On December 8, Rong Hailou, Chief Economist and Spokesperson of the State Administration of Taxation, stated that invoice data shows that from January to November this year, sales revenue in the retail industry of mobile phones and other communication devices and household appliances like refrigerators increased by 20.3% and 26.5% respectively year-on-year, reflecting the continued release of the effects of consumption-promoting policies. The consumption of new energy vehicles continues to improve, with market activity strengthening. From January to November, sales revenue of new energy passenger vehicles increased by 19.1% year-on-year.

Statistics, for the first 11 months,China's export of electromechanical products14.89 trillion yuan, an increase of 8.8%, accounting for 60.9% of our total exports. Among them, automatic data processing equipment and parts amounted to 1.31 trillion yuan, a decrease of 1.3%; integrated circuits amounted to 1.29 trillion yuan, an increase of 25.6%; automobiles amounted to 896.91 billion yuan, an increase of 17.6%. During the same period, the export of labor-intensive products amounted to 3.7 trillion yuan, a decrease of 3.5%, accounting for 15.1% of our total exports. Among them, clothing and accessories amounted to 987.26 billion yuan, a decrease of 3.7%; textiles amounted to 931.33 billion yuan, an increase of 1.7%; plastic products amounted to 677.6 billion yuan, a decrease of 0.5%. The export of agricultural products amounted to 670.21 billion yuan, an increase of 2%.

Hong Kong Wande Communications Agency reported that on December 2nd, an investor asked Zhongyan Co., Ltd. whether Jilin Zhongyan Polymer Materials Co., Ltd., represented by Director and Board Secretary Gao Fang, is preparing to conduct research and product verification in the field of humanoid robot-related materials, and what progress has been made. On December 2, in response on the investor interaction platform, Zhongyan Co., Ltd. stated that the downstream applications of its PEEK products include the automotive industry, electronic information industry, high-end manufacturing and energy industry, medical and health industry, and aerospace field. The company places great emphasis on downstream application areas with broad prospects, including humanoid robots, and actively engages in material research and development in conjunction with these areas. As of now, the company has not directly entered the humanoid robot application field and does not have the capability to produce humanoid robot components. For specific details, please refer to the company's regularly disclosed reports and interim announcements.

According to a report by Hong Kong Wande Communications Agency, Tata Motors disclosed in its financial report for the second quarter of the 2026 fiscal year that the main business revenue shows that Land Rover and Jaguar, passenger vehicles, and other income are at the forefront, amounting to 578.77 billion Indian Rupees, 135.29 billion Indian Rupees, and 14.61 billion Indian Rupees, respectively, accounting for 80.0%, 18.7%, and 2.02% of the total revenue.

On November 4th, an investor asked Silver Jubilee Technology, does your company have carbon fiber materials, and what are the market share and production capacity? On November 7, Yinxi Technology responded on the investor interaction platform, stating that the company does not classify statistics on specific products. Carbon fiber composite materials are one of the company's important products and can be used in related fields such as new energy vehicle battery boxes, drones, printers, and sports cameras.

Cangzhou MingzhuAnnouncement: As of October 31, 2025, the "Annual Production of 38,000 Tons of High Barrier Nylon Film Project" implemented by Donghong Film has completed equipment commissioning for two BOPA film production lines, finished trial production, and has now officially commenced production. The annual designed capacity of the two production lines is 38,000 tons.As of now, all of the company's fund-raising investment projects have been fully operational. As of the date of this announcement, one production line from the "Annual Production of 200 Million Square Meters of Wet Process Lithium-Ion Battery Separator Project" in Wuhu, implemented by Wuhu Separator, has started production. This production line has an annual designed capacity of 100 million square meters. The project in Cangzhou, constructed by the company, has...Mingzhu Lithium BatteryThe two production lines of the "5 billion square meters annual production of dry-process lithium-ion battery separator project" that are responsible for implementation have been put into production, with an annual design capacity of 200 million square meters for each line.

Yinglian Co., Ltd. (002846) recently disclosed its third-quarter report for 2025, showing that the company achieved an operating income of 1.648 billion yuan in the first three quarters, an increase of 10.68% year-on-year. The net profit attributable to the parent company was 35.378 million yuan, a substantial increase of 1572.67% year-on-year, successfully turning losses into profits. The net cash flow from operating activities was 235 million yuan, a significant surge of 5112% year-on-year.

