Europeans are anxious! The EU proposes to "loosen" the domestic auto companies' emissions regulations, and the auto stocks have risen in response.
The European Commission will propose to amend the penalty scheme for Auto Manufacturers that fail to meet the 2025 carbon dioxide emission targets for cars and trucks, allowing them to reach emission-based targets within three years. European stock markets responded by rising, with the auto Sector performing particularly well, and the Auto stock Index expanding its gains to 2.3%, while Volkswagen's European shares rose nearly 5%.
Henan Yicheng New Energy lists its subsidiary for sale, with liabilities exceeding 0.2 billion and receivables likely difficult to recover | Quick read announcement
① Henan Yicheng New Energy transferred 100% of its shares in Hengrui. Previously, Pingmei Longji had been "relieved of burden" by the listed company; ② Due to significant losses in the Solar Cells business of Pingmei Longji and other reasons, Henan Yicheng New Energy expects a net loss attributable to the parent company of 0.6 billion to -0.7 billion yuan in 2024.
Apple entering the foldable smartphone market is expected to bring significant incremental Orders to related manufacturers.
Market news indicates that Apple plans to finalize the supply chain for the foldable iPhone by April this year and expects to begin large-scale production of related components in the second half of this year. This phone is expected to be released in the second half of 2026.
Increased revenue but no profit! Jiangsu Cnano Technology Co., Ltd.'s net profit in 2024 decreased by more than 10% year-on-year.
① Jiangsu Cnano Technology Co.,Ltd. stated that as the company vigorously expands its overseas customer base, it is expected that product demand will continue to grow with market demand by 2025; ② Looking ahead to future market expectations, Jiangsu Cnano Technology Co.,Ltd. expects that product demand will continue to grow with market demand by 2025.
Recently, the catalysts related to Solid State Battery have been continuously emerging. Analysts claim that Solid State Battery is still undervalued by the market.
① The 2025 China Solid State Battery Technology Innovation and Industrialization Seminar will be held from March 26 to 28, 2025. ② Everbright's Research Reports state that the market has underestimated the support that all-solid state batteries will provide in terms of safety and endurance after the demand surges in humanoid robots and the low-altitude economy.
Goldman Sachs: In the era of intelligent driving, each car in China is equipped with 5 cameras this year, and in 5 years, each car will be equipped with 10 cameras.
Goldman Sachs expects that the vehicle camera shipments in China will reach 0.126 billion by 2025 and increase to 0.343 billion by 2030. In addition to the increase in quantity, Goldman Sachs also anticipates that the trend of intelligent driving will drive upgrades in vehicle camera specifications, with cameras of 8MP (8 million pixels) and above accounting for 14% and 59% of total shipments in 2025 and 2030, respectively.