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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.
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.
Another overseas Battery factory has been officially announced! Contemporary Amperex Technology plans to partner with an automotive giant to invest over 30 billion yuan | Quick read announcement.
① After investing in factories in Germany and Hungary, Contemporary Amperex Technology announced a partnership with Stellantis to invest over 4 billion euros in the construction of a power battery factory in Spain; ② The project construction is expected to yield a production capacity of 50 GWh of power batteries per year, with a construction period of about 4 years.
Last night, china assets went "crazy."
Overnight, the nasdaq Golden Dragon china index rose over 8.5%, marking the best single-day performance since the end of September. Popular Chinese concept etfs surged collectively: the largest MCHI increased by 7.7%, the FXI, which tracks large Chinese companies in the Hong Kong stock market, rose over 8%, and the only major Chinese concept etf tracking the A-share market, ASHR, gained nearly 7%. The most insane increase came from the three times leveraged FTSE China, YINN, which soared 24% overnight and continued to rise over 2% after hours.
Debang Technology: Multiple chip-level packaging materials have been introduced and are expected to increase in volume. It is anticipated that the domestication rate of semiconductor materials will steadily grow this year | Focus on the earnings conferenc
① The company's integrated circuit sector currently generates sales mainly from a series of products including UV films, die attach materials, thermal conductive materials, and other chip packaging materials; ② Jie Haihua stated that the domestic production rate of semiconductor materials is still at a low level, with great potential, and many products are in the certification and expansion stages, expecting a steady growth trend this year.
Fear of 'Trump 2.0'? South Korea's $54 billion investment plans to build a battery plant in the United States may face changes.
① South Korean companies may postpone the 54 billion dollar investment plan for the USA electric vehicle battery factory due to Trump's policy outlook; ② South Korean battery manufacturers are worried that Trump will cut government incentives for the electric vehicle market, affecting corporate profits and job positions.
The CEO of Arm talks about the "deadly rival" intel: indecision is the biggest mistake.
①Arm's CEO Rene Haas stated that intel used to be an innovation giant, but the technology industry requires continuous innovation, and many companies have disappeared due to their failure to reinvent themselves. ② The new CEO of intel must choose between integrating the IDM model and the Fabless model. Haas believes that if intel can excel in the IDM model, it will have a significant advantage.
Huawei and contemporary amperex technology have made breakthroughs in sulfide solid state batteries. The leading stock has risen 16 times in 9 days. An overview of publicly listed companies' lithium sulfide related production capacity.
① Institutions predict that sulfide will become the main technical route for solid state batteries. In the secondary market, Guangdong Guanghua Sci-Tech closed up on Friday, recording a limit increase for 16 days and 9 boards, with a maximum cumulative stock price increase of 172% since the low in June. ② The latest整理 of listed companies' lithium sulfide-related production capacity (attached table).
The Huawei Mate 70 represents a series of new product launches, as the consumer electronics industry welcomes the traditional Q4 peak season.
According to media reports, He Gang, the CEO of Huawei's terminal BG, stated during an interview on the evening of December 4 that reservations for the Huawei Mate70 series have exceeded 6.7 million, and due to overwhelming demand, there will be a slight initial shortage in supply. Shanxi stated that the fourth quarter, being the peak season for consumer electronics, will witness a wave of replacements and drive relevant supply chain stocking.
Breaking news! Four major industry associations collectively state: exercise caution when purchasing usa chips.
① The china semiconductors industry association, china automotive industry association, china internet plus-related association, and china communication enterprises association have all issued statements urging domestic companies to carefully select and procure usa chips. ② The new round of export restrictions from the usa involves over 140 chinese enterprises, affecting semiconductors manufacturing equipment, electronic design automation tools, etc., undermining the principles of fair competition in the global semiconductors industry.
Avita has become more aggressive.
Counterattack.
Hymson laser technology group: The solid state battery is in its early stages of development, but the gross margin is considerable. 3C business orders are steadily increasing | Directly hitting the earnings conference.
