JD.com's domestic mobile phone sales have increased by 200% month-on-month, and mobile phone supply chain manufacturers are expected to release performance elasticity.
According to media reports, as of January 20th at 12:00, the national subsidy activities in Peking, Hubei, Jiangsu, Zhejiang, and Shaanxi are fully launched on JD.com, and activities in other provinces and cities are also being rolled out. Among the provinces and cities where the national subsidy is launched, smartphone sales have increased by 200% month-on-month, and tablet sales have increased by 300%.
[Data Watch] Renowned capital with over 100 million yuan aggressively invests in Shenzhen Woer Heat-shrinkable Material, with Zhejiang XCC Group being jointly bought by two Algo seats.
① The Copper cable high-speed connection concept stock Shenzhen Woer Heat-shrinkable Material received a Buy of 0.125 billion from the Dalian Huanghe Road office of Galaxy Securities. ② The Robot Concept stock Zhejiang XCC Group received a total Buy of over 0.2 billion from two Algo seats.
BYD's overseas strategy: Brazil is a top priority, ASEAN is the present, Europe is the future.
Morgan Stanley stated that exports remain a key pillar for BYD to achieve sales growth in 2025, until its overseas production bases are fully operational. Amid escalating geopolitical tensions in other regions, ASEAN and the Americas will become major sales markets for BYD.
Cailian Press Autos Morning Report [January 16]
① The Ministry of Commerce: This week, detailed implementation rules for new purchase subsidies for mobile phones and other digital products will be issued successively; ② Guangdong: The production of New energy Fund vehicles will grow by 43% in 2024, accounting for a quarter of the national total; ③ Chongqing Changan Automobile: It will enter the Europe market in 2025;
Another AI model from the industry leader will be officially released, and domestic large models are expected to rise quickly.
① Iflytek Co.,ltd.'s Xunfei Spark deep reasoning model X1 is planned to be officially released on January 15. Previously, the company has released the Xunfei Spark large model V4.0, the Xunfei Spark large model 4.0 Turbo, and other large models. ② Dongguan Securities stated that as domestic companies such as Byte, Huanfang, and Xiaomi actively lay out in the AI field, domestic large models are expected to rise rapidly.
The Fourth Global Autonomous Driving Summit opened today, accelerating the implementation of high-level autonomous driving.
On January 14, the Fourth Global Autonomous Driving Summit will officially commence at the Beijing Centergate Technologies National Independent Innovation Demonstration Zone Exhibition Trade Center - Conference Center. Li Liang from Guoxin Securities stated that with the continuous release of several mandatory and recommended national standards in the Asia Vets connected vehicle sector, the commercialization of high-level autonomous driving will accelerate.
bullrider_21 OP : BYD will delve into making humanoid robots.