Report: The number of online stores opened by China enterprises in the United States has increased rapidly. According to the report released by SmartScout Insight, among the top 20 cities in terms of Amazon sellers, China city occupies 14 seats, showing the strong strength of China sellers on Amazon platform. The total number of Amazon sellers in China's top 20 cities reached 232,000, compared with 58,000 in the United States. In 2023, the number of sellers in China with sales exceeding $10 million increased by 30% year-on-year, and the number of sellers in China with sales exceeding $1 million also increased significantly.Wafer factory "bargains for orders"? Insiders: It's not so exaggerated that there is no need for drastic price reduction at present. Recently, some industry media reported that the Chinese mainland wafer foundry has overflowed its capacity and is striving for more IC design factory orders to return at a low price discount. A manager of Chinese mainland Head Wafer Factory told reporters that the actual situation was "not as serious as reported by the media, and not so exaggerated". The source said that since the fourth quarter of this year, the quotation of its wafer factory has been "stable at present". In the fourth quarter, product orders from display drivers, power management and other categories were "not bad", and the market demand was similar to that previously publicly disclosed. The independent control of the mainland market is still the main theme. It is understood that the fourth quarter is usually the "off-season" of the wafer foundry industry, and downstream customers will review the sales plan at the beginning of the year, and they are not willing to stock up and receive goods. A person from a consumer chip company in Chinese mainland said, "Fab factories generally adjust prices according to market supply and demand." Yang Shengxin, a senior analyst of Sigmaintell's semiconductor business unit, said in an interview that according to the observation of Sigma Intell, Chinese mainland's wafer factory decreased by about 5% in the fourth quarter of 2024, and concentrated on 12-inch products; The price of China Taiwan Province Wafer Factory has not changed significantly. (science and technology innovation board Daily)Market News: Asoka Ranwala, Speaker of the Sri Lankan Parliament, announced his resignation on the 13th.
CITIC Securities: The growth rate of supply is expected to move down rapidly, and there is room for aluminum price increase. According to the research report of CITIC Securities, the growth rate of global electrolytic aluminum production is expected to be 3.6%/2.2%/1.7%/0.9% from 2024 to 2027, showing a rapid downward trend. At the same time, our calculation results show that the incentive price of overseas electrolytic aluminum projects may be as high as 3000 US dollars /24000 yuan. The current aluminum price is difficult to stimulate overseas capacity expansion. We are optimistic about the rising space of aluminum price and the allocation value of aluminum plate under the background of strong supply constraints. Maintain the aluminum plate "stronger than the market" rating.The output of platinum jewelry in China decreased by 12% year-on-year in the third quarter. Antaike reported that according to the statistics of the International Platinum Association, the output of platinum jewelry in China decreased by 12% year-on-year in the third quarter, which was worse than the decline of 7% in the second quarter. Among them, the output of plain platinum jewelry, which accounts for more than 98% of the total output of platinum jewelry, fell by 9% year-on-year in the third quarter, while the output of platinum inlaid jewelry continued to decline sharply. Platinum is still in a relatively weak position in the rapidly changing market environment today. Platinum category lacks innovation, such as breakthrough design and new technology. Retailers lack enthusiasm, low profits and slow turnover. Old general goods still account for the vast majority, which are unsalable seriously. Innovative products and sets of products have a faster turnover and higher profits, but their market share is still not high.Market News: Asoka Ranwala, Speaker of the Sri Lankan Parliament, announced his resignation on the 13th.
Syrian Human Rights Watch: Israeli troops attacked many places in Syria. According to Syrian Human Rights Watch's early morning news on the 14th local time, Israeli troops attacked the Kasong Mountain area in Damascus, the Syrian capital, the Harhala military airport in Suweida province in southern Syria and the military factory in Mesyaf, Hama province in western Syria on the evening of 13th. The Israeli military has not responded to this.China calls on the Security Council to resume the blanket exemption from the travel ban for relevant personnel of the Afghan interim government as soon as possible. On December 13th, local time, the United Nations Security Council unanimously adopted resolution 2763, extending the authorization of the Monitoring Team of the 1988 Sanctions Committee (Taliban Sanctions Committee) for 14 months. The Chinese representative expressed the hope that the team would continue to actively perform its duties as authorized by the resolution, provide strong support for the work of the Committee, support the monitoring team to strengthen contacts with the Afghan interim government, and look forward to the team's early visit to Afghanistan. Geng Shuang said that the resolution reaffirmed the necessity of reviewing the 1988 sanctions regime and stressed that the Security Council sanctions should help promote Afghan peace and stability. The Taliban has been in power for more than three years, the situation in Afghanistan is generally stable, and contacts between the outside world and the Afghan authorities are gradually expanding. China once again calls for timely adjustment of the sanctions mechanism according to the development and changes of the situation. As a first step, the Security Council should restore the blanket exemption from the travel ban for relevant personnel of the Afghan interim government as soon as possible, so as to create conditions and facilitate the international community to strengthen contacts and exchanges with Afghanistan.Market News: Apple CEO Cook will meet with US President-elect Trump on Friday local time.
Strategy guide 12-14
Strategy guide
12-14
Strategy guide