Daily Wisdom 2025 03 11 Tuesday

WiseGuy Focus 1 China Business News Shanghai’s property market has been enjoying a strong turnover as more and more customers are entering the market. 1,432 units of second-hand properties were signed on March 8, the first time in 2025 that the number of units exceeded 1,400 in a single day and second only to the 1,466 units on December 28, 2024. 2 Securities Times The BSE sector has been on a strong upward trend this year, with the BSE 50 Index gaining 34 06 units. 2 Securities Times Since the beginning of this year, the NSE sector has been on a strong upward trend, with the NSE 50 Index rising by a total of 34,06, leading the A-share market’s core indexes and far outpacing the second-ranked TechCrunch 200 Index by 17,84. The average rise of individual stocks is over 40%, and 13 stocks have doubled in price.

WisdomTree Focus

1 China Business News With more and more new customers entering the market, Shanghai’s property market has been enjoying an outstanding transaction performance. 1,432 units of second-hand houses were signed on March 8, the first time in 2025 that the number of units exceeded 1,400 on a single day, second only to the 1,466 units signed on December 28, 2024, the first time in 2025 that the number of units exceeded 1,400 on a single day. 2 Securities Times Since the beginning of this year, the NSE sector has been on a strong upward trend, with the NSE 50 Index rising by a total of 34,06, leading the A-share market’s core indexes and far outpacing the second-ranked TechCrunch 200 Index by 17,84. The average rise of individual stocks is over 40%, and 13 stocks have doubled in price.

1 First Financial As more and more fresh demand customers enter the market, Shanghai’s property transaction performance has become more and more outstanding. 1,432 units of second-hand houses were signed on March 8, which is the first time in 2025 that a single day exceeded 1,400 units, second only to the 1,466 units signed on December 28, 2024, and the first time in 2025 that a single day exceeded 1,466 units.

2 Securities Times Since the beginning of this year, the NSE sector has been on a strong upward trend, with the NSE 50 Index rising by a total of 34,06, leading the A-share market’s core indexes and far outpacing the second-ranked TechCrunch 200 Index by 17,84. The average rise of individual stocks is over 40%, and 13 stocks have doubled in price.

01 Global information

Global information

1 Japan’s Ministry of Health, Labor and Welfare in January the basic wage rose 31, the biggest increase since October 1992, year-on-year. Related indicators show that the wages of full-time employees rose by 3, exceeding this threshold for the first time since July.

2 CCTV News U.S. Commerce Secretary Howard Lutnick confirmed that President Donald Trump’s promised 25 tariffs on all imports of steel and aluminum will go into effect on March 12 as planned. U.S. tariffs on Canadian dairy and lumber products will begin to be levied in April.

3 FDI Markets In 2024, Dubai attracted new FDI projects worth Dh52.3 billion approximately $103,006 billion, an increase of 33 2 year-on-year, marking the highest level of FDI since 2020. For the fourth consecutive year, Dubai was the top destination for new FDI projects globally.

4 Fuji Economy By 2040, Japan will face a labor shortage of 11 million. Japanese companies are therefore increasingly relying on service robots to supplement their workforce. By 2030, the Japanese service robot market will nearly triple in size, reaching 400 billion yen and $2.7 billion.

5 Asia Nikkei 225 index rose 0 38 at 37,028 27 points. South Korea’s KOSPI was up 0.27 at 2,570.39.

6 U.S. stocks Dow closed down 208, at 41,911 71 points Nasdaq closed down 4, at 17,468 32 points S&P 500 closed down 27, at 5614 56 points.

7 Europe Britain’s FTSE 100 closed down 0 92, at 8600 22 points Germany’s DAX30 closed down 1 69, at 22620 95 points France’s CAC40 closed down 0 9, at 8047 60 points.

8 Gold COMEX gold futures closed down 0 71, at $ 2893 3 ounces.

9 crude oil WTI crude oil futures settled down 1 50, at 66 03 U.S. dollars barrel Brent crude oil futures settled down 1 53, at 69 28 U.S. dollars barrel.

