December electric vehicle report card: BYD monthly sales of 0.515 million vehicles, "Weilai, Xiaopeng, and Ideal" all reach new highs.
On January 1, 2025, mainstream Electric Vehicle brands in China delivered impressive results for December. Among them, BYD led the market with a monthly sales volume of 514,800 units; Li Auto delivered 58,500 units, reaching a historical high; Xpeng delivered 36,700 units, breaking records for four consecutive months; NIO exceeded a monthly delivery volume of 30,000 units for the first time. In December, Leapmotor delivered 42,517 units, achieving a historical high for seven consecutive months; ZEEKR delivered 27,190 units, with a year-on-year growth of 102%, announcing a target of 320,000 units for 2025. BYD's sales of Electric Vehicles in December exceeded 510,000 units, setting a new record.
The secondary listing of Hong Kong stocks has signaled the start of the "second wave of growth" by Ning Wang.
Morgan Stanley believes that Contemporary Amperex Technology's second listing in Hong Kong may raise between 6.8 to 7.7 billion US dollars. This funding will support its global capacity expansion, battery swap station construction, and Solid State Battery layout, initiating a second wave of growth.
Autel Intelligent Technology Corp.,Ltd. promotes the third development curve of AI, taking the lead in applying it in fields such as Energy and transportation. Yushu Technology is one of the partners.
① Autel Intelligent Technology Corp.,Ltd. and its wholly-owned subsidiary signed a "Strategic Cooperation Agreement" with a leading innovative robot company, confirming that both parties will cooperate in the joint research and promotion of integrated aerial and ground cluster intelligent solutions in the future. According to informed sources, the leading robot company is Yushu Technology; ② Chairman Li Hongjing stated that the 'integrated aerial and ground cluster intelligent solutions' Business will be cultivated as a third development curve, first applied in the fields of Energy, transportation, and others.
The maximum price reduction exceeded 11%. BYD and Tesla teamed up to lower prices at the end of the year, making a final push for the Year of the Dragon.
① BYD and Tesla, the two leading companies in the New energy Fund, will successively launch limited-time promotional activities at the end of 2024 for a final push; ② At the beginning of next year, discounts on new vehicles may increase, reigniting a "price war" in the auto market.
After Tesla, BYD, and Xiaopeng, GAC has also entered the market! The embodied intelligence sector is crowded with car companies.
① The humanoid robot created by Guangzhou Automobile Group integrates both four-wheeled and two-wheeled modes. ② Some opinions suggest that while there are plenty of robots in the automobile production workshop, the understanding of scenarios for humanoid robots needs to be deepened in order to break through more technical boundaries.
After building cars, will we create 'humans'? Over ten car companies are laying out plans, has it become a necessary option in the AI era?
① The Chairman of Ideal Automobile, Li Xiang, responded to whether there will be humanoid robots, stating that the probability is definitely 100%, but the timing is not now; ② Apart from Tesla, Chinese brands including BYD, Guangzhou Automobile Group, Chery Automobile, Xiaomi, Chongqing Sokon Industry Group Stock, Xpeng Motors, SAIC Motor, Chongqing Changan Automobile, and Dongfeng Automobile are all involved in the field of humanoid robots.