Zhiji and Avita have recently attracted significant investment, with 'state-owned investors' fully backing New energy Fund automobiles.
① The 9.4 billion yuan financing for Zhiji Autos has continued support from both state-owned investment Institutions and market-oriented investment Institutions. ② From Zhiji Autos in Shanghai to Avita in Chongqing, then to GAC Aion, NIO in Hefei, and Li Auto in Changzhou, the involvement of local state-owned assets reflects the demand for industry drive and regional development. ③ After the conclusion of the Central Economic Work Conference, local governments are actively promoting industrial upgrades, demonstrating their main roles and responsibilities in the transition between new and old drivers of growth.
Is spring coming for the New energy Fund battery swap market? Zeng Yuqun: One-third of the market is held, Li Bin: 20% of battery swap stations have reached the break-even point.
① NIO's battery swapping station | The G25 Changshen Expressway Hongze Lake service area is online, and the battery swapping network of the G25 Changshen Expressway Jin-Guangdong section is officially connected. ② According to the plan of Contemporary Amperex Technology, 1,000 chocolate battery swapping stations will be built by 2025, and the company will also expand into Hong Kong and Macau.
The "Ning Wang" proposed a blueprint for ten thousand battery swapping stations.
Looking for more possibilities.
“Battery swapping, home charging, and public charging will share the market.” Zeng Yuqun officially announced Contemporary Amperex Technology's battery swapping strategy, planning to build 1,000 battery swapping stations next year.
① Zeng Yuqun personally announced that Contemporary Amperex Technology would increase its layout for battery swapping; two types of standard battery packs were released, named 20# and 25#; ② Zeng Yuqun stated, "We determine that by 2030, battery swapping, home charging, and public charging will each take a third of the market"; ③ Contemporary Amperex Technology plans to build 1,000 chocolate battery swapping stations by 2025.
TianNeng Holdings: Solid State Batteries have been delivered in small batches to manufacturers in the Drone field, and a lead Rechargeable Battery factory in Vietnam is planned to be established next year | Directly covering the Earnings Conference.
① In the view of Chairman Zhang Tianren, the Southeast Asian region is a market with significant growth potential. The company has established localized offices in seven countries and signed contracts with about 30 overseas Dealers; ② In terms of Solid State Battery, the company is collaborating with downstream manufacturers in the electric bicycle sector to conduct product testing and verification.
A year-on-year increase of 32%! Global electric vehicle sales have set historical highs for three consecutive months, with China accounting for 70% of the market.
The performance of the China market is impressive, with sales in November growing by 50% year-on-year to reach 1.27 million vehicles, accounting for about 70% of Global total sales. Overall Auto sales in China for November increased by 16.6% compared to the previous year, marking the highest growth rate since January this year. BYD is expected to exceed the annual Global sales target and surpass Ford and Honda.