标签归档 西安桑拿

　　The three major indexes oscillated and sorted out the coal and photovoltaic sectors, with the top gains.

　　Up by 0.03%,Down 0.2%,It fell by 0.23%. The turnover exceeded 960 billion, and coal, photovoltaic,The plate was among the top gainers, and the media,、The automobile sector was among the top losers.

　　More than 100 funds rose more than 10% and medicine became a big winner!But was urgently warned.

　　Since the CSRC issued a package of policies and measures on "activating the capital market and boosting investors’ confidence" on August 18th, a large number of equity funds have recovered strongly in the rebound market. As of November 8th, the highest rate of return of some funds exceeded 20%. Many funds have even increased more than the increase in the past year, restoring the high elasticity of the past and successfully countering the previous market query that "initiative is not as good as passivity". View the original > > >

　　Results released: the second batch of science and technology innovation 100Total fundraising is 5.5 billion yuan!

　　In the fund market at the end of the year, Kechuang 100ETF "rolled up to fly". The second batch of science and technology innovation 100ETF, which has received much attention, has been freshly released.It shows that the total fundraising scale of the second batch of three science and technology 100ETFs exceeds 5.5 billion, of which the highest fundraising scale of a single one is close to 3.9 billion yuan, which is the highest fundraising record of the current science and technology 100ETF and the best equity fund raised in this fourth quarter.View the original > > >

　　Approaching 2 trillion! How to become a "smart" investor when ETF continues to be hot?

　　Since 2023, especially since the fourth quarter, the market’s attention to ETFs has continued to heat up. On the occasion of the market-wide ETF approaching 2 trillion, November 6,uniteWaiting for 9 familiesTogether, launch "Insight: 2023 ETF Investor Behavior Trend Report. The Report publicly solicited relevant questions from investors in the form of questionnaires. Through in-depth analysis of over 6,500 valid questionnaires, it revealed the current investors’ cognition of ETF and the behavioral characteristics in ETF trading.View the original > > >

　　Full coverage, heavy punches and no blind spots. The CSRC will promote the standardized operation of private equity funds throughout the process.

　　ShanghaiThe reporter was informed that the CSRC is comprehensively revising the Interim Measures for the Supervision and Management of Private Equity Funds, formulating supporting normative documents, clarifying the entry threshold and continuous normative requirements for private equity fund managers, strengthening risk source control, delineating the regulatory bottom line, and promoting the standardized operation of private equity funds throughout the process.View the original > > >

　　Shanghai and Shenzhen Stock Exchanges issued five measures to regulate refinancing investment bankers: It is expected that a large number of refinancing plans will be limited.

　　On the evening of November 8, the responsible persons of Shanghai Stock Exchange and Shenzhen Stock Exchange respectively answered questions from reporters on optimizing the refinancing supervision arrangements. Among them, the Shanghai and Shenzhen stock exchanges have introduced five specific measures to optimize the refinancing supervision arrangements, including strictly restricting the refinancing of listed companies in the case of breaking the net; Strictly control the financing interval of continuous loss-making enterprises; Pay attention to refinancing with a high proportion of financial investment; Strictly control the use of funds raised before; Strictly check the relevant requirements that the funds raised by refinancing are mainly invested in the main business.View the original > > >

　　Starting todayWhat is the truth about the limited scale of DMA and OTC stock securities lending? Look at three interpretations

　　Many securities firms have received the regulatory notice, requiring that starting from November 9th (today), the "nominal principal scale =max (long and short portfolio, short portfolio)+non-long and short portfolio" of DMA business should be quantified at the end of each day according to the manager’s dimension, and the quota can be adjusted between different products under the manager.

