BYD Powers EV Ecosystem, Txoj Cai Txhawb Kev Lag Luam Hauv Is Taws Nem Articulated

Xov Xwm Tseem Ceeb

Cov khoom lag luam Asian tau nce siab dua thaum hmo ntuj tshwj tsis yog Tuam Tshoj Mainland thiab Hong Kong, uas tau sib xyaw.

Nyob rau lub asthiv, Tuam Tshoj lub Xeev Pawg Saib Xyuas tau pom zoo yim lub tswv yim los txhawb kev lag luam digital, xws li cov tuam txhab hauv internet. Cov xov xwm hauv Suav tseem tau tshaj tawm ib tsab xov xwm hais txog Alibaba's Singles Day, Kaum Ib Hlis 11^th/Ib-Ib-Ib-Ib Ib-Ib, piv txwv li, ib qho kev muag khoom extravaganza akin rau Dub Friday hauv Tebchaws Meskas. Lub koob tsheej tau pib nrog kev muag khoom ua ntej. Qhov no tsuas yog lwm qhov cim qhia tias Tuam Tshoj txoj kev saib xyuas hauv internet tau zoo tom qab peb. Tuam Tshoj txoj kev lag luam, tshwj xeeb tshaj yog nws txoj kev lag luam kev lag luam hauv tsev, yuav xav tau cov tuam txhab no kom ua tau zoo.

Cov thawj tswj hwm kev yuav khoom 'indexes (PMIs) yog diffusion indexes, txhais tau hais tias kev nyeem ntawv saum toj no 50 qhia txog kev loj hlob ntawm lub hli dhau ib hlis, thiab kev nyeem ntawv qis dua 50 qhia txog kev poob qis ib hlis dhau ib hlis. Qhov "ua haujlwm" PMI yog qhov kev tshawb fawb loj los ntawm National Bureau of Statistics piv rau "private" PMI los ntawm Caixin, uas muaj nws daim ntawv ntsuam xyuas ua los ntawm IHS MarkitINFO
. Kev xa tawm tsis muaj zog yog qhov ua txhaum ntawm kev nyeem ntawv tsawg rau lub Kaum Hli, uas yuav tsum tsis txhob ua rau leej twg xav tsis thoob vim tias kev lag luam thoob ntiaj teb qeeb qhov kev thov rau cov khoom lag luam los ntawm lub ntiaj teb lub Hoobkas txuas ntxiv qeeb. Nws yog qhov nthuav tias, hauv ob qho kev tshawb fawb, kev cia siab ua lag luam tseem nyob siab. Kev nce kev noj haus hauv tsev yuav yog qhov tseem ceeb rau tsoomfwv vim lawv tswj tsis tau cov kev thov txawv teb chaws.

Hong Kong thiab Tuam Tshoj Mainland tau siab dua thaum sawv ntxov ntawm cov tailwinds. Muaj ntau qhov kev tshaj tawm xov xwm txawv teb chaws rau COVID hauv Suav teb niaj hnub no raws li lub tebchaws tau lees paub 497 tus neeg mob tshiab COVID thiab 2,220 tus neeg mob asymptomatic thoob plaws 31 lub xeev. Yog li, yog, COVID tseem nyob hauv Suav teb, txawm hais tias peb tsis xav tias yuav rov qab los ntawm Shanghai kaw hauv nroog tseem ceeb hauv kev lag luam.

Ib lub hauv paus xov xwm hauv Suav teb tau tshaj tawm tias cov neeg ua haujlwm Foxconn tsis txaus siab rau kev ua haujlwm los ntawm kev xav txog kev puas hlwb thiab lub cev. Qhov no yog qhov teeb meem ntev uas tau tshwm sim ntau xyoo dhau los thaum lub tuam txhab pom kev nce hauv cov neeg ua haujlwm tua tus kheej.

Tuam Tshoj Mainland thiab Hong Kong faded, los ntawm hnub highs raws li kev loj hlob sectors outperformed. Hang Seng Tech Index kaw nce +1.05% thaum Hang Seng Index poob -1.18%. Hong Kong cov khoom lag luam hnyav tshaj plaws los ntawm tus nqi thaum hmo ntuj yog Tencent, uas tau nce +2.39%, Meituan, uas tau nce +2.46%, thiab Alibaba HK, uas poob -0.49%. Cov tub lag luam hauv Suav teb tau yuav ib qho kev noj qab haus huv heev $ 664 lab tus nqi ntawm Hong Kong cov khoom lag luam ntawm Southbound Stock Connect li Tencent pom muaj zog yuav dua. Tag nrho Hong Kong luv turnover yog 19% ntawm tag nrho cov Main Board trading, txawm tias luv luv ua si hauv Hong Kong internet stocks yog lub teeb hnub no. Tuam Tshoj txoj kev loj hlob-oriented Shenzhen thiab STAR Board kaw ntau dua los ntawm +0.38% thiab +1.67%, feem, thaum Shanghai poob -0.77%.

Lub tsheb fais fab (EV) ecosystem muaj hnub muaj zog hauv Hong Kong thiab Tuam Tshoj Mainland tom qab BYD cov txiaj ntsig nyiaj txiag muaj zog heev rau hnub Friday. Ib lub taub hau yog Renminbi (CNY), uas poob -0.63% rau 7.29 piv rau US duas vim Asia duas index poob -0.52% piv rau US duas.

