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Li Auto Newsroom
Duan Yongping and Buffett have a "soul resonance" in their third-quarter operations, and Li Lu re-enters an oil & gas stock.
For nvidia, Bridgewater, Jinglin, Baillie Gifford, and "Cathie Wood" are all reducing their shareholding, and everyone is quietly united in missing the opportunity of nvidia reaching the top of the market cap.
The EV Market That 'Sucks'
Top private equity funds in China expose the 'US stock report': the proportion of Chinese concept stocks continues to rise, with PDD Holdings and Apple being the focus of differences in components.
In the third quarter of this year, most Chinese private equity firms, such as Hillhouse, Gao Yi, and Jinglin, remained focused on Chinese concept stocks. However, Hillhouse and Jinglin chose to reduce their shareholding in pdd holdings, while Gao Yi opted to continue increasing its stake in pdd holdings.
How do foreign investors adjust their positions in Chinese stocks? Alibaba and jd.com frequently appear in the news, while Buffett builds his position to 'lift' a Hong Kong stock.
① The 13F quarterly reports for US stocks have been released. How are Wall Street institutions adjusting their positions on Chinese stocks? ② Buffett's investment in domino's is boosting a Hong Kong stock. What are the highlights?
Express News | Ideal Autos: The end-to-end asia vets driving system will officially push in late November.
Hong Kong stocks: Hang Seng Index rose 51 points in the first half of the day, netease surged by 13%, "Bilibili" dropped by 10%.
Mainland China's major economic indicators rebounded last month (retail sales up 4.8% year-on-year, beating expectations), with the Hong Kong stock market performing well in the morning. The Hang Seng Index opened 67 points higher, fell 103 points in the early stage to 19,332 points before rebounding, rose 172 points to 19,608 points at one point, up 51 points or 0.3% at midday, closing at 19,486 points; The H-share index rose 27 points or 0.4%, closing at 7,001 points; Hang Seng Tech Index rose 38 points or 0.9%, closing at 4,357 points, with a total turnover of 85.151 billion Hong Kong dollars in the morning session. In the financial sector, HSBC Holdings (00005.HK) rose by 0.8%, while Standard Chartered (02888.HK) and Hong Kong
Express News | Ideal autos: The cumulative deliveries of Ideal L8 have exceeded 0.2 million.
China Reaches 10 Million NEV Production Mark
Review of Ideal Autos-W (2015.HK): October sales exceeded 0.051 million autos, ranking first among new force brands in china for 27 consecutive weeks.
In October 2024, Ideal's sales reached 0.051 million units, a year-on-year increase of 27.3% and a month-on-month decline of 4.2%. Ideal's sales in October 2024 reached 0.051 million units, achieving 27 consecutive weeks of market presence in china.
The Trump team plans to cancel the $7,500 electric car tax credit, causing a sharp drop in electric car stocks.
The Trump team is considering canceling the $7,500 electric vehicle subsidy policy to fund its tax reduction plan. This policy is one of the measures adopted by the Biden administration to combat inflation. Trump supporters and the oil industry hope to cancel electric vehicle tax incentives, while the auto industry groups are calling for retention. Musk believes that canceling the subsidy policy will not have a significant impact on Tesla, but will rather cause more trouble for competitors. Electric vehicle stocks plummet, with Tesla down 5.77% and "Tesla rival" Rivian down 14.3%.
Take Advantage of These Clean Energy Tax Credits Before Trump Takes Office
Trump to Sunset EV Tax Credit: Should Tesla Investors Be Worried?
Ideal autos won the Best Practice Award for Automotive Safety Product Applications.
Recently, the 2024 Vehicle Safety and Intelligent Transportation International Academic Conference was held in Guangzhou, where Ideal Autos was awarded the "Best Practice Award for Automotive Safety Product Applications", making it the only Chinese automotive company to receive this honor. This conference is a joint conference of the 18th International Conference on Vehicle Traffic Safety (INFATS) and the 27th International Conference on Automotive Safety Technology (SAE-C/STC), themed "Driving Intelligence into the Future, Safeguarding Journeys", aiming to build a platform for the exchange of cutting-edge technologies and technological achievements in automotive safety and traffic safety, and to promote the development and progress of research and engineering applications in vehicle safety and intelligent transportation.
Behind the annual production of over 10 million autos in China's new energy vehicles: How is the market share 'battlefield situation' for each brand?
① In terms of the number of mandatory traffic accident insurance policies for electric vehicles, BYD holds a one-third market share in China, with Tesla and Wuling ranking second and third; ② In terms of retail sales of electric vehicles from January to October, BYD also accounts for one-third of the domestic market share, and Geely's market share has surpassed that of Tesla this year.
Huizhou Desay SV Automotive (002920.SZ): The third generation of asia vets cockpit domain controller has been mass-produced on models of various customers such as Li Xiang Autos, Chery Autos, GAC Passenger Vehicles.
Gelonghui, on November 14, reported that huizhou desay sv automotive (002920.SZ) recently stated during a specific audience survey that the company's third-generation asia vets cockpit domain controller has been mass-produced on models from numerous customers such as Ideal Automotive, Chery Automobile, and GAC Passenger Vehicle, and has obtained new project orders from customers like Chery Automobile, Geely Automobile, and GAC Toyota, with the market scale rapidly increasing.
【Brokerage Focus】ubs group: Feedback and Stimulus Measures of the Chinese Automotive Industry.
King Capital News | Summary: UBS Group's research report discusses the market feedback and government stimulus measures in the Chinese automotive industry. The report points out that investors generally expect the government to continue implementing economic stimulus policies before 2025, especially in the face of additional external tariff threats. However, the report believes that there is insufficient market concern about the sustainability of stimulus policies, as investors often attribute market performance to individual companies' new car releases or assume that subsidies will continue. The report predicts that if stimulus policies end, market demand may weaken, consumers may no longer rush to buy cars, which could lead to a decline in stock prices. Key points: 1. Investment
China's Year-to-date NEV Production Surpasses 10 Million Mark
Express News | Global number one! China's new energy vehicle annual production has for the first time surpassed 10 million units.
The Hang Seng Index fell for the fourth consecutive time, with Tencent's quarterly adjusted net profit exceeding expectations according to Market Review.
The market is waiting for the release of inflation data in the USA tonight. The Hang Seng Index narrowed its losses after dropping below 19,700 points today. The Dow and Nasdaq in the US both fell 0.9% and 0.1% respectively the night before. At the time of writing, the yield on the 2-year US bonds rose to 4.34%, while the yield on the 10-year US bonds increased to 4.412%. The US Dollar Index rose to 106.18, hitting a six-month high. Dow futures dropped by 109 points or 0.3%, while Nasdaq futures fell by 0.08%. The Japanese Yen fell below the 155 level for the first time today (13th), the first time since the end of July, and the spot RMB rose by 126 points to 7.2252 against the US dollar. The Shanghai Composite Index
China Passenger Association: The average price of passenger vehicles in October has fallen slightly.
China's passenger vehicle market information joint meeting announced that as of 2024, the average selling price of cars has been on the rise, reaching 0.186 million yuan. Influenced by the national scrap-and-replacement policy incentives, the sales proportion of entry-level car models has increased. In recent years, the national passenger vehicle market price segment sales structure has shown an upward trend, with the average price of passenger vehicles nationwide decreasing from 0.186 million yuan per vehicle in the first half of 2024 to 0.168 million yuan in October, and sales in all price segments have seen an increase.