Tesla's domestic sales in October increased by over 40% year-on-year. Domestic suppliers are expected to continue benefiting.

① Overnight, Tesla's stock surged over 14%, hitting a new high since July 2023. According to media statistics, Tesla's domestic sales in October exceeded 0.04 million vehicles, a 41% year-on-year increase. ② Huaxi Securities pointed out in the research reports that in the medium term, Tesla's layout of new models + new factories + new technologies, rapid response from domestic suppliers, strong cost optimization capabilities, and industry chain related symbols are expected to continue to benefit.

cls.cn18:55 ET

Specific subsidy plan released! Low-altitude sector expected to usher in a wave of orders.

The Ministry of Industry and Information Technology recently held the first plenary meeting of the leading group for the development of low-altitude industry, discussing and deploying the key tasks to promote high-quality development of the low-altitude industry. On the same day, the Shenzhen Transportation Bureau solicited opinions on the detailed rules for the implementation of "Several Measures to Support the High-quality Development of the Low-altitude Economy in Shenzhen". The draft for soliciting opinions proposes specific subsidy plans.

cls.cnNov 5 19:10 ET

Ningbo Tuopu Group's Q3 revenue and non-GAAP net profit hit a record high for a single quarter, with automotive electronics revenue increasing more than 9 times year-on-year. | Interpretations

①Since the beginning of this year, Ningbo Tuopu Group's revenue and profits have maintained rapid growth, with Q3 company revenue and non-GAAP net profit both reaching a single-season historical high; ②Ningbo Tuopu Group stated that the short-term construction of factories has brought some cost pressures, but it is currently in a period of rapid development in the new energy autos industry.

cls.cnOct 28 10:58 ET

Accelerated repositioning? China Life Insurance has reduced its shareholding in Zhejiang Wanfeng Auto Wheel for the fourth time this year, having made two moves this month alone, with the latter's stock price rising over 260% this year.

① China Life Insurance further reduced its shareholding in Zhejiang Wanfeng Auto Wheel by 1%, marking the fourth reduction this year with a cumulative reduction of 3%, accelerating the reduction in the third quarter. ② Zhejiang Wanfeng Auto Wheel's stock price has reached a historical high this year, with a year-to-date increase of 261.92%.

cls.cnOct 23 10:20 ET

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.

cls.cnOct 18 01:13 ET

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.

cls.cnOct 5 21:01 ET