Tuam Tshoj tus tsim khoom vaj khoom tsev Longfor (960 HK) poob -23.78% tom qab lub tuam txhab Chairwoman tawm. Lub tuam txhab daim ntawv cog lus rau xyoo 2029 poob los ntawm hnub Friday kaw ntawm $ 23.51 txog $ 19.76 vim tias cov tub ua lag luam tau txhawj xeeb txog lub tuam txhab ntev. Cov xov xwm pummeled cov khoom vaj khoom tsev hauv Mainland Tuam Tshoj thiab Hong Kong. Cov tub ua lag luam txawv teb chaws yog cov muag khoom ntawm Mainland cov khoom lag luam ntawm Northbound Stock Connect thaum hmo ntuj, mus rau lub suab ntawm - $ 1.2 billion.

Kuv xav kom nyeem "Kev lag luam muaj Tuam Tshoj txoj kev coj noj coj ua tshiab txhua yam tsis raug" los ntawm Asia Times. Li Qiang, Xi tus phooj ywg txhawb nqa thaum lub rooj sib tham Party uas tuaj yeem dhau los ua Tuam Tshoj tus thawj tswj hwm tshiab, muaj kev paub txog kev tswj hwm Shanghai Free Trade Zone, uas yog qhov tseem ceeb hauv lub teb chaws kev lag luam nce. Tesla lub Hoobkas kuj tau tsim tsa thaum nws tuav haujlwm ua Tus Tuav Haujlwm rau Shanghai. Qhov tseem ceeb tshaj plaws, tsab xov xwm tsis lees paub qhov kev thov uas nws tsuas yog lub luag haujlwm rau Shanghai's COVID kaw.

Tus Thawj Kav Tebchaws Xeev thiab Tus Thawj Fwm Tsav Tebchaws Txawv Tebchaws Wang Yi tau ntsib nrog US Ambassador rau Tuam Tshoj Nicholas Burns rau hnub Friday. Qhov no tuaj yeem yog lwm kauj ruam hauv Biden Xi lub rooj sib tham ntawm nruab nrab Lub Kaum Ib Hlis G-20 cov rooj sib tham hauv Indonesia

Lub Hang Seng thiab Hang Seng Tech indexes diverged mus kaw -1.18% thiab +1.05%, feem, ntawm ntim uas tau nce +5.11% txij hnub Friday, uas yog 106% ntawm 1-xyoo nruab nrab. 112 cov khoom lag luam nce siab, thaum 387 tsis kam. Main Board luv turnover nce +3.06% txij hnub Friday, uas yog 117% ntawm 1-xyoo nruab nrab, raws li 19% ntawm turnover yog luv. Kev loj hlob thiab tus nqi tseem ceeb tau sib xyaw nrog nrog cov kaus mom loj loj. Cov kev pabcuam kev sib txuas lus thiab thev naus laus zis tsuas yog cov haujlwm zoo thaum hmo ntuj, nce +1.68% thiab +1.41%, feem, thaum cov khoom siv hluav taws xob poob -8.14%, vaj tse poob -6.71%, thiab lub zog poob -6.48%. Cov haujlwm ua haujlwm tau zoo tshaj plaws yog cov khoom pib, software, thiab kho vajtse, thaum lub tsev txhab nyiaj, cov tuam txhab hluav taws xob hluav taws xob, thiab cov tuam txhab tswj vaj tsev yog qhov phem tshaj. Southbound Stock Connect ntim tau nruab nrab / siab raws li Mainland cov tub ua lag luam tau yuav $ 664 lab tus nqi ntawm Mainland stocks raws li Tencent yog ib qho nruab nrab net yuav, thiab Kuaishou thiab Meituan yog cov khoom me me.

Shanghai, Shenzhen, thiab STAR Board tau sib xyaw kom kaw -0.77%, +0.38%, thiab +1.67% ntawm qhov ntim uas tau txo qis -3.17% txij hnub Friday, uas yog 90.4% ntawm 1-xyoo nruab nrab. 3,074 cov khoom lag luam tau nce siab, thaum 942 cov khoom lag luam poob qis. Kev loj hlob thiab tus nqi tseem ceeb yog ob qho tib si tawm raws li cov kaus mom me me "ua tau zoo dua" cov kaus mom loj. Tech yog tib txoj haujlwm zoo, nce +0.73%, thaum vaj tse poob -5.99%, lub zog poob -5.33%, thiab cov neeg siv khoom lag luam poob -1.97%. Northbound Stock Connect ntim tau nruab nrab / siab raws li cov tub ua lag luam txawv teb chaws tau muag cov khoom noj qab haus huv - $ 1.234B ntawm cov khoom lag luam loj. Cov nyiaj qiv nyiaj tau nce siab hnub no, CNY tsis kam -0.63% piv rau US duas rau 7.30, thiab tooj liab poob -1.73%.

Hmo Kawg Ntawm Kev Sib Pauv Cov Nqi, Tus Nqi, & Liaj Teb

• CNY rau USD 7.30 piv rau 7.25 Friday
• CNY ib EUR 7.23 piv rau 7.21 Friday
• Tos txais ntawm 1-Hnub Tsoom Fwv Nyiaj Txiag 1.25% piv rau 1.30% rau hnub Friday
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.64% piv rau 2.67% rau hnub Friday
• Tawm los ntawm 10-Xyoo Tuam Tshoj Kev Tsim Kho Cov Nyiaj Txiag Nyiaj 2.84% tiv thaiv 2.85% Hnub Friday
• Tus Nqi Tooj Kub -1.73% dhau ib hmo