As the Spring Festival holiday approaches, the tourism Industry is expected to pick up, and these Concept stocks are frequently being investigated.
The Spring Festival holiday is from January 28 to February 4, 2025, totaling 8 days.
The Volcano Engine creates an AI voice toy, which may become one of the first applications of AI Hardware.
① It is understood that Volcano Engine has collaborated with Shanghai Fortune Techgroup to create AI voice toys, with its Wi-Fi module provided by Bestechnic (Shanghai) Co., Ltd. Tuya Inc. also participated in providing relevant modules and integration platforms. ② GF SEC analyst pointed out that the AI toy sector combines Education and companionship attributes, representing a real demand direction for AI Hardware, and is Bullish about the market potential for AI toys.
Is spring coming for the New energy Fund battery swap market? Zeng Yuqun: One-third of the market is held, Li Bin: 20% of battery swap stations have reached the break-even point.
① NIO's battery swapping station | The G25 Changshen Expressway Hongze Lake service area is online, and the battery swapping network of the G25 Changshen Expressway Jin-Guangdong section is officially connected. ② According to the plan of Contemporary Amperex Technology, 1,000 chocolate battery swapping stations will be built by 2025, and the company will also expand into Hong Kong and Macau.
Sungrow Power Supply's Director has "settled" in Hefei Taihe Intelligent Technology Group. The new management team stated that they will strengthen technical collaboration in the future | Focus on the Shareholders' Meeting.
① Sungrow Power Supply is valued at 19 billion and has acquired Hefei Taihe Intelligent Technology Group, with the latter's actual controller changing to Cao Renxian; ② The Board of Directors of Hefei Taihe Intelligent Technology Group has four non-independent directors, three of whom were nominated by the New energy Fund. The new management has stated that they will consider technical synergies between the two in the future.
The "Ning Wang" proposed a blueprint for ten thousand battery swapping stations.
Looking for more possibilities.
“Battery swapping, home charging, and public charging will share the market.” Zeng Yuqun officially announced Contemporary Amperex Technology's battery swapping strategy, planning to build 1,000 battery swapping stations next year.
① Zeng Yuqun personally announced that Contemporary Amperex Technology would increase its layout for battery swapping; two types of standard battery packs were released, named 20# and 25#; ② Zeng Yuqun stated, "We determine that by 2030, battery swapping, home charging, and public charging will each take a third of the market"; ③ Contemporary Amperex Technology plans to build 1,000 chocolate battery swapping stations by 2025.