Bank of Communications International: In November, the penetration rate of new energy vehicles in the mainland was 52.3%, and the performance in December was optimistic. Bank of Communications International published a research report to give the mainland auto industry a leading rating. According to the report, the retail sales of passenger cars increased by 16.5% year-on-year in November; The retail penetration rate of new energy vehicles was 52.3%, exceeding 50% for the fifth consecutive month, and the retail sales of new energy vehicles increased by 50.5% year-on-year. In November, the export growth slowed down, and the proportion of new energy vehicles fell to 20%. The bank pointed out that considering that the Spring Festival in 2025 is earlier than that in 2024, some car purchases before the Spring Festival will be completed by the end of 2024, and the subsidy policy for trade-in will enter the final stage in December, and some car companies are also sprinting sales through promotional activities. The bank expects the passenger car market in December. It is expected to maintain the potential of the current retail sales to continue to increase year by year. However, after the sales sprint in December, the auto market entered the off-season of consumption, so it is necessary to be cautious that the stock price performance of the auto sector may fluctuate.Sony Group's share price hit a record high in intraday trading, and Sony Group's share price broke through the high of 3,390 yen set in 2000, reaching a record high.State Railway Administration: From January to November, the national railway passenger volume reached a record high, and the State Railway Administration announced that from January to November, the national railway passenger volume reached a record high. From January to November, the number of railway passengers sent nationwide reached 4.015 billion, up 12.6% year-on-year, and the annual number of passengers sent exceeded 4 billion for the first time, reaching a record high. Passenger turnover reached 1,484.061 billion person-kilometers, a year-on-year increase of 7.8%. In the month of November, the number of railway passengers sent nationwide was 304 million, up 8.8% year-on-year; Passenger turnover reached 98.135 billion person-kilometers, a year-on-year increase of 2.5%. The volume of freight delivery has increased steadily. From January to November, the national railway freight volume was 4.715 billion tons, a year-on-year increase of 2.5%. In November, the national railway freight volume was 455 million tons, a year-on-year increase of 6.4%; The freight turnover was 324.521 billion tons kilometers, up 2.4% year-on-year.
Afternoon comment: the three major indexes rose slightly in half a day, and the concept of Shanghai's state-owned enterprise reform lifted the tide of daily limit. The three major indexes opened lower and went higher in early trading and rose slightly in half a day. In terms of sectors, the concept of Shanghai's state-owned enterprise reform is on the rise, and Shanghai Material Trade, First Medicine and Shibei High-tech are collectively on the rise. The retail sector continued to be strong, with the daily limit of Youa, Zhongbai Group and Maoye Commercial. The concept of AI glasses is higher, and Tianjian shares and Star Technology both have a daily limit of 20cm; Insurance stocks continued to adjust, and Tianmao Group fell to an intraday limit; Sora concept stocks collectively adjusted back, and the word Huayang Lianzhong fell; Bank shares fluctuated lower, with Bank of Ningbo leading the decline. Overall, stocks rose more and fell less, with more than 3,500 stocks rising. On the disk, Shanghai's state-owned enterprise reform, AI glasses and retail sectors were among the top gainers, while insurance, Sora concept and banking sectors were among the top losers.Full implementation is just around the corner, and personal pension products will be expanded. The reporter learned from the industry that the Ministry of Human Resources and Social Security will mobilize and deploy the full implementation of the personal pension system recently. The personal pension pilot will be fully liberalized in the near future, expanding from the original 36 pilot cities to the whole country, and it is expected to be fully implemented quickly. Personal pension fund products have also ushered in expansion, and some mature broad-based ETF-linked funds and broad-based index OTC products will add Y shares. At present, various fund companies are in full swing to prepare for the full liberalization of the individual pension pilot. (CSI Taurus)South Korea's former defense minister attempted to commit suicide in prison, and the Ministry of Justice responded that his physical condition was normal. According to Yonhap News Agency's report on the 11th, South Korea's former defense minister Jin Longxian attempted suicide in prison on the evening of 10th. In this regard, Shen Ronghai, the head of the Department of Corrections of the Korean Ministry of Justice, said in response to relevant questions that "there is no abnormality in physical condition." (World Wide Web)
The CSI A500ETF paid dividends for the first time. On December 11th, ICBC Credit Suisse announced the dividend, becoming the first CSI A500ETF product to announce the dividend. The dividend plan is to allocate 0.066 yuan for every 10 fund shares, the base date of income distribution is November 29, and the net value of fund shares on the base date is 1.0078 yuan. In addition, ICBC Credit Suisse CSI A500ETF's dividend registration date is December 13th, and the cash dividend payment date is December 18th.On the analysis of the daily limit at noon on December 11th, the three major indexes rose slightly, and consumer electronics concept stocks broke out collectively. Yiming food has 12 boards, Shandong glass fiber has 6 boards, one picture can be understood > >The turnover of Shanghai and Shenzhen stock markets exceeded 1 trillion for the 51st consecutive trading day, which was 380 billion less than that of the previous trading day.