NIO Auto Concept
- 3002.651
- -74.574-2.42%
Contemporary Amperex Technology stated that this business is "ten times bigger" than power batteries! The "zero carbon" grid is expected to take the lead.
The founder of contemporary amperex technology, Zeng Yuchun, expects that the business of developing and managing a "zero-carbon" grid could be "ten times" larger than supplying batteries for electric autos. He stated that contemporary amperex technology's goal is to create a large independent energy system capable of powering a large datacenter or even a city.
Ningde Zeng Yuqun: Musk does not understand batteries, the "zero carbon" power grid will be ten times larger than the electric vehicle battery business.
Musk's bet on cylindrical batteries (i.e., 4680) "will fail and will never succeed." "We had a very intense debate. He (Musk) was silent because he did not know how to manufacture the battery. This is about electrochemistry, and he is good at chips, software, hardware, and machinery."
【Data Analysis】Trading volume of honglietf surges, institutions and speculative funds join hands to snap up iflytek co.,ltd.
① Among the top ten etfs with the highest transaction value growth, the invesco great wall csi dividend low volatility 100 etf (515100) saw a nearly fivefold increase in transaction value compared to yesterday, ranking first. ② iflytek co.,ltd. received 0.192 billion from institutions today, with a total buy of 0.388 billion from two major speculative trading positions.
Hong Kong auto stocks are heading towards spring? Xpeng Motors' stock price doubled in three months, Xiaomi's annual increase exceeds 80%.
China Passenger Car Association data shows that in October 2024, the wholesale sales volume of new energy passenger vehicles reached 1.37 million units, surpassing the highest level in history.
Cui Dongshu: In October, the wholesale sales volume of new energy passenger vehicles reached 1.37 million units, a year-on-year increase of 54%.
Cui Dongshu stated in a post that with the national call to combat overwork, terminal prices have also stabilized in the third quarter, further strengthening the scrap and replacement policy and the gradual introduction of local trade-in policies, easing consumer wait-and-see sentiment, and overall electric vehicles market heat has rebounded slightly.
Express News | China Association of Automobile Manufacturers: In October, China's auto sales increased by 7.0% year-on-year.
In October, the retail sales of new energy vehicles hit a new high, with a consecutive four-month market share exceeding 50%. China Association of Automobile Manufacturers: It is expected to grow by nearly 40% for the whole year.
①Caixin reporter's statistics show that in October, 14 A/H-listed vehicle companies achieved year-on-year growth, with 10 companies accounting for over 70%. ②Cui Dongshu predicts that the domestic sales volume of new energy passenger vehicles in the fourth quarter is expected to be 3.55 million units, a 39% year-on-year increase. The cumulative sales volume in 2024 is expected to be 10.68 million units, a 38% year-on-year increase.
Tesla's domestic sales in October increased by over 40% year-on-year. Domestic suppliers are expected to continue benefiting.
①Overnight, Tesla's stock surged by over 14%, reaching a new high since July 2023. According to media statistics, Tesla's domestic sales in October exceeded 0.04 million vehicles, a 41% year-on-year increase. ②Huaxi pointed out in the research reports that in the medium term, Tesla's layout of new models + new factories + new technologies, rapid response from domestic suppliers, strong cost optimization capabilities, and industry chain related symbols are expected to continue to benefit.
Specific subsidy plan released! Low-altitude sector expected to usher in a wave of orders.
The Ministry of Industry and Information Technology recently held the first plenary meeting of the leading group for the development of low-altitude industry, discussing and deploying the key tasks to promote high-quality development of the low-altitude industry. On the same day, the Shenzhen Transportation Bureau solicited opinions on the detailed rules for the implementation of "Several Measures to Support the High-quality Development of the Low-altitude Economy in Shenzhen". The draft for soliciting opinions proposes specific subsidy plans.
Year-end "sprint run": The automotive market is witnessing a resurgence of "price wars", with 70,000-level discounts becoming the norm.
