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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. -
The new forces in the automotive industry have great potential: 'Ownerless Motors' sets a new delivery record, with Nio delivering over 20,000 vehicles for five consecutive months.
li auto inc, leapmotor, and xpeng all set new delivery records; nio inc also achieved delivery volume exceeding 20,000 units for the fifth consecutive month.
What are the top brokerage stocks in October? The list of top brokerage stocks has been released, with the highest appearance rate of Ning Wang.
①As of now, at least more than 10 brokerages have released the October list of recommended stocks, with industry distribution mainly covering non-banking financial, new energy fund, pharmaceuticals, semiconductors, and other areas. ②Regarding individual stocks, contemporary amperex technology, sany heavy industry, hkex, sungrow power supply, east money information, bestechnic (shanghai) co., ltd., and xiamen amoytop biotech have been recommended more frequently.
Contemporary Amperex Technology's headquarters Z base caught fire. Previously named as the world's first 'lighthouse factory' in the lithium battery industry.
1. Today at noon, a fire broke out at the Z base factory at the headquarters of contemporary amperex technology; 2. As of around 17:30 in the afternoon, the fire has been preliminarily controlled; 3. Earlier, the Z base was rated as the world's first 'lighthouse factory' in the lithium battery industry.
Teslink is sprinting to become the first stock of AIoT in china, with strategic investments from jd.com, SenseTime, iflytek co.,ltd., and others.
Tesla has submitted a prospectus to the Hong Kong Stock Exchange, with citic sec and haitong int'l acting as joint sponsors. Established for 9 years, Tesla has conducted a total of 9 rounds of financing, with the D round financing reaching as high as 2 billion RMB.
The European Union car market is clouded: new car sales in August hit a three-year low, with EV sales down 43% year-on-year.
1. The new car sales volume in the European Union in August fell by a staggering 18.3% year-on-year, dropping to the lowest level in three years; 2. The European Automobile Manufacturers' Association stated that the sales of full electric vehicles in the European Union in August decreased by 43.9% year-on-year, marking the fourth consecutive month of decline.
Cui Dongshu, Secretary General of the China Passenger Car Association: The 'Autos to the Countryside' policy needs to be strengthened rather than suppressed.
In 2024, China's auto market retail achieved the expected strong start, followed by a sharp divergence between electric vehicles and gasoline vehicles. From January to August 2024, the retail sales of electric vehicles reached 6.01 million units, showing a relatively strong trend with a 35% increase, close to the 36% growth rate in 2023.
"Golden September and Silver October" peak season, car companies boost sales by "lowering prices and adding features".
①The advanced driving assistance system has been extended to models priced below 0.2 million yuan, leading to an increase in brand sales. ②In multiple areas, the 'trade-in for new' subsidy for automobiles has been launched, and the brand and dealer stores have followed up with corresponding discounts and car purchase policies.
Express News | The United States has decided to impose additional tariffs on Chinese products, with a 100% increase in tariffs for electric cars.
Lithium carbonate "rare surge"! Contemporary Amperex Technology plans to adjust the production arrangement of Yichun lithium carbonate. Industry analysis believes that the main reason for the production suspension is cost.
Regarding the rumors of lithium mine suspension in Jiangxi, Contemporary Amperex Technology stated to Caijing News that, based on the recent market conditions of lithium carbonate, the company plans to adjust the production arrangement of Yichun lithium carbonate. ② An informed source told Caijing News that Contemporary Amperex Technology has not yet taken any action to suspend production and further communication and coordination are needed to determine the next steps. ③ Industry insiders analyze that the suspension of production at this time is mainly due to cost reasons.
With a scale exceeding 5 billion yuan, contemporary amperex technology's new fund has landed in Xiamen.
