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.
guangzhou automobile group plans to invest more than 0.7 billion in Xiaoma ZhiXing and ChenZhi technology. Where will the traditional automotive Robotaxi go?
On the evening of October 10, guangzhou automobile group announced its intention to invest over 0.7 billion yuan in Xiaoma Zhihang and Chenzhi Technology, two emerging smart driving forces. guangzhou automobile group has been collaborating with technology giants, startups, and traditional car companies to develop smart driving businesses. However, they still need to address the bottleneck issues of vehicle architecture and smart driving algorithm levels.
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 Musk Cybercab is about to be released! Many domestic giants are eagerly exploring the Robotaxi China model.
1. Tesla will launch a new Robotaxi (self-driving taxi) product named 'Cybercab'; 2. Companies such as Baidu's Luobo Kuai Pao, Didi, Xiaoma Zhi Xing, AutoX, Wenyuan, as well as GAC's Ruqi Chuxing, SAIC's Xiangdao Chuxing and other companies have all laid out in the Robotaxi business; and listed companies like Wanma Technology are also exploring the Chinese model of Robotaxi.