10 Baltic Dry Index rose 1 71, at 1424 points.

02 Capital dynamics

Capital dynamics

1 Zhengshang According to Article 27 of the Zhengzhou Commodity Exchange Futures Trading Management Measures, since the night trading on March 10th, from the night trading, meal futures 2505 2507 2508 2509 2511 and 2601 contract trading orders, each time the minimum open order quantity is adjusted to 10 lots.

2 new three board March 10, a total of 6084 companies listed, no new that day, turnover amounted to 400 million. Three board index reported 753 43, up 0 37, turnover 306 million.

3 domestic commodity futures as of March 10 afternoon close, down more than up less. Glass fell more than 4, NR alumina fell more than 2, coke soda ash fell more than 1, iron ore staple fiber fell slightly Meal futures main contract rose, rapeseed oil rose more than 5, crude oil rose more than 2, Shanghai nickel hogs rose more than 1, corn SS rose slightly.

4 Treasuries March 10, 2-year treasury futures contract TS2506 main contract down 0 01 to 102 428, 5-year treasury futures contract TF2506 main contract down 0 01 to 105 520, 10-year treasury futures contract T2506 main contract down 0 03 to 107 690. 10-year treasury bond interest rates rose 1 26BP to 1 81 10-year treasury bond interest rates rose 1 95BP to 1 82 . The 10-year treasury bond interest rate rose 1 26BP to 1 81. 10-year treasury bond interest rate rose 1 95BP to 1 82.

5 Shanghai International Energy Exchange March 10, crude oil futures main contract 2504, to 520 8 yuan barrels to close, up 10 5 yuan, up 2 06 . All contracts traded 185,435 lots, positions decreased by 2,147 lots to 55,137 lots. The main contract turnover of 126,235 lots, positions decreased by 2165 lots to 23,742 lots.

6 Central Bank on March 6, 104.5 billion yuan 7-day reverse repurchase operation, the operating rate of 1 50, unchanged from the previous. Because of 215 billion yuan of 7-day reverse repurchase expiration on the same day, the realization of the net cage of 110.5 billion yuan.

7 Shibor overnight at 1 8190, up 1 80 basis points. 7-day at 1 7800, up 6 20 basis points. 3-month at 2,0050, up 1 40 basis points.

8 Renminbi The onshore renminbi closed at 7 2649 against the dollar at 16 30, down 0 3689, and the renminbi midpoint was at 7 1733, down 0 0390.

9 Shanghai Environment Exchange March 10, the national carbon market carbon emission quota listing agreement trading volume of 566 tons, turnover of 4.92 million yuan, closing price of 88 87 yuan tons, down 0 84 .

03 Frontier technology

Frontier technology

1 Securities Times Despite the strong potential of AI technology in the field of quantitative investment, the industry is still plagued by the black-box nature of models, which refers to system or model features whose internal workings are not visible to users, and the corresponding lack of interpretability. For AI models to be truly effective, they need to be more transparent and interpretable. 2 Clairvoyant 2024 disclosed vulnerabilities in open source software account for more than 40 percent of high-risk and above vulnerabilities. Among them, CWE 416 reuse after release vulnerability is the fastest rising, and has become an important target and weapon for APT attacks, which are more and more common in attacks against browser-based Office software.

1 Securities Times Despite the strong potential of AI technology in the field of quantitative investment, the black-box characteristics of models, which refer to system or model features whose internal workings are not visible to the user, as well as the corresponding lack of interpretability, still plague the industry. For AI models to be truly effective, there is a need to improve the transparency and interpretability of the models.

2 Clairvoyant 2024 disclosed vulnerabilities in open source software account for more than 40 percent of high-risk and above vulnerabilities. Among them, CWE 416 reuse after release vulnerability is the fastest rising, and has become an important target and weapon for APT attacks, which are more and more common in attacks against browser-based Office software.

