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.

wallstreetcn2minutes ago

Cailian Press C50 wind direction Index survey: In March, the capital situation may marginally ease, and the market has an optimistic expectation of a reserve requirement ratio reduction.

① The market has certain expectations for a marginal easing of the funding situation in March; ② If there are no cuts in the reserve requirement ratio or the central bank resumes buying and selling government bonds, the probability of significantly lower funding rates is not high; ③ The combination of low prices and tariff disruptions increases the necessity and urgency for interest rate cuts and reserve requirement ratio reductions.

cls.cn21:10 ET

Founder Securities: The attractiveness of Assets in China is expected to continue to improve. In the short-term spring market, it is recommended to pay attention to the opportunity for value growth rebalancing.

Fangzheng Securities released a Research Report stating that overall, the attractiveness of Assets in China is expected to continue improving, which will drive the A-share market to move forward positively.

Zhitong Finance18:45 ET

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.

cls.cnMar 10 11:56 ET

Another overseas L in the month, Beijing Easpring Material Technology signed a long-term supply agreement worth 14 billion yuan with LGES | Quick Read Announcement.

① Beijing Easpring Material Technology has signed another overseas L, a long-term supply agreement worth 14 billion yuan with LGES; ② Last Monday, the company announced a framework supply agreement of 0.017 million tons for lithium battery cathode material with "old friend" SK On.

cls.cnMar 10 11:55 ET

It is indeed a "policy year" for Siasun Robot&Automation! Guangdong plans to promote industrial innovation and development in 12 areas.

① Recently, policies on embodied intelligent robots have significantly gained momentum: the government work report mentioned embodied intelligence for the first time, and relevant policies have been introduced in Shenzhen, Peking, and other places. ② Brokerages point out that 2025 will be the policy year for humanoid robots in China, and local governments are expected to become the main purchasers and driving forces in the humanoid robot industry. ③ In A-shares, related companies in the Industry Chain of robots from Guangdong, Shanghai, Jiangsu, Anhui, Chongqing, and Peking include these >>

cls.cnMar 10 09:24 ET