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2024-12-13 07:55:37

The United States ITC issued a final ruling on 337 parts of smartphones, computers, tablet computers and their components. On December 9, the United States International Trade Commission (ITC) issued a notice saying that certain electronic devices, including smartphones, computers, tablet computers and their components, Tablet computers, and components there, investigation code: 337-TA-1373) made a 337-part final ruling: the preliminary ruling (No.60) made by the administrative judge in this case on November 7, 2024 was not reviewed, that is, all investigations in this case were terminated based on arbitration.In the first three quarters of Shenzhen, the output of new energy vehicles exceeded that of last year. Driven by intelligent networked vehicles, Shenzhen's new energy vehicle industry ushered in explosive growth. A few days ago, the annual output of China's new energy automobile industry exceeded 10 million vehicles for the first time, becoming the first country in the world to reach this output. According to the public data in the industry, as of the first three quarters of this year, the output of new energy vehicles in Shenzhen has reached about 1.83 million, which has exceeded the whole year of 2023. Recently, BYD, a leading new energy vehicle enterprise in Shenzhen, welcomed the 10 millionth new energy vehicle off the assembly line, becoming the first car enterprise in the world to achieve this goal; In the first ten months of this year, the export of electric vehicles in Shenzhen increased by 52% year-on-year, and the export of auto parts increased by 26.5% year-on-year; This year, the number of overcharged stations and charging guns for new energy vehicles in Shenzhen has also surpassed that of gas stations and refueling guns. With the blessing of intelligent network, the new energy automobile industry is developing at an accelerated pace.The symposium of foreign business associations and foreign-funded enterprises in Hong Kong was successfully held. On December 9, the symposium of foreign business associations and foreign-funded enterprises in Hong Kong was held. Ren Hongbin, president of the China Council for the Promotion of International Trade, led representatives of the China Council for the Promotion of International Trade, local branches and mainland enterprises to attend the event and delivered speeches. The American Chamber of Commerce in Hong Kong, the Australian Chamber of Commerce in Hong Kong, the British Chamber of Commerce in Hong Kong and other foreign-funded enterprises in Hong Kong, such as HSBC, Swire Group and Jardine Matheson Group, attended the event.


Op Optronics: The subsidiary Changguang Aerospace products can be widely used in the aerospace field. Op Optronics (002338) said in response to investors' questions on the interactive platform on December 10 that the company's subsidiary Changguang Aerospace products can be widely used in the aerospace field and can provide customized services according to customers' needs.Ubs keeps the rating of western oil companies neutral.Alaska Airlines CEO said that Boeing's quality process is improving. Alaska Airlines CEO Ben Minicucci said that Boeing's quality process is beginning to improve under the new CEO field, and employees supervise the assembly process of aircraft in Boeing's factory every day. Minicucci refers to the way Boeing moves from one production stage to another when the work of aircraft parts is not completed on time, and encourages employees to report safety and quality problems.


Guojin Securities: In 2025, we are optimistic about Apple's industrial chain and can independently control and benefit from the industrial chain. Guojin Securities Research Report pointed out that the AI big model has brought new development opportunities to consumer electronics and IOT hardware, and it is expected to continue to drive hardware innovation, improve the value of the industrial chain and accelerate the replacement cycle. The trend of Apple's hardware innovation and growth is gradually clear. In 2025, IPhone17 is expected to usher in great innovation in hardware and end-side AI. In 2026, Apple is expected to launch folding mobile phones/iPads and smart glasses. AI smart glasses are in full bloom and are expected to usher in explosive growth. Self-control of semiconductors is the general trend, and we are optimistic about semiconductor equipment parts, materials and domestic computing power industry chain. In 2025, we are optimistic about Apple's industrial chain, AI glasses, AI-driven and self-controllable benefit industrial chain.The main contract of Shanghai and Shenzhen 300 stock index futures (IF) rose 4.00% in the day, and now it is reported at 4,120.6 points. The main contract of Shanghai 50 stock index futures (IH) hit 2700 points, rising 4.39% in the day. The main contract of CSI 1000 stock index futures (IM) exceeded 6500 points, rising by 4.18% in the day. The main contract of CSI 500 stock index futures (IC) rose 4.00% in the day, and now it is reported at 6165.0 points.Liu Yusheng, former vice president of the First Affiliated Hospital of China University of Science and Technology (Anhui Provincial Hospital), was investigated. According to the news of Anhui Discipline Inspection and Supervision Network on December 10, Liu Yusheng, former member of the Party Committee and vice president of the First Affiliated Hospital of China University of Science and Technology (Anhui Provincial Hospital), was suspected of serious violation of discipline and law. At present, he is under the disciplinary review of the Discipline Inspection Committee of China University of Science and Technology and the supervision and investigation of the Bowang District Supervision Committee of Maanshan City.

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