The ranking of Global automotive companies by Market Cap has undergone a "huge change": 21 Chinese automotive companies have made it into the TOP 50, with Xiaomi and BYD ranked third and fourth respectively.
①Tesla and Toyota still rank first and second; ②BYD, which previously held the third-largest position in the Global automotive market with a Market Cap of 107.84 billion USD, was surpassed by Xiaomi, which officially entered the Autos market in 2024 and was still outside the top 10 midway through the year; ③Chongqing Sokon Industry Group Stock, which is deeply tied to Huawei, ranks fourth among Chinese automotive companies after Xiaomi, BYD, and SAIC Group.
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, China's mainstream electric vehicle brands delivered impressive results for December.
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.
Policy stimulus for 3C and home appliance demand release. Will the multiplier effect of the "trade-in" policy continue in 2025? | Year-end review.
In 2024, the implementation of the "national subsidy" policy for the exchange of old for new will effectively stimulate the demand for home appliances and Consumer Electronics. Market analysis suggests that related subsidies for the exchange of old for new are expected to continue next year, with mobile phones and more home improvement categories likely included, while the future policy-driven effects still remain to be observed.
This week, 26 more companies were added! Hangzhou Hikvision Digital Technology and multiple stocks disclosed shareholding and repurchase plans, with a list of related A-shares.
① The number of A-share listed companies receiving special loan support continues to expand. According to incomplete Statistics, as of this report, 26 listed companies have disclosed information related to share buybacks and additional loans this week (attached table); ② Hangzhou Hikvision Digital Technology received the highest amount of special loans, not exceeding 1.75 billion yuan. After Senci Electric Machinery Co.,Ltd. announced its intention to use special loans for buybacks, the stock price hit the trading limit the next day.
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.
bullrider_21 OP : Tesla's Europe sales fell in 2024. Tesla's US sales fell in 2024. Tesla's Australia sales fell in 2024. Only Tesla's China sales are up.
74216494 bullrider_21 OP : And ? NIOs European sales are microscopic, US sales non-existant, Australias sales non-existant, China sales mediocre, compared to newcomers like XIAOMI or ZEEKR. TSLA still makes money; NIO never did.
bullrider_21 OP 74216494 : Comparing Nio and Tesla is like comparing apple and orange.