399088 SZSE Innovation 100 Index
- 3645.10
- -5.39-0.15%
IDC: Top Ten Insights into the Auto Market in China for 2025.
IDC predicts the market for 2025 based on the latest trends in the Technology industry and the recent development of the China Autos market.
The number of auto finance companies penalized this year has increased to three, with BYD Auto Finance receiving the fine. The related Trade amount for 2023 is approximately 29.2 billion yuan.
① Risk control levels and due diligence capabilities remain key areas of focus for Institutions. Furthermore, with the continuous improvement of the financial consumer protection mechanism, violations related to financial consumer protection have become a "red line" that Institutions need to pay special attention to. ② With the national government introducing various supportive and guiding policies for New energy Fund, New energy Fund loan Business may become a new opportunity for transformation and development for Autos finance companies.
Rumors have resurfaced about "Ning Wang" raising 36.5 billion yuan in Hong Kong. How will the money be spent?
After securing the largest financing in GEM history, there are new rumors in the market that "Ning Wang" is considering raising funds in Hong Kong. On December 19, Bloomberg reported that, according to insiders, Contemporary Amperex Technology is considering a secondary listing in Hong Kong, potentially raising at least 5 billion USD (approximately 36.5 billion RMB), which could become the largest listing Trade in Hong Kong since early 2021.
Is spring coming for the New energy Fund battery swap market? Zeng Yuqun: One-third of the market is held, Li Bin: 20% of battery swap stations have reached the break-even point.
① NIO's battery swapping station | The G25 Changshen Expressway Hongze Lake service area is online, and the battery swapping network of the G25 Changshen Expressway Jin-Guangdong section is officially connected. ② According to the plan of Contemporary Amperex Technology, 1,000 chocolate battery swapping stations will be built by 2025, and the company will also expand into Hong Kong and Macau.
Sungrow Power Supply's Director has "settled" in Hefei Taihe Intelligent Technology Group. The new management team stated that they will strengthen technical collaboration in the future | Focus on the Shareholders' Meeting.
① Sungrow Power Supply is valued at 19 billion and has acquired Hefei Taihe Intelligent Technology Group, with the latter's actual controller changing to Cao Renxian; ② The Board of Directors of Hefei Taihe Intelligent Technology Group has four non-independent directors, three of whom were nominated by the New energy Fund. The new management has stated that they will consider technical synergies between the two in the future.
The "Ning Wang" proposed a blueprint for ten thousand battery swapping stations.
Looking for more possibilities.
“Battery swapping, home charging, and public charging will share the market.” Zeng Yuqun officially announced Contemporary Amperex Technology's battery swapping strategy, planning to build 1,000 battery swapping stations next year.
① Zeng Yuqun personally announced that Contemporary Amperex Technology will increase its battery swapping layout; two standard battery modules were released, named 20# and 25#; ② Zeng Yuqun stated, "We determine that by 2030, battery swapping, home charging, and public charging will divide the market into three parts"; ③ Contemporary Amperex Technology plans to build 1,000 chocolate battery swapping stations by 2025.
ZTE's stock in Hong Kong once surged over 9%. What happened? Quick look at the Institutions' interpretation.
ZTE has once again迎来了 a glorious moment!
The popularity is second only to ChatGPT! How much computing power does ByteBean need to support it? Which companies are likely to benefit?
The analyst team at Minsheng Securities stated that as ByteDance continues to deepen its layout in AI, the demand for computing power, data, and energy consumption solutions will significantly increase, which will also drive growth in AI Education, advertising services, and other Industries.
Express News | The Trump transition team plans to completely revoke Biden's electric Autos and emissions policies.
This week, another 10 companies added! Hangzhou Hikvision Digital Technology and several other stocks have disclosed shareholding repurchase plans and renewed loan plans, a list of related A-shares is as follows.
① This week, the special loans for Share Buyback and Shareholding continue to surge. According to incomplete Statistics from Caixin, 10 A-share listed companies announced the relevant situation of Share Buyback and Shareholding related to re-loans (attached table); ② Hangzhou Hikvision Digital Technology plans to use its own funds and special loans for the largest amount of share buyback, with a maximum not exceeding 2.5 billion yuan.