①In terms of existing orders, as of the end of September, the company had approximately 7.5 billion in existing orders, of which lithium batteries accounted for 80%, with the rest being 3C and photovoltaics; it is expected that new signed orders this year will also see a significant increase, especially in the photovoltaic sector; ②The mass production orders for solid state batteries are currently in the final confirmation stage of the technical solution; ③Currently, solid state batteries are in the early stages of technical development, with the company's gross margin in the related business being about 10 percentage points higher than traditional technologies.
Zhenhua New Materials: The ultra-high nickel 9 series products have achieved shipments of hundreds of tons, and it is expected that next year the product prices will have an upward trend. | Directly hitting the earnings conference
In the third quarter of this year, domestic cathode material listed companies such as Zhenhua New Material, Hunan Yuneng, and Wankuang New Energy all reported significant losses; Zhenhua New Material's director, Hou Qiaokun, stated that they are actively promoting further industrialization of sodium-ion batteries cathode materials; the company has already established research and development layouts in energy storage.
Multiple countries are increasing support for the semiconductors industry, and the sector's performance is expected to improve quarter by quarter.
Recently, multiple countries have increased their support for the development of the semiconductor industry. On November 29th, the German government is preparing to provide billions of euros in new investment to the country's semiconductor industry. On November 27th, to support the development of the semiconductor industry, South Korea's Ministry of Finance announced plans to introduce 14 trillion Korean won (approximately 72.8 billion Chinese yuan) in low-interest loans next year.
November electric vehicle delivery report: BYD's electric vehicle sales exceeded 0.5 million, Xiaopeng broke through 0.03 million for the first time, and Chongqing Sokon Industry Group Stock saw a year-on-year sales growth of 54.58%.
Last month, the delivery volume of the Xiaomi SU7 continued to exceed 20,000 units, and Xiaomi expressed confidence in achieving the new delivery target of over 130,000 units for the year.
Major move! Sichuan plans to initiate the strategic restructuring of the controlling shareholders of two energy giants | Read the announcement quickly.
① Sichuan plans to initiate the strategic restructuring of two major state-owned enterprises, Chuantou Group and Nengtou Group; ② The two groups have a strong foundation, and the strategic restructuring is expected to give birth to a stronger and larger energy giant.
Geely sent knives to suppliers to bargain? The latest response from both parties!
Source: Securities Times Author: An YuFei Che Auto Enterprises not only send letters to suppliers to negotiate prices, but also "give knives"? Geely has clarified! Recently, the news that "BYD (01211.HK) and SAIC Datong are asking suppliers to reduce prices by 10%" has been fermenting. The incident of the general manager of Geely Automotive (00175.HK) parts purchasing company giving a knife to Chen Yudong, former president of Bosch China in 2023, has also been dug out, interpreted as Geely "sending a knife to negotiate prices." On November 29, Chen Yudong responded on his social media saying: "The knife is real, and the person who gave the knife is a good brother, not for price reduction."
Hefei issued 44 million yuan in consumer vouchers and Ideal launched a zero-interest financial plan. Local governments and car companies are competing for the year-end "consumption wave".
① On November 29, according to the Hefei Municipal Bureau of Commerce, from November 29 to December 8, 2024, new consumer vouchers for autos will be issued in Hefei, totaling 44 million yuan. ② On the same day, Li Auto announced a limited-time 0% interest policy until the end of the year. From now until December 31, users purchasing the Li L-series and Li MEGA can enjoy a minimum down payment financing plan with 0% interest for 3 years.
Troubles within and without for American car manufacturers: Trump's tariffs and the "price war" in the China car market.
Tariffs may lead to price increases and a decrease in demand. Meanwhile, the fierce price competition in the china automotive industry will pose challenges for usa car companies' operations in china.
Contemporary Amperex Technology vigorously attacks the billion-dollar level "new track".
Accelerate transformation.