Apple's car-making project failed, directly benefiting BYD Company Limited? It is rumored that they have been secretly collaborating for six years, developing long-range electric vehicle batteries.
According to the media, ten years ago, BYD Company Limited engineers showed Apple executives an early version of blade batteries, planting the seeds of cooperation, and the cooperative research and development laid the foundation for BYD's current vehicle battery technology; Apple does not own any technology currently used in blade batteries; Before cooperating with BYD, Apple had invested millions of dollars in battery pack design and engineering.
Apple's shipment volume reached a historical high for the same period, and the consumer electronics market continues to be promising.
① According to the Canalys Research Report, in the third quarter of 2024, global smartphone shipments increased 5% year-on-year, achieving growth for four consecutive quarters. With a market share of 18%, Apple is in second place. ② According to the Huaan Securities Research Report, all new iPhone products already have hardware capabilities to support Apple Intelligence, and it is expected that implementation will begin one after another.
One word limit up! tianjin jingwei huikai optoelectronic plans to increase its shareholding in Norcmicro to 17%, focusing on investment value or to help related parties "get rid of the rut"? The company responds in this way.
①Tianjin Jingwei Huikai Optoelectronic announced that it plans to acquire the equity of the partnership enterprise held by the 38th partner of Nouxinshi for 0.1203 billion yuan. After the transaction is completed, it will collectively control 17.1125% equity of Nousiwei Micro. ②Regarding the role of Nouxinshi between the two main companies, a staff member of the securities department of Tianjin Jingwei Huikai Optoelectronic said: "It is like a holding platform for related parties, company employees, and other parties."
The world's first humanoid siasun robot&automation factory has started production. Companies in the component segment are expected to benefit first.
According to media reports, Agility Robotics announced last year the construction of the world's first humanoid robot factory, RoboFab. It is reported that the factory has officially started assembling robots. National Investment Securities stated that the learning ability of robots in software algorithms is constantly strengthening, industrial application scenarios are constantly breaking through, and humanoid robots are expected to enter the mass production stage quickly.
tesla Cybercab "crashes" xpeng Robotaxi industry insiders: Domestic car companies have advantages after FSD enters China.
① "The current operating cost of Cybercab is $1 per mile, which is expected to decrease to $0.2 per mile in the future. Musk stated that the total cost of Cybercab will be less than $0.03 million." ② Musk did not mention Cybercab's entry plan into China this time, but the industry has long considered it as one of the most powerful competitors in the future domestic Robotaxi market.
Hurricane Milton poses a direct threat: electric cars become a source of fire risk.
Florida officials warn that electric cars flooded by floods carry the risk of causing fires, 'because once these batteries catch fire, they cannot be extinguished.' The state fire department confirmed that Hurricane Helene, which hit earlier, caused 48 lithium-ion battery fires, 11 of which were related to electric cars.
EZ_money : i wouldn't trust Israel not to target oil eventually which would spike oil and push up gas prices higher, that will get more people into EVs as well. plus rate cuts will spark more sales.