Apple's car-making project failed, directly benefiting BYD Company Limited? It is rumored that they have been secretly collaborating for six years, developing long-range electric vehicle batteries.
According to the media, ten years ago, BYD Company Limited engineers showed Apple executives an early version of blade batteries, planting the seeds of cooperation, and the cooperative research and development laid the foundation for BYD's current vehicle battery technology; Apple does not own any technology currently used in blade batteries; Before cooperating with BYD, Apple had invested millions of dollars in battery pack design and engineering.
Insurance bids farewell to historical lows.
The stock price trend of the insurance sector has benefited from multiple factors. First, because A-share investors have favored assets with high dividends and high dividends this year; second, after the new policy on 9.24 ignited market sentiment, the sector's beta effect was obvious; third, the stock prices invested by insurance companies are expected to rise in the stock market, thereby enhancing the intrinsic value of insurance companies.
The first Chinese stocks etf's net assets surpassed one billion, overseas institutions emphasize valuation advantages remain unchanged
① The net assets of iShares China Large Cap ETF have reached 10.86 billion US dollars, marking the first time that the scale of a Chinese stock ETF listed in the United States has exceeded 10 billion US dollars; ② Bank of America strategists team indicated that as economic growth forecasts are revised upward and bond yields rise, it is expected that asset allocation to China will increase.
Hyperscience's upcoming IPO: planning to raise 0.783 billion yuan, continuous price reduction of energy storage products suppresses gross margin.
①In the first half of the year, the company achieved energy storage system revenue of 3.65 billion yuan, a 24.50% increase compared to the same period in 2023. ②In the first half of the year, the company's procurement amount of Yiwei power cell increased significantly, reducing the risk of purchasing from a single supplier. However, the concentration of its suppliers remains high, mainly due to a few leading companies dominating the market supply of upstream cells. ③As of the date of the prospectus signing, Haibo Sichuang has six significant impact lawsuits pending.
Insurance funds are accelerating portfolio adjustments, ping an insurance-related private equity funds plan to reduce shareholding in two gem companies, at least 6 listed companies in this round of market have been reduced by insurance funds.
①CIMC Vehicles and Range Intelligent Computing Technology Group, two gem companies, both disclosed on the same day that multiple private equity fund shareholders are expected to reduce their holdings, with all relevant parties having connections to Ping An Insurance. ② Recently, insurance funds have accelerated their pace of portfolio adjustments, with at least six A-share companies being targeted for shareholding reduction in this round of market trends. ③ On October 9th, several leading insurance companies made statements, announcing their intention to further leverage the role of the capital markets as a "stabilizer" and "booster".
Hurricane Milton poses a direct threat: electric cars becoming a source of fire risk.
Florida officials warn that electric cars submerged in floods pose a risk of causing fires, 'because once these batteries catch fire, they cannot be extinguished.' The state fire department has confirmed that the previous Hurricane Helene caused 48 lithium-ion battery fires, 11 of which were related to electric cars.
Toyota's director general warns: Transitioning to pure electric vehicles will lead to a large number of Japanese people losing their jobs.
①Akio Toyoda stated that if electric vehicles simply become the only option, including for our suppliers, those people's jobs will be lost; ②Akio Toyoda pointed out that the market share of pure electric vehicles will at most reach 30%, with the rest being taken over by hybrid cars, hydrogen fuel cell vehicles, and rbob gasoline cars.
Under cost pressure, the battery technology is shifting towards lithium iron phosphate. Why is general motors silent on contemporary amperex technology?
①Once high-profilely promoted the Ultium (Alt Energy) platform battery solution, it is now being abandoned by General Motors, instead shifting its electric transformation path towards a variety of chemical systems, multi-party procurement, and various new strategies. ②General Motors is once again adjusting its battery strategy, undoubtedly to enhance its profitability and market competitiveness in electric vehicles, in response to intense industry competition.
The 'European version of contemporary amperex technology' may be in financial difficulties, and the company has dismissed the head of the flagship factory.
①In a statement, Northvolt announced that Mark Duchesne, CEO of the Ett mega-factory, will be temporarily replaced by Bilodeau, Vice President of Operations for the company's North American business; ②The day before, the subsidiary Northvolt Ett Expansion AB, responsible for the Ett expansion project, filed for bankruptcy in district court.
Is the Hong Kong IPO market recovering? The fundraising has exceeded last year's total! Investment banks: Investors' interest is increasing.
While the secondary market is changing rapidly, the Hong Kong IPO market is quietly brewing for a warm comeback.
Daily Bull and Bear | Hang Seng Index fell sharply yesterday, with a bull ratio as high as 83%; Ping An Insurance dropped more than 15%, with Ping An Bear certificates making a profit 9 times.
On Tuesday, the Hong Kong stock market experienced severe volatility and a significant number of profit-taking closures, with the Hang Seng Index dropping 2172.99 points or 9.41%, reaching a high of 22902.36 and a low of 20762.82, closing at 20926.79 points, wiping out all gains since October.
Unveil! With huge trading volume, which A-shares are institutions chasing after?
The heat of A shares is still continuing!
byd company limited Xiaomi fierce battle golden week
Started off well for the "silver ten" season.
Bullish on A-shares? Foreign capital bypasses Hong Kong stock ETFs, with institutions suggesting that incremental capital for Chinese stocks may reach 40 billion US dollars.
Institutions predict that Chinese stock potential incremental funds may reach 40 billion US dollars. Which directions will be the focus of increasing positions?
What happened during the National Day holiday at home and abroad? Here is a summary of important financial news.
①The Shanghai Stock Exchange: Will extend the acceptance of designated trading order instructions starting from October 8; Goldman Sachs has raised the Chinese stock market to "overweight", expecting a further increase of 15-20%; ②The Hong Kong stock market is booming, with a high growth in the number of brokerage account openings and margin trading data in Hong Kong in the past week; Many places have introduced optimization policies for real estate, and the market has responded positively.
Futu Morning Post | Hang Seng Index's annual increase shines globally! Chinese stocks and funds are soaring overseas; Goldman Sachs cheers 'overweight' Chinese stock market! Can rise another 15%-18%.
Wall Street analysts are calling out: buying China is the most important market call right now, the csi 300 index could hit 6000 points within a year! Chen Maobo: Hong Kong's market cap has risen to 39.4 trillion Hong Kong dollars, expecting many companies to expedite their listing process in Hong Kong; With the "star effect" from Wall Street, the "China Dragon" etf is about to directly confront the seven giants of the US stock market.
Tesla's Robotaxi is about to debut, analyzing the core beneficiary symbols.
Tesla will hold the Robotaxi autonomous driving taxi unveiling event on October 11th Beijing time.
Hong Kong stocks become the "hottest" stock market in the world! The Hang Seng Index has risen nearly 40% so far this year, with brokerage stocks surging sixfold in five days. How will the future market evolve?
It is noteworthy that brokerage stocks, as the vanguards of the bull market, play the role of "front-runners" in this current uptrend. Moreover, Chinese-affiliated brokerage stocks in the Hong Kong market have shown astonishing increases, indicated by the gains over the past five trading days.
"China Dragon" ETF landed on Wall Street as the bull market returns, benchmarking the seven major ETFs in the US.
A new ETF called DRAG, "China Dragon", tracking the performance of major Chinese companies has landed on the US stock market. Its components currently include Tencent, Pinduoduo, Alibaba, Meituan, BYD, Xiaomi, JD.com, Baidu, and Netease. DRAG aims to track an equally weighted basket of stocks composed of the 5 to 10 largest and most innovative Chinese technology companies. This ETF will be rebalanced quarterly.
Over 40 new car models have been launched intensively, the most crowded 'Golden September' in history! byd company limited leads the pack strongly.
Source: Securities Times, Author: Han Zhongnan As the peak season for auto sales, this year's "Golden September" has attracted attention from all walks of life. According to incomplete statistics from reporters, more than 40 new autos were launched in September. On September 26 alone, at least 10 new autos were simultaneously launched, released, or pre-sold. As auto companies intensively release new models, price wars accelerate reshuffling, and consumer enthusiasm is gradually released. Recently, several auto companies have announced their September sales and delivery performance. At the same time, the stock prices of new energy funds in the Hong Kong stock market soared. On October 2, at the close of trading on the Hong Kong stock market, Nio Inc. -