Automotive die-casting integration
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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.
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.
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.
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%.
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.
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.
BAIC new energy fund launches a hundred billion yuan war finance.
Start the battle to turn things around.
The second round of auto trade-in subsidies will double, and the policy's warm breeze is expected to drive growth in the industry.
On August 16th, the Ministry of Commerce and 7 other departments issued a notice on further improving the work of exchanging old cars for new ones. In terms of updating scrapped cars, the subsidy standard has been raised from the original subsidy of 10,000 yuan for purchasing new energy passenger vehicles and 7,000 yuan for purchasing gasoline passenger vehicles to 20,000 yuan and 15,000 yuan, respectively, both of which have increased by more than twice.
Pacific: give a buy rating to Lizhong Group, with a target price of 37.2 yuan
2021-11-24 Pacific Securities Co., Ltd. Li Shuaihua conducted research and issued a research report "performance hit bottom, Future prospects". In this report, the opposing China Group gave a buy rating, believing that its target price was 37.20 yuan. The current share price is 20.66 yuan, which is expected to rise by 80.06%. Lizhong Group (300428) third-quarter performance disturbance is over, performance is expected to return to high growth. The company's Q3 returned to its parent net profit of 61.32 million yuan, down 77.7% from the previous month, mainly due to the drag of the company's hub business: affected by overseas epidemics and domestic policies.
Analysis of Xiangxin Science and Technology limit on November 10th: auto parts, Huawei industry chain, Tesla, Inc. concept hot stock
Xiangxin Technology rose and closed with a closing price of 25.91 yuan. The stock rose by the daily limit at 13:40, opening the limit once, and the closing capital was 32.8409 million yuan, accounting for 1.69% of its current market value. In terms of capital flow data, the net inflow of main funds on the same day was 25.3925 million yuan, the net inflow of hot capital was 18.2151 million yuan, and the net outflow of retail funds was 17.9377 million yuan. In the past 5 days, the capital flow is shown in the following table: this stock is auto parts, Huawei industrial chain, Tesla, Inc. concept hot stock, the same day auto parts concept rose 1.28%, Huawei industrial chain concept rose 1.06%, special
Wanfeng Auto’s Q3 Profit Tanks 98% on Surging Raw Material Costs
After signing the cooperation agreement with Huawei, BAIC Blue Valley has no significant impact on performance.
In early trading on September 27th, BAIC Langu rose by the daily limit of 13.16 yuan per share, an increase of 10.03%, with more than 260000 orders sealed on the limit board. On the news, BAIC Langu announced on the evening of the 26th that its subsidiary BAIC New Energy and Huawei signed a comprehensive business deepening cooperation agreement to jointly build "ARCFOX" and "HI" joