1.China Railway Group stated that during the Spring Festival travel rush, the number of railway passengers sent nationwide is expected to exceed 510 million, with an average of 12.75 million passengers per day, a year-on-year increase of 5.5%. More than 14000 passenger trains are arranged daily, with a year-on-year increase of about 4% in passenger capacity, fully ensuring the travel needs of the vast number of passengers.
2.According to First Financial News, the total transaction amount of new houses in Shanghai in 2024 is about 540 billion yuan, and the transaction amount of second-hand houses is nearly 750 billion yuan, ranking first among the 100 cities; There are approximately 60 'daily CDs' throughout the year. In the fourth quarter of last year, Shanghai showed strong market recovery, and the signal of "stopping the decline and stabilizing" became increasingly clear.
3. The National Development and Reform Commission pointed out that in 2025, special funds will continue to be arranged to support the recycling and processing of waste household appliances, promoting the healthy development of the industry. We will severely crack down on illegal and irregular behaviors such as "raising prices first and then discounting" and fraudulent compensation. Strictly crack down on "workshop style" recycling and dismantling, and investigate and punish illegal recycling and dismantling of scrapped motor vehicles, retired power batteries, and other behaviors in accordance with laws and regulations.
4. The Ministry of Natural Resources stated that China has made a series of significant breakthroughs in lithium exploration, with lithium reserves increasing from 6% globally to 16.5%, jumping from sixth to second in the world, reshaping the global lithium resource landscape.
5.According to the SEMI report, the semiconductor industry is expected to launch 18 new wafer fab construction projects by 2025, with the majority expected to commence operations between 2026 and 2027. This expansion will mainly be driven by cutting-edge logic technologies in high-performance computing (HPC) applications, as well as the increasing popularity of generative AI in edge devices.
6. The China Coal Transportation and Sales Association stated that after entering 2025, the operation of the coal steel coke industry chain has not improved, and weak varieties are under heavy pressure. Coking coal production will enter a phase of supply contraction, and the market pressure of oversupply is expected to no longer increase. Considering the recent positive changes in the real estate market and other factors, it is highly likely that the steel market will enter a bottoming trend, thereby supporting the continued operation of the coking coal market in a weak steady state.
7.According to the statistics of the post office, the volume of express delivery services in China will reach 174.5 billion pieces and the revenue of express delivery services will be 1.4 trillion yuan in 2024, with year-on-year growth of 21% and 13% respectively. It is expected that the industry will continue to maintain a steady upward trend by 2025, with express delivery business volume reaching 190 billion pieces and express delivery business revenue of 1.5 trillion yuan.
8.According to Xinhua News Agency, by 2024, China's traditional Chinese medicine service capacity will further improve, with about 90% of counties setting up county-level traditional Chinese medicine medical institutions, and township health centers and community health service centers achieving full coverage of traditional Chinese medicine clinics.
9. The China Meteorological Administration stated that China has established an integrated land, sea, air and space meteorological observation system, with a meteorological disaster monitoring rate of 80%, and has provided Fengyun satellite services to 132 countries and regions around the world. More than 76000 ground automatic meteorological observation stations have been built nationwide, achieving full coverage of towns and villages throughout the country.
10.According to 36Kr news, on Tuesday (January 7th) Eastern Time, Apple's rating was rarely downgraded to "sell" by agencies. This means that Apple's stock price will drop by about 22% from its current level. What worries analysts the most is that the new artificial intelligence software update has been released, but the sales of iPhone 16 are still lukewarm.