Recently, Contemporary Amperex Technology has launched a new fund in Xiamen with a size of over 5 billion yuan. The limited partners include various local state-owned asset funds in Xiamen, as well as the Zhejiang Tongxiang City, Fujian Ningde City, and Luoyang City state-owned asset funds. Contemporary Amperex Technology is also constructing the first phase of an electrochemical energy storage system project in Xiamen, aiming to create a first-class platform for energy storage system research and development testing and innovative technological research.
The price of lithium carbonate futures has surged, with a single-day increase of nearly 0.03 million contracts. The rumor of production suspension at Contemporary Amperex Technology has been confirmed. Will there be a bottoming out and rebound?
① Market experts have stated that if there is a significant reduction in the output of lithium carbonate in the coming months, the destocking level in September and October may exceed expectations; ② As the consumer market enters the peak season of "Golden September and Silver October", the fundamentals have improved recently and a turning point in inventory has already emerged.
The lithium battery sector soared, with Tianqi Lithium Corporation rising more than 13%. UBS Group issued a research report stating that lithium prices in China have bottomed out.
UBS estimates that the suspension of Contemporary Amperex Technology's lithium business in Jiangxi will lead to an 8% decrease in China's monthly production of lithium carbonate. The lithium price is expected to rise by 11%-23% within the year and will be supported at $8600/ton.
CINNO Research: In the first half of the year, China's new energy industry investment reached 2.1 trillion yuan, a 57% year-on-year decrease.
According to the statistics from CINNO Research, the total investment in China's (including Taiwan) new energy projects from January to June 2024 reached 2.1 trillion RMB, a decrease of 57.1% compared to the same period last year.
In the second quarter, Huawei ranked first in global wrist-wearing market shipments, and smart wearable devices may become a new frontier for AI implementation.
1. According to IDC data, Huawei shipped 8.883 million units in the global wearable device market in the second quarter of 2024, with 5.965 million units shipped in China, becoming the top player in both the global and Chinese wearable markets. 2. Shanxi believes that leading domestic consumer electronics manufacturers are bullish on the prospects of wearable devices. With the continuous maturation of edge AI technology, wearable devices will become a new outlet for AI applications.
Zhongcheng Insurance's equity has changed, and Guangzhou Financial Holdings has become the third largest shareholder. After 13 years in operation, there are still nearly 0.4 billion unrecovered losses on the books. Can it make a comeback in the electric v
① By the end of 2023, Zhongcheng Insurance, which has been in operation for 13 years, still has an unrecouped loss of nearly 0.4 billion yuan. ② In the first half of 2024, Zhongcheng Insurance achieved a premium of 0.842 billion yuan for electric vehicle insurance, a year-on-year increase of 49%. ③ In the first half of the year, after deducting the impact of income tax expenses, the net income of Zhongcheng Insurance was -0.3191 million yuan.
Norway leads the global countries by a wide margin! In August, the market share of electric vehicles reached as high as 94%.
①The statistics released on Monday showed that electric car sales in Norway accounted for 94% of the local market share in August, setting a new world record; ②Meanwhile, electric car sales in other European countries remained stagnant.
Auto stocks show differentiation! Sales rankings for August are out, and the performance of new car-making forces varies.
From the news perspective, today's auto sector shows a clear differentiation trend, which may be related to the August sales data disclosed by them the previous day (August 1). Overall, some people are happy, some are worried.
August electric vehicle performance report: Xiaomi has exceeded 10,000 units for three consecutive months, and the delivery of Ideal has increased by 37.8% year-on-year.
The delivery volume of li auto inc. SU7 has exceeded 10,000 units, and the target of delivering over 10,000 units has been achieved for three consecutive months. Li Auto delivered 48,122 new vehicles in August, a year-on-year increase of 37.8%. Lingpao Auto is the third new force in car manufacturing to achieve monthly sales of over 0.03 million.
Cui Dongshu: In July, global auto sales reached 7.22 million units, a year-on-year decrease of 1%. Chinese car companies accounted for 31% of the world market share.
In July 2024, the global automobile sales reached 7.22 million units, a year-on-year decrease of 1%, and a month-on-month decrease of 8% compared to June.