade talks
Yahoo Finance· 2025-06-09 14:30
Have you gotten an update from your team in London negotiating the China trade talks. Uh, we are doing well with China. China is not easy.I think we're doing very well. They're over there now. I'm only getting good reports.It's a little early, but they'll be calling in soon. In fact, probably when I get back, I'll have my first call from them. We want to open up China and it'll be a great thing for China, great thing for the rest of the. ...
Record Market Highs Possible This Week? Key Catalysts: Apple, China, Inflation
Benzinga· 2025-06-09 14:19
Earnings season is nearly wrapped up, but a few notable reports are still on deck this week. The three I'm watching are Oracle, Adobe, and RH. Oracle and Adobe will provide further insight into the tech sector, while RH will offer a glimpse into the high-end consumer space.The main focus this week, however, will be inflation. We’ll receive both the CPI and PPI reports, and it will be interesting to see whether prices are beginning to rise following the tariffs implemented in early April. A couple of weeks a ...
高盛:中国外汇-贸易紧张缓和后人民币升值倾向
Goldman Sachs· 2025-06-09 05:29
8 June 2025 | 5:43PM HKT China FX/Rates Monitor: CNY Appreciation Bias Post Trade De-escalation (Chen/Suwanapruti) Our monitor tracks the latest developments and identifies key indicators for China FX and rates, including valuations/policy stance, technicals, flows, and fundamentals. Below we summarize our key takeaways on the China FX and rates markets. Andrew Tilton +852-2978-1802 | andrew.tilton@gs.com Goldman Sachs (Asia) L.L.C. Hui Shan +852-2978-6634 | hui.shan@gs.com Goldman Sachs (Asia) L.L.C. Danny ...
对话Circle投资人雷鸣:连续斩获高倍回报项目背后,力争持续捕捉时代贝塔
IPO早知道· 2025-06-09 02:49
雷鸣于2023年年中作为创始合伙人创立追创创投,开始追觅生态基金的组建。 本文为IPO早知道原创 作者| Stone Jin 微信公众号|ipozaozhidao 北京时间2025年6月5日晚间,Circle Internet Group(以下简称"Circle")正式以"CRCL"为股 票代码在纽交所挂牌上市,成为「全球稳定币第一股」。 两个交易日过后,Circle的股价已较发行价上涨247.42%,市值约240亿美元。事实上,在本次IPO 发行中,Circle已先后多次上调发行股数和发行价格,最终筹集11亿美元,并获得超过25倍超额认 购。 在 这一2025年迄今为止话题度最高的大型IPO背后,不乏数家中国背景的投资者。其中,时任华兴 新经济基金投资人的雷鸣于2018年投资Circle 。伴随Circle上市,这些早期投资者也收获了高倍的 投资收益。 雷鸣表示,当初他对Circle的两个核心投资判断是:其一、区块链技术未来能创造非常大的商业价值 和社会价值;其二、投资就是要投本质,金融的本质是牌照能力,而Circle恰恰是当时拥有牌照最全 的一家。 此外,雷鸣指出,区块链是2017-2018年的一个非常大 ...
中国房地产_亚太地区每周数据库追踪
2025-06-09 01:42
更多资料加入知识星球:水木调研纪要 关注公众号:水木Alpha June 3, 2025 02:03 PM GMT China Property | Asia Pacific M Update Weekly Database Tracker #22 Key Takeaways Cara.Zhu@morganstanley.com +852 2848-7117 China Property Asia Pacific Industry View In-Line Weekly primary unit sales in 50 cities were -17% YoY (vs. +5% YoY last week) for the week ended June 1: Tier 1 city sales were +4% YoY (vs. +29% YoY last week). Tier 2 city sales were -25% YoY (vs. +4% YoY last week). Tier 3 city sales were +2% YoY (vs. -10% YoY last week). Weekly ...
花旗:中国经济- 中国出口追踪-出货韧性延续至 6 月
花旗· 2025-06-09 01:42
V i e w p o i n t | 05 Jun 2025 20:45:46 ET │ 10 pages China Economics China Export Tracker (5): Shipment Resilience Extends to June CITI'S TAKE We update our high-frequency trackers of Chinese exports up to Jun 4th . Some data seems to start to show tariff impact, such as Korea exports, US ISM Mfg PMI and potentially China's Caixin PMI. China's shipping activities, however, still held up. Contraction in containership departure for the US narrowed last week, and overall cargo throughput stayed steady. We fo ...
稀土出口禁令影响、中国汽车、印度国防、欧盟建筑材料情绪改善
摩根大通· 2025-06-06 07:35
Investment Rating - The report does not explicitly state an investment rating for the industry or specific companies covered. Core Insights - The impact of China's rare-earth export ban is significant, affecting key Asian automakers like Suzuki and Ford, with production halts reported [1][5] - The sentiment around BYD has improved, with investors noting a bottoming out in sentiment, while concerns remain for Geely and Great Wall Motor [1][12] - The Indian defense sector is poised for growth, with expectations to increase defense spending to 2.5% of GDP by FY30, indicating a potential doubling of defense spending [1][11] - The EU building materials sector is showing signs of improvement, driven by positive factors such as increased defense spending and a potential recovery in residential construction [1][13] Detailed Highlights - **Japan Auto**: Suzuki halted production of its Swift model due to the rare-earth export ban but resumed operations shortly after, indicating that the situation may not be as severe as initially thought [1][5] - **China Auto Feedback**: Pricing competition has moderated, and BYD's sales volume has responded positively without significant price cuts, improving investor sentiment [1][10][12] - **Indian Defense**: The Ministry of Defense's commentary suggests that conditions are aligning for a significant increase in defense spending, attracting investor interest in various defense companies [1][11] - **EU Building Materials**: The sector is experiencing a strong move, with cement shares leading the way, supported by positive results from companies and a firming sentiment for construction recovery [1][13] Sector Key Newsflow - US auto suppliers are urging immediate action to address China's rare earth restrictions [1][13] - Suzuki's production of the Swift is set to return to normal from June 16 [1][13] - Chinese officials have summoned EV executives to discuss self-regulation in the ongoing price war [1][13] - BYD plans to nearly triple its dealer network in South Africa, reflecting its growth strategy [1][13] - China's NEV retail sales increased by 30% year-on-year in May, indicating strong market demand [1][13]