The "hot battle" of humanoid robots has begun: frequent release of new products. Is the year of mass production really here? | Industry observation
① Siasun Robot&Automation and Zhiyuan Robot both launched new humanoid robots, and related Concept stocks rose in response; ② mass production of humanoid robots still faces challenges, and domestic manufacturers aim to produce thousands of units this year; ③ there are also disputes within the Industry regarding the implementation scenarios.
Another joint venture RBOB Gasoline vehicle has sparked a wave of Asia Vets.
"Oil and electricity are equally wise."
In February, the auto market welcomed a "small spring": the sales of 12 listed in Hong Kong and A-share companies all saw year-on-year growth.
① The data from the Passenger Vehicle Association on March 10 shows that retail sales of passenger vehicles in February reached 1.386 million units, a year-on-year increase of 26.0%; the cumulative retail sales for January and February this year reached 3.179 million units, a year-on-year increase of 1.2%. ② According to statistics from financial reporters, the sales of 12 A/H listed auto companies in February all achieved year-on-year growth. Among them, BYD, Xpeng Motors, LEAPMOTOR, and BAIC BluePark New Energy Technology achieved multiple growth.
Joint venture electric vehicles launch their strongest counterattack.
The elephant turns around.
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.