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2024-12-14 09:08:30

Black hand again! The United States will raise import tariffs on solar polysilicon, silicon wafers and some tungsten products in China from the beginning of next year. The Office of the US Trade Representative issued a statement saying that the United States will raise import tariffs on solar polysilicon, silicon wafers and some tungsten products imported from China from the beginning of next year after a four-year review by the Biden administration. The tariff rate of silicon wafer and polysilicon will be increased to 50%, and the tariff rate of some tungsten products will be increased to 25%. These tariff increases will take effect on January 1, 2025. (Cailian)With a case value of 6.891 billion yuan, the Anti-smuggling Bureau of Huangpu Customs launched a special campaign to crack down on smuggling and fraudulent tax refund, which was announced by the Customs. Recently, the Anti-smuggling Bureau of Huangpu Customs, together with the Third Branch of the Securities Crime Investigation Bureau of the Ministry of Public Security, the Economic Investigation Corps of the Hunan Provincial Public Security Department and the Yueyang Public Security Bureau of Hunan Province, launched a special campaign to crack down on smuggling and fraudulent tax refund, and simultaneously carried out arrests and investigations in Dongguan, Shenzhen, Guangzhou, Yueyang and Jinjiang. After preliminary investigation, criminal gangs were suspected of smuggling imported LCD screens and integrated circuits with a case value of 756 million yuan, falsely issuing special invoices for value-added tax and defrauding export tax rebate of 6.135 billion yuan, with a total case value of 6.891 billion yuan.OpenAI:Sora has started partial recovery, and OpenAI updated the outage accident report, saying that remedial work is continuing. API traffic recovery is in progress, and we are recovering ChatGPT traffic by region. Sora has begun a partial recovery.


Institution: The battery price stabilized in November, and it is expected to rise slightly in 2025. On December 12, according to the latest research of TrendForce Jibang Consulting, in November 2024, the sales of electric vehicles in China continued to increase, which boosted the demand for power batteries, and the price of Ferrous lithium phosphate batteries remained stable, while the ternary batteries declined slightly. The demand for batteries in the energy storage market maintained the peak season characteristics, and with the price advantage of large-capacity batteries, the proportion of shipments increased. However, the average price of energy storage batteries continued to decline in November due to the slowdown in demand for orders at the end of the year. The agency expects that the price of some lithium battery materials may rise slightly in the peak season of 2025, which is expected to repair the serious losses of the company in the early stage. However, due to the fact that the relationship between supply and demand has not changed from surplus to shortage, the expected increase in material prices is limited, and battery manufacturers actively control costs, the battery price trend will be stable next year.Yuan Jianlin, the former deputy director-level cadre of the Standing Committee of the People's Congress in Southwest Guizhou Province, was "double-opened". The website of the State Commission for Discipline Inspection of the Central Commission for Discipline Inspection reported on December 12 that according to the news of the Guizhou Provincial Commission for Discipline Inspection, with the approval of the Guizhou Provincial Party Committee, the Guizhou Provincial Commission for Discipline Inspection and Supervision conducted a case review and investigation on Yuan Jianlin, the former deputy director-level cadre of the Standing Committee of the People's Congress in Southwest Guizhou Province. Yuan Jianlin seriously violated the party's political discipline, integrity discipline and work discipline, constituted a serious duty violation and was suspected of accepting bribes, and did not converge or stop after the 18th National Congress of the Communist Party of China, which was serious in nature and had a bad influence and should be dealt with seriously. According to the Regulations on Disciplinary Actions in the Communist Party of China (CPC), the Supervision Law of People's Republic of China (PRC) and the Law on Administrative Actions of Public Officials in People's Republic of China (PRC) and other relevant regulations, Yuan Jianlin was decided to be expelled from the Party after being studied at the meeting of the Standing Committee of the Guizhou Provincial Commission for Discipline Inspection and reported to the Guizhou Provincial Party Committee for approval. The Guizhou Provincial Supervisory Committee gave him the punishment of dismissal from public office; Terminate the qualification of representatives of the Eighth Congress of Southwest Guizhou; Collect their illegal income; The suspected crime was transferred to the procuratorate for review and prosecution, and the property involved was transferred together.BYD Tengshi set up a sales company in Guangxi, and Tianyancha App shows that Yulin Tengshi Automobile Sales Co., Ltd. was recently established, with Xiao Yun as the legal representative and a registered capital of RMB 1 million. Its business scope includes automobile sales, new energy vehicle sales, new energy vehicle electrical accessories sales, Internet sales, generator and generator set sales, battery sales, information consulting services, second-hand car trading market management and enterprise management consulting. According to shareholder information, the company is wholly owned by Tengshi Automobile Sales & Service Co., Ltd., a subsidiary of BYD.


Japan's housing prices exceed the annual income by 10 times and Tokyo's by 18 times. According to the Nikkei News, in Japan, the price of new residential buildings has risen faster than the increase of wages, making it increasingly difficult for the actual demand class to afford. As an investment target, the popularity is deeply rooted, and developers also supply a large number of houses with over 100 million yen. Especially in Tokyo, the average price is 18 times of the annual income, and it is becoming a market that ignores the actual demand level. According to the prefectures and counties in Japan, the highest ratio of house price to income is 17.78 times that of Tokyo. The average annual income is 5.92 million yen, and the price of residential buildings reaches 105.26 million yen.Insurance stocks of Hong Kong stocks rose, with New China Life Insurance (01336.HK) rising by over 4%, China Life Insurance (02628.HK) rising by 3.6%, China Ping An (02318.HK) rising by over 3%, followed by People's Insurance Group of China (01339.HK) and China Pacific Insurance (02601.HK).Openai: the downtime failures of API, CHATGPT and SORA have been basically fixed. We are monitoring the situation to ensure that the downtime is fully resolved.

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