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Tesla's China Shipments Fall for Second Month in a Row
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.
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.
Express News | The China Association of Automobile Manufacturers: To ensure the security and stability of the automotive industry chain and supply chain, it is recommended that Chinese auto companies be cautious in purchasing chips from the USA.
China Nov NEV Wholesale at Record 1.46 Million, CPCA Estimates Show
[Brokerage Focus] Changjiang Securities maintains a "buy" rating on Xiaopeng Autos (09868), indicating the expectation of entering a turning point in the new car cycle.
Jinwu Financial News | Changjiang Securities issued a research report indicating that Xpeng Autos (09868) released their sales figures for November 2024. In November, the company delivered a total of 30,895 new vehicles, a year-on-year increase of 54.2% and a month-on-month increase of 29.2%. From January to November 2024, the company accumulated a total of 153,000 new vehicle deliveries, a year-on-year increase of 26.2%. For the month of November, the deliveries exceeded 30,000 units for the first time, setting a historical record for three consecutive months, with the monthly delivery of the M03 exceeding 10,000 vehicles. The report pointed out that the company continues to lead in intelligent driving, and with channel reforms and enhancements in the marketing system, along with the launch of strong new vehicle models, the company's sales are expected to steadily increase.