　　At the same time, the scale of quantitative DMA business is also limited. The notice shows that from November 9, the nominal principal scale of OTC stock short selling at the end of each day according to the manager’s dimension (ETF will not be affected for the time being, and subsequent caliber updates will be notified separately) cannot exceed the nominal principal scale at the end of November 8, and the quota can be adjusted between different products under the manager.View the original > > >

　　Bureau of Statistics: OctoberDown 0.2% year-on-year Down 2.6% year-on-year

　　In October 2023, the national consumer price dropped by 0.2% year-on-year. Among them, the city decreased by 0.1% and the rural area decreased by 0.5%; Food prices fell by 4.0% and non-food prices rose by 0.7%; Consumer goods prices fell by 1.1%, and service prices rose by 1.2%. From January to October, the national consumer price rose by 0.4% over the same period of last year. In October 2023, the ex-factory price of industrial producers nationwide decreased by 2.6% year-on-year, which was the same as the previous month. The purchase price of industrial producers decreased by 3.7% year-on-year and increased by 0.2% quarter-on-quarter.View the original > > >

　　concentrateThe proportion of equity assets of listed companies is still low, and some insurance funds will take the opportunity to increase their positions.

　　Recently, the pace of insurance research on A-share listed companies has accelerated. The data shows that since October, as of November 8,Institutions (including companies and asset management companies) have investigated A-share listed companies for more than 4,000 times.View the original > > >

　　Or the latest improved version for China will be launched.

　　According to the sources in the industrial chain, the latest improved series of chips have been developed for China: HGX H20, L20 PCle and L2 PCle. According to people familiar with the matter, the latest three chips are improved from H100, and will be announced as soon as possible after the 16th of this month, and domestic manufacturers will get the products in these days at the earliest. As of press time, there is no response from NVIDIA.View the original > > >

　　Huawei big news! After asking the boundary, the intellectual boundary came.

　　Following the "asking the world", the "intellectual world" has also come. The reporter of Times E Company was informed that asThe second brand under the smart car selection mode is also the high-end created by Huawei and Chery.The car brand, Zhijie S7 (pure electric coupe), the first model of Zhijie, will be officially released and pre-sold in Shenzhen tonight (November 9), which is also the first car under Huawei’s smart car selection mode.View the original > > >

　　Open source: the media sector is expected to usher in againAnd estimate upward resonance.

　　Open source securitiesIt is pointed out that after the media sector reached the high point of valuation in June 2023, the valuation has dropped significantly since the third quarter. In terms of performance, Q3 is stable and positive, Q3 for film and television is greatly improved, Q3 for publishing continues to be stable, and Q3 for advertising is under pressure. However, with the arrival of e-commerce consumption peak season, Q4 is expected to start to improve. With the continuous release of content supply, as well as the continuous upgrading of large-scale models and multimodal applications, the media sector is expected to once again usher in the upward resonance of performance and valuation.View the original > > >

　　Hao Miao: Medical valuation has reached the bottom to pay attention to industrial investment opportunities.

　　Hao Miao said that after more than two years of decline, the pharmaceutical sector has fallen to a very low position in the historical valuation range, and the space for the whole sector is really limited. Although the policy has a great influence on the pharmaceutical industry, the direction of policy care, support and encouragement for the industry has not changed. Judging from the situation in the past year or so, there have been obvious changes and improvements in the policy.View the original > > >

　　Investment strategy of real estate sector in 2024: recommend four types of targets.

　　The research report on the investment strategy of the real estate sector in 2024 is released, and it is believed that the road of butterfly change of housing enterprises in the future has been clear, and the optimization of business model and return performance will naturally drive the valuation center to rise. The suppression of the long and short dimension valuation of high-quality targets is now reversed. The four types of targets are in the key window of short-term valuation suppression and slow release, and the prospect of long-term central uplift is becoming clearer.View the original > > >

　　: high-quality housing enterprises in high-energy cities are expected to benefit first.

　　On November 9 th, the research newspaper pointed out that the decline in real estate sales narrowed in October, and second-tier cities performed outstandingly. In October, the A-share financing of housing enterprises fell again, the scale of bond financing stabilized, and the financing cost decreased to 3.59%. Four single-consumption REITs were audited in Shanghai and Shenzhen Stock Exchanges.View the original > > >

　　Power battery replacement is expensive, and many car companies regard "battery replacement" as one of the main directions for designing pure electric vehicles in the future.

