03181 Premia Asia Innovative Technology ETF
- 87.360
- 0.0000.00%
Li wants to go "wild" once more.
Ambitions upgraded.
Lei Jun launches a fierce attack on AI large models.
Accelerate the implementation of scenarios.
After building cars, will we create 'humans'? Over ten car companies are laying out plans, has it become a necessary option in the AI era?
① The Chairman of Ideal Automobile, Li Xiang, responded to whether there will be humanoid robots, stating that the probability is definitely 100%, but the timing is not now; ② Apart from Tesla, Chinese brands including BYD, Guangzhou Automobile Group, Chery Automobile, Xiaomi, Chongqing Sokon Industry Group Stock, Xpeng Motors, SAIC Motor, Chongqing Changan Automobile, and Dongfeng Automobile are all involved in the field of humanoid robots.
Li Xiang discusses the latest Global Strategy of "Ideal" - transforming into an AI company, aiming for the top three domestic large models, and in the future, building a unified VLA model to become your silicon-based family.
Recently, Li Xiang announced that Li Auto is no longer just an automobile manufacturer but an AI company. "ChatGPT has ushered in a new AI era, which has strengthened our belief - Smart Automobile must focus on AI as its core, not just the intelligence of Hardware."
Zhiji and Avita have recently attracted significant investment, with 'state-owned investors' fully backing New energy Fund automobiles.
① The 9.4 billion yuan financing for Zhiji Autos has continued support from both state-owned investment Institutions and market-oriented investment Institutions. ② From Zhiji Autos in Shanghai to Avita in Chongqing, then to GAC Aion, NIO in Hefei, and Li Auto in Changzhou, the involvement of local state-owned assets reflects the demand for industry drive and regional development. ③ After the conclusion of the Central Economic Work Conference, local governments are actively promoting industrial upgrades, demonstrating their main roles and responsibilities in the transition between new and old drivers of growth.
Caixin Auto Morning News [December 26th]
① Passenger Vehicle market retail from December 1-22 was 1.692 million vehicles; ② Chongqing Changan Automobile's Zhu Huarong: Huawei has reserved a 20% equity stake for Changan, and appropriate arrangements will be made in the future; ③ Zhi Mi Automobile completed a 9.4 billion yuan Series B financing;
Li Xiang speaks out publicly after nine months: 100% humanoid Siasun Robot&Automation, not making Robotaxi.
Regarding the future product layout, Li Xiang directly denied the Robotaxi product, stating that Li Auto will not enter this area, but Li Auto will definitely develop humanoid robots, although the timing is not now. By 2030, Li Auto has a 50% chance of creating a very interesting supercar that will incorporate AI.
Electric Vehicle companies are also "breaking down walls"! Xiaomi Autos are connecting to the "Weixiaoli" charging network.
① Xiaomi Autos has reached a Charging Station sharing cooperation with "Weixiaoli", but will still build its own Charging Stations later. ② The charging service market is gradually maturing and improving, but latecomer Electric Vehicle brands outside of Xiaomi Autos will still choose to build their own Charging Stations.
2024 Year-End Review | Faced with numerous difficulties, but the Global Autos industry's wave of electrification cannot be stopped. Chinese car companies will still achieve good results in exports.
On October 29th, local time, the European Commission announced the conclusion of the anti-subsidy investigation, deciding to impose a final anti-subsidy tax for five years on electric Autos imported from China. The CEO of Geely Automobile Holdings, Gui Shengyue, stated that Geely is not only able to cope with the additional 18.8% tariff imposed by the EU, but the import tariff will also not hinder the company's ability to gain a larger market share in mainland Europe.
2024 year-end review | Joint venture brands encounter a "midlife crisis" with over 4,000 Dealers "closing and transferring" throughout the year.
①Honda and Nissan announced that they have signed a memorandum of understanding regarding the merger, officially starting merger negotiations; ②The weak performance of the joint venture brand has made traditional Dealers feel the acute pain of 'the lips being lost and the teeth feeling cold.'
Finance Associated Press Autos Morning Report [December 25th]
① The Ministry of Industry and Information Technology is further strengthening the management of the comprehensive utilization of waste power Battery in the New energy Fund; ② In November, China Autos achieved exports of 0.55 million units, a year-on-year increase of 5%; ③ BAIC BluePark New Energy Technology: The subsidiary's capital increase and share expansion has been completed, introducing 11 strategic investors with a total investment of 8.15 billion yuan.
Canon Inc-Spons Adr, Espec, etc. [List of stocks from the newspaper]
*Canon Inc-Spons Adr <7751> re-enters the ArF lithography equipment market, aiming to gain Share through miniaturization (Nikkei Industrial Daily page 1) -○ *Espec <6859> launches aggressive strategies for Semiconductors, continuously introducing contract measurement services (Nikkei Industrial Daily page 1) -○ *Nippon Steel <5401> believes in 'presidential approval' for the acquisition of United States Steel, statement made for final decision (Nikkei Industrial Daily page 3) -○ *Sumitomo Chemical <4005> sells polarizing film to two Chinese companies, targeting large LCDs, to local companies in spring next year (Nikkei Industrial Daily page 3) -○ *Mitsubishi Corporation <8058> diverse workforce.
Sekisui House, Rakusuru, etc. (additional) Rating
Upgraded - Bullish Code Stock Name Securities Company Previous Change After ------------------------------------------------- <2678> Askul City "3" "2" Downgraded - Bearish Code Stock Name Securities Company Previous Change After ------------------------------------------------- <2678> Askul Mizuho "Buy" "Hold" Target Price Change Code Stock Name Securities Company Previous Change
2024 Year-End Review | Honda and Nissan Merger, Volkswagen "Internal Slimming" Global Car Market Faces Layoffs and Factory Closures Frenzy.
On December 23, Honda Motor and Nissan Motor jointly announced that they have signed a memorandum of understanding regarding a merger, which will officially initiate merger negotiations; Previously, Volkswagen issued a statement that it would reduce more than 0.035 million employees at its German factories by 2030; According to incomplete Statistics by reporters, in just a few months approaching the end of the year, nearly 10 companies in the Global automotive Industry are experiencing painful layoffs or have already made corresponding decisions.
The Nikkei Average rebounded for the first time in seven days, as buying prevailed due to the avoidance of a U.S. government agency shutdown.
Last weekend, the USA market's Dow Inc average closed up by 498.02 points at 42840.26 points, and the Nasdaq closed up by 199.83 points at 19572.60 points. While some tech stocks saw early selling, leading to a decline at the open, the November Personal Consumption Expenditures (PCE) price index suggested progress in inflation control, supporting an increase. The Dow Inc average briefly surged over 800 points higher compared to the previous day, but faced expiration of stock index Futures and Single Options for individual stocks.
Financial Association Autos Morning News [December 23]
① Zhengzhou: The proportion of synchronized construction of electric vehicle charging facilities in Residences has been increased from the original 10% to 30%; ② Chang'an Zhuhua Rong: The company will invest over 20 billion yuan in the low-altitude economy sector over the next five years; ③ NIO's third brand, Firefly, officially launched and will be released in April 2025;
Financial Associated Press Autos Morning News [December 20th]
① The Passenger Vehicle retail market is expected to be around 2.7 million units in December, an increase of 14.8% year-on-year and a growth of 11.4% compared to the previous month; ② Reporters learned from several informed sources that Chongqing Sokon Industry Group Stock may go for a secondary listing in Hong Kong and will hire China Securities Co., Ltd. and China International Capital Corporation as its listing sponsorship team.
The immediate stance is to Buy on dips [closing].
The Nikkei Average declined for five consecutive trading days, ending at 38,813.58 yen, down 268.13 yen (estimated Volume of approximately 2.2 billion shares). Following the perception that the results of the USA Federal Open Market Committee (FOMC) were hawkish, the major stock indices in the USA fell the previous day, leading to risk-averse selling. The Nikkei Average dipped to 38,355.52 yen shortly after the market opened. However, as the yen weakened to the mid-154 yen range against the dollar, it provided support for the market, while the Bank of Japan continued its financial measures.
BYD is also getting into Siasun Robot&Automation now.
A new dimension of Asia Vets.
Countdown to "Double New" subsidies: local governments and car companies are both making efforts as the end of the year approaches, and the car market enters the sprint phase.
According to data from the Ministry of Commerce, as of December 13, 2024, the "Double New" subsidy policy has driven Passenger Vehicle sales to exceed 5.2 million units, including over 2.51 million units from scrapped vehicles and over 2.72 million units from replacement vehicles. Meanwhile, many local governments have intensified efforts to implement policies to promote Consumer spending on Autos.