Siasun Robot&Automation + Asia Vets dual drive Lidar market is expected to grow rapidly.
① According to reports, Hesai Technology will launch its latest product at the upcoming CES - a mini high-performance 3D Lidar specifically designed for the robotics and industrial markets. ② Lidar, known as the "eye of the machine," has become an important tool for robots to perceive their environment due to its high precision, wide range, and strong stability, making the robotics Industry a significant growth engine for the Lidar market in the future.
Changan's first flying car is expected to debut on December 21, marking a critical point for the industrialization of flying cars.
① Recently, Chongqing Changan Automobile released a teaser poster in Weifang, which seems to indicate that the company's first flying car is about to be unveiled. ② China Merchants Research Reports point out that the growth of the low-altitude economy is expected to continue over the next 3-10 years, and with the maturity of eVTOL technology and the expansion of the market, a new trillion-level market is expected to form.
This week, another 10 companies added! Hangzhou Hikvision Digital Technology and several other stocks have disclosed shareholding repurchase plans and renewed loan plans, a list of related A-shares is as follows.
① This week, the special loans for Share Buyback and Shareholding continue to surge. According to incomplete Statistics from Caixin, 10 A-share listed companies announced the relevant situation of Share Buyback and Shareholding related to re-loans (attached table); ② Hangzhou Hikvision Digital Technology plans to use its own funds and special loans for the largest amount of share buyback, with a maximum not exceeding 2.5 billion yuan.
Star Evening News | Since the "Eight Measures", the first unprofitable company on the Shanghai Stock Exchange has passed the review for Refinancing. Diao Wei has initially set the inquiry transfer price at 17.73 yuan/share.
① Two departments: Urge Software companies to develop legitimate software products and solutions suitable for teaching and research; ② Henan: Promote the research of new crystalline silicon CECEP Solar Energy Battery technologies such as heterojunction and perovskite/stacked; ③ Tesla Cybertruck has completed the energy consumption declaration to the Ministry of Industry and Information Technology.
Recently, 13 companies secured over 56.5 GWh of energy storage orders, with the global battery shipment volume doubling in growth, and energy storage companies are expected to benefit from the development of the large storage market in Europe.
① The year-on-year growth rate of global energy storage battery shipments accelerated from 25% in the first half of 2024 to 68% in the third quarter of 2024; ② HSBC Qianhai Securities has raised its forecasts for global energy storage system installations in 2025 and 2026 from 266GWh and 360GWh to 270GWh and 363GWh, respectively, to reflect that the short-term shipment volume of energy storage batteries is stronger than expected and the demand outlook in the china and Middle East markets has improved.
The four associations suggest cautious procurement of usa chips, while domestic chips welcome a catalytic opportunity.
On the evening of December 3rd, the China Internet Association, China Semiconductor Industry Association, China Auto Industry Association, and China Communication Enterprises Association successively released statements, recommending caution in purchasing usa chips. East Sea Securities stated that the current domestic production rate of automotive chips in china is only about 10%, indicating significant growth potential.