Zhou Zhiping is reassigned, and the weaponry group "gathers" executives from three major state-owned enterprises. Is the countdown to the restructuring of Changan and Dongfeng starting?
① A reporter learned from the official website of China North Industries Group that Zhou Zhiping, the former Director, General Manager, and Deputy Secretary of the Party Committee of the Dongfeng Company, has officially taken office as the Director, General Manager, and Deputy Secretary of the Party Leadership Group of the Equipment Group. ② The Equipment Group has officially "gathered" the former senior executives of three major central enterprise Autos.
Continuing to increase the pace, Ping An will increase its Shareholding in three Banks after the New Year.
Ping An Insurance's enthusiasm for bank stocks continues. On February 11, the Hong Kong Stock Exchange disclosed that Ping An and its subsidiary Ping An Asset Management had consecutively increased their shareholding on February 6.
The "Smart Driving Equality" has arrived! Within two days, three brands announced the "Q&M Dental Smart Driving Popularization" plan. BYD's Heavenly Eye may drop to below 0.1 million yuan.
① The entire BYD Qin L series plans to standardize the "God's Eye" smart driving system, which will first be available for models priced below 0.1 million yuan. ② Chongqing Changan Automobile's Deep Blue Automobile signed a comprehensive deepening Business cooperation agreement with Huawei in Chongqing on February 9, focusing also on "smart driving equality."
Chongqing Changan Automobile will equip Lidar on models at the 0.1 million level, and the Industry penetration rate may significantly increase.
On February 9, Zhu Huarong, Chairman of Chongqing Changan Automobile, stated at the launch of the company's Asia Vets Global Strategy that starting this year, models in the 0.1 million range will be equipped with Lidar. SWHY Securities pointed out that with the rapid drop in prices of Lidar products to the thousand-yuan level, Lidar is expected to significantly increase its configuration rate as a "safety component" for autonomous driving.
Despite the decline in coal prices, the ability to generate revenue remains strong for China Shenhua Energy, which earned over 0.15 billion per day last year.| Interpretations
① Despite the decline in coal prices, "Coal King" China Shenhua Energy's ability to generate revenue remains strong, with an estimated Net income of 57 billion yuan to 60 billion yuan last year; ② Its revenue generation capacity surpasses Contemporary Amperex Technology (49 billion yuan - -53 billion yuan), second only to Kweichow Moutai (85.7 billion yuan).
The decline in Coal prices has dragged down China Shenhua Energy's expected Net income for 2024, which is estimated to decrease by 4.5% to an increase of 0.5% | Earnings Reports insights.
China Shenhua Energy stated that the group is actively responding to adverse effects such as the decline in Coal prices, maintaining stable and high production of Coal, ensuring smooth Transportation via major road and port channels, achieving integrated and efficient Operation, and meeting annual goals for Coal production and sales, as well as power generation Indicators.