November electric vehicle delivery report: BYD's electric vehicle sales exceeded 0.5 million, Xiaopeng broke through 0.03 million for the first time, and Chongqing Sokon Industry Group Stock saw a year-on-year sales growth of 54.58%.
Last month, the delivery volume of the Xiaomi SU7 continued to exceed 20,000 units, and Xiaomi expressed confidence in achieving the new delivery target of over 130,000 units for the year.
Overseas revenue increased by 39.8% year-on-year, miniso: Next year will focus on developing the millet economy | Direct hit earnings conference
① In response to the potential risk of additional tariffs imposed by the usa, Ye Guofu stated at last night's earnings conference that miniso is actively taking various measures, including increasing the proportion of local assets and seeking alternative supply chains in Southeast Asia, Japan, and South Korea, to ensure the stability of the supply chain. ② According to Zhang Jingjing, miniso expects to resolve no less than 60% of the investment amount through external borrowing.
Reported Thursday, HUTCHMED Confirms ORPATHYS (Savolitinib) Retains Spot On China's National Reimbursement Drug List
Hefei issued 44 million yuan in consumer vouchers and Ideal launched a zero-interest financial plan. Local governments and car companies are competing for the year-end "consumption wave".
① On November 29, according to the Hefei Municipal Bureau of Commerce, from November 29 to December 8, 2024, new consumer vouchers for autos will be issued in Hefei, totaling 44 million yuan. ② On the same day, Li Auto announced a limited-time 0% interest policy until the end of the year. From now until December 31, users purchasing the Li L-series and Li MEGA can enjoy a minimum down payment financing plan with 0% interest for 3 years.
AI guru started to shuffle madly.
Integration is on the rise.
Wang Xiao, partner at Qicheng Capital: In the era of consumer market stock, "competing on price" and "competing on value" are both important | Direct hit on the new consumption power conference.
1. Online retail has differentiated from shelf e-commerce to a type represented by pdd holdings, focusing on individual products and price mechanisms, as well as content e-commerce represented by Douyin. Both forms of e-commerce achieve precise matching of supply and demand through efficient algorithms and mechanisms. 2. In a market environment of stagnant or even declining volume, companies need to shift from opportunity-driven to capability-driven, from growth-first to efficiency-first, and from scale-oriented to value-oriented.
Dragon Fish : Why the CEO replied so superficially and we can accept him so openly? Why he didnt bet like the Onvo President said will hit 10k in Dec? As the CEO must dare to put his head under the chopping board then we will be very proud of him if he did that.
TWP PaPa OP : Let's see how it goes in Dec, all Nio going under pressure.
Nio had mentioned how many different models are sold but other brands only tell numbers but not models.
102332870 : what's the use of pushing for volume but losses increase due to increase incentives? maybe market will take the good deliveries for a day or two....then will again fall back due to margin worries.
TWP PaPa OP 102332870 : That's why they need others'income flow from overseas MENA with local govt support. We cannot go into a country sell cars without local backing
Dragon Fish 102332870 : To show Nio sales and marketing team is capable with maximum freebies give out to attract the sales number to please the shareholders.