Be alert! Next Monday, A-shares will face a small peak in lifting restrictions. Huge amounts of lifting restrictions are imminent, and two companies have issued statements.
① 47 companies have restrictions on their shares released one after another, and there will be a small peak of releases next Monday; ② A large number of releases are imminent, and two companies have successively stated: no Shareholding plans, and have given up voting rights; ③ Next week, there will be 9 individual stocks with large and high proportion releases appearing on the list.
A year-on-year increase of 32%! Global electric vehicle sales have set historical highs for three consecutive months, with China accounting for 70% of the market.
The performance of the China market is impressive, with sales in November growing by 50% year-on-year to reach 1.27 million vehicles, accounting for about 70% of Global total sales. Overall Auto sales in China for November increased by 16.6% compared to the previous year, marking the highest growth rate since January this year. BYD is expected to exceed the annual Global sales target and surpass Ford and Honda.
Gotion High-tech plans to invest over 19 billion yuan to build two major overseas production bases | Quick Announcement
① Gotion High-tech plans to invest in the construction of high-performance Lithium Battery and supporting projects with an annual production capacity of 20GWh in Slovakia and Morocco, with a total investment not exceeding 2.514 billion euros (approximately 19.2 billion yuan); ② Overseas expansion has always been one of the company's key Global Strategy directions, and regarding base construction, Pack factories in Germany, Thailand, and Silicon Valley in the USA have already been put into operation.
Jointly developing Solid State Battery, Sunwoda Electronic partners with Xiamen Tungsten New Energy | Quick Read Announcement.
1. Sunwoda Electronic and Xiamen Tungsten New Energy have signed a "Global Strategy Cooperation Framework Agreement" focused on the research and development of Solid State Battery electrolytes and related materials; 2. Currently, Sunwoda Electronic's Solid State Batteries are in the laboratory stage, and Xiamen Tungsten New Energy is collaborating with battery companies to develop a brand new structure for Cathode Material.
Daily Bulls and Bears | Don't be afraid of Hong Kong stocks falling! The share of bullish certificates reached 72%; gold rose four times in a row! Zhaojin Mining's subscription certificate earns 90%
By the close of the market, the market had traded HK$141.619 billion, and all Wolun Bull and Bear securities totaled HK$12.071 billion, accounting for 8.5% of market transactions, of which good positions accounted for 5.1% and short positions accounted for 3.4%.
Huawei Shengsi Artificial Intelligence Framework Summit will soon be held to accelerate the prosperity of AI applications
① According to media reports, on December 14, the Shengsi Artificial Intelligence Framework Summit will be held in Beijing. ② CITIC Securities said that the model ecosystem is booming rapidly, and it is expected that in 2025, with the support of upgrading model capabilities and lowering the threshold for industrialization, combined with the implementation of applications such as agents, the commercialization of AI will continue to accelerate.
There has been no further news on the collaboration with Contemporary Amperex Technology, and CNNC Hua Yuan Titanium Dioxide is partnering with Guangdong Construction to sign a 4.27 billion yuan Energy project丨Quick Read Announcement.
① CNNC Hua Yuan Titanium Dioxide, in collaboration with Guangdong Construction Engineering, plans to invest a total of 4.27 billion yuan to build related energy projects; ② Previously, the company had no further developments regarding the billion-yuan New energy Fund project it intended to invest in with Contemporary Amperex Technology.
Top 10 electric vehicle sales in November: BYD's monthly sales again exceed 0.5 million vehicles, while Chongqing Sokon Industry Group Stock unfortunately drops off the list.
① In November, 9 auto companies saw year-on-year retail sales growth, and 8 auto companies experienced month-on-month growth; ② BYD has already met its annual target, while Chongqing Sokon Industry Group Stock has dropped out of the TOP 10 list.
Accelerating the layout in Europe! Contemporary Amperex Technology plans to build a factory in Spain for 4.1 billion euros.
After "the European version of Contemporary Amperex Technology" Northvolt filed for bankruptcy, Europe seems to realize even more that it is difficult to reduce dependence on Battery from China.