On October 23, Nexperia China Co., Ltd. released a bilingual "Letter to Customers," stating that the current management of Nexperia in the Netherlands is spreading information that is inconsistent with the facts, unjustifiably questioning the compliance, quality standards, and technical capabilities of the products, and attempting to confuse and interfere with customers' normal purchasing decisions. The company firmly opposes this and will take all measures to protect its rights legally. Meanwhile, Nexperia China Co., Ltd. promises that all products manufactured and delivered in China comply with Chinese laws and regulations and the requirements of relevant regulatory authorities, fully meet Nexperia's consistent technical standards, production processes, and quality requirements, comply with all contractual agreements with customers, and pass the company's strict quality inspection during the factory inspection stage. Should there be any changes or adjustments regarding product supply, production processes, or technical standards, the company will communicate with customers in advance according to normal procedures. Currently, the production and operations of Nexperia's Chinese entity are progressing in an orderly manner, and the company's board of directors, management, and all employees are making every effort to ensure the stability of the supply chain for our valued customers.

On October 16, TBEA announced that in order to enhance the market share of the company's medium and high-end cable products, such as those used in nuclear power and rail transit, its wholly-owned subsidiary, Electrical Equipment Group, signed a "Share Transfer Agreement" with Zheng Lianyuan and 49 other individuals, as well as Yangzhou Fumao Enterprise Management Partnership. The Electrical Equipment Group is acquiring 225 million shares of Shuguang Cable for 946 million yuan, which accounts for 74.1942% of its total equity. Shuguang Cable is a manufacturer of wires and cables, offering a full range of ultra-high voltage, medium, and low voltage power cables of up to 500kV. The company specializes in high-tech special cables such as 1E K1 and K3 cables used in nuclear power plants, wind energy cables, photovoltaic cables, and rail transit cables, with a product line covering more than 20 series.

The Russian Ministry of Industry and Trade is considering postponing the implementation of the new regulations on import automobile recycling fees from the originally planned date of November 1 to December 1. The new regulations will change the current calculation method, shifting from considering only engine displacement and vehicle age to including engine power as a key indicator, in response to the growth of high-power, small-displacement models, including electric vehicles. Personal imported vehicles will still benefit from preferential coefficients for models with power below 160 horsepower. The postponement aims to provide more sufficient customs clearance time for dealers who closed deals between August and October, to avoid trade disruptions due to sudden policy changes. The new regulations are expected to benefit official dealers but put pressure on parallel importers.

On October 9, TCL Technology (000100) announced that its controlling subsidiary, TCL China Star Optoelectronics Technology Co., Ltd., has completed the acquisition of 80% of the equity of LG Display (China) Co., Ltd. (referred to as "LGDCA") and 100% of the equity of LG Display (Guangzhou) Co., Ltd. (referred to as "LGDGZ") held by LG Display Co., Ltd. and its affiliates. According to the audit by the accountants and the negotiation with the counterparty, the final acquisition amount agreed upon in the transaction agreement is 11.088 billion yuan.

According to the China Trade Remedy Information Network, on September 29, 2025, the Indian Ministry of Commerce announced that it has initiated an anti-dumping investigation against mobile covers originating from or imported from China, based on a petition submitted by the All India Mobile Covers Manufacturers Association. The Indian customs codes for the products involved are 392690, 392610, 392640, 392620, 851779, 851769, and 851770. The period for the dumping investigation is from April 1, 2024, to March 31, 2025, while the injury investigation period covers April 1, 2021, to March 31, 2022, April 1, 2022, to March 31, 2023, April 1, 2023, to March 31, 2024, and April 1, 2024, to March 31, 2025.

On September 30th, IT Home reported that blogger @SmartPikachu posted that an "ultra-slim phone equipped with a new Kirin chip and eSIM" is currently being tested. The corresponding model will offer an "ultra-large" 2TB version, claiming to "fully benchmark" against others. It is expected that this device series... The products under the brand will be positioned against similarly ultra-thin competitors.  iPhone Air 。 IT Home noticed that Huawei's Tianji Tong Go The mini program has displayed support for eSIM services and can add eSIM devices. The official website shows that the "Tianjitong GO Mini Program eSIM Service" is a feature under development that will provide a better connectivity experience. It is currently in the testing phase and is expected to be officially launched in the third quarter of 2025. As a comparison, The iPhone Air was released on September 10, with a starting price of 7,999 yuan. However, its launch in China has been delayed due to eSIM issues. Previously, it was reported that the device would be sold next month in carrier stores as a contract phone. To avoid confusion among consumers regarding number portability, the iPhone Air may not have a fully unlocked version.

