Two industry leaders are jointly promoting the deployment of Robotaxi. Institutions continue to be bullish on the investment opportunities in autonomous driving.
According to media reports, on November 2, Xiaoma Zhixing and BAIC New Energy held a L4 self-driving car development technology cooperation signing ceremony at BAIC Bluepark. Both parties aim to achieve mass production of fully autonomous Robotaxi vehicles and jointly promote the large-scale implementation of autonomous driving travel services (Robotaxi).
[Market Data] The trading volume of multiple quanshangetf has increased significantly. china greatwall technology group was jointly sold by four institutional investors, with sales exceeding 1.5 billion.
①The brokerage sector saw a significant increase, with the trading volume of several brokerage ETFs soaring, among which the e fund csi hongkong bond investment theme ETF (513090) saw a 149% increase in trading volume compared to yesterday. ②China Greatwall Technology Group faced selling pressure from four institutional investors, with a total sell-off exceeding 1.5 billion, three of which had relatively less presence on the top seatings in the past.
Autel Intelligent Technology Corp.,Ltd.: Increase research and development investment in charger modules, etc., and deliver the overseas business "heart-stabilizing pill" | Direct hit shareholder meeting
①Investors stated that autel intelligent technology corp.,ltd. is stable on the basic foundation of autos testing, but in the new energy fund track, although its performance is growing rapidly, there are relatively greater uncertainties in this track. ②The company's net income for the first three quarters has exceeded the performance evaluation target indicators for 2024. Currently, the company's North American revenue accounts for over 50%, with investors focusing on policy factors and business competitiveness.
Telecommunication servers worth billions are officially released! Lenovo, ZTE, inspur electronic information industry, among others, are shortlisted.
1. Lenovo has won a total of over 1.2 billion large orders in the centralized procurement project of China Telecom's servers (2024-2025). 2. According to the list of winning candidates, the highest bidding prices (including taxes) for each package reached approximately 17.7 billion yuan, with ZTE, sichuan huakun zhenyu, kunlun technology, super fusion, inspur electronic information industry, etc. winning the bids.
Shanghai Friendess Electronic Technology Corporation: Asia Vets Welding Control System has achieved partial batch delivery, with points established in South Korea and overseas sales promoted | Direct hit on earnings conference
①The chairman stated that currently asia vets welding control system is gradually being promoted, and many first and second-tier siasun robot&automation manufacturers and integrators have already adopted the company's solutions, with good feedback. ②The company is enhancing the scale effect of products and optimizing product models, such as simplifying some hardware, and launching more efficient models of products.
It is expected that relevant national authorities will establish a low-altitude economic regulatory bureau.
①The establishment decision has been approved, and the new bureau is currently in preparation; ② The low-altitude economy set up a dedicated bureau, which can better coordinate resources at all levels to promote industrial development.