NIO Inc Options Spot-On: On January 24th, 192.97K Contracts Were Traded, With 2.78 Million Open Interest
On January 24th ET, $NIO Inc(NIO.US)$ had active options trading, with a total trading volume of 192.97K options for the day, of which put options accounted for 23.31% of the total transactions, and
Express News | NIO: On January 23, the number of battery swaps on a single day during the Spring Festival exceeded 100,000 times, and over 80% of the charging volume for NIO users on highways came from battery swapping.
Express News | The Ministry of Commerce and eight other departments: Stabilize and expand Consumer in Autos, cultivate and grow consumption of Asia Vets in New energy Fund.
The Ministry of Commerce stated that last year's retail sales of consumer goods increased by 3.5% to 48.8 trillion yuan.
The Deputy Minister of Commerce, Sheng Qiuping, stated that last year the total retail sales of consumer goods increased by 3.5% year-on-year to 48.8 trillion yuan, with significant results from the trade-in programs. More than 6.8 million automobiles were traded in, sales of trade-in home appliances exceeded 62.76 million units across eight categories, about 60 million items were subsidized for home renovation in kitchens and bathrooms, and more than 1.38 million electric bicycles were traded in, collectively driving the sales of related products to exceed 1.3 trillion yuan, boosting the annual growth of social retail by one percentage point. He also mentioned that last year, the expansion and upgrade of service consumption led to a 6.2% year-on-year growth in service retail sales, with per capita service consumption.
U.S. stock market closing | All three major Indexes rose, with the S&P continuing to hit new highs; Nuclear Power stocks performed strongly, with OKLO and SMR rising over 13%; Meta rose over 2% to reach a record closing high.
Trump calls on the Federal Reserve to lower interest rates immediately. The chip Index and NVIDIA briefly fell over 2%, but ultimately NVIDIA turned to rise, while Tesla fell. Industrial stock Caterpillar boosted the Dow by 400 points. Quantum computing stock Quantum fell over 6%. Nuclear Power stock Oklo, held by Sam Altman, turned to rise over 13%. Electronic Arts Inc fell nearly 17%. After a 0.7% decline, the Chinese concept Index turned to rise, and TAL Education soared 21%.
GTJA: In Q4 2024, the allocation ratio of actively managed Funds to Hong Kong stocks reached a record high, with significant increases for leading Technology companies.
GTJA released a Research Report stating that in Q4 2024, actively managed Funds will reduce their holdings significantly, with an increase in allocation to Technology stocks and a narrowing of dividends towards Banks.
NIO Inc Options Spot-On: On January 23rd, 101.85K Contracts Were Traded, With 2.74 Million Open Interest
On January 23rd ET, $NIO Inc(NIO.US)$ had active options trading, with a total trading volume of 101.85K options for the day, of which put options accounted for 23.19% of the total transactions, and
Behind the Scenes of NIO's Latest Options Trends
Unusual Options Activity: EA, NIO and Others Attract Market Bets, EA V/OI Ratio Reaches 460.9
EST Jan 23rd Morning Delivery - In the last two hours of trading, 10 options with a high V/OI ratio were detected. With the market volatile, it's crucial to stay informed on the latest options trends.
According to the China Automobile Association, more than 4.22 million electric vehicle charging facilities were added last year.
The China Automobile Industry Association's battery charging and swapping branch has released data showing that by the end of December 2024, the total number of electric vehicle charging facilities in mainland China reached 12.818 million sets, a year-on-year increase of 49.1%; of which, public charging facilities accounted for 3.579 million sets, while private charging facilities totaled 9.239 million sets. Throughout 2024, the increase in electric vehicle charging facilities in mainland China was 4.222 million sets, with an average monthly growth of 0.352 million sets.
Aurora Mobile (JG.US) PUSH fully supports the NIO system channel.
With the launch of the NIO Phone, this panoramic interconnected AI flagship Smart Phone is quickly gaining enthusiastic market attention. The NIO Phone aims to break the traditional barriers between Smart Phones and Autos by seamlessly connecting vehicles and phones, sharing computing resources, and expanding driving scenarios, thus fully enhancing the user experience. To better assist the NIO Phone in reaching users, the leading customer interaction and marketing Technology service provider, Aurora Mobile (Nasdaq Stock Code: JG), officially supports the NIO Phone with Aurora PUSH (JPush).
Cui Dongshu from the Passenger Car Association: It is expected that there will be significant pressure on electric vehicle exports this year, recording zero growth.
