BYD will start the application of Solid State Battery in vehicles in 2027, entering a period of intensive catalysis in the Solid State Battery Industry.
① BYD plans to launch mass demonstration vehicle applications for Solid State Battery around 2027, achieving large-scale adoption after 2030. ② According to the Statistics in the "Solid State Lithium Battery Technology Development White Paper," the planned domestic production capacity for Solid State Battery has reached hundreds of GWh, which will significantly boost investment in Solid State Battery equipment.
"The elephant dances," BYD welcomes a historical moment! Multiple stocks with a Market Cap of over 100 billion have reached new highs this year.
Several stocks with a market cap of over one hundred billion yuan have reached new highs this year. In terms of market cap, the Industrial And Commercial Bank Of China and Bank Of China rank at the top, with BYD in third place. In terms of percentage increase, Beijing Enlight Media leads with a rise of 267.9% this year.
Manufacturers are actively promoting the popularization of Asia Vets, and the penetration rate of advanced intelligent driving is expected to increase rapidly.
① According to media reports, the nano AI search "Hundreds of Cars Campaign" was held in Peking, and He Xiaopeng, Chairman of Xiaopeng Autos, stated that they aim to create a top-level intelligent driving product priced at 0.02 million dollars. ② Minsheng Securities indicated that end-to-end technology drives a leap in intelligent driving capabilities, with equal rights in intelligent driving as the core theme.
Breaking! BYD Concept stocks officially announce strategic cooperation surrounding eVTOL and other areas | Post-market announcement highlights.
CHINA TELECOM: On February 20, the lockup period for restricted shares, accounting for 62.7% of the company's total share capital, expired and they were listed for trading.
Downstream Semiconductors customers' demand is recovering, Yongxi Electronics aims to turn losses into profits in 2024.
① Regarding the current cycle situation in the Semiconductors and packaging testing Industry, in January of this year, Yongxi Electronics stated that the inventory destocking cycle has ended and is now in a normal state; ② When discussing the revenue expectations for the next two years, Yongxi Electronics stated that with the joint growth of IoT customers, the proportion of automotive and computing customers is low, but the growth rate is fast, and this year the revenue contribution from overseas customers will continue to rise.
UBS Group provided a benchmark list: Cambricon compared to NVIDIA, Xiaomi compared to Tesla, Semiconductor Manufacturing International Corporation compared to Taiwan Semiconductor...
UBS Group stated that the valuation of Cambrian is three times higher than that of NVIDIA, while the valuations of Xiaomi and Li Auto are 80% and 90% lower than that of Tesla, respectively. The valuation of Semiconductor Manufacturing International Corporation is 15% lower than that of Taiwan Semiconductor.
KoolBee : interesting that Baidu was not invited
72175489 : What is the proportion of state-owned enterprises among Technology companies?