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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.
Deepening the "binding" Fulin Precision's cooperation with Contemporary Amperex Technology extends to Siasun Robot&Automation | Quick reading of the announcement
① Contemporary Amperex Technology will invest 0.4 billion yuan to subscribe for shares in Fulin Precision's subsidiary; ② Fulin Precision and Contemporary Amperex Technology are deepening their partnership, extending cooperation from lithium iron phosphate to Asia Vets.
This week, 13 more companies were added! Gree Electric Appliances, Inc.of Zhuhai and several other stocks revealed plans for shareholding and repurchase loans, a list of related A-shares is provided.
According to incomplete statistics from the Financial Association, 13 A-share listed companies announced the disclosure of shareholding related to repurchase and refinancing this week (see attached table); Gree Electric Appliances, Inc. of Zhuhai shareholder, Ocean Connect, receives the highest specific loan amount, which does not exceed 1.47 billion yuan.
South Chip Technology plans to change the initial public offering testing center fundraising project, increasing the total investment by 4.67 times.
① Nanxin Technology announced that it intends to change the initial public offering investment project for the construction of the testing center. Specifically, the total investment has increased to 1.443 billion yuan, the construction period has been extended to 9 years, and the construction site has been adjusted to Jiaxing, Zhejiang; ② Nanxin Technology stated that the revised chip testing project will provide foundational support for the company's future key product layout and assist in the development of high-performance chip products.
Humanoid robots collaborate to create new tricks! Collective intelligence has become a new trend in development, opening up prospects for industrial scenario applications.
① The official WeChat account of UBTECH released a video, showcasing the Walker S series robots in a collaborative training at the ZEEKR 5G smart factory. ② This collaborative training was completed using the collective brain network Software architecture and humanoid intelligent network integration hub. ③ Brokerages believe that the iteration on the Software side is key to continuously enhancing the product strength of humanoid robots.
The first annual report on computing power chips of the year has been released! Haiguang Information's 2024 revenue is expected to increase by over 50%, significantly increasing inventory four times to ensure supply.
① Haiguang Information released its 2024 financial report, with revenue of 9.152 billion yuan, a 52.40% increase compared to the same period last year, and a year-on-year increase of 52.87% in Net income attributable to the parent company; ② Haiguang Information stated that the industrial ecosystem of its high-end processor products is continually expanding, with increased applications in various Industries and the emerging AI large model industry, leading to a 405.09% year-on-year increase in inventory value by the end of 2024.