04 Policy observation

Policy observation

1 Guangdong Province issued a number of policy measures to promote the innovative development of artificial intelligence and robotics industry. Support enterprises to integrate the artificial intelligence and robotics industry chain, support enterprises, universities and other types of innovation bodies to carry out joint research and development Establish an inclusive and prudent regulatory mechanism, accelerate the promotion of legislation in the field of artificial intelligence and robotics Increase the policy support for artificial intelligence and robotics loan interest subsidies and risk compensation. 2 China Academy of Information and Communications Technology (CICT) formally launched the preparation of technical specifications for multimodal intelligent body, will be held on March 13, multimodal intelligent body technology salon and technical specifications seminar, inviting experts in the industry around the development of multimodal intelligent body technology, application of the landing and other discussion. 3 Shanghai Municipality Shanghai Municipality encourages the development of electric vehicle charging and switching facilities to support measures. For the completed charging equipment in the demonstration district, charging enterprises will be given a subsidy of 30% of the investment in equipment, and the power subsidy for DC and AC facilities will be capped at 600 yuan kilowatts and 300 yuan kilowatts respectively.

2 The China Academy of Information and Communications Technology (AICT) officially launched the preparation of technical specifications for multimodal intelligent bodies, and will convene the Multimodal Intelligent Body Technology Salon and Technical Specification Seminar on March 13, inviting experts in the industry to discuss the development dynamics and application of multimodal intelligent body technology.

3 Shanghai Municipality Shanghai Municipality encourages the development of electric vehicle charging and switching facilities to support measures. For the completed charging equipment in the demonstration district, charging enterprises will be given a subsidy of 30% of the investment in equipment, and the power subsidy for DC and AC facilities will be capped at 600 yuan kilowatts and 300 yuan kilowatts respectively.

05 Industry trend

Industry trend

1 Passenger car production and retail sales were completed at 1.736 million and 1.386 million respectively in February, up 38.7 and 26 percent year-on-year. Among them, production and retail sales of new energy vehicles amounted to 819,000 and 686,000 units respectively, up 859 and 797 year-on-year. In January and February, the production and retail sales of passenger cars amounted to 3.829 million units and 3.179 million units respectively, representing year-on-year increases of 165 and 12 respectively. Among them, the production and retail sales of new energy vehicles amounted to 1.759 million and 1.43 million respectively, up by 481 and 355 year-on-year.

2 Korea Automobile Mobility Industry Association (KAMIA) Global automobile production in 2024 decreased by 0.5 to 93.95 million units, mainly due to the quality certification problems of automobile enterprises, which led to an 85% drop in production in Japan. South Korea’s automobile production declined 2 7 to 4.13 million units, slipping to 7th place globally. For the fourth consecutive year, China, the United States, Japan and India ranked among the top four countries, accounting for 59.7 percent of global vehicle production.

3 The Turning Group’s female users will grow 70% year-on-year in 2024. The recycled fashion style represented by second luxury has also blown into third- and fourth-tier cities and even small towns in counties, and the number of second-luxury orders in fifth-tier small towns on the Turnaround platform during the Chinese New Year in 2025 increased by 33 percent year-on-year.

06 Enterprise News

Enterprise News

1 CNA Recently, Midea was exposed to the mandatory 18:20 off-duty hours, which became a microblogging hot search. Midea Group responded that as early as the beginning of this year, the company made clear the six prohibitions on simplifying the requirements of the way of work, which includes strictly prohibiting off-duty time meetings Formalism overtime. 2 Surfing News Recently, following the DJI began to anti-overtime, Haier was also exposed to the company’s requirements for mandatory double rest. Internally issued a notice to fully implement the double rest system, Saturday is not allowed to come to the company, the cafeteria does not provide meals, special circumstances must be approved a week in advance. Haier Group sources denied the authenticity of the above. 3 TechCrunch Daily reported that Monica, the Chinese startup that developed Manus, had a round of acquisition talks with Byte in early 2024. At the time, Byte offered $30 million, but the talks ended badly because it fell far short of founder Xiao Hong’s psychological price. 4 Taobao on March 4, officially effective Taobao store norms and other platform rules adjustments to govern the malicious store group, to protect the rights and interests of high-quality merchants in the platform compliant business. 5 TSMC February sales of NT$260.1 billion, up 43.1 percent year-on-year, down 11.3 percent from a year earlier.

