Apple's shipment volume reached a historical high for the same period, and the consumer electronics market continues to be promising.

① According to the Canalys Research Report, in the third quarter of 2024, global smartphone shipments increased 5% year-on-year, achieving growth for four consecutive quarters. With a market share of 18%, Apple is in second place. ② According to the Huaan Securities Research Report, all new iPhone products already have hardware capabilities to support Apple Intelligence, and it is expected that implementation will begin one after another.

cls.cnOct 14 20:14 ET

Another meeting today! Leading the photovoltaic industry to discuss pricing mechanisms. The upstream has stabilized, but the downtrend of components has not stopped.

①China Photovoltaic Industry Association held a symposium to prevent industry vicious competition and early resolve overcapacity; ②Such meetings have been held many times, but the effectiveness is good. At present, the decline in component prices has not stopped, and the industry expects more specific production reduction plans.

cls.cnOct 14 10:42 ET

In the photovoltaic product price war, longi green energy technology's new product is priced 0.1 yuan/W higher than its competitors. | Industry News

1. In the established pricing scheme in china, longi green energy technology's new product HPBC2.0 will be priced higher than competitors by 0.1 yuan/W, initial investment for 1MW will increase by around 0.1 million yuan; 2. The overall component prices are still declining. The company believes that product pricing is associated with value, downstream customers will pay more attention to efficiency and reliability when choosing products.

cls.cnOct 13 03:23 ET

tesla Cybercab "crashes" xpeng Robotaxi industry insiders: Domestic car companies have advantages after FSD enters China.

① "The current operating cost of Cybercab is $1 per mile, which is expected to decrease to $0.2 per mile in the future. Musk stated that the total cost of Cybercab will be less than $0.03 million." ② Musk did not mention Cybercab's entry plan into China this time, but the industry has long considered it as one of the most powerful competitors in the future domestic Robotaxi market.

cls.cnOct 11 02:22 ET

Hurricane Milton poses a direct threat: electric cars become a source of fire risk.

Florida officials warn that electric cars flooded by floods carry the risk of causing fires, 'because once these batteries catch fire, they cannot be extinguished.' The state fire department confirmed that Hurricane Helene, which hit earlier, caused 48 lithium-ion battery fires, 11 of which were related to electric cars.

wallstreetcnOct 10 15:18 ET

Toyota's director general warns: Transitioning to pure electric vehicles will lead to a large number of Japanese people losing their jobs.

1. Akio Toyoda said that if electric vehicles simply become the only option, including for our suppliers, those people will lose their jobs; 2. Akio Toyoda pointed out that the market share of pure electric vehicles will reach a maximum of 30%, with the rest being occupied by hybrid vehicles, hydrogen fuel cell vehicles, and rbob gasoline vehicles.

cls.cnOct 10 07:27 ET