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 United States ITC issued a final ruling on 337 parts of products containing telpotide. According to China Trade Relief Information Network, on December 9, the United States International Trade Commission (ITC) announced that, For certain products containing tilloptide and products sourcing to contain tilloptide, The investigation code: 337-TA-1377) made a final ruling in part 337: to solicit opinions on the public interests involved in the suggested relief measures made by the administrative judge in this case on December 6, 2024. If there is infringement in this case, the suggested relief measures are (1) to issue a general exclusion order on the products involved in the US export, import and sale of infringing US registered patent numbers. (2) Or to the defendant Mew Mews Company Limited in Hong Kong, China, Audrey Beauty Co in Hong Kong, China, Spanish Super Human Store, American Triggered Supplies LLC (D/B/A The Triggered Brand), Strate Labs LLC of the United States and Xiamen Austria Trading Co., Ltd. (D/B/A Austria Propide) of China issued general or limited exclusion orders for infringing products exported, imported and sold in the United States. (3) Issue general or limited exclusion orders and prohibition orders to listed defendants: American Arctic Peptides LLC, American Triggered Supplements LLC (D/B/A The Triggered Brand) and American Strate Labs LLC.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.
Indonesia's car sales in November fell by 11.9% year-on-year.Guan Zhiou is the party secretary of the Ministry of Natural Resources. According to the website of the Ministry of Natural Resources, on the morning of December 10, 2024, the responsible comrades of the Central Organization Department attended the meeting of leading cadres of the Ministry of Natural Resources and announced the central decision: Comrade Guan Zhiou is the party secretary of the Ministry of Natural Resources; Comrade Wang Guanghua was removed from the post of Party Secretary of the Ministry of Natural Resources and appointed separately.Robot concept stocks continue to be active, and many stocks such as Sinoresearch Technology have daily limit. The popular stock Taier shares have 9 consecutive boards, and Eft has increased by more than 3 times since November. In addition, Sinoresearch, Fenda Technology, Astar, construction industry, Tianqiao Lifting and Giant Wheel Intelligent have daily limit, and Huachangda, Sanfeng Intelligent and Worth Buying have increased by more than 10%.
The food and beverage sector strengthened, including Runpu Food and Panda Dairy. The food and beverage sector strengthened. As of press time, Runpu Food had a daily limit of 30%, Panda Dairy and Yike Food had a daily limit of 20%, Yiming Food had 11 consecutive boards, and Anji Food had a daily limit. Three squirrels, Qianheweiye and Tianwei Food followed suit.The two departments issued a document: improve the working mechanism of centralized procurement and implementation of medicines. Recently, the National Medical Insurance Bureau and the National Health and Health Commission issued the Notice on Improving the Working Mechanism of Centralized Procurement and Implementation of Medicines. On the basis of the original policy, the Notice further improves the centralized procurement and implementation mechanism of medicines, guides medical institutions and pharmaceutical enterprises to follow and support the centralized procurement mechanism, and consolidates and deepens the reform results of centralized procurement of medicines and medical consumables, so that more patients can benefit. The "Notice" focuses on the detailed measures from the aspects of admission, use, monitoring, assessment and feedback of centralized drug consumables, which reflects the policy orientation of coordinated supervision between departments and preferential use of selected products. (CCTV News)German companies filed a 337 investigation application for a specific composite medium-sized bulk container. According to the Ministry of Commerce, on December 5, 2024, German Schütz Container Systems,Inc and Protechna S.A filed an application with the US International Trade Commission in accordance with Section 337 of the US Tariff Act of 1930. Accused that certain composite intermediate bulk containers exported to, imported from or sold in the United States infringed their patent rights, requested to initiate 337 investigation, and issued general exclusion orders, limited exclusion orders and prohibition orders. Five enterprises in China were involved in the case.