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Xpeng's Heavenshuttle flying autos will start pre-sale this month. Low-altitude economy is expected to take off.
①At the Xiaopeng AI Technology Day, Xiaopeng Autos Chairman He Xiaopeng revealed that Xiaopeng Huitian's global first mass-produced split-type flying car will have its global public maiden flight at the Zhuhai Air Show in November, and officially start pre-sale in December. ②Galaxy Securities pointed out that looking ahead, the trillion-level low-altitude economy market is gradually approaching, leading infrastructure first, with manufacturing and operations progressing in tandem.
Multiple billion-dollar private equity funds are conducting research on Hangzhou Hikvision Digital Technology, Luxshare Precision Industry, with Feng Liu, Deng Xiaofeng, and Lin Peng never absent.
① The proportion of hundreds of billions of private equity firms in the top ten of the private equity research ranking has decreased, with the top position being held by Zhengyuan Investment, the only private equity firm with over a thousand research visits this year; ② Overall, private equity is more focused on stocks in the star; ③ Several hundred billion private equity firms are still clustered around researching hangzhou hikvision digital technology and luxshare precision industry; ④ This year, Feng Liu has researched hangzhou hikvision digital technology three times, and Deng Xiaofeng has researched luxshare precision industry four times.
The humanoid robot industry end is experiencing intensive catalysis, and the commercialization of the industry is expected to land.
① On November 25, media reports stated that the humanoid robot venture MagicLab is developing third-generation humanoid robot products, currently testing assembly line capabilities in an electrical appliance factory. ② Liu Yangdong from shanghai Securities noted that there has been a surge of catalysts in the recent industry, further accelerating the development of the humanoid robot industry chain, and the entry of humanoid robots into industrial scenarios has become a highly certain application trend both domestically and internationally.
Hang Zhou Radical Energy-Saving Technology announced the termination of the acquisition as the shareholder shareholding plan expires, temporarily suspending the extension of the industry chain. | Quick Read Announcement
①The trading price of the target company has not been announced yet, hang zhou radical energy-saving technology's move into the screw competition track has been "withdrawn"; ②When hang zhou radical energy-saving technology officially announced the termination of the acquisition, there was only one day left before the completion of Hangzhou Juwo, the acting party of the actual controller of the company, in this round of shareholding reduction plan; ③At that time, hang zhou radical energy-saving technology expressed that this equity acquisition would help the company further explore the research and application of products in emerging fields such as precision transmission and smart equipment.
The International Low Altitude Economic Development Conference is about to be held. Institutions suggest paying attention to the subsequent sector market trends.
The 2024 China (Xi'an) International Low Altitude Economic Development Conference will be held from November 22 to 24 at the Xi'an International Convention and Exhibition Center. Open Source Securities' Yin Shenglu stated that the low altitude economy has already experienced a vertical implementation from macro (national level industry planning) to meso (local subsidies) and then to micro (infrastructure mainframe bidding, application scenario creation), suggesting to pay attention to the subsequent sector market of the low altitude economy.
The USA is expected to relax regulations on autonomous driving cars. Institutions say the industry is about to enter a period of explosive growth.
①According to insiders, members of usa President-elect Trump's transition team have told advisers that they plan to make the federal framework for fully autonomous autos one of the priorities of the Department of Transportation. ②Huafu Securities stated that high-level autonomous driving is accelerating commercialization and entering a new stage in terms of regulations, technology, and capital operation. After years of development and accumulation, the industry is about to enter a period of explosive growth.
New progress in cooperation! Zhuhai Enpower Electric announced a $12.6 million participation in EHang's private placement. | Speed read announcement
1. Zhuhai Enpower Electric plans to participate in Ehang's private placement with 12.6 million US dollars. 2. The subscription has completed the relevant overseas direct investment (ODI) approval procedures and completed the relevant forex procedures with the State Administration of Foreign Exchange. 3. Zhuhai Enpower Electric agrees not to sell the Ehang Intelligent shares purchased under the agreement for 180 days after delivery.
EHang Announced A Strategic Investment Of Over $22M, The Investors Are Zhuhai Enpower Electric And An Institutional Investor From The Middle East
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.