Decrease in revenue but increase in profits! Contemporary Amperex Technology will generate over 50 billion in 2024|Interpretations
① In 2024, Contemporary Amperex Technology's performance will see a decrease in revenue but an increase in profit, with a Net income reaching 50.7 billion yuan; ② The Battery Business remains the largest source of revenue for Contemporary Amperex Technology; ③ The inventory impairment reserve of Contemporary Amperex Technology has significantly increased compared to the previous year.
The "King Ning" is heading towards a new battlefield.
Reconstruct the Global Industry Chain.
New Phase Micro plans to acquire 100% equity of AiXieSheng Technology. The target company's revenue is expected to exceed 1.2 billion yuan in 2024. Shenzhen Yitoa Intelligent Control had previously intended to make an acquisition.
① New Xiangwei plans to acquire 100% equity of Shenzhen Ai Xie Sheng Technology Co., Ltd. through the issuance of shares, convertible bonds, and cash payment; ② New Xiangwei will form a positive synergistic and complementary relationship with the symbol company in product categories, Technology research and development, customer resources and sales channels, and supply chain integration.
Track Hyper | Zhejiang Sanhua Intelligent Controls: Tesla "T-chain" Bright Card.
Similar to Ningbo Tuopu Group, but there are risks.
Another automotive parts company has entered the field of embodied intelligence, with Hang Zhou Radical Energy-Saving Technology establishing a wholly-owned subsidiary for Siasun Robot&Automation.
① After car companies began to "build robots," the auto parts industry also started to focus on embodied intelligence; ② After announcing the acquisition of the precision transmission company Chengzhan Precision, Hang Zhou Radical Energy-Saving Technology established a wholly-owned subsidiary for robots; ③ Recently, auto parts companies such as Fulin Precision and Anhui Zhongding Sealing Parts have also announced their entry into the robot sector.
EHang's eVTOL delivery volume increased more than three times in 2024, and the low-altitude economy is entering a fast track of development.
On March 12, EHang disclosed its financial performance report. EHang achieved sales and deliveries of 216 eVTOLs in fiscal year 2024, more than tripling compared to 2023, helping the company reach a historic high in total annual revenue. Tianfeng Securities analyst Wu Li pointed out that various regions across the country are introducing policy measures to support the development of the low-altitude economy.