Not just a simple "split": The multifaceted considerations behind the sale of WUXI APPTEC's CGT Business.
In an era where Globalization and protectionism coexist, the rapid iteration of cutting-edge technologies, alongside multiple constraints from policies and capital, poses unprecedented challenges for pharmaceutical innovation companies.
December electric vehicle report card: BYD monthly sales of 0.515 million vehicles, "Weilai, Xiaopeng, and Ideal" all reach new highs.
On January 1, 2025, mainstream Electric Vehicle brands in China delivered impressive results for December. Among them, BYD led the market with a monthly sales volume of 514,800 units; Li Auto delivered 58,500 units, reaching a historical high; Xpeng delivered 36,700 units, breaking records for four consecutive months; NIO exceeded a monthly delivery volume of 30,000 units for the first time. In December, Leapmotor delivered 42,517 units, achieving a historical high for seven consecutive months; ZEEKR delivered 27,190 units, with a year-on-year growth of 102%, announcing a target of 320,000 units for 2025. BYD's sales of Electric Vehicles in December exceeded 510,000 units, setting a new record.
The secondary listing of Hong Kong stocks has signaled the start of the "second wave of growth" by Ning Wang.
Morgan Stanley believes that Contemporary Amperex Technology's second listing in Hong Kong may raise between 6.8 to 7.7 billion US dollars. This funding will support its global capacity expansion, battery swap station construction, and Solid State Battery layout, initiating a second wave of growth.
The day after tomorrow, trading resumes. Tianjin Realty Development plans to transform into the Energy industry through asset replacement | Quick announcement.
① Tianjin Realty Development has disclosed a significant asset restructuring plan, and the company's stocks will resume trading from tomorrow; ② Recently, there have been continuous cases of mergers and reorganizations in the A-share market.
Pang Donglai has been elevated to the "altar".
However, apprentices find it difficult to replicate.
Ningbo Ronbay New Energy Technology: It is expected that the scale-up of sodium batteries will be implemented next year and cooperation is being promoted with downstream humanoid robot clients | Direct report on the Earnings Conference.
① Manganese iron lithium products have obtained demand for thousands of Autos orders from leading power battery companies; recently signed a bulk purchase agreement for Cathode Material with Sodium-ion Batteries companies, and large-scale implementation is expected next year; ② The second phase of production capacity at the South Korea plant is undergoing debugging work, and production is expected to start in early 2025; the Europe plant is expected to complete its first phase of construction before the end of 2025 and has completed the registration of its North American subsidiary.
bullrider_21 OP : Tesla's Europe sales fell in 2024. Tesla's US sales fell in 2024. Tesla's Australia sales fell in 2024. Only Tesla's China sales are up.
74216494 bullrider_21 OP : And ? NIOs European sales are microscopic, US sales non-existant, Australias sales non-existant, China sales mediocre, compared to newcomers like XIAOMI or ZEEKR. TSLA still makes money; NIO never did.
bullrider_21 OP 74216494 : Comparing Nio and Tesla is like comparing apple and orange.