Cui Dongshu, Secretary General of the China Passenger Vehicle Market Information Joint Conference, stated that the overall automobile export growth is expected to reach 10% by 2025, reaching 7 million vehicles. Cui pointed out that with the slowdown of electrification in Europe and the USA, along with the USA's announcement of withdrawing from the New energy Fund subsidy policy, there will be significant pressure on electric vehicle exports in 2025, with a projected zero growth. In 2024, the growth rate of pure electric exports is only 15%. Specifically, the expectation for 2025 is zero growth in pure electric exports, a 9% increase in RBOB Gasoline vehicle exports, and a 70% increase in plug-in hybrid exports. The Statistics from the Passenger Vehicle Association estimate that passenger vehicle exports will reach 5.3 million units, growing by 10%.
China Automobile Circulation Association: From January 13 to 19, the average daily transaction volume of used Autos was 0.0642 million vehicles, a decrease of 2.78% compared to last week.
The China Autos Circulation Association released the weekly report on used cars (January 13, 2025 - January 19, 2025).
[Brokerage Focus] HTSC pointed out that the scope of subsidies for the scrapping of Passenger Vehicles is being expanded, and it is expected to stimulate an incremental increase of approximately 0.96-1.93 million vehicles by 2025.
Jinwu Financial News | HTSC stated that the retail and wholesale in December increased significantly year-on-year, with New energy Fund penetration and market share of independent brands maintaining a high level. From January 1 to January 12, retail/wholesale were 0.533/0.689 million units, down 21% and up 14% year-on-year, and down 36% and 23% month-on-month. January is during the Spring Festival, with fewer working days, and most Consumers return home or go on vacation, so the demand for car purchases before the festival has partially been released in December. The Passenger Vehicle Association expects January retail to decrease by 33.6% to 1.75 million units. The scope of subsidies for the scrapping of Passenger Vehicles has been increased, and this bank estimates that it will leverage about 0.96-1.93 million units of incremental sales in 2025.
US stock market close | The S&P hit a historic high during trading, and the Nasdaq rose over 1%; the "Stargate" ignited AI Concept stocks, with Oracle rising nearly 7% and NVIDIA up over 4%.
① NVIDIA and Microsoft rose over 4%, and Arm rose by 16%; ② The S&P broke the 6100 mark during trading for the first time in history; ③ The PHLX Semiconductor Index closed at a nearly six-month high; ④ Sales for Aluminum in the USA exceeded expectations in the fourth quarter.
NIO Inc Options Spot-On: On January 22nd, 133.7K Contracts Were Traded, With 2.69 Million Open Interest
On January 22nd ET, $NIO Inc(NIO.US)$ had active options trading, with a total trading volume of 133.7K options for the day, of which put options accounted for 18.09% of the total transactions, and
Alibaba Cloud Unveils New AI Tools and Language Models to Empower Global Developers
U.S. stocks move; NIO rises about 1% in pre-market trading as news states it has formed a team to research robotic dog projects.
On January 22, Gelonghui reported that NIO (NIO.US) rose 0.96% in pre-market trading, reaching $4.22. In terms of news, NIO has formed a team of about 20 people specifically to research the Machinery dog project, led by Xu Kang, a former algorithm expert from Momenta who joined NIO's autonomous driving team in 2020. It is reported that compared to bipedal robots, quadrupedal Machinery dogs are more suitable for complex terrains due to their stability, flexibility, and strong load-bearing capacity, and their Control System is relatively simple, requiring no complex dual-hand operations. (Gelonghui)
Quick look at the Hong Kong market | The three major Indexes in Hong Kong stock market collectively declined, with the Hang Seng Index falling below 0.02 million points; Technology stocks and financial stocks were generally sluggish, Bilibili falling over
The three major indices of the Hong Kong stock market all declined, with the Hang Seng Index falling 1.63%, the Tech Index dropping 2.40%, and the National Index decreasing by 1.96%.
Electric Vehicle companies generally fell, with NIO (09866) down 6.29%. Institutions indicate that there remains uncertainty regarding Electric Vehicle exports.
Jinwu Financial News | Electric vehicle companies are experiencing a widespread decline. As of the time of publication, NIO (09866) has fallen by 6.29%, Great Wall Motor (02333) has decreased by 3.96%, Li Auto (02015) is down by 3.56%, Geely (00175) has dropped by 3.53%, and Xpeng (09868) has decreased by 3.18%. According to news reports, BOCOM INTL stated that based on the latest data from the China Association of Automobile Manufacturers, in 2024 China is expected to export 5.859 million vehicles, which is a year-on-year increase of 19.3%. Due to interference from EU policies, 2024 China's Electric Vehicle exports are projected to be 1.284 million units, a year-on-year increase.