Taihe New Materials(002254.SZ) stated on the investor interaction platform that the company's aramid membranes have been applied in overseas computing centers.

NVIDIA plans to invest up to $100 billion in OpenAI to support the expansion of its AI Data Centers (AIDC). In addition to computing power, storage, and communication chips, power supply is also a significant component of AI data centers and is crucial for reducing energy consumption. To this end, NVIDIA is fully promoting the implementation of the 800V high-voltage direct current (HVDC) data center architecture in the Rubin next-generation processor plan, with full-scale production expected by 2027. In the backdrop of the rapid rise of AIDC, domestic manufacturers have also begun to enter the AIDC power market. Recently, Sungrow officially announced the establishment of an AIDC business unit and is accelerating research and development, with the aim of launching related products by 2026. Meanwhile, another major player in the photovoltaic inverter and energy storage industry, Deye, has also announced plans to enter the AIDC power market.

On September 28th, it was announced that the WPS PC version has been launched. iPadVersion testing, version number 12.9.0 Build 22444. The testing quota is currently full. According to reports, users who have experienced this version say that it has very comprehensive features, good font support, smooth operation, and normal touch controls, making it more user-friendly than the Android PC version. However, it currently does not support multi-window functionality, and the small window ratio cannot be adjusted.

On September 16, Counterpoint Research released its Q2 2025 report on the European smartphone market: after a sluggish first quarter, the market rebounded, with shipments up 4% year-on-year. Despite economic and geopolitical challenges compounded by pressure from new EU ecological regulations, manufacturers’ innovative products and promotional strategies effectively offset downside risks. In terms of brand competition, The biggest highlight is the year-on-year shipment surge of 42%, leading the TOP 5 manufacturers in growth and entering the top four in Europe. This growth is attributed to its foldable product lineup and technological innovation, with the Magic V series laying the foundation. The new Magic V5 is a hot seller thanks to its slim design and on-device AI features.

On September 12, the iPhone 17 series officially began pre-sales. With the official launch approaching, widespread discussion has arisen regarding rumors that metal phone cases may affect the signal of the iPhone 17 Pro. It is rumored that antennas are distributed around the camera module of the iPhone 17 Pro series, and if metal or other conductive materials are used to cover them, the phone's signal may be affected. In response to this, Customer service responded that they have not received any notification and will not comment on the online claims regarding the iPhone 17 Pro for the time being. However, customer service suggests that phone cases should avoid having metal accessories, especially near the camera. There have been cases where metal phone cases caused abnormal camera function on iPhones, but there is currently no claim that they affect the phone’s signal.

Panasonic Industrial, a leading company in copper clad laminates, has revealed some performance data of its 9th generation copper clad laminate, MEGTRON9, on its official website. The circuit loss of M9 copper clad laminate shows a significant reduction compared to the M8 copper clad laminate, and this performance gap becomes even more pronounced in high-frequency electrical signal environments. The high-frequency performance of the M9 copper clad laminate has seen a significant improvement over the M8, poised to lead a new revolution in high-speed bandwidth, with single-channel interface speeds rising to 224Gbps. The Df value of the M9 series copper clad laminate is lower than that of the M8 series, which means that the previously used PPO/PPE high-frequency high-speed resins are increasingly unable to meet the performance requirements of the M9 copper clad laminate. The breakthrough in dielectric performance has driven further upgrades in upstream resin materials. M9 copper clad laminates are likely to use more hydrocarbon resins and special hydrocarbon resins to meet the electrical performance demands.

Apple Inc. announced on September 11 local time that its hypertension detection system for the smartwatch has been approved by the U.S. Food and Drug Administration and will be officially launched next week. This feature will be compatible with Apple Watch Series 9, Series 10, Series 11, Ultra 2, and Ultra 3 models.