No Data
Research reports: China Merchants: ningbo tuopu group continuously puts new products into mass production, initially rated as "strongly recommended".
On December 3, Guolonghui | china merchants research report pointed out that ningbo tuopu group (601689.SH) seized the industry development trend, actively expanded high-quality customers, and the main customers in 2023 include Tesla, Geely, BYD, Chongqing Sokon Industry Group Stock, etc. With more than 50 subsidiaries and over 70 manufacturing plants worldwide, expanding production capacity to meet customer demand. The company's various businesses continue to maintain a good development trend, new products are continuously mass-produced, and customer resources are of high quality. It is estimated that the company's net income attributable to the parent company will be 2.99/3.8/4.73 billion yuan in 2024/2025/2026, and the first coverage gives a "strong recommendation".
ningbo tuopu group (601689): Continuous innovation of product matrix to create a platform-type component enterprise.
Ningbo Tuopu Group has been focused on the autos industry for over 40 years, with four major business divisions, forming a "2+N" product global strategy. The domestic business in products such as shock absorption systems and interior and exterior decoration systems is leading, while chassis systems and automotive electronics provide stable growth.
Tianfeng Securities: Commercialization of FSD+Robotaxi may accelerate, recommend focusing on self-driving cars related symbol.
Intellifence Finance APP learned that Tianfeng Securities released a research report stating that according to Tesla official sources, the FSD V13 version is about to be released, with performance expected to increase by 6 times. At the same time, v12.5.2 will continue to be optimized and upgraded using HW3.0. FSD will also launch Cybertruck. By combining low-cost models with advanced intelligent driving functions, Tesla is poised to capture a certain market share in China. Tesla's pure vision solution with its dual technological and price advantages may further enhance domestic market share. Robotaxi, as one of the commercialized scenarios of autonomous driving, has the potential to empower the entire industry chain with breakthroughs in technology and policy support, leading to overall development. It is recommended to pay attention to smart supply chains, Tesla's supply chain, and related vehicle targets.
Ningbo Tuopu Group (601689): Q3 performance continues to improve steadily advancing platformization and internationalization.
Investment highlights company announcement: 1) In the first three quarters of 2024: revenue, net margin attributable to mother were 19.352, 2.234 billion yuan respectively, with year-on-year growth of 36.75%, 39.89%. Gross margin/net margin attributable to mother are
Yongmao Technology (605208.SH): The annual purchase volume of 0.15 million tons of aluminum directly supplied by ningbo tuopu group for cooperation and the comprehensive disposal and utilization business project of production waste are steadily advancing
On November 13, Gelonghui reported that Yongmao (605208.SH) stated at the performance briefing that the annual planned procurement volume of 0.15 million tons of aluminum liquid direct supply and production waste comprehensive disposal and utilization business project in cooperation with Ningbo Tuopu Group is steadily progressing as planned. The Guangde integrated die-casting project is still under construction, and specific progress can be referenced in regular reports or temporary announcements.
Ningbo Tuopu Group (601689.SH): The company has cooperation with Chongqing Sokon Industry Group Stock and other car companies.
Gelonghui November 13th | ningbo tuopu group (601689.SH) expressed on the investor interaction platform that the company has cooperation with chongqing sokon industry group stock and other car companies.
