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Recently, 13 companies secured over 56.5 GWh of energy storage orders, with the global battery shipment volume doubling in growth, and energy storage companies are expected to benefit from the development of the large storage market in Europe.
① The year-on-year growth rate of global energy storage battery shipments accelerated from 25% in the first half of 2024 to 68% in the third quarter of 2024; ② HSBC Qianhai Securities has raised its forecasts for global energy storage system installations in 2025 and 2026 from 266GWh and 360GWh to 270GWh and 363GWh, respectively, to reflect that the short-term shipment volume of energy storage batteries is stronger than expected and the demand outlook in the china and Middle East markets has improved.
Autel intelligent technology corp.,ltd.: The overseas market is the main force for the digital energy business, and the siasun robot&automation business may land very soon | Directly covering the earnings conference.
In the second to third quarter of 2024, the company's digital energy business has made significant progress in the usa market's self-operated e-commerce and major client expansion, with a relatively stable gross margin. The subsidiary focuses on smart inspection, smart security, and other application scenarios, using generative AI 'brain' (Digital AI) as the core, with drones, anti-counteraction systems, and various ground siasun robot&automation (Physical AI) as executors.
Is the lithium battery industry chain about to bottom out? Insiders predict that prices are expected to rebound next year, with industry leaders emphasizing global layout | Exclusive coverage of the High Work Lithium Battery Annual Conference.
① At the 2024 High-tech Lithium Battery Annual Conference held yesterday, Zhang Xiaofei, chairman of High-tech Lithium Battery, predicted that the first quarter of next year will be the lowest price point, and in the second quarter of next year, the prices of battery raw materials will begin to rise; ② The future industry will face a more severe competitive landscape and capacity thresholds, and the solution offered by leading enterprises is to expand overseas.
Industry giants are stepping in, and the siasun robot&automation industry is expected to see an explosive growth.
1. With companies like Huawei and contemporary amperex technology ramping up their investments and local policies being introduced, the industrialization process of domestic embodied asia vets is accelerating. 2. In a recent research report, Open Source Securities believes that Huawei possesses capabilities similar to those of Tesla and has a core competitive advantage in developing the humanoid robot industry.
Energy storage, semi-solid, solid state "I want them all"? Guangzhou Great Power Energy and Technology plans to invest 5 billion to build a new battery factory | Quick read announcement.
1. guangzhou great power energy and technology plans to invest 5 billion yuan in building a 10GWh energy storage cell and energy storage system manufacturing plant; 2. Since this year, guangzhou great power energy and technology has announced multiple battery production lines and industrial fund investment plans, involving amounts exceeding 3 billion yuan.
The controlling shareholder's more than 80% of the shares are temporarily frozen, ningbo shanshan's control rights face the risk of change | Quick Read Announcement
① Less than two years after the death of Ningbo Shanshan's founder Zheng Yonggang, the company's ownership faces the risk of change; ② Ningbo Shanshan Group, the controlling shareholder, had multiple shares frozen pending, accounting for 80.89% of its holdings in the company; ③ In the past year, Ningbo Shanshan Group faced debt defaults, downgrades in entity and debt credit ratings, as well as significant litigation or arbitration related to debt issues.
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.
Autel Intelligent Technology Corp.,Ltd.: Increase research and development investment in charger modules, etc., and deliver the overseas business "heart-stabilizing pill" | Direct hit shareholder meeting
①Investors stated that autel intelligent technology corp.,ltd. is stable on the basic foundation of autos testing, but in the new energy fund track, although its performance is growing rapidly, there are relatively greater uncertainties in this track. ②The company's net income for the first three quarters has exceeded the performance evaluation target indicators for 2024. Currently, the company's North American revenue accounts for over 50%, with investors focusing on policy factors and business competitiveness.
The proportion of wind power installed capacity has increased, gcl energy technology's net income in Q3 increased by 20% year-on-year|interpretations
①In the first three quarters of this year, the proportion of wind power installed capacity of the company to the total installed capacity of power generation further increased to 57.81%; ②The demand for energy storage is growing, prices are falling, and it has shifted from single product or technology competition to competition of comprehensive capabilities.
