AI takes center stage! The CES Autos exhibition booths have transformed as many automakers strengthen their application of Asia Vets in smart cabins.
① BMW globally debuted its next-generation super sensory intelligent cockpit at the 2025 CES exhibition - featuring the innovative panoramic iDrive and BMW's new generation operating system X. ② ZEEKR also regards the 'intelligent cockpit' as one of the key highlights of its exhibition, announcing a partnership with Qualcomm to jointly develop future-oriented intelligent cockpits.
Investment in Ultra High Pressure continues to accelerate, and Analysts predict that the bidding process is expected to speed up in 2025.
① The "Xinjiang Power Transmission to Chongqing" project, the Hami-Chongqing ±800 kV Ultra High Pressure Direct Current transmission line project, has been fully connected. ② Xiangcai Securities believes that Ultra High Pressure is a key infrastructure for the delivery of large New energy Fund bases, and 2025 marks the concluding year of the 14th Five-Year Plan. To promote the consumption of New energy Fund, the progress of bidding in 2025 is expected to accelerate.
In January, lithium battery companies' production scheduling improved, and the supply-demand relationship is expected to continue to improve after the Spring Festival.
① Recently released data from Shenzhen GaoGong Industry Research Institute indicates that lithium battery companies are expected to adjust their production schedules upwards in January 2025. ② A Research Report from Soochow states that production is expected to rebound rapidly after the Spring Festival, and the supply-demand relationship will continue to improve.
Involving TOPCon Battery module technology, JinkoSolar is suing LONGi Green Energy Technology for patent infringement.
① JinkoSolar has sued LONGi Green Energy Technology in the Intermediate People's Court of Nam Cheong, involving TOPCon Battery technology and component technology; ② Integrated companies ranked among the top in component shipments have either actively or passively become involved in the photovoltaic patent disputes. Some analysts believe that the strength of patent protection in the photovoltaic Industry will continue to increase in the future.
0.972 billion! Farasis Energy (Gan Zhou) Co., Ltd. has "changed ownership" to Guangzhou State-owned Assets.
① The controlling shareholder of Farasis Energy (Gan Zhou) Co., Ltd. may be changed to the Industrial Control Group, and the actual controller may change to the Guangzhou Municipal People's Government; Stocks will resume trading from the morning of January 6; ② The company had announced an Equity Transfer matter in August 2023 and terminated it in November of the same year. However, at that time, the Equity Transfer price was 28.37 yuan per share, with a total Trade price of 1.728 billion yuan, far exceeding the price disclosed today.
The ranking of Global automotive companies by Market Cap has undergone a "huge change": 21 Chinese automotive companies have made it into the TOP 50, with Xiaomi and BYD ranked third and fourth respectively.
①Tesla and Toyota still rank first and second; ②BYD, which previously held the third-largest position in the Global automotive market with a Market Cap of 107.84 billion USD, was surpassed by Xiaomi, which officially entered the Autos market in 2024 and was still outside the top 10 midway through the year; ③Chongqing Sokon Industry Group Stock, which is deeply tied to Huawei, ranks fourth among Chinese automotive companies after Xiaomi, BYD, and SAIC Group.
104955361 : long tesla, will go up no way going below 400
SKYWalkers OP 104955361 : no fundamentals to support that price level