1. Shenzhen Special Economic Zone News: Since the implementation of the 929 real estate policy, the Shenzhen real estate market has responded enthusiastically, with transactions continuing to rise and the market showing a stable trend of increasing volume and prices. From November 1st to 24th, 7800 newly built residential properties in Shenzhen were sold through online signing, with an average daily year-on-year increase of 201.3%.
2.According to a report by The Paper, it is reported that Singapore's large real estate group, Keppel Group, plans to sell 70% of the Shanghai Pudong Development Building located in the core business district of Lujiazui, which was acquired more than 5 years ago, for 1.8 billion yuan, at a discount of more than 30% from the purchase price.
3. According to China Fund News, on November 22 (last Friday), there was a net inflow of 7 billion yuan in stock ETFs, with the CSI A500ETF and Hong Kong related ETFs having the highest net inflow, while broad-based ETFs such as the CSI 300 and SSE 50 had a higher net outflow. Under the adjustment of market conditions, the overall net inflow of funds into stock ETFs last week was nearly 14 billion yuan.
4. The National Forestry and Grassland Administration stated that currently, 53% of the controllable desertified land in China has been effectively managed, with a net reduction of 65 million mu of desertified land area, showing a good trend of "overall improvement and accelerated improvement". It is the first in the world to achieve "zero growth" in land degradation and "dual reduction" of desertification and desertified land.
5.According to data from the International Semiconductor Industry Association, capital expenditures related to storage increased by 34% month on month and 67% year-on-year in the third quarter, reflecting an improvement in the storage IC market compared to the same period last year. It is expected that total capital expenditures in the fourth quarter will increase by 27% month on month and 31% year-on-year, with storage related capital expenditures growing by 39% year-on-year, leading this growth.
6. The China Iron and Steel Association stated that dry bulk cargo accounts for over 40% of the world's sea freight trade volume, with iron ore and coal being the most important varieties, accounting for more than half of the global dry bulk cargo sea freight volume. China's position as the world's largest producer and demander of steel will exist for a long time, and its high demand for iron ore and coking coal will continue to support the global dry bulk shipping market.
7. TrendForce released data that the global laptop market in 2024 is affected by high interest rates and geopolitical factors, resulting in a slow recovery in demand. It is expected that the annual shipment volume will be 174 million units, a year-on-year increase of 3.9%. It is expected that laptop shipments will increase by 4.9% year-on-year next year, reaching 183 million units.
8.According to Clarkson statistics, as of November 9th, the global shipbuilding industry signed 85 new orders in October, a decrease of 56 orders compared to the previous month and 103 orders compared to the same period last year. Among them, Chinese shipyards received 64 orders, Japan received 1 order, and South Korea received 15 orders; The revised total tonnage decreased by 35.60% month on month and 43.58% year-on-year.
9.According to data from the National Grain and Oil Information Center, in the first three weeks of November, major oil factories in China squeezed 6.1 million tons of soybeans. In the case of good crushing profits, it is expected that the total soybean crushing volume of the oil plant in November will be around 8.3 million tons, with an average of 8.02 million tons in the past three years.
10.BYD stated that it plans to launch a new generation of blade batteries by 2025, which will increase the range of the car and extend the lifespan of the battery itself.
