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Lucky Harvest (002965.SZ): indirectly supplies chongqing sokon industry group stock with power battery structural components, seat frames, asia vets driving components and other products.
On November 18, Gelonghui reported that Lucky Harvest (002965.SZ) stated on the investor relations platform that the company indirectly supplies Chongqing Sokon Industry Group Stock with power battery structural components, seat frames, intelligent driving components, and other products. Specific details cannot be disclosed due to confidentiality agreements.
Carmaker Seres to Pay Out 500 Million Yuan in Dividend For First Three Quarters; Shares Drop 7%
chongqing sokon industry group stock (601127.SH): Plans to distribute a dividend of 3.31 yuan per share for the first three quarters of 2024.
Chongqing Sokon Industry Group Stock (601127.SH) announced the profit distribution plan for the first three quarters of 2024 on November 13. The company plans to distribute cash of 3.31 yuan (including tax) per 10 shares to all shareholders. As of the disclosure date of this announcement, the total share capital of the company is 1,509,782,193 shares. Based on this calculation, the total cash dividend to be distributed is 499,737,905.88 yuan (including tax), accounting for 12.38% of the net income attributable to the shareholders of the listed company in the first three quarters of 2024.
Ningbo Tuopu Group (601689.SH): The company has cooperation with Chongqing Sokon Industry Group Stock and other automotive companies.
gelonhui November 13th: ningbo tuopu group (601689.SH) stated on the investor interaction platform that the company has cooperation with chongqing sokon industry group stock and other car companies.
Cinda Securities: Bullish on the year-end autos' high prosperity continuing, sales growth rate expected to further rise.
Before the end of this round of trade-in policies, coupled with the peak season for year-end auto consumption, various car manufacturers have increased supply of new cars in the second half of the year, bullish on the continuation of high auto prosperity at the end of the year, and the expected further upward trend in auto sales growth will bring about excess returns in the auto sector.
Seres' Two Subsidiaries to Merge
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SoundOfMusic : Huawei is behind Xpeng in smartification, so they are asking for help from third parties. The smart thing to do is to license the smartification technologies from Xpeng, who owns the full stack. Make Xpeng the China champion in smart driving to compete with Tesla. Reinventing the smartification wheel for Huawei is super expensive and misallocation of capital.
Another point is open source smartification is dangerous. Have you seen the supply chain attack by Israel? How can people have confidence to drive a smart car, not exactly knowing where the software is from at 120km/hr? Xpeng owns the full stack to do L4+ in two years time.
bullrider_21 OP SoundOfMusic : Quite a few EV makers are using Huawei's smart driving system.
SoundOfMusic bullrider_21 OP : Could you please give me a list. I would like to learn. Thanks.
bullrider_21 OP SoundOfMusic : The Huawei brands, Aito, Avatr, Luxeed and Stelato, use Huawei’s ADS. BYD Feng Cheng Bao's SUV is also using.