03181 Premia Asia Innovative Technology ETF
- 87.860
- -0.560-0.63%
Deutsche Bank strongly promotes Xiaomi: After the Autos Business succeeds in going from zero to one, there will be exponential growth!
Deutsche Bank believes that new products, market segmentation, stores, and production capacity will bring exponential growth to Xiaomi's Autos Business. It is expected that by 2027, the gross margin of Xiaomi's electric vehicle business will reach 25%, contributing 45.5% and 42% to overall gross profit and pretax profit respectively, with sales reaching 1 million units, making it the largest business segment of the group. Deutsche Bank has given Xiaomi a "Buy" rating for the first time and raised its Target Price to HKD 43.
In November, China's industrial added value above the designated size increased by 5.4% year-on-year, with New energy Fund, Siasun Robot&Automation, and integrated circuits leading the growth.
From January to November, the added value of large-scale industries grew by 5.8% year-on-year. Among them, the production of New energy Fund vehicles, Siasun Robot&Automation, and integrated circuit products increased by 51.1%, 29.3%, and 8.7% respectively.
A year-on-year increase of 32%! Global electric vehicle sales have set historical highs for three consecutive months, with China accounting for 70% of the market.
The performance of the China market is impressive, with sales in November growing by 50% year-on-year to reach 1.27 million vehicles, accounting for about 70% of Global total sales. Overall Auto sales in China for November increased by 16.6% compared to the previous year, marking the highest growth rate since January this year. BYD is expected to exceed the annual Global sales target and surpass Ford and Honda.
On the first day of listing, it rose by 533.84%! XGIMI Technology landed on the Star, with NAURA Technology Group, Advanced Micro-Fabrication Equipment Inc. China, and others as Shareholders.
① Pioneer Precision Technology officially listed on the Star on December 12, with a closing increase of 533.84%, ultimately closing at 71.56 yuan/share, with a Market Cap of 14.482 billion yuan; ② Several major clients of Pioneer Precision Technology are also its Shareholders, including Advanced Micro-Fabrication Equipment Inc. China, Semiconductor Manufacturing International Corporation, NAURA Technology Group, and MicroNano.
Who might be the supplier for the Xiaomi YU7?
Xiaomi Autos is once again making waves in the automotive circle! The first SUV model, YU7, has been officially announced, and is expected to be launched in mid-2025. Xiaomi is ambitious and has raised its annual sales target to 120,000 units after completing a delivery volume of 100,000 units ahead of schedule. In a Research Report released on the 12th, UBS Group predicts that with the addition of the new model YU7 and the enhancement of production capacity, total sales of Xiaomi Autos in 2025 are expected to double to 260,000 units. The supply chain for the YU7 is gradually coming to light. UBS Group believes that companies such as Topband, FUYAO GLASS, Minth, Huayang, NEXTEER, and Keboda Technology are likely to become partners of Xiaomi, providing components for the YU7.
Top 10 electric vehicle sales in November: BYD's monthly sales again exceed 0.5 million vehicles, while Chongqing Sokon Industry Group Stock unfortunately drops off the list.
① In November, 9 auto companies saw year-on-year retail sales growth, and 8 auto companies experienced month-on-month growth; ② BYD has already met its annual target, while Chongqing Sokon Industry Group Stock has dropped out of the TOP 10 list.
Aim for 30 million vehicles for the whole year, with RBOB Gasoline vehicles experiencing a "four consecutive months increase". The China Association of Automobile Manufacturers calls for early implementation of consumer promotion policies next year.
1. The domestic sales of traditional fuel Passenger Vehicles reached 1.21 million units, a decrease of 0.105 million units compared to the same period last year, with a month-on-month growth of 16.2% and a year-on-year decline of 8%. 2. Chen Shihua, deputy secretary-general of the China Automobile Industry Association, urged that relevant policies to promote Consumer spending on Autos continue next year and be implemented as soon as possible.
The Nikkei Average has risen for three consecutive days, showing strong movement with stable financial stocks.
On the 10th, the U.S. Stocks market fell further. The Dow Inc average decreased by 154.10 points, closing at 44,247.83 dollars, while the Nasdaq ended down 49.45 points at 19,687.24. With a lack of materials, buying and selling fluctuated after the opening, resulting in mixed outcomes. The Dow was pressured by selling due to caution at high prices, leading to a soft trend throughout the day. The Nasdaq was briefly boosted by Alphabet's rise, but selling due to concerns over high interest rates, along with drops in Oracle Corp and Semiconductors company NVIDIA, contributed to its decline.
Continuing to fluctuate within the range of 39,000 to 39,500 yen.
The Nikkei average continued to rise, closing at 39,367.58 yen, up 207.08 yen (estimated volume of 1.7 billion shares). As the yen weakened to 151 yen per dollar, buying was led by export-related stocks, and the Nikkei average rose to 39,465.14 yen shortly after the opening. However, just before the psychological barrier of 39,500 yen, selling by those waiting for a rebound and profit-taking was evident, leading to some softening, with the index struggling to maintain its level, dipping to 39,171.69 yen towards the end of the morning session. In the afternoon session, semiconductor-related stocks...