1 CNA Recently, Midea was exposed to the mandatory 18:20 off work and became a microblogging hot search. Midea Group responded that as early as the beginning of this year, the company clarified the six prohibitions on simplifying the requirements of work style, which include strictly prohibiting off-duty meetings and formalistic overtime work.

2 Surfing News Recently, following the DJI began to anti-overtime, Haier was also exposed to the company’s requirements for mandatory double rest. The internal release of the full implementation of the double rest system notice, Saturday is not allowed to come to the company, the cafeteria also does not provide meals, special circumstances must be approved a week in advance. Haier Group sources denied the authenticity of the above.

3 TechCrunch Daily reported that Monica, the Chinese startup that developed Manus, had a round of acquisition talks with Byte in early 2024. At that time, Byte offered $30 million, but the negotiation finally broke down because it fell far short of founder Xiao Hong’s psychological price.

4 Taobao on March 4 officially came into force Taobao store norms and other adjustments to the platform rules to govern the malicious store group, to protect the rights and interests of high-quality merchants operating in compliance with the platform.

5 TSMC February sales of NT$260.1 billion, up 43.1 percent year-on-year, down 11.3 percent from a year earlier.

07 Real estate

Real estate

1 Shenzhen, Guangdong Province March 3 9, the city’s second-hand housing recorded 1,812 units, an increase of 116 units from the previous week. The volume of second-hand housing has been rising for five consecutive weeks, and consumers’ willingness to buy houses has been increasing, with more than 1,800 units in a single week. 2 Hangzhou, Zhejiang Province – The city of Hangzhou agreed in principle to the Hangzhou Urban Renewal Special Plan 2024 2035, which focuses on the city’s stock of space and empowers the high-quality development of Hangzhou in the new era through urban renewal. 3 Suzhou City, Jiangsu Province The study and introduction of three lows and one wide featured financial products, low down payment, low interest, low monthly payment and wide term, together with the talent housing ticket policy, further lowered the threshold of home purchase and assisted young new citizens in home purchase and home ownership. 4 Baolong Real Estate Creditors filed a winding-up petition against subsidiary Baolong Viking, which holds 63 shares in Baolong Commercial.

1 Shenzhen, Guangdong Province March 3 9, the city recorded 1,812 units of second-hand houses, up 11 6 from a year earlier. The number of second-hand properties recorded has been on the rise for five consecutive weeks, with consumers’ willingness to buy homes increasing and exceeding 1,800 units in a single week.

2 Hangzhou, Zhejiang Province The city agreed in principle to the Hangzhou Urban Renewal Special Plan 2024 2035, which focuses on the city’s stock space and empowers the high-quality development of Hangzhou in the new era through urban renewal.

3 Suzhou, Jiangsu Province: The city has introduced three low and one wide financial products with special features: low down payment, low interest, low monthly payment, and wide term, which, together with the talent housing ticket policy, further lowers the threshold of home purchase and helps young new citizens to purchase homes and buy properties.

4 Baolong Real Estate Creditors filed a winding-up petition against subsidiary Baolong Viking, which holds 63 shares in Baolong Commercial.

08 Stock market inventor

Stock market inventory

Stock market inventor

1 On Monday, the Shanghai Stock Exchange (SSE) index was at 3,366.16 points, down 0.19, with a turnover of 595.026 billion. The SSE index was at 10,825.70 points, down 0.17, with turnover of 910.63 billion. GEM index reported 2,199 88 points, down 0 25, turnover 438,593 million. Overall stocks rose more than fell less, the whole market more than 3200 stocks rose. The two cities turnover 1 51 trillion, shrinking 312.6 billion compared to the last trading day. On the disk, AI medical composite set fluid motor photovoltaic equipment and other plates rose, state-owned cloud insurance Huawei Rising AI intelligent body and other plates fell.

