The Concept of the Ningde Era
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Sodium-electric and semi-solid, half flame and half seawater | Jianzhi Research
Thanks to the new energy autos achieving a record high in delivery, the production, sales and installation volume of power batteries also hit a new high in June this year in all dimensions.
In 2019, the head brokerage's secretary was appointed as the "older insurance agent".
China Securities Co., Ltd., a leading brokerage firm, recently announced an important personnel change. The company's board of directors has approved the appointment of Liu Naisheng as the company's board secretary, and Wang Guangxue will no longer hold this position. Liu Naisheng is a veteran investment banker and the first generation of securities salespeople in China. He has led successful underwriting projects for numerous companies and is best known for overseeing the IPO projects for Contemporary Amperex Technology and the representative Beijing-Shanghai High Speed Railway. As a seasoned securities industry veteran, Liu Naisheng's appointment as board secretary after seven years of serving as a senior executive (executive committee member) at China Securities Co., Ltd. is certainly worth following in terms of his future contributions. According to publicly available information about skilled post-70s workers, Liu Naisheng belongs to the post-70s generation of securities professionals.
"Ningwang" targets the new trillion-dollar track.
Looking for growth opportunities.
90,000, the last defense line of lithium prices? | Jianzhi Research
Has this round of liquidation just begun?
Contemporary Amperex Technology, which does not make cars, is crazy about investing in car companies | Jianzhi Research.
Contemporary Amperex Technology, which has repeatedly publicly announced that it will not produce autos, is increasing its investment in auto manufacturers. Recently, Zhiji Auto, a subsidiary of SAIC, welcomed a new round of financing. The new shareholders not only include the five largest banks' investment companies such as ICBC and Agricultural Bank of China, Shanghai State-owned Assets Supervision and Administration Commission and other top institutions, but also the leading power battery company Contemporary Amperex Technology participated in this capital increase. Since 2018, Contemporary Amperex Technology has invested in 9 new energy auto companies. What impact will the continuing expansion of this "friends circle" have on Contemporary Amperex Technology and related electric vehicle institutions? 1. Contemporary Amperex Technology has invested in nearly 10 new energy vehicle institutions. Now, coupled with Zhiji Auto, Contemporary Amperex Technology has
Is the “top automotive company” about to fall from its throne?
After 18 years of being the leader of domestic auto companies, SAIC Motor Corporation's throne is about to be challenged. Recently, the sales figures for May have been released by automakers, with SAIC Motor Corporation holding the top spot with wholesale sales of 332,000 vehicles. However, the challengers are already at the doorstep, with BYD Company Limited following closely behind with a slight gap (330,500 vehicles). This new energy 'tyrant' is still attacking fiercely, and institutions predict that it is likely to surpass SAIC Motor Corporation in many aspects in the second quarter. A new king is about to be born, and the history of the domestic auto industry dominated by joint ventures will be rewritten, leaving little room for SAIC to retreat. However, SAIC Motor Corporation is not willing to accept this. Since last year, this top automaker has been hitting the accelerator.
Rbob gasoline supercar launches counterattack.
Author: Chai Xuchen Editor: Zhou Zhiyu. Faced with the trend of new energy electrification and the loss of market share under the price war, joint venture car companies have “renewed” their famous “miracle cars” and tried to make a strong counterattack. On May 30th, SAIC Volkswagen launched the Tiguan L Pro, which has been preheated for nearly two months. The event also invited responsible persons from DJI Car, Tencent Travel, and Iflytek Co., Ltd to demonstrate their strength in intelligent driving and cabin. As the “meritorious model” of SAIC Volkswagen, the Tiguan has been almost a representative of Volkswagen SUVs in the past 15 years.
When it was first covered, did Goldman Sachs think it could increase by another 50% during the Ningde era?
Goldman Sachs is optimistic about the technological advantages and profitability of the Ningde era, and gives a purchase rating and a target price of 304 yuan. The average annual EPS growth rate in the 2024-2030 era is 26%, of which 21% comes from sales growth and 1% from unit gross profit expansion.
The Great Wall Acceleration Volume is “intelligent”
A bright sword.
Great Wall Motor sets a small goal of “going overseas”
Impacting millions of overseas sales.
“MPV Brother” joins the new energy battle
Reclaim lost ground.
Lei Jun stirs up a wave of live broadcasts from big guys
Catfish.
“Baoding Cheshen” has also started a live broadcast
No more low-key.
Lithium prices plummeted, falling out of 19% profit growth in the Ningde era | Insight Research
Q1 In the Ningde era, revenue declined, but profit increased
SAIC has solved India's dilemma
Author | Zhou Zhiyu The Indian market is a popular place for global car companies to invest and build factories, but very few can stand firm in the local market. SAIC Motor Group, on the other hand, wanted to eat this tempting piece of “cake.” SAIC Motor Group announced on April 7 that it has received 26.5 billion rupees of equity transfer payments from Indian steel giant JSW Group. This means that its cooperation in introducing local investors in India has been implemented, and SAIC Motor can also make a net profit of at least 5 billion yuan through transactions. As cooperation was further implemented, SAIC Motor did not lose control of its Indian subsidiary. SAIC has cleverly adopted voting rights arrangements to maintain itself and is still the largest of MG India
Great Wall Motor Achieves New Sales Record as New Energy and Overseas Sales Surge
Zoomlion Heavy Industry Science and Technology Reports FY Results
Great Wall Motor needs major changes
Actively seek change.
Nio Aims for Longer-life EV Batteries Through Tech Partnership With CATL
Nio (NYSE:NIO) inked a framework agreement with Contemporary Amperex Technology Co. to carry out innovation in the research and development of long-life batteries according to the needs of the electric vehicle maker's power swap.
Domestic market share returned to 50% during the Ningde era | Insight Research
The flames of the NEV price war have already burned into the power battery market. In February of this year, some second- and third-tier power battery manufacturers, such as Gateway Power, were still in a state of shutdown and production. Combined with holiday disturbances, the recovery of the power battery market was slightly slow. In February, power battery production reached 43.6 GWh, down 33.1% from month to month, down 3.6% year on year; sales volume was 37.4 GWh, down 10.1% year on year, down 34.6% month on month; installed capacity reached 18 GWh, down 18.1% year on year and 44.4% month on month. Overall, the power battery market sentiment did not perform well in February