Femorning Daily 14.01.2025

财富   2025-01-14 06:50   上海  

1. According to data released by the China Association of Automobile Manufacturers, it is expected that the total sales of automobiles will reach 32.9 million units in 2025, a year-on-year increase of 4.7%; Among them, it is expected that the sales of new energy vehicles will reach 16 million units, a year-on-year increase of 24.4%.

1、中汽协发布数据,预计2025年汽车总销量3290万辆,同比增长4.7%其中,预计新能源汽车销量1600万辆,同比增长24.4%

2. According to the Beijing Municipal Commission of Transport, the Spring Festival travel rush will last from January 14th to February 22nd, totaling 40 days. This year's Spring Festival travel volume is expected to reach a new high, with an estimated 116 million people entering and leaving Beijing, and an average of 2.9 million people per day.

2、北京市交通委消息,春运从114日开始至222日结束,共计40天。今年的春运出行总量有望创新高,进出京人流总量预计将达到1.16亿人次,日均290万人次。

3. The General Administration of Customs stated that in 2024, the total import and export value of goods trade in China will reach a historical high of 43.85 trillion yuan, and the total volume, increment, and quality of China's foreign trade will all achieve growth. The export scale has exceeded 25 trillion yuan for the first time, with a year-on-year growth of 7.1%, maintaining growth for 8 consecutive years and demonstrating strong competitiveness. Imports amounted to 18.39 trillion yuan, an increase of 2.3%.

3、海关总署表示,2024年,我国货物贸易进出口总值43.85万亿元,规模创历史新高,我国外贸总量、增量、质量均实现增长。出口规模首次突破25万亿元,同比增长7.1%连续8年保持增长,展现出较强的竞争力。进口18.39万亿元,增长2.3%


4. According to data released by the China Index Academy, residents' willingness to purchase property is steadily increasing. At the end of December, about 18% of residents had a stronger willingness to purchase homes than the previous month, an increase of 0.8 percentage points compared to the previous month, and a fluctuation of 3.1 percentage points from the low level in July. The continuous game between buyers and sellers in the market has led to a fluctuating and improving trend in residents' willingness to purchase homes, which may gradually enter a phase of bottoming out and stabilizing in the short term.

4、中指院发布数据,居民置业意愿稳中有升。12月底居民购房意愿强于上月的占比约为18%,环比上升0.8个百分点,较7月低位水平波动上升3.1个百分点。市场买卖双方持续博弈,居民置业意愿呈现波动改善趋势,短期或逐步进入探底企稳阶段。

5. According to Xinhua News Agency, it was learned from the Two Sessions of Heilongjiang Province that the ice and snow economy in Heilongjiang Province will have a strong development momentum in 2024, with an increase of 29.1% in the number of tourists received and 67.1% in total tourist spending.

5、新华网消息,从黑龙江省两会上获悉,2024年黑龙江省冰雪经济发展势头强劲,接待游客数量、游客总花费分别增长29.1%67.1%

6. The General Administration of Customs stated that in 2024, new products and new business models will continue to emerge in China, and the volume of foreign trade, including "new" products, will continue to rise. More high-tech new products will accelerate their overseas expansion, and exports of electric vehicles, 3D printers, and industrial robots will achieve growth of 13.1%, 32.8%, and 45.2% respectively.

6、海关总署表示,2024年我国新产品、新业态品牌不断涌现,外贸含量不断上升,更多高科技属性的新产品加速出海,电动汽车、3D打印机、工业机器人出口分别实现了13.1%32.8%45.2%的增长。

7. CCTV News reported that the State Administration for Market Regulation has recently taken the lead in approving the establishment of a new national measurement standard for microwave brightness temperature internationally. This measurement standard is conducive to solving the problem of long-term inability to directly trace and calibrate microwave brightness temperature parameters in fields such as radio astronomy and planetary exploration.

7、央视新闻消息,市场监管总局近日在国际上率先批准新建微波亮温度国家计量基准,该计量基准有利于解决射电天文、行星探索等领域微波亮温度参数长期无法直接溯源和计量校准问题。


8. According to China Securities Journal Network, institutions predict that the global brain computer interface medical application market is expected to reach $40 billion by 2030 and $145 billion by 2040. In this context, listed companies are intensifying their layout in the field of brain computer interfaces, increasing research and development investment, improving the level of brain computer interface technology, and promoting the accelerated development of the industry.

8、据中证网报道,机构预计,全球脑机接口医疗应用市场规模有望在2030年达到400亿美元,2040年达到1450亿美元。在此背景下,上市公司加码布局脑机接口领域,加大研发投入力度,提升脑机接口技术水平,推动产业加快发展。

9. According to data released by Counterpoint, the global smartphone market saw a 4% year-on-year increase in sales last year. After two consecutive years of decline, it has experienced a recovery, ending the decade low set in 2023. Among them, Samsung and Apple rank among the top two in terms of sales; Xiaomi ranks the third and has the fastest growth among the top five.

9Counterpoint发布数据,全球智能手机市场去年销量同比增长4%,在连续两年下滑后迎来复苏,结束了2023年创下的十年来最低点。其中,三星、苹果位居销量前两位;小米排名第三,在前五名中增长最快。

10. TrendForce stated that in 2024, after a long-term decline, the prices of power and energy storage batteries in China will converge in the fourth quarter. With the expected improvement in global demand for electric vehicles and energy storage markets by 2025, there is a strong demand for suppliers to increase prices and reduce losses, which is expected to support the prices of battery raw materials such as lithium iron phosphate, lithium battery copper foil, and electrolytes in the first quarter of 2025, thereby stabilizing the average price of battery cells.

10TrendForce称,2024年,中国动力及储能电芯价格历经长期下跌后,至第四季跌幅收敛。随着2025年全球电动汽车及储能市场需求预期好转,供应商涨价减亏诉求强烈,有望支撑2025年第一季磷酸铁锂、锂电铜箔和电解液等电池原料价格,进而稳定电芯均价。

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