2 Monday, the Hang Seng Index fell 1 85 , at 23783 49 points. The Hang Seng Technology Index fell 2 52 to 5885 49 points. The State-owned enterprises index fell 2 12 , at 8725 01 points. On the plate, the non-ferrous metals sector led the rise, sporting goods cloud computing sector led the fall. Semiconductor Manufacturing International China Unicom Kingsoft fell more than 4, Honey Snow Group rose more than 10 to a new high. Southbound funds net buying 29,626 million Hong Kong dollars, a record high. Among them, the Hong Kong Stock Connect Shanghai net buying 17,997 million Hong Kong dollars, Hong Kong Stock Connect deep net buying 11,629 million Hong Kong dollars.

3 As of March 10, there were 264 companies listed on the Bejing Stock Exchange, with no new companies added on that day. The total market capitalization was 771.425 billion yuan, and the turnover amounted to 38.659 billion yuan.

4 Financing balance of the two cities As of March 7, the financing balance of the SSE reported 961.684 billion yuan, a decrease of 3.643 billion yuan compared with the previous trading day The financing balance of the Shenzhen Stock Exchange reported 932.447 billion yuan, a decrease of 5.844 billion yuan compared with the previous trading day The two cities totaled 189.4131 billion yuan, a decrease of 9.487 billion yuan compared with the previous trading day.

5 Securities Daily Since the implementation of the new delisting rules, six listed companies have recently solved the problem of capital appropriation through diversified ways, and the amount of liquidation is up to 6.088 billion yuan. In the new delisting rules under the pressure, these companies have existed for many years of funds occupation stubborn problem has been effectively resolved.

6 Goldman Sachs Global Mutual Funds Usually Only Long May Reignite Interest in Chinese Stocks . Weakness and turmoil in the U.S. stock market has led more overseas investors to consider adding to their holdings of Chinese equities, and against a backdrop of strong Chinese policy support and technological breakthroughs, this rally in Chinese equities will be more sustained than the one last September.

7 Sembcorp’s 2024 revenue was NT$10.731 billion, up 35 31 Net income was NT$1.161 billion, up 72 94 . Net income for the first quarter of 2025 is expected to be 780 million yuan 980 million yuan, up 272 12 367 54 year-on-year.

8 Xinlong Health 5 consecutive boards There are no significant matters in the planning stage, including general robotics and other mergers and acquisitions Restructuring.

9 Yuexin Health 2 consecutive boards Subsidiary Shanghai Yuexin Duo Bao Intelligent Technology Co.

10 Hengfeng Information Currently not formed DeepSeek AI intelligent body robot concept within the scope of operating income.

11 Fulin Precision signed a strategic cooperation agreement with Ningde Times, the cooperation parties will carry out long-term sustainable in-depth cooperation in lithium iron phosphate material product research and development, production capacity investment and construction, internationalization expansion, supply chain and capital.

12 Dangsheng Technology signed a long-term supply agreement with LG Energy Solution Ltd, which is expected to purchase 110,000 tons of high-nickel and medium-nickel lithium anode materials from the company from 2025 to 2027, with the total amount of the agreement estimated to be 14 billion yuan.

13 Hainan Huatie The company is in the process of fulfilling its arithmetic contract, and investors are advised not to believe in market rumors and rationally discern information on the internet.

14 Quartz shares Concerned about the rumors on the network platform about the purchase of new quartz mine in Gansu, is hereby clarified. The company signed an investment intent agreement with Maiji District in Tianshui City, Gansu Province, not the purchase of quartz mines as rumored.

15 China Evergrande Adjourned hearing held on February 27, the result of the relevant court ruling will be announced in due course The Company’s shares will remain suspended until further notice.

TecRah

Daily Wisdom 2025 03 11 Tuesday

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