Auto Parts Concept
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The implementation opinions of ai + transportation are being formulated. Institutions state that the inflection point of the asia vets driving industry has arrived.
At the 7th China International Import Expo in 2024, the Intelligent Transportation Shanghai Forum, officials from the Ministry of Transportation's Technology Department revealed recent work initiatives including: formulating the "AI + Transportation" implementation opinions. Anxin Securities' Ma Liang believes that multiple policies have been successively introduced to support the development of intelligent driving, combined with vehicle companies actively promoting the landing of urban NOA, marking a turning point for the intelligent driving industry.
The Ministry of Industry and Information Technology proposes moderately forward-looking layout of hydrogen storage technology, which is expected to inject new development momentum into the industry.
1. The Ministry of Industry and Information Technology has publicly solicited opinions on the action plan for the high-quality development of the new energy storage manufacturing industry (draft for soliciting opinions). The draft proposes to appropriately lay out hydrogen storage and other ultra-long-term energy storage technologies. 2. Huaan Securities pointed out that in the first half of the year, the progress of green hydrogen projects has been continuous. Looking ahead to the second half of the year, with the introduction of intensive green hydrogen support policies in many places, the demand for electrolysis cell bidding will double.
Tesla's domestic sales in October increased by over 40% year-on-year. Domestic suppliers are expected to continue benefiting.
① Overnight, Tesla's stock surged over 14%, hitting a new high since July 2023. According to media statistics, Tesla's domestic sales in October exceeded 0.04 million vehicles, a 41% year-on-year increase. ② Huaxi Securities pointed out in the research reports that in the medium term, Tesla's layout of new models + new factories + new technologies, rapid response from domestic suppliers, strong cost optimization capabilities, and industry chain related symbols are expected to continue to benefit.
Specific subsidy plan released! Low-altitude sector expected to usher in a wave of orders.
The Ministry of Industry and Information Technology recently held the first plenary meeting of the leading group for the development of low-altitude industry, discussing and deploying the key tasks to promote high-quality development of the low-altitude industry. On the same day, the Shenzhen Transportation Bureau solicited opinions on the detailed rules for the implementation of "Several Measures to Support the High-quality Development of the Low-altitude Economy in Shenzhen". The draft for soliciting opinions proposes specific subsidy plans.
Major shareholder intends to "clear the warehouse" for the third time at xinzhi group, delaying the disclosure of the stock price and causing the price to hit the limit up a day in advance | read the announcement quickly
1. The announcement stated that this share transfer will result in a change of the company's largest shareholder, but will not lead to a change in the actual controller of the company; 2. The judicial debt-for-equity price of the asset management plan for the above-mentioned shares is 15.113 yuan per share, slightly higher than the current share price of the company; 3. Although the asset management plan is its largest shareholder, the actual control of xinzhi group still remains in the hands of founder Yin Xingman's family.
Xpeng Heitech Flying Car will soon make its global debut, ushering low-altitude economy into the fast lane of development.
Xpeng Huitian's 'Land Aircraft Carrier' split-type flying car will make its debut at the 2024 China Airshow. On November 12th, it will conduct its first public flight at the Lianzhou Exhibition Area in Doumen.
Xiaomi's 'end-to-end' smart driving will start internal testing at the end of November, accelerating the development of domestic smart driving.
Lei Jun, Chairman of Xiaomi Group, stated on the 29th that on October 30th, Xiaomi autos' nationwide accessible city navigation will start full-scale push, while Xiaomi's end-to-end +VLM visual language large model smart driving will achieve "parking spot to parking spot", targeted internal testing invitations by the end of November, and pioneer version push by the end of December.
Performance accelerates downward, the control of Ningbo Xusheng Group, a veteran supplier of Tesla, may change | Quick announcement.
①Ningbo Xusheng Group announced this evening that the company's controlling ownership may change; ②The company had previously been the first to enter the Tesla supply chain; ③This year, the company's performance has sharply declined, and the industry is facing challenges.
Ningbo Tuopu Group's Q3 revenue and non-GAAP net profit hit a record high for a single quarter, with automotive electronics revenue increasing more than 9 times year-on-year. | Interpretations
①Since the beginning of this year, Ningbo Tuopu Group's revenue and profits have maintained rapid growth, with Q3 company revenue and non-GAAP net profit both reaching a single-season historical high; ②Ningbo Tuopu Group stated that the short-term construction of factories has brought some cost pressures, but it is currently in a period of rapid development in the new energy autos industry.
Concept Dynamics | Cailian News Theme Library Adds "Zhipu AI"
On October 25, 2024, zhipu AI launched its self-developed intelligent body AutoGLM, which is a mobile operation assistant that can simulate user clicks on the screen, as well as a browser assistant for clicking on web pages. Currently compatible with 8 well-known application software such as WeChat, Taobao, Meituan, Xiaohongshu.
Revenue target completion is less than 40%, shanghai new power automotive technology may face three consecutive years of losses? | interpretations
①shanghai new power automotive technology released its worst quarterly report in history, with revenue of 5.236 billion yuan in the first three quarters, a year-on-year decrease of 19.78%, and a net loss attributable to the mother of 1.263 billion yuan, an increase of 17.56% year-on-year; ② Compared with the annual performance target set at the beginning of the year, the completion rate is less than forty percent; ③ In the past two years, the company has successively incurred losses of 1.6 billion yuan and 2.4 billion yuan. Is it already a certainty that the company will continue to incur losses for three consecutive years?
Report: Apple significantly reduced the production volume of Vision Pro, and the current version may be completely discontinued by the end of the year.
Due to poor sales, apple may suspend the assembly of Vision Pro as early as November, and suspend the R&D work on high-end version upgrades for at least a year. Currently, suppliers have produced enough components for 0.5 to 0.6 million headsets, and apple may have accumulated enough inventory to sell through next year. An employee said that in recent weeks, apple has informed luxshare precision industry, the assembler of Vision Pro, to reduce production from around 2,000 units per day to about 1,000 units.
Valued at 2 billion! Zhejiang Jingu plans to introduce strategic investment through Hangzhou Avatar, attracting attention with reverse trade + performance commitments | Quick announcement
1. To accelerate the layout of Avatar's low-carbon wheel industry, zhejiang jingu plans to introduce strategic investors through Hangzhou Avatar; 2. If the highest financing amount is calculated at 1.2 billion yuan, after this round of financing is completed, the company's equity stake in Hangzhou Avatar will change to 62.5%; 3. It is worth noting that, in this trade, zhejiang jingu has signed equity flipping agreements and performance commitments with investors.
Accelerated repositioning? China Life Insurance has reduced its shareholding in Zhejiang Wanfeng Auto Wheel for the fourth time this year, having made two moves this month alone, with the latter's stock price rising over 260% this year.
① China Life Insurance further reduced its shareholding in Zhejiang Wanfeng Auto Wheel by 1%, marking the fourth reduction this year with a cumulative reduction of 3%, accelerating the reduction in the third quarter. ② Zhejiang Wanfeng Auto Wheel's stock price has reached a historical high this year, with a year-to-date increase of 261.92%.
faw jiefang group and changchun faway automobile components both plan to 'clear out' faw finance, with compliance being the main reason.
On the evening of October 21, FAW Jiefang and Changchun Faway Automobile Components both announced that they plan to transfer 21.8393% and 6.44% of their respective FAW finance equity to FAW Group by non-public agreement. On October 22, a staff member of the secretary's office of Changchun Faway explained that one of the reasons for this transfer is to implement the financial company regulatory requirements of the conglomerates.
It is expected that relevant national authorities will establish a low-altitude economic regulatory bureau.
①The establishment decision has been approved, and the new bureau is currently in preparation; ② The low-altitude economy set up a dedicated bureau, which can better coordinate resources at all levels to promote industrial development.
Orders are full! Fuyao Glass's net profit in the first three quarters is close to last year's full year. Capital expenditures have significantly accelerated | Interpretations of financial reports
① Fuyao Glass Chairman Cao Dewang stated that the company's orders this year are fully booked, and the net profit level in the first three quarters is close to that of the whole of last year; ② Multiple brokerage institutions predict that Fuyao Glass may achieve a net profit of around 7.2 billion yuan for the full year, a year-on-year growth of approximately 27.91%; ③ Analysts point out that Fuyao Glass' high profits come from economies of scale, high automation, vertical industry chain, and advantages in labor costs.
Ningbo Shenglong Automotive Powertrain System, Luo Licheng: Adapting to the "fast" and "change" of new forces, accelerating the expansion of North American new energy business | Directly hit the 2024 Wuhu New Energy Auto Parts Expo
1. ningbo shenglong automotive powertrain system's core products have received multiple important project designations in the new energy sector, and have successively started production; 2. Its wholly-owned subsidiary SLW Autos Co., Ltd. has completed the purchase of a new factory in Warren City, Macomb County, in the Detroit metropolitan area, and has gradually completed the related factory relocation matters.
Bethel Automotive Safety Systems' Yuan Yongbin: Mass production of electric tailgate is imminent, with strong market demand for lightweight solutions | Exclusive coverage of the 2024 Wuhu New Energy Auto Parts Expo
① In Yuan Yongbin's view, the lightweight product technology is relatively mature, with many market opportunities. The company will further expand the category of lightweight products, such as: subframes, cast aluminum calipers, wheel hubs, etc.; ② WCBS2.0 achieved small batch supply in the first customer project. In addition, the company's electric tailgate is about to go into mass production, and new products such as EMB and suspension are still in the research and development process.
Apple's shipment volume reached a historical high for the same period, and the consumer electronics market continues to be promising.
① According to the Canalys Research Report, in the third quarter of 2024, global smartphone shipments increased 5% year-on-year, achieving growth for four consecutive quarters. With a market share of 18%, Apple is in second place. ② According to the Huaan Securities Research Report, all new iPhone products already have hardware capabilities to support Apple Intelligence, and it is expected that implementation will begin one after another.