How to grasp the main line in a volatile market? Technology and Consumer dual-driven may be key.
Yesterday, the market fluctuated throughout the day, with a single-day transaction volume shrinking by over 200 billion. After experiencing last Friday's significant rise in volume, the Index's decline in volume and retracement is also reasonable, and the subsequent view will still lean towards a fluctuating upward structure.
Driven by 'technical cost reduction + policy advantages', Analysts are Bullish on the opportunities for the scaled explosion of hydrogen energy.
① Recently, the "Hydrogen Teng" Fuel Cell Energy product equipment successfully generated power in Antarctica, marking the first application of hydrogen energy technology in Antarctic conditions globally. ② Sinolink pointed out that the domestic market is developing rapidly due to policy consistency, the speed of technology cost reduction, and regional cluster advantages, closely focusing on "technology cost reduction + policy advantages" to seize the opportunity for hydrogen energy to transition from demonstration to large-scale explosion.
The first model of the respected brand will be launched at the end of May; how impressive is the intelligent driving of a million-level luxury car?
At the press conference, Yu Chengdong, Chairman of Huawei Terminal BG, introduced that the "Tuling Longxing Platform" adopts a fully integrated architecture, enabling the vehicle to achieve proactive perception and real-time decision-making; the Zunjie S800 is equipped with 32 Sensors, including Lidar, with a forward sensing distance of up to 75 meters.
Zhou Zhiping is reassigned, and the weaponry group "gathers" executives from three major state-owned enterprises. Is the countdown to the restructuring of Changan and Dongfeng starting?
① A reporter learned from the official website of China North Industries Group that Zhou Zhiping, the former Director, General Manager, and Deputy Secretary of the Party Committee of the Dongfeng Company, has officially taken office as the Director, General Manager, and Deputy Secretary of the Party Leadership Group of the Equipment Group. ② The Equipment Group has officially "gathered" the former senior executives of three major central enterprise Autos.
Regions are 'gobbling up' the low-altitude economy, and the Industry is expected to welcome a period of rapid development.
① The first meeting of the Jiangsu Province Global Strategy XINXINGCHANYE Mother Fund for Spring 2025 was successfully held on the 12th, with the signing of the Jiangsu Wuxi Low-altitude Economy and Aerospace Industry Special Mother Fund (tentative name) with a scale of 2 billion yuan. ② According to data from the Civil Aviation Administration of China, by 2025, the market size of China's low-altitude economy is expected to reach 1.5 trillion yuan, and by 2035, it is expected to reach 3.5 trillion yuan, with the low-altitude economy poised for a rapid development period.
Thirty percent of car companies expect profit growth in 2024, with Great Wall being the most profitable and Chongqing Sokon Industry Group Stock achieving profitability for the first time this year.
① In 2024, only Great Wall Motor, Yutong Bus Co.,Ltd., Jiangling Motors Corporation, and Shenyang Jinbei Automotive achieved an increase in net income attributable to the parent company, accounting for 30%. ② Chongqing Sokon Industry Group Stock achieved an annual turnaround for the first time, with net income expected to be between 5.5 billion and 6 billion yuan.