NIO Inc Options Spot-On: On December 4th, 143.49K Contracts Were Traded, With 3.42 Million Open Interest
On December 4th ET, $NIO Inc(NIO.US)$ had active options trading, with a total trading volume of 143.49K options for the day, of which put options accounted for 22.4% of the total transactions, and
Express News | The trademark battle between Audi and Nio has extended to australia. The Intellectual Property Office of australia determined that Nio won the case.
U.S. stocks anomaly | NIO pre-market rose more than 1%, institutions bullish on Lada's support for its fourth-quarter sales growth
Gelonghui, December 4 | NIO (NIO.US) closed up 5.45% yesterday and continued to rise 1.72% in pre-market trading today, reported at $4.72. Guolian pointed out that looking ahead to the fourth quarter, the company guided fourth quarter sales to be 0.072-0.075 million and indicated that the production of the company's Ladao brand could ramp up to 0.01 million in December. Currently, there are ample orders on hand, and the firm expects that capacity can be fully converted into sales. Therefore, NIO brand sales may be relatively weak in the fourth quarter, while the Ladao brand will become the main driver of sales growth. In terms of revenue, the company guided fourth quarter revenue to be approximately 19.676-20.383 billion yuan.
Express News | Passenger Vehicle Association: Preliminary statistics show that the retail sales of passenger vehicles in November reached 2.446 million units, an 18% year-on-year increase.
According to reports, China reiterated its opposition to Canada's tariff increase on Chinese electric vehicles at the WTO conference.
According to sources cited by "First Financial", china opposed the new tariffs imposed by Canada on certain commodities from china during the WTO Goods Trade Council meeting held in the past two days (December 2 to 3). china stated that Canada increased tariffs on some imported goods from china in October, including a 100% additional tax on electric vehicles made in china and a 25% additional tax on aluminum and steel. The chinese side believes that Canada's actions violate Canada's commitments to the WTO and go against the principles of a market economy and fair competition. The chinese side also expressed strong opposition to Canada's unilateralism and trade protectionism.
Lin Shih-shiong: At the end of October, 144 models of domestically produced electric vehicles were approved by the Transport Department, hoping to submit proposed amendments to the regulations on communication equipment for driving within this year.
The Secretary for Transport and Logistics, Lam Sai-wing, responded to a member's question by stating that the current Road Traffic (Vehicle Construction and Maintenance) Regulations (Cap. 374A) do not permit vehicles— not limited to electric vehicles— to display information unrelated to driving on the visual monitor in front of the driver's seat. In addition, if a driver uses a mobile phone or communication equipment to remotely control parking operations outside the car, it would violate the regulations under the Road Traffic (Traffic Control) Regulations (Cap. 374G) regarding the prohibition of holding a mobile phone or communication equipment while driving. The government is actively following up on the amendment of the legislation and plans to submit relevant proposals for amendments to the Legislative Council within this year, ensuring that...
NIO (09866) afternoon gains expanded to nearly 6%, with multiple institutions bullish about the support for its fourth quarter sales growth.
Jinwu Financial News | NIO (09866) expanded its gains in the afternoon, rising 5.77% as of the time of publication, at HKD 37.55, with a transaction volume of 0.138 billion HKD. CICC stated that against the backdrop of global electrification progress and tightening trade policies, there is a bullish outlook on Chinese leading independent electric vehicle manufacturers with relatively complete overseas localized production capacity. With mature electric products, continuous technological innovation, and a well-established distribution network, they are gradually opening up growth space for overseas sales. Guolian Securities previously pointed out that looking ahead to the fourth quarter, the company guided fourth-quarter sales of 0.072-0.075 million and indicated that the Leta brand's output can ramp up to 0.01 million in December.
Nio Expects Onvo Sub-brand to Sell Around 240,000 Units in 2025, Report Says
NIO-SW continues to rise by over 5%, and the Lido brand is expected to become the main driver of sales growth.
NIO-SW (09866) continued to rise in early trading, with a 4.93% increase in stock price, now at HK$37.25, with a turnover of 65.6833 million HK dollars. Guolian Securities previously pointed out that looking ahead to the fourth quarter, the company guided sales volume for the fourth quarter to be 0.072-0.075 million, and indicated that the production volume of the Leador brand in December could ramp up to 0.01 million. Currently, with sufficient orders in hand, we expect production capacity to be fully converted into sales volume. Therefore, NIO brand sales in the fourth quarter may be relatively weak, and the Leador brand will become the main source of sales growth. On the revenue side, the company guided fourth-quarter revenue to be approximately 196.76-203 million dollars.
Hong Kong stocks fluctuation | NIO-SW (09866) is currently up nearly 4%, with sales exceeding 20,000 units for seven consecutive months. The LEADING brand is expected to become the main driver of sales growth.
NIO-SW (09866) is currently up nearly 4%, as of the time of publication, up 3.8%, at 36.85 Hong Kong dollars, with a turnover of 33.0079 million Hong Kong dollars.
[Brokerage Focus] China International Capital Corporation estimates that the potential market size for Chinese automotive companies to enter overseas markets is approximately 40 million vehicles.
Jinwu Finance | China International Capital Corporation stated that the bank believes Chinese automotive companies, with their mature and rich product lines, leading electric intelligent technology, and a well-established distribution network, are expected to achieve breakthroughs in overseas markets that are rapidly advancing the new energy fund transformation. At the same time, RBOB gasoline exports remain stable, further opening up growth opportunities for overseas sales. Referring to Japanese automotive companies, according to JAMA data, overseas sales of Japanese companies exceeded 20 million units in 2023, with a market share of nearly 30% in the USA and over 25% in other overseas markets. The bank estimates that the potential overseas market scale for Chinese automotive companies is about 40 million units, and long-term overseas sales are expected to challenge 8.
Futu Morning Post | South Korea's president announced 'emergency martial law' late at night, stirring up the market; high-performance stocks collectively celebrate after hours! Marvell Technology, salesforce surged more than 10%.
Will the interest rate be cut in December? The Fed's voting members this year are "doing Tai Chi": regardless of cutting or not, interest rates should continue to decline; Nasdaq and S&P hit new highs again! Apple has risen for seven consecutive days to create a new historical high; Palantir rose nearly 7% to create a new historical high again, with the company's cloud computing service receiving a "highly authorized" certification.
The Nasdaq index reached a new high, French stocks rose, the south korea etf narrowed after a 7% drop, and the offshore yuan briefly fell below 7.31 yuan.
South Korean President Yoon Suk-yeol abruptly declared a state of emergency, boosting safe-haven assets such as U.S. Treasury bonds, Japanese yen, and gold, while cryptos on the South Korean exchange plunged. The South Korean parliament quickly passed a resolution to lift the state of emergency, with the Ministry of Finance and the central bank actively working on market rescue measures. After a 2.7% drop to a two-year low, the won’s decline was cut in half, South Korean etfs fell by 1.6%, and the yield on 10-year U.S. Treasury bonds turned to increase after hitting a new low in over a month. France is set to vote on dissolving the government as early as Wednesday, with French stocks following European markets upward, although they had previously declined during the day. The Dow Jones, small cap stocks, and semiconductor indices fell, while the China concept index once rose by 1.9%. The yuan hit a new low in a year during the day, and U.S. oil rose nearly 3% testing the $70 mark.
Hong Kong stocks morning report on December 4: The situation in south korea causes a huge shock in asset prices, while the trends of china concept stocks show divergence.
① South Korea's President Yoon Suk-yeol suddenly launched an emergency martial law, but Congress resisted and voted to reject it. ② The USA's labor market shows subtle changes: the number of job vacancies rebounds. ③ The number of CEOs leaving their positions in the USA this year has reached a record high. ④ Yen arbitrage trading is thriving, and the Bank of Japan is reaching for the "interest rate knife." ⑤ The three major US stock indexes had mixed results, with the Nasdaq and the S&P 500 index continuing to set new closing highs, while the trend of china concept stocks showed divergence.
U.S. stocks closed: The S&P reached a historic high for the 55th time this year, while the index of Chinese concept stocks had four consecutive days of gains.
① The S&P and Nasdaq hit new highs, but the momentum is weak; ② A "nightmare" occurred with the south korea etf; ③ Tesla's "bullish investors" announced they will no longer go ALL-IN; ④ Apple is assessing the use of amazon chips to train AI models.
NIO Inc Options Spot-On: On December 3rd, 287.05K Contracts Were Traded, With 3.34 Million Open Interest
On December 3rd ET, $NIO Inc(NIO.US)$ had active options trading, with a total trading volume of 287.05K options for the day, of which put options accounted for 17.83% of the total transactions, and
Huikan Group (301600.SZ): The company has a stable and diverse group of high-quality customers, including SAIC Motor Corporation, BYD, NIO, and other large independent brand vehicle manufacturers.
On December 3, Guolonghui reported that Huihan Co., Ltd. (301600.SZ) stated in its investor relations that the company's eCall overseas testing and certification layout is relatively early. It is one of the few suppliers in China that has obtained the EU eCall certification, the United Nations Economic Commission for Europe UN-R144 standard certification, and the UAE eCall certification, which can assist domestic brand auto companies in their international development processes. The company has a stable and extensive quality customer base, including major domestic brand manufacturers such as SAIC Motor Corporation, BYD, Chery Automobile, Geely Automobile, Great Wall Motor, Guangzhou Automobile Group, Li Auto, NIO, and others.
Nio Inc. Reports Impressive Increase in Vehicle Deliveries
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.
Just now! China has taken action to strengthen export controls on dual-use items such as gallium, germanium, antimony, and related items to the usa.
Source: Securities Times, December 3, the Ministry of Commerce released a notice on strengthening export control of relevant dual-use items to the usa, effective from the date of announcement. The notice states that in accordance with the provisions of the "Export Control Law of the People's Republic of China" and other laws and regulations, in order to maintain national security and interests and fulfill international obligations regarding diffusion, it has been decided to strengthen export control of relevant dual-use items to the usa. The relevant matters are announced as follows: 1. Export of dual-use items to military users or for military purposes in the usa is prohibited. 2. In principle, licenses will not be granted for the export of gallium, germanium, antimony, and related dual-use items to the usa; for graphite dual-use items exported to the usa, control will be implemented.