Is the New energy Fund market undergoing a "change of weather"? There is a high consensus among industry, academia, and research: range-extended vehicles are the future mainstream.
① Academician Yang Yusheng of the Chinese Academy of Engineering pointed out that range-extender vehicles are not a transition, but the future global Block Orders, whose green, safe, and long-range characteristics will support Carbon Neutrality. ② Liu Liguo, Senior Vice President of Ideal Autos, suggested that hybrid vehicles with an all-electric range of over 150 kilometers should be included in the New energy Fund green license plate system, achieving equal status for range-extender models with pure electric vehicles in urban areas.
The Ministry of Industry and Information Technology will approve the production access of L3 level autonomous driving vehicles, highlighting investment opportunities in the Industry.
On March 29, Vice Minister of the Ministry of Industry and Information Technology, Xin Guobin, stated at the China Electric Vehicle 100 People Forum (2025) that the development of the autonomous driving industry should be accelerated, the access and road trials of Asia Vets should be promoted, the standards system should be improved, and conditional approval for the production access of L3 level autonomous driving vehicles should be granted.
Ningbo Joyson Electronic Corp. announces the long-term plan for Siasun Robot&Automation development, addressing the strategic considerations behind the adjustment of overseas business | Insights from the Earnings Conference.
① The company has for the first time classified robots as Global Strategy Business and proposed a long-term development plan; ② The company's overseas Business restructuring and adjustment will impact short-term performance in 2024; ③ The company responded to the subsequent effects of the overseas restructuring, stating that capacity transfer is an inevitable trend.
Are Hong Kong stock Autos stocks on the same page? After BYD and Xiaomi, NIO is also going to allocate shares!
Nio announced the launch of a "lightning" placement in Hong Kong, planning to issue up to 0.11879 billion Class A common shares at a price of HK$29.46 per share, which represents a discount of approximately 9.5% compared to its latest closing price in Hong Kong. Previously, BYD announced a lightning placement of H shares to raise HK$43.383 billion, the largest scale in the history of the Global Autos Industry. Xiaomi also announced a fundraising of up to US$5.3 billion through a method of issuing existing shares before new ones.
Global Autos trade is facing a dark moment as Trump announces the imposition of the highest 25% tariffs on imported Autos.
① The President of the USA, Trump, announced that a maximum tariff of 25% will be imposed on all cars not manufactured in the USA; ② The tariffs will take effect on April 2 and will start to be collected the next day; ③ Most Auto Manufacturers' stock prices fell in after-hours trading, with Ford Motor down over 4% and General Motors down over 5%; ④ Canada and the EU have both responded.
Aliyun has launched the largest scale AI talent recruitment in China, and the development speed of intelligent computing in China may exceed expectations.
① According to exclusive news from the Star Daily, Alibaba Cloud has recently recruited AI technology reserve talents at top Universities around the world, marking the largest AI campus recruitment in recent years. ② China Galaxy stated that the Global AI market continues to show a growth trend, and the development level of China's intelligent computing power is growing faster than expected.
Saywallahcuzzy : what's your expectation for next week? the earnings release should drive this up?!
Mr Value investor OP Saywallahcuzzy : in my opinion more volatile next week, after Apr 2nd once Trump’s reciprocal tariffs hit market, it may try to find a direction.
Saywallahcuzzy Mr Value investor OP : keep falling then?