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Decrease in revenue but increase in profits! Contemporary Amperex Technology will generate over 50 billion in 2024｜Interpretations
① In 2024, Contemporary Amperex Technology's performance will see a decrease in revenue but an increase in profit, with a Net income reaching 50.7 billion yuan; ② The Battery Business remains the largest source of revenue for Contemporary Amperex Technology; ③ The inventory impairment reserve of Contemporary Amperex Technology has significantly increased compared to the previous year.
The "King Ning" is heading towards a new battlefield.
Reconstruct the Global Industry Chain.
Is Imeik Technology Development's premium of 13 times for controlling the leading aesthetic medical brand in South Korea too high?| K Commentary
① Imeik Technology Development holds a 13 times premium stake in South Korea's REGEN Biotech, which possesses two core products, AestheFill and PowerFill; ② If Imeik Technology Development wants to reclaim exclusive agency rights for AestheFill in China from JiangSu WuZhong Pharmaceutical Development, certain costs will inevitably need to be incurred; ③ The competition in the medical beauty regeneration sector is intensifying, and recently two hydroxyapatite products have been approved.
The "hot battle" of humanoid robots has begun: frequent release of new products. Is the year of mass production really here? | Industry observation
① Siasun Robot&Automation and Zhiyuan Robot both launched new humanoid robots, and related Concept stocks rose in response; ② mass production of humanoid robots still faces challenges, and domestic manufacturers aim to produce thousands of units this year; ③ there are also disputes within the Industry regarding the implementation scenarios.
The industry conference will be held, and the industrial application of solid state batteries is expected to accelerate.
① The 2025 Solid State Battery Technology Exchange Conference and the First Dry Electrode Technology Seminar will be held in Bengbu, Anhui from March 18 to 19, 2025. ② Yang Jingmei from Western Securities stated that the rapid development of emerging fields such as humanoid robots, eVTOL, and AI glasses has created an urgent demand for increased battery energy density, and the industrial application of Solid State Batteries is expected to accelerate.
Tesla's stock plummeted, has it affected Ning Wang?
Morgan Stanley stated that the main beneficiaries of Tesla's loss of market share are Other customers of Contemporary Amperex Technology, which does not have a significant impact on Contemporary Amperex Technology. At the beginning of the year, Tesla's global market share declined, mainly divided among Other customers of Contemporary Amperex Technology. The true threat to Contemporary Amperex Technology's market share actually comes from BYD.