Lei Jun wants to dethrone the Model Y.
There is still a need to overcome the capacity challenges.
Active and newly listed stocks during the morning session.
*Learning situation <2301> 2006 +231 results exceeded expectations in the previous period, with a forecast of double-digit operating profit growth for this period. *Topcon <7732> 1928 +171.5 reported to have entered the bidding process for privatization. *Nippon Paint Holdings <4612> 1093 +63 SMBC Nikko Securities has raised its target stock price. *Nippon Sheet Glass <5202> 349 +20 it is reported that they aim to release automotive glass materials from leftover materials by 2026. *Saizeriya <7581> 5820 +280 middle.
The Model Y has a strong competitor: Xiaomi's first SUV is revealed, officially announcing that the YU7 will be launched in the summer of next year.
The Ministry of Industry and Information Technology's public information shows that the YU7 is 4999mm long, 1996mm wide, and 1600mm high. Because it looks similar to the ferrari Purosangue, netizens jokingly call it "Falami." Xiaomi expects the new car to officially launch in June or July next year, but has not disclosed the pricing.
Apple Vision Pro is preparing to address its global strategy shortcomings by borrowing Sony's VR controllers for use.
① According to the latest reports, the total shipment of the Apple Vision Pro so far this year is less than 0.5 million, and user usage frequency is also lower than expected; ② In order to expand into the gaming field, Apple plans to adapt the Sony PSVR2 controller and has been discussing this with Sony and third-party developers for months; ③ The collaboration aims to provide Vision Pro users with 6DOF and controllers that can be held in both hands simultaneously.
The momentum for trade-ins is strong! In November, china's sales of new energy fund vehicles increased by 50% year-on-year, setting a new record, while exports fell by 6.3%.
In November, the Passenger Vehicle market achieved historic highs in retail, wholesale, production, and exports, with explosive growth in Electric Vehicles. The Passenger Car Association noted that the majority of scrappage replacements and some trade-in customers chose to purchase Electric Vehicles. Subsidy policies, particularly those promoting entry-level pure electric vehicles and the narrow plug-in hybrid market, strongly boosted growth and further solidified the expansion foundation for Electric Vehicles penetration.
In November, the electric vehicle market experienced explosive growth, with nearly 80% of A/H share listed car companies seeing their sales increase year-on-year, and many setting new records.
① In November, retail sales of new energy passenger vehicles reached 1.268 million units, a year-on-year increase of 50.5% and a month-on-month growth of 5.9%, with the domestic retail penetration rate of electric vehicles reaching 52.3%; ② In November, the explosive growth of new energy vehicles reflects the market's positive feedback on the national scrapping and updating program and the "double new policy" of replacing old with new; ③ Twelve auto manufacturers achieved a year-on-year increase in sales in the new energy market in November.
Buy on the dip at 39,000 yen.
The Nikkei Average rebounded, finishing with a gain of 69.33 yen at 39,160.50 yen (estimated volume of 1.7 billion 90 million shares). This came after the trend from the previous week's US market where some tech stocks were bought up, leading to a rebound in semiconductor-related stocks and other high-value shares, starting at 39,332.55 yen. However, after the initial buying subsided, selling in anticipation of a decline, particularly in semiconductors, and profit-taking selling intensified, causing declines to as low as 38,972.78 yen during the mid-morning session.
Rising Stars in Southeast Asia's Stock
A newcomer in the U.S. Senate claims to end subsidies for electric vehicles, allowing consumers to decide which models to purchase.
① Bernie Moreno, the incoming senator from ohio in the usa, stated that if he becomes the "autos czar" in the next Trump administration, one of his top priorities would be to eliminate the $7,500 tax credit for electric vehicles; ② Moreno emphasized that the "market should play a role," calling for an end to government intervention in businesses, and advocated for creating a favorable tax, regulatory, and labor environment for auto companies.
First Reit and other major index contributors support
The Nikkei average rose slightly for the third consecutive day, closing at 39,276.39 yen, up 27.53 yen (with an estimated volume of 1.8 billion 90 million shares). Buying started amid the rise in U.S. tech stocks and the market reached as high as 39,417.08 yen shortly after the start of trading. However, when approaching the psychological threshold of 39,500 yen, profit-taking selling occurred, and at the end of the morning session, the market turned negative at 39,062.03 yen. In the afternoon session, a domestic communications agency reported, "The Bank of Japan is expected to raise interest rates within the year."
List of conversion stocks (Part 3) [List of parabolic signal conversion stocks]
○ List of stocks for buy conversion market Code Stock name Closing price SAR Tokyo main board <6727> Wacom 726 685<6728> Albak 6502 5880<6740> JDI 2118<6744> Nomi Bosai 3075 2788<6745> Hochiki 2414 2276<6758> Sony Group Corp 3070 2942<6841> Yokogawa Denki 3497 3324<6871> Microni