Auto Parts Concept
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Jiangnan Mould & Plastic Technology reduced its shareholding in Bank Of Jiangsu by 25 million shares, and multiple listed banks have seen shareholding reductions by shareholders this year.
① On the evening of December 11, the listed company Jiangnan Mould & Plastic Technology (000700) announced that it had recently reduced its shareholding in Bank Of Jiangsu by 25 million shares, with a transaction amount of 0.226 billion yuan. ② Throughout the year, there have been multiple cases where shares of listed banks have been reduced by Shareholders, involving Bank Of Changsha, Bank Of Hangzhou, Qilu Bank, and others.
[Data Watch] Multiple soybean bag concept stocks were Sold by Institutions, while private funds and Algo collaborated to invest in Zhejiang XCC Group.
① Today, the soybean bag concept stocks surged, but many stocks were sold by Institutions, with Espressif Systems being sold off 0.192 billion. ② The Robot Concept stocks of Zhejiang XCC Group received nearly 0.25 billion in purchases from two leading speculative positions; it also received 0.139 billion from one Algo position.
After two rounds of review inquiries, Jun Cheng technology's restructuring failed, and the symbol company's financial irregularities have become the focus of regulatory attention. | Quick read announcement.
Jun Cheng Technology announced the abandonment of the planned assets restructuring that had been planned for over a year. This involved the acquisition of a controlling stake in the automotive instrument company New Times for 0.247 billion yuan; During the planning period, the company received two rounds of "Inquiry Letters for Review" issued by the Shenzhen Stock Exchange, and recently disclosed a revised report draft; The Shenzhen Stock Exchange has noticed that New Times has used borrowed funds for the family consumption of the actual controller, involving behaviors such as receiving, transferring, and misappropriating funds by others.
The intensive release of new products represented by the Huawei Mate 70 marks the arrival of the traditional Q4 peak season in the consumer electronics industry.
① According to media reports, Huawei's terminal BG CEO He Gang stated in an interview on the evening of December 4 that the pre-orders for the Huawei Mate70 series have exceeded 6.7 million, and due to high demand, the initial supply is still slightly insufficient. ② Shanxi stated that the fourth quarter, being the peak season for consumer electronics, will see a wave of device replacements and drive inventory stocking in related supply chains.
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.