The Concept of the Ningde Era
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In January, lithium battery companies' production scheduling improved, and the supply-demand relationship is expected to continue to improve after the Spring Festival.
① Recently released data from Shenzhen GaoGong Industry Research Institute indicates that lithium battery companies are expected to adjust their production schedules upwards in January 2025. ② A Research Report from Soochow states that production is expected to rebound rapidly after the Spring Festival, and the supply-demand relationship will continue to improve.
The two major Block Orders in the Democratic Republic of the Congo have increased production, CMOC Group Limited's 2024 Copper and Cobalt output both increased by over fifty percent year-on-year | Quick Announcement.
① Benefiting from the capacity expansion and increased production of the two major Block Orders mines in the Democratic Republic of the Congo, CMOC Group Limited's main mineral product output achieved overall growth last year; ② Among these, the increases in Copper and Cobalt products were particularly notable, with year-on-year growth rates exceeding fifty percent.
The Great Wall's profit responsibility has been upgraded.
The new year begins.
[Market Data Analysis] IF and IM index futures bulls significantly increased their positions, and four Institutions jointly decided to Buy Guangdong Topstar Technology.
① If the Block Orders for the IF index futures increase by more than 5,000 contracts, and the IM contracts increase by more than 3,000 contracts, the increase in quantity is significantly greater than the short positions. ② The Robot Concept stock Guangdong Topstar Technology has been heavily purchased by four Institutions, with a total buying amount reaching 0.173 billion.
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.
Brokerage morning meeting highlights: It is expected that 2025 will be the first year when the Real Estate Industry truly achieves stability and long-term development.
At today's Brokerage morning meeting, CITIC SEC proposed that 2025 will be the year when the Real Estate Industry truly stabilizes and moves forward; Tianfeng stated that industry demand is expected to recover, and the Autos Sector may gradually become optimistic; China Securities Co.,Ltd. pointed out that the current valuation of the Baijiu(Chinese Liquor) Sector remains low overall, highlighting its long-term investment value.
The expectation of rising prices for Anode Material is gradually emerging, and Analysts say that the prices of Lithium Batteries may have already bottomed out.
① According to multiple interviews by the Financial Association reporters, the expectation of price increases in the Anode Material industry is gradually emerging. An Analyst predicts that some models of Anode Material may see slight increases in Q1 next year, with leading companies' processing fees expected to rise by 500 to 1000 yuan/ton in January. ② Citibank Analysts released a research report stating that Lithium Battery prices may have bottomed out and could see slight increases by 2025.
Automakers are accelerating the research and development of their own chips! Great Wall Motor's chip company has established a presence in Nanjing.
① Recently, Great Wall Motor signed a strategic cooperation agreement with Nanjing Jiangbei New Area, and the RISC-V automotive chip design company cultivated by Great Wall Motor, Zijing Semiconductors, established its presence in Nanjing Jiangbei New Area; ② In recent years, domestic car manufacturers, both new forces in vehicle manufacturing and traditional car companies, have been actively engaged in chip research and development.
The number has reached a historical high! So far this year, 17 A-share listed companies have announced special dividend plans, including Contemporary Amperex Technology and Yunnan Baiyao Group.
① According to incomplete Statistics, as of the time of publication, 17 A-share listed companies have announced special dividend plans for 2024 this year (attached table), setting a record high for the year. Among them, the special dividend amounts of Contemporary Amperex Technology, Yunnan Baiyao Group, S.F. Holding, and others exceed 2 billion yuan. ② In addition, listed companies such as Fuhua, Three Squirrels Inc., and Chongqing Qin'an M&E PLC have announced special dividend plans before the Spring Festival.
The largest IPO in Hong Kong stocks in the past three years is coming.
The Global process is accelerating.
With 260 billion on the account! Contemporary Amperex Technology plans to list again in Hong Kong, reiterating its Global Strategy | Quick read announcement.
① Contemporary Amperex Technology plans to issue Overseas Listed in Hong Kong Stocks and apply for listing on the Main Board of the Hong Kong Stock Exchange; ② The company stated that the H shares listing is to further promote "the company's Global Strategy layout and create an international capital operation platform."
The registered capital increased from 10 million to 3 billion! Contemporary Amperex Technology's subsidiary has taken new actions.
① Contemporary Amperex Technology Funing New Energy Co., Ltd. increased its registered capital from 10 million yuan to 3 billion yuan, and the scope of operation has changed from the production and sales of daily Masks (non-medical) to Battery manufacturing and sales; ② Recently, Contemporary Amperex Technology is intensifying its layout across various links of the Lithium Battery Industry Chain; ③ From the perspective of the Industry, the lithium battery sector is expected to continue to recover, with a clear willingness to raise processing fees for lithium iron phosphate.
After building cars, will we create 'humans'? Over ten car companies are laying out plans, has it become a necessary option in the AI era?
① The Chairman of Ideal Automobile, Li Xiang, responded to whether there will be humanoid robots, stating that the probability is definitely 100%, but the timing is not now; ② Apart from Tesla, Chinese brands including BYD, Guangzhou Automobile Group, Chery Automobile, Xiaomi, Chongqing Sokon Industry Group Stock, Xpeng Motors, SAIC Motor, Chongqing Changan Automobile, and Dongfeng Automobile are all involved in the field of humanoid robots.
Zhiji and Avita have recently attracted significant investment, with 'state-owned investors' fully backing New energy Fund automobiles.
① The 9.4 billion yuan financing for Zhiji Autos has continued support from both state-owned investment Institutions and market-oriented investment Institutions. ② From Zhiji Autos in Shanghai to Avita in Chongqing, then to GAC Aion, NIO in Hefei, and Li Auto in Changzhou, the involvement of local state-owned assets reflects the demand for industry drive and regional development. ③ After the conclusion of the Central Economic Work Conference, local governments are actively promoting industrial upgrades, demonstrating their main roles and responsibilities in the transition between new and old drivers of growth.
2024 Year-End Review | Honda and Nissan Merger, Volkswagen "Internal Slimming" Global Car Market Faces Layoffs and Factory Closures Frenzy.
On December 23, Honda Motor and Nissan Motor jointly announced that they have signed a memorandum of understanding regarding a merger, which will officially initiate merger negotiations; Previously, Volkswagen issued a statement that it would reduce more than 0.035 million employees at its German factories by 2030; According to incomplete Statistics by reporters, in just a few months approaching the end of the year, nearly 10 companies in the Global automotive Industry are experiencing painful layoffs or have already made corresponding decisions.
AI empowers multi-field intelligent terminals to drive optical Hardware to usher in a new round of growth.
① According to media reports, the World Display Industry Innovation Development Conference opened in Chengdu, SiChuan. ② Soochow stated that AI empowers intelligent terminals in multiple fields, driving various terminal optical Hardware to start a new round of innovation cycle, opening long-term growth space.
GAC increases investment in the trillion-yuan low-altitude sector.
New curve.
[Data Viewing] Three major first-tier funds join forces to seize Guoguang Electric, while Algo funds fully activate to trade multiple stocks.
① AI glasses Concept stocks Guoguang Electric received Buy from three leading speculative funds, with a total Buy amount exceeding 0.4 billion. ② Algo funds have been highly active recently, today multiple stocks were subject to Algo trading, among which Visual China Group received a Buy of 0.117 billion by the Shanghai branch of CICC while selling over 50 million.
Siasun Robot&Automation + Asia Vets dual drive Lidar market is expected to grow rapidly.
① According to reports, Hesai Technology will launch its latest product at the upcoming CES - a mini high-performance 3D Lidar specifically designed for the robotics and industrial markets. ② Lidar, known as the "eye of the machine," has become an important tool for robots to perceive their environment due to its high precision, wide range, and strong stability, making the robotics Industry a significant growth engine for the Lidar market in the future.
Lithium battery companies face obstacles in going overseas! Shanghai Putailai's investment of 0.1 million tons in Anode Material in Sweden was rejected, and plans to appeal will be proposed | Quick read the announcement.
① Shanghai Putailai New Energy Technology plans to terminate the implementation of the 0.1 million ton Anode Material integrated production base project in Sweden; ② The company cannot fully agree to the conditions proposed by the Swedish Strategic Product Surveillance Authority concerning the company's planned investment project under the Swedish Foreign Direct Investment Law; after unsuccessful negotiations, the investment project was not approved; ③ The company intends to appeal to the Swedish government and will continue to monitor overseas markets, looking for opportunities to establish overseas production capacities.