No Data
BYD continues to build a "moat": the new generation "blade battery" is on the agenda, applying for supercharging trademarks to address charging gaps.
①In the industry, the second generation 'blade battery', which has been widely rumored, has been scheduled by 'Diwang'. ②Lian Yubo predicts that, due to factors such as cost and material controllability, lithium iron phosphate batteries will not be phased out in the next 15 to 20 years. ③Recently, according to the Tianyancha intellectual property information, BYD has applied to register two 'BYD Supercharge' trademarks.
Under the dual pressures of 'price wars' and electrification transformation, this year will see 4,000 4S stores close down. Traditional dealers are 'abandoning' rbob gasoline vehicles and embracing new energy.
① The deputy secretary-general of the China Automobile Dealers Association, Lang Xuehong, recently predicted that the number of 4S stores expected to withdraw from the market this year will reach 4,000. ② In the past year, more than 40 traditional luxury brand dealers have chosen to switch to Nio. ③ Zhongsheng Hldg announced that it has signed a preliminary agreement with Chongqing Sokon Industry Group Stock, and both parties agree to further negotiate on the cooperative distribution of new energy fund.
Niu Sen openly challenges Trump: If you cancel electric vehicle subsidies, California will pay for it themselves.
① Newsom stated that if the Trump administration cancels the federal tax credit, California will restart its own subsidy program; ② According to the latest data, the total number of zero-emission autos sold in California has exceeded 2 million; ③ During Trump's first term, a dispute occurred with Newsom regarding automobile emission standards.
Express News | UBS Group: Anticipates that setting a minimum price will be positive news for chinese auto companies.
In November, the MLF volume continued to shrink. Previously, the 500 billion buy-back reverse repurchase has released medium-term liquidity ahead of schedule. The industry expects the reserve requirement ratio cut to be implemented faster.
①The funding operation mode of shortening and lengthening funds continues. On the one hand, the central bank continues to reduce the MLF operations volume, reduce the existing stock to mitigate its impact on the liquidity market. On the other hand, short-term funds continue to be net injected to hedge against cross-month fund pressure, strengthening the guiding position of reverse repurchase agreements on market interest rates. ②Local government bonds are centrally supplied, and the MLF is likely to see a quicker implementation under the reduced volume environment.
The Hang Seng Index quarterly review is finalized! The csi consumer 360 index share has increased. Who is likely to be included in the Hong Kong Stock Connect in the future?
New Oriental and Kuaishou are included in the Hang Seng Index, new world dev is excluded; PICC P&C is included in the Hang Seng SOE, Longfor Group is excluded; Midea is included in the Hang Seng technology, Weibo is excluded.