① Zhiji Autos' latest car purchase rights announcement: From now until November 30, Zhiji Autos' entire range of new and old car owners will share a total of 1.1 billion purchase subsidies. ② A salesperson at a Huawei store told Caixin reporters that the Hongmeng Intelligent Travel policies in November have been adjusted compared to October.
In October, China's heavy truck market sales were approximately 0.063 million vehicles, with the industry performing averagely.
In October 2024, the sales volume of heavy-duty trucks in China was approximately 0.063 million vehicles (wholesale basis, including exports and new energy), an increase of 9% month-on-month, but a decrease of 22% compared to the same period last year, which was 0.0811 million vehicles, a decrease of about 0.018 million vehicles.
Cui Dongshu: The transaction volume of the second-hand car trade in the first three quarters was 939.2 billion yuan, a year-on-year increase of 9%.
Cui Dongshu, Secretary-General of the China Association of Automobile Manufacturers, stated that the development of the used car market in China has huge potential, driven by the national policy of replacing old cars with new ones.
Huawei continues to "create gods": anhui jianghuai automobile group corp.,ltd. market cap surged more than 60% in one month. Is the next chongqing sokon industry group stock on the horizon?
On October 31, Anhui Jianghuai Automobile Group Corp.,Ltd.'s stock soared by the daily limit to 40.95 yuan. Within the 19 trading days since hitting the daily limit on September 30 this year, Anhui Jianghuai Automobile Group Corp.,Ltd.'s stock price has accumulated an increase of over 63%, with a total market value approaching 90 billion, reaching a historical high.
Performance accelerates downwards, the control of tesla's longtime supplier ningbo xusheng group may change| Quick Read Announcement
Ningbo Xusheng Group released an announcement this evening, the company's controlling rights may change; The company was the first to enter the Tesla supply chain; This year the company's performance has significantly declined, and the industry is facing challenges.
Net profit increases more than 10 times year-on-year! 75 billion electric vehicle leader discloses third-quarter report | Highlights of after-hours announcement
Shenzhen Zqgame: The actual controller Li Ruijie has been filed by the China Securities Regulatory Commission for suspected illegal disclosure of information.
Foreign public fund latest hold positions exposure! Fund managers are bullish on china's stock market valuation repair.
With the disclosure of the third quarter report, public funds under international asset management giants such as BlackRock and Fidelity have all their holdings exposed.
Ningbo Tuopu Group's Q3 revenue and non-GAAP net profit hit a single-season historical high, with automotive electronics revenue increasing more than 9 times year-on-year | Interpretations
① Since the beginning of the year, Ningbo Tuopu Group's revenue and profit have maintained rapid growth, with Q3 company revenue and non-GAAP net profit both reaching a single-quarter historical high; ② Ningbo Tuopu Group stated that the short-term construction of factories has brought certain cost pressures, but it is currently in a period of rapid development in the new energy automotive industry.
chongqing changan automobile Q3 revenue decreased by 19.85% year-on-year, net income decreased by 66.44% | Financial report insights
Due to the increase in cost of goods sold and selling expenses, chongqing changan automobile's third-quarter revenue and net income both experienced significant declines. In the third quarter, the company's revenue was 34.237 billion yuan, a year-on-year decrease of 19.85%.
Concept Dynamics | Cailian News Theme Library Adds "Zhipu AI"
① On October 25, 2024, Zhipu AI launched AutogLM, an autonomous smart device. AutoGLM is a mobile phone operation assistant that simulates users clicking on the screen and a browser assistant that clicks on the web. Currently, it can be used with 8 well-known applications including WeChat, Taobao, Meituan, and Xiaohongshu. ② A list of Smart Spectrum AI concept stocks.
Precision sniper apple? This china unicorn launches AI assistant Steel Man“Jarvis” into reality.
①Users communicate with AutoGLM in the form of voice or text, and subtitles are displayed in real time; ②Intelligence Spectrum synchronously releases a more humanized GLM-4-Voice end-to-end emotional speech model; ③There is still a lot of room for improvement in current AI assistants.