　　New energy vehicles are gradually entering thousands of households, but for some users who ate "crabs" early six or seven years ago and bought pure electric vehicles, they are now facing new troubles — — The cost of changing the battery is more expensive than the original price of buying a car! All-media reporters learned from market interviews that the current service life of automobile power batteries is mostly 5-8 years, which means that the power batteries of the first batch of new energy vehicles put into the market during 2009-2013 have entered the "retirement" period. In view of this situation, let’s see what new tricks car companies have.

　　Text, photo: Guangzhou Daily all-media reporter Deng Li

　　[Change the "electricity" scene] The battery is scrapped and the car is "scrapped"!

　　The owner, Mr. Chen, bought a Chery EQ electric car four years ago. After the subsidy, the price of the new car was about 65,000 yuan. Recently, after a heavy rain, the car was soaked in water and the battery was scrapped! After dragging it to the 4S shop, the car dealer told him that he had to replace the battery, but the cost was nearly 70,000 yuan! Mr. Chen was dumbfounded, which is thousands of dollars more expensive than buying a new pure electric car! In this regard, 4S stores also expressed helplessness: because there is no separate subsidy policy for automobile power batteries, the price of battery replacement is very expensive.

　　All-media reporters noticed that at present, because the price of "battery replacement" of many independent brands of pure electric vehicles is higher than that of buying new cars, in the event of battery failure, most car owners give up replacing batteries and directly scrap their vehicles. It is also very expensive to change batteries for imported new energy vehicles. Some people have calculated that a Tesla Model S with a price of 700,000 yuan to 800,000 yuan needs more than 300,000 yuan to replace batteries, so you can buy a BMW.

　　[Market survey]

　　The battery is guaranteed for 5~6 years, but there are constraints.

　　All-media reporters noticed that the current state requires the key components of new energy vehicles (batteries, electronic controls, motors) to provide a warranty of not less than 5 years or 100,000 kilometers. During the warranty period, the owner’s maintenance is completely free.

　　The reporter searched a number of automobile brands and found that BYD Qin currently provides "a six-year or 150,000-kilometer warranty for the whole vehicle and a lifetime warranty for the battery"; SAIC Roewe has provided E50 vehicles with 3-year and 100,000-kilometer warranties, as well as 5-year and 100,000-kilometer battery core component warranties, and some models also have battery decay warranties; BAIC provides a five-year unlimited-kilometer commitment for the battery of E150ev, and users who purchase the new EX260/EU260 before April this year can enjoy the lifetime warranty service of the battery. Generally speaking, at present, the mainstream new energy vehicle companies only guarantee the whole vehicle, and only a few manufacturers have an extra warranty for the battery for a long time. In terms of foreign automakers, Tesla has just changed the warranty terms of the Model S drive and battery pack of electric vehicles to 8 years of unlimited mileage.

　　Despite this, the cost of replacing batteries as high as 60,000 to 70,000 yuan is still in the minds of car owners. If the warranty period ends after 5~8 years, and the life of the battery just ends, then the owner will have to make a headache choice between replacing the battery or scrapping the vehicle; If the battery is within the service life and there is a problem that is not covered by the warranty (such as soaking in water), it may be necessary to break up the battery after seeing that other parts of the vehicle are still in good condition, because the high battery replacement bill is very "disgusting".

　　[Current Scheme]

　　The manufacturer’s policy encourages "replacement" in three or four years.

　　However, replacing the whole battery is not the only solution. The engineer of JAC pure electric vehicle clarified to the reporter: With the development of technology, if there is a problem with the current battery, it is no longer necessary to replace the whole battery as it was a few years ago. Now it is only necessary to replace one or several corresponding faulty batteries. The engineer told the reporter that the cost of a single battery is only a few hundred dollars, and the working hours are up to one or two thousand yuan. In general, it is cheaper than the engine maintenance of fuel vehicles.

　　However, there are many problems in the use of electric vehicles, and the high cost of batteries still inevitably becomes a resistance for many people to buy. The reporter noticed that many car companies started the "buy-back plan" to solve the problems of fast depreciation and fast battery loss of pure electric vehicles, and encouraged consumers to replace new pure electric vehicles in three or four years. For example, at the beginning of the listing of Yundu New Energy, a three-year repurchase policy was introduced at the same time, and the guaranteed price of its pure electric vehicle was 50% of the original price.

　　All-media reporters also noticed from the second-hand market that the current depreciation of second-hand new energy vehicles is faster than that of ordinary fuel vehicles. For example, in 2013-2014, the price of Beiqi E150EV in the second-hand market ranged from 20,000 to 40,000 yuan. After the updated Beiqi EX360 went on the market, manufacturers also complied with the repurchase and replacement policy. As long as the car condition of the old pure electric vehicle meets the official standards, it can offset the purchase price of 39,800 yuan, which is much more cost-effective than direct scrapping. In doing so, manufacturers not only encourage consumers to trade in old ones for new ones, but also help consumers avoid the embarrassment of finding out that the battery life has ended after six or seven years of use and being forced to scrap their vehicles.

　　[Car enterprise goal]

　　Load a detachable battery

　　Perhaps it is precisely because the high cost of batteries has aroused the concerns of users, and many car companies regard "battery replacement" as one of the main directions for designing pure electric vehicles in the future. It only takes three to five minutes, and a "blood tank is empty" battery is directly removed and replaced with a new battery with full charge. Although the power exchange technology has not been verified by a large number of landing operations, this idea is favored by many new energy vehicle companies.

　　Traditional car companies, such as BAIC New Energy, have taken the lead in distributing in several cities across the country since last year to carry out the service of "changing power stations". After the taxi industry has achieved good response, this year, the "changing power" model has been extended to the field of pure electric private cars in Beijing. As for the new car-making enterprises, it has been included in the research and development category. Previously, Tesla had announced a 15-minute power exchange technology; Weilai, the representative of China’s new car manufacturers, plans to build more than 1,100 power stations nationwide in 2020, hoping to let car owners realize "changing electricity within 3 kilometers" in the central areas of first-tier cities such as Beishangguangshen and Shenzhen; Another new car manufacturer, Chehejia’s first SEV, its biggest highlight is the use of detachable batteries, which is also the official claim that they do not rely on the capital of charging piles.

　　China new energy vehicles ushered in the first peak of power battery scrapping.

　　In 2009, China officially launched the demonstration and promotion of "10 cities and 1000 vehicles" new energy vehicles.

　　From 2012 to 2014, demonstration applications were conducted in the north, Guangzhou and Shenzhen, and new energy vehicles entered the era of private consumption.

　　In 2015, the sales volume of new energy vehicles in China was 331,000, of which 247,000 were pure electric vehicles, ranking first in the world.

　　In 2017, the sales volume of new energy vehicles in China reached 777,000, ranking first in the world for three consecutive years.

　　In 2018, the first batch of new energy vehicle battery systems will enter the "seven-year itch" elimination period, which will usher in the first peak of power battery scrapping.

　　In recent years, the relevant state departments have paid extra attention to the market guidance of battery recycling. At the same time, the data of the Ministry of Industry and Information Technology shows that the first peak of power battery scrapping will be ushered in 2018. Gao Yunhu, director of the Department of Energy Conservation and Comprehensive Utilization of the Ministry of Industry and Information Technology, pointed out that it is necessary to accelerate the recycling of power batteries for new energy vehicles and implement the formulation and implementation of pilot programs. On August 1st, the Interim Measures for the Management of Recycle and Utilization of Power Batteries for New Energy Vehicles was promulgated and implemented. In September, the Ministry of Industry and Information Technology issued the List of Qualified Enterprises (First Batch).