Recently, 13 companies secured over 56.5 GWh of energy storage orders, with the global battery shipment volume doubling in growth, and energy storage companies are expected to benefit from the development of the large storage market in Europe.

① The year-on-year growth rate of global energy storage battery shipments accelerated from 25% in the first half of 2024 to 68% in the third quarter of 2024; ② HSBC Qianhai Securities has raised its forecasts for global energy storage system installations in 2025 and 2026 from 266GWh and 360GWh to 270GWh and 363GWh, respectively, to reflect that the short-term shipment volume of energy storage batteries is stronger than expected and the demand outlook in the china and Middle East markets has improved.

cls.cnDec 7 03:48 ET

The intensive release of new products represented by the Huawei Mate 70 marks the arrival of the traditional Q4 peak season in the consumer electronics industry.

① According to media reports, Huawei's terminal BG CEO He Gang stated in an interview on the evening of December 4 that the pre-orders for the Huawei Mate70 series have exceeded 6.7 million, and due to high demand, the initial supply is still slightly insufficient. ② Shanxi stated that the fourth quarter, being the peak season for consumer electronics, will see a wave of device replacements and drive inventory stocking in related supply chains.

cls.cnDec 5 19:02 ET

Nvidia strengthens its presence in Southeast Asia: the AI research and development center in Vietnam has been launched, and the state-owned enterprise Viettel has received technical support.

Nvidia accelerates its layout in Southeast Asia, on Thursday Nvidia CEO Jensen Huang announced the establishment of an AI research and development center in Vietnam to promote the development of Vietnam's AI industry by building AI infrastructure, training Vietnamese AI experts, and supporting AI startups. In addition, Nvidia will acquire the AI department of Vietnam's Vingroup. During regular trading hours on Thursday, Nvidia's stock price rose by nearly 1% at most.

wallstreetcnDec 5 14:11 ET

The State-owned Assets Supervision and Administration Commission and the National Development and Reform Commission jointly issued significant venture capital policies, and the equity market is expected to enter a period of development and prosperity.

① The State-owned Assets Supervision and Administration Commission (SASAC) and the National Development and Reform Commission jointly issued policy measures to promote the high-quality development of venture capital funds by central enterprises, supporting these enterprises to initiate and establish venture capital funds, focusing on early-stage, small-scale, long-term investments, and hard technology. ② Citic sec research reports indicate that in the context of the secondary market entering a valuation expansion cycle, with the increasing linkage effect between the primary and secondary markets, the equity market will also move towards a prosperous period of high-quality development.

cls.cnDec 2 19:02 ET

Hefei issued 44 million yuan in consumer vouchers and Ideal launched a zero-interest financial plan. Local governments and car companies are competing for the year-end "consumption wave".

① On November 29, according to the Hefei Municipal Bureau of Commerce, from November 29 to December 8, 2024, new consumer vouchers for autos will be issued in Hefei, totaling 44 million yuan. ② On the same day, Li Auto announced a limited-time 0% interest policy until the end of the year. From now until December 31, users purchasing the Li L-series and Li MEGA can enjoy a minimum down payment financing plan with 0% interest for 3 years.

cls.cnNov 29 00:07 ET

Under the dual pressures of 'price wars' and electrification transformation, this year will see 4,000 4S stores close down. Traditional dealers are 'abandoning' rbob gasoline vehicles and embracing new energy.

① The deputy secretary-general of the China Automobile Dealers Association, Lang Xuehong, recently predicted that the number of 4S stores expected to withdraw from the market this year will reach 4,000. ② In the past year, more than 40 traditional luxury brand dealers have chosen to switch to Nio. ③ Zhongsheng Hldg announced that it has signed a preliminary agreement with Chongqing Sokon Industry Group Stock, and both parties agree to further negotiate on the cooperative distribution of new energy fund.

cls.cnNov 25 21:26 ET