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.
Dramatic drop of nearly 15%! In the past month, 12 listed companies announced the termination of mergers and acquisitions, with the popular Superconductivity Concept Jiangxi Lianchuang Opto-electronic Science&Technology notably among them.
① This week, four listed companies including Zhongying Technology, Jiangxi Huangshanghuang Group Food, Argus, and Chengdu Qinchuan Iot Technology Co., Ltd. announced the failure of their merger and reorganization, with incomplete Statistics indicating that 12 listed companies have announced the termination of mergers and reorganizations in the past month (see attached table). ② The termination of mergers and reorganizations delivered a heavy blow to many stocks; on the day after the announcement, Shenzhen Yitoa Intelligent Control, Hang Zhou Radical Energy-Saving Technology, and Chengdu Qinchuan Iot Technology Co., Ltd. saw declines of 8.66%, 9.62%, and 14.63% respectively.
GAC increases investment in the trillion-yuan low-altitude sector.
New curve.
The Volcano Engine creates an AI voice toy, which may become one of the first applications of AI Hardware.
① It is understood that Volcano Engine has collaborated with Shanghai Fortune Techgroup to create AI voice toys, with its Wi-Fi module provided by Bestechnic (Shanghai) Co., Ltd. Tuya Inc. also participated in providing relevant modules and integration platforms. ② GF SEC analyst pointed out that the AI toy sector combines Education and companionship attributes, representing a real demand direction for AI Hardware, and is Bullish about the market potential for AI toys.