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China made more than half of the imported cars registered in South Korea in November. According to a data released by CARISYOU, a Korean automobile data research institution, the proportion of Chinese-made cars registered in South Korea in November was 54.3%, setting a record this year. The data shows that there were 659 newly registered imported cars in November, of which 358 were made in China, accounting for 54.3%, setting a record for the highest proportion in a single month this year. By brand, BYD increased by 21.7% year-on-year to 140 vehicles, ranking first among all imported car brands. Brands such as Geely (No.3), Xinyuan (No.4), Haig School Bus (No.8) and Dongfeng Xiaokang (No.10) are also among the top ten. The number and proportion of Chinese-made cars registered in Hanxin increased year by year, with only 296 (6.2%) in 2020, 569 (9.9%) in 2021, 2276 (29%) in 2022 and 4215 (47.5%) in 2023.Guotai Junan expects Hong Kong stocks to fluctuate upward in an N-shaped pattern next year to explore domestic demand and improve investment opportunities. Chen Ximiao, chief analyst of Guotai Junan's overseas strategy, said that looking forward to 2025, the disturbance factors in the Hong Kong stock market from the external environment will continue, and the pace of interest rate cuts by the Federal Reserve under overseas inflation, policy restrictions in areas such as strong US dollar and tariffs, and game friction among big countries will continue. However, the domestic policy thinking is clear, economic expectations are expected to stabilize under the financial impetus, and the profitability of molecular enterprises will improve, and the industrial chain will be able to cope with it. She said that in 2025, the sensitivity of the Hong Kong stock market to external shocks is expected to decline, and more attention should be paid to returning to its own logic. For the trend of Hong Kong stocks in 2025, it is expected to be dominated by the upward pattern of N-shaped shocks, and there are many opportunities for flexibility during the stage. In 2025, we should still actively look for the structure, and focus on the barbell strategy to shift the weight of the two ends. We need to pay more attention to the configuration rhythm and pay attention to the repair opportunities of some domestic products.Li Jiaqi responded to the price change of the live broadcast room: it is gradually changing, and more emphasis is placed on the quality-price ratio. Recently, when Li Jiaqi was interviewed, the price of the live broadcast room changed. He said that he talked more about the "quality-price ratio" this year, and the quality matches the price. In recent years, more first-line brands have joined, and the price is gradually changing. Li Jiaqi also said that live broadcast is not something you want to do. If the first goal is to make money, it won't last long. The coming and going of anchors is a test for unprofessional people in the industry. (The Paper)

The Taiwan Affairs Office of the State Council introduced the situation of the 2024 Shanghai-Taipei Twin Cities Forum. The Taiwan Affairs Office held a regular press conference. Spokesperson Zhu Fenglian said that it is understood that the 2024 Shanghai-Taipei Urban Forum will be held in Taipei on December 17, and Shanghai will send a delegation to Taiwan to attend the forum. With the theme of "Smart Governance for a Sustainable Future", the forum will promote the interactive exchanges between the two cities in terms of friendly transportation, river governance and humanistic cities. During the forum, the two cities will also sign a memorandum on exchanges and cooperation. We hope the forum will be successful.Haoen Automobile & Power Co., Ltd. established a laser technology company with a registered capital of 50 million yuan. According to the enterprise search APP, Shenzhen Haoen Laser Technology Co., Ltd. was established recently, with Chen Tefang as the legal representative and a registered capital of 50 million yuan. Its business scope includes research and development of auto parts. Software development; Internet of things technology research and development; Internet of things technical services; Digital technology services; Intelligent vehicle equipment manufacturing; Radar and supporting equipment manufacturing, etc. Enterprise equity penetration shows that the company is wholly owned by Haoen Automobile and Power Company.Hong Kong stocks fell, while the Hang Seng Index and Hang Seng Technology Index both fell.

AMD Lisa Su was named CEO of the Year by Time magazine, and Time magazine published a blog post yesterday (December 10th) to select lisa su, CEO of AMD, as "CEO of 2024". The blog post tells the story of how lisa su led the company to turn losses into profits and challenged the giant NVIDIA in the field of artificial intelligence chips.Dongxing Securities: The demand for food and beverage will pick up. Dongxing Securities Research Report pointed out that with the implementation of a series of policies such as expanding domestic demand and stabilizing investment, consumption will gradually stabilize and recover, and the demand for food and beverage will also pick up. In particular, catering consumption will recover with the economic recovery. It is expected that the upstream and downstream consumption of catering will improve, and the overall demand of liquor, condiments, beer and other industries is gradually recovering. Especially in the condiment industry, it is speculated that the whole industry is in destocking after the Mid-Autumn Festival. With the arrival of consumption in the peak season of New Year's Day and Spring Festival, the stocking period in the peak season is expected to start, and it is expected that mainstream condiment enterprises will achieve steady growth in the fourth quarter. At present, the overall valuation of the industry is lower than the historical average valuation, and there is room for repair. Continue to pay attention to liquor, snack food and condiments in the pro-cyclical sector of the food and beverage industry.Li Dongsheng: The annual benefit of the landing application of TCL AI technology exceeds 540 million yuan. On December 11th, Li Dongsheng, the founder and chairman of TCL, said at the TCL Global Technology Innovation Conference that TCL promoted the landing application of AI technology in high-value scenes such as R&D and manufacturing through long-term development planning, with an annual benefit exceeding 540 million yuan. Yan Xiaolin, CTO of TCL Technology, CTO of TCL Huaxing and Dean of TCL Industrial Research Institute, said that AI has been used to improve the display quality, provide human-computer interaction ability, and also used in intelligent manufacturing. This 540 million yuan is the direct new benefit approved by the financial department and business department of BU (business department), excluding the unclear benefits such as image quality improvement and voice function. (CBN)