The Concept of the Ningde Era (BK0398) Stock Forum and Discussion

The Concept of the Ningde Era

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Market Closed Dec 27 15:00 CST

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bullrider_21

Dec 19 10:20

Is spring coming for the New energy Fund battery swap market? CATL: One-third of the market is held, Nio: 20% of battery swap stations have reached the break-even point.

$NIO Inc (NIO.US)$
On Dec 19, the Financial News reported (Reporter Xu Hao) that in one day, the two major leaders in the New Energy Vehicle battery swap market sent signals to the outside world that they would 'carry out battery swapping to the end', seemingly indicating that this energy replenishment model, which has been questi...

Earnings flood from China's stocks: Is a turnaround on the horizon?

Jessica Amir

Dec 18 23:16

Columns Investing in Tesla's battery maker, CATL, the world's biggest and fastest battery maker, is about to get a lot easier. It's a win for the EV industry.

CATL plans to list in HK and raise $5 billion. It will mark the biggest HK listing since 2021.
Who is CATL and why is this such a big deal? Well CATL has the world's fastest batteries, charging in under 5 minutes. Tesla is its biggest customer, accounting for 13% of its revenue, Alfa Romeo, Fiat, Jeep owner-Stellantis is its second-biggest customer...

Tesla retraces: Profit-taking or opportunity to buy more?

Spinee

Dec 18 21:32

SOURCE: CHINESE EV BATTERY GIANT CATL CONSIDERS HONG KONG LISTING TO RAISE AT LEAST $5 BILLION.

This is BIG news for $HKEX (00388.HK)$ and will be another feather on its cap. The undisputed leader in EV batteries will hopefully get an IPO in the city.
$Contemporary Amperex Technology (300750.SZ)$ $BYD COMPANY (01211.HK)$ $BYD Company Limited (002594.SZ)$ $XPeng (XPEV.US)$ $XPENG-W (09868.HK)$ $NIO Inc (NIO.US)$ $NIO Inc. USD OV (NIO.SG)$ $NIO-SW (09866.HK)$ $Tesla (TSLA.US)$

Spinee

Dec 4 04:10

How BYD Blocked Onvo’s Production Ramp-up in China

Am I reading this right? So, $NIO-SW (09866.HK)$ gets held up due to $BYD COMPANY (01211.HK)$ battery supply issues, which it might have been able to anticipate earlier. For December, $Contemporary Amperex Technology (300750.SZ)$ will supply 6k to 8k per month. How is Onvo going to reach its 10k goal without once again purchasing from BYD to make up the difference in battery supply? If it does, how can it guarantee it won't face similar supply issues? Or have t...

Trytosaveabit

Dec 3 07:45

Update

$Uxin (UXIN.US)$ Benzinga· 1 min ago
Uxin Announces Collaboration With Contemporary Amperex Technology Co., Limited To Promote Adoption And Development Of Battery Swapping Models In The Used Car Market

bullrider_21

Nov 27 22:04

China to have 100,000 eVTOLs serving families and travelers by 2030, industry body says

$XPeng (XPEV.US)$
An industry body has given its predictions for China's electric vertical takeoff and landing (eVTOL) industry, as the low-altitude economy becomes a widely discussed topic this year.
By 2030, China could have 100,000 eVTOLs in households or as air cabs, the China Low Altitude Economic Alliance said in a report released today at the inaugural Global Low Altitude Economy Forum annual conference....

Earnings flood from China's stocks: Is a turnaround on the horizon?

JimLuo : Very bullish on the eVTOL track, china has a complete supply chain, as well as the BeiDou system, combined with china's own geographical features (many mountains and hills, lakes), in the next three years, eVTOL will definitely produce a "BYD" level giant.

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73162089 : The number is too small for such a bit country.

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bullrider_21 OP JimLuo : Ehang is the leader in China now.

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Wave_Rider bullrider_21 OP : I wouldn’t consider it a leader yet.
Xpeng would have much more potential then Ehang. If you check EHang’s videos, they still manually assemble their products. Xpeng on the other hand already has expertise/experience in manufacture automation in large scale. Xpeng also has more experience in AI. Its eVTOL even has parachute which makes it safer. You can see it from one of their recent test videos.
In general, the competition will be intense in this field within the Chinese market (similar to EV). China has more than one Joby and Archers companies from both private and government sectors(if you search eVTOL companies and products from China). Not to mention DJI, if they ever decide to join the game.

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73993739 : The domestic economy is seriously declining. Even with the government subsidizing ticket prices, how big is the market cake for low-altitude economy? The government is willing, but the people are powerless. Factors such as the opening of routes, ticket prices, battery storage, passenger quality, weather, rescue, etc. Personally, I think the economic value of low-altitude economy is unclear at present, but it is definitely a developing trend. It is advisable to open a position near 11-12 for EH investments at low levels, just to support domestic conscientious companies.

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Bull X Bear

Nov 12 08:03

Powering the Future: Raw Materials Driving Technological Innovation

The raw materials required for technology advancement depend on both current mature technologies and emerging technologies. These materials are integral to the production of semiconductors, electronics, renewable energy systems, and other high-tech components. Some materials are already well-established in industrial use, while others are critical for technologies in their nascent stages.
Raw Materials for Current Mature Technol...

Post-election first test flight: How to position for 'Elon Musk' concept stocks?

bullrider_21

Nov 8 19:47

MG4 Dethrones Tesla, Tops Australian Sales Charts

$Tesla (TSLA.US)$
Chinese electric vehicles are proving popular outside the local market and are gaining ground not only in Europe but also in Australia. The MG4 became the country's best-selling EV in Oct. With nearly 1,500 units sold last month, the MG4 dethroned the Tesla Model Y, which managed just over 1,000 sales (down from nearly 1,500 a month before).
In third place came the Model 3 with 422 sales, followed by the BYD Atto3 with 330 sales a...

Tesla snatched biggest gain in 11 years: How long will the rally last?

Spinee

Oct 28 22:03

CATL launches Freevoy battery for hybrid cars that can offer over 400 km range

This new battery could help propel NEV penetration in China to 90% or more. It allows hybrid vehicles to offer 400km driving range and fast-charging that gives 280kms range on a 10-minute charge. Range-anxious consumers will have very little reason not to try out NEVs. $LI AUTO-W (02015.HK)$ and $GEELY AUTO (00175.HK)$ have already signed up to use this new battery.
$Contemporary Amperex Technology (300750.SZ)$ $BYD COMPANY (01211.HK)$ $BYD Company Limited (002594.SZ)$ $XPENG-W (09868.HK)$ $XPeng (XPEV.US)$ $NIO Inc (NIO.US)$ $NIO Inc. USD OV (NIO.SG)$ $NIO-SW (09866.HK)$

TWP PaPa

Oct 15 04:12

blogger think which EV can still survive the next 10 years.

Tesla's "Cybercab" global debut sends stock falling

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