399370 CNI 1000 Growth Index
- 4014.47
- +15.05+0.38%
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.
Another joint venture RBOB Gasoline vehicle has sparked a wave of Asia Vets.
"Oil and electricity are equally wise."
China Academy of Information and Communications Technology has initiated the development of technical standards for multimodal Asia Vets, marking the explosive year of AI agents.
① To further accelerate the empowerment of industries by Asia Vets and promote the high-quality development of multimodal Asia Vets, the China Academy of Information and Communications Technology has officially launched the preparation of technical specifications for multimodal Asia Vets. ② Industrial giants are focusing on AI Agents, marking the explosive growth year for AI Agents.
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.
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.
The integration of the Semiconductors equipment Industry is accelerating again! NAURA Technology Group plans to take control of Kingsemi Co., Ltd. | Quick Announcement
① NAURA Technology Group plans to acquire a 9.49% shareholding in Kingsemi Co., Ltd., and will continue to increase its shareholding in Kingsemi Co., Ltd. to gain control; ② A week ago, the actual controller of NAURA Technology Group, Electronic Control from Peking, announced plans to purchase the control of Aicelife; ③ Industry insiders indicate that mergers and acquisitions in the domestic Semiconductors field are highly active, and the integration of the Industry Chain optimizes resource allocation while also promoting the development of new technologies and accelerating breakthroughs in choke points.
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 >>
Star Evening News | NAURA Technology Group plans to acquire 9.49% of Kingsemi Co., Ltd.'s shares. Jiangsu Jingyuan Environmental Protection Co.,Ltd. states that the proportion of Cloud Computing related Business is relatively small.
Today's Star evening report mainly includes: ByteDance responds to the rumor of "placing an order of 1 billion yuan with Cambricon": the news is false; Xinke Mobile: Deputy General Manager Sun Shaohui resigns due to job changes; Shen Keda: The concerted action agreement of the actual controller will not be renewed upon expiration.
Breaking news! NAURA Technology Group plans to acquire 9.49% of shares in this Semiconductors company | Summary of post-market announcements.
Victory Giant Technology: In the first quarter of 2025, net income is expected to increase by 272%-368% year-on-year.
In February, the auto market welcomed a "small spring": the sales of 12 listed in Hong Kong and A-share companies all saw year-on-year growth.
① The data from the Passenger Vehicle Association on March 10 shows that retail sales of passenger vehicles in February reached 1.386 million units, a year-on-year increase of 26.0%; the cumulative retail sales for January and February this year reached 3.179 million units, a year-on-year increase of 1.2%. ② According to statistics from financial reporters, the sales of 12 A/H listed auto companies in February all achieved year-on-year growth. Among them, BYD, Xpeng Motors, LEAPMOTOR, and BAIC BluePark New Energy Technology achieved multiple growth.
The beverage giant Dongpeng Beverage with a market cap of 100 billion is going for an IPO again. Last year, the company's performance grew by more than 60% year-on-year | Read the announcement.
① Dongpeng Beverage plans to issue H Shares and list on the Main Board of the Hong Kong Stock Exchange. ② The revenue proportion of Dongpeng Beverage's "home base" in the Guangdong region for 2024 has decreased compared to the previous year, but it is still the region with the highest revenue share. ③ Dongpeng Beverage hopes to further expand into overseas markets through its listing in Hong Kong, with Southeast Asia being a key focus market.
Another move! Wuxi Autowell Technology Co., Ltd. intends to acquire part of the equity of Weiyintech for 18.76 million yuan and will gain its controlling interest.
① In addition to reducing related transactions, Wuxi Autowell Technology Co., Ltd. may want to shift from a single equipment purchaser to demand for an "equipment + Software" overall solution; ② This acquisition is not Wuxi Autowell's first attempt at cross-border endeavors, as the company is taking multiple measures to hedge against risks in the Industry downturn cycle. Industry insiders mentioned the acquisition of controlling interest for less than 20 million yuan in one go, if Software and hardware synergy proves effective, it could open up a second growth curve; if it fails, the losses are manageable.
Star evening news | Zhongke Tongda plans to purchase equity in StarHub Beihai, National Silicon Industry Group plans to buy minority equity in its subsidiary.
① Shareholders of Aike Cyber plan to reduce their shareholding by no more than 2% of the company's shares; ② The application review status of Hanbang Technology for listing on the Star has been updated; ③ The issuance of shares and payment in cash for acquiring assets by Xinxiangwei is currently in progress.
Unleashing the killer move in the small and medium-sized panel market | Exclusive interview with TCL Huaxing's Zhou Mingzhong.
Printed OLED and eye-protecting screen.
AH Stocks opened lower, the Hang Seng Tech Index fell over 2%, BYD shares dropped over 7%, and Mixue Group rose over 4%.
More news, continuously updating.
BYD and DJI collaborated on a significant project.
The world's first.
Europeans are anxious! The EU proposes to "loosen" the domestic auto companies' emissions regulations, and the auto stocks have risen in response.
The European Commission will propose to amend the penalty scheme for Auto Manufacturers that fail to meet the 2025 carbon dioxide emission targets for cars and trucks, allowing them to reach emission-based targets within three years. European stock markets responded by rising, with the auto Sector performing particularly well, and the Auto stock Index expanding its gains to 2.3%, while Volkswagen's European shares rose nearly 5%.
Weather vane? On the eve of the full market entry of distributed photovoltaics, Trina Solar Co., Ltd. is steering Trina Wealth jointly with its first and second generations.
① Trina Solar ranks in the top two of the market, and its development adjustments are seen as a barometer for the distributed photovoltaic market; ② Analysts believe that under the new policy environment of market-oriented Trade in Electrical Utilities, it is necessary to integrate and coordinate the scenarios of distributed photovoltaic, customer-oriented electrical Trade, financial solutions, and Operation and maintenance solutions.
Two Sessions Time | National People's Congress Representative, Lu Qingguo from Chenguang Biotech Group: Improve the quality standards of Chinese Patent Medicine, regulate the centralized procurement model for Traditional Chinese Medicine, and optimize the
① Lu Qingguo, Director of Chenguang Biotech Group and a representative of the National People's Congress, focused on several recommendations at this year's Two Sessions, including optimizing the procurement mechanism for Traditional Chinese Medicine, enhancing the quality standards for Chinese Patent Medicine, and standardizing the Traditional Chinese Medicine granule industry; ② In addition to recommendations related to the Traditional Chinese Medicine industry, Lu Qingguo prepared several suggestions on rural social retirement insurance, rural medical insurance, and increasing support for companies sanctioned by the United States.
Peking promotes the large-scale deployment of 10,000 embodied Siasun Robot&Automation, with policy support accelerating industry development.
The "Peking Embodied Asia Vets Technology Innovation and Industry Cultivation Action Plan (2025-2027)" was officially released in Peking. The "Action Plan" states that by 2027, efforts will aim to implement the large-scale deployment of ten thousand embodied Siasun Robot&Automation units and cultivate a trillion-level industrial cluster.