Technology stocks are experiencing another outbreak igniting bullish sentiment in the market, seizing intraday rotation opportunities remains crucial.
Track the entire lifecycle of the main sector.
Huawei's new asia vets smartwatch is about to be released, poised to become a new outlet for AI landing.
①According to the official news from Huawei Terminal, the new extraordinary exploration smartwatch from Huawei will be released at the Huawei Full-Scene New Product Launch Event on October 22. ②Shanxi Securities believes that the launch of the new TruSense system by Huawei indicates that leading domestic consumer electronics manufacturers are bullish on the future of wearable devices. With the continuous maturation of edge AI technology, wearable devices will become a new outlet for AI implementation.
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.
The main theme is a mild recovery. The A-share semiconductor sector ushers in the trend of pre-increase. How will the future industry prosperity develop?
①15 semiconductor companies have forecasted their performance in the first three quarters, with 11 companies expecting growth and 2 turning losses around; ② The industry is gradually recovering, market demand is picking up, becoming the main theme of this round of performance optimism; ③ Some interviewees believe that in the second half of the year, perhaps only the market for mid-to-high-end chips is still doing well.
The 2024 solid state battery industry conference is about to be held, accelerating the industrialization process of the industry comprehensively.
To promote the higher quality and faster development of the solid state battery industry, TrendBank, in conjunction with Hefei Xinzhan High-tech Zone and ningbo solartron technology, will hold the 2024 Solid State Battery Industry Conference in Hefei Xinzhan High-tech Zone from October 14th to October 15th. China Securities Co.,Ltd. analysis points out that if the performance and cost of solid state batteries improve significantly, their market space will expand and become a key technological route for lithium batteries.
Tesla's Robotaxi is about to debut, analyzing the core beneficiary symbols.
Tesla will hold the Robotaxi autonomous driving taxi unveiling event on October 11th Beijing time.
Consumer electronics are warming up, AI server demand is rising, and the MLCC industry is experiencing a moderate recovery.
According to media reports, after experiencing a prolonged two-year downturn, MLCC has begun to see a relatively mild recovery, with total shipments from related manufacturers increasing by 5.4% in the second quarter.
Ruikeda: Orders in the third quarter have increased compared to the previous quarter, and the flying car project is progressing. Earnings conference in progress.
①In terms of gross margin in the third quarter, the company's chairman stated that with the fall in prices of major raw materials, the continuous growth in revenue scale, and the reinforced control of various cost expenses, the company's cost pressure has been somewhat relieved, and the gross margin has rebounded somewhat; ②Ruike has solutions for high-speed copper cable products for high-speed data transmission, and is currently communicating with customers about the product plan.
The punishment for information disclosure violations by Shenzhen Hifuture Information Technology has been determined! The regulatory principles are clear, the punishment is appropriate, and the punishment for a few key individuals has been intensified.
① This administrative penalty reflects the enforcement concept of "pursuing the main culprits" and also avoids causing "secondary harm" to small shareholders in listed companies. ② The "Discretionary Rules" stipulate different application scenarios for penalties, reasonably refine the specific circumstances in accordance with the law to clarify the boundaries of discretionary levels, and avoid penalties that are too lenient or too heavy through fair and lenient punishment.
Huawei Everest Super Charging Station is about to be released, and the charging infrastructure market is expected to continue to grow in volume.
According to Huawei's official WeChat account, the Mount Everest charging station launch event and the commercial ceremony of the Ultra Charge Alliance will begin on September 3. The Ministry of Transportation vigorously promotes the use of high-power charging facilities in highway service areas, and high-quality charging infrastructure represented by Huawei Ultra Charge continues to participate in the construction of a comprehensive charging network.
Is the energy density of 280Wh/kg lower than expected? guangzhou great power energy and technology's solid state battery 'major breakthrough' announcement caused the stock price to drop by more than 8%.
Guangzhou Great Power Energy and Technology releases its first generation solid state battery, using self-developed inorganic composite solid electrolyte layer to replace the separator and electrolyte; In contrast to the two consecutive 20 cm limit-up announcements in the past, today the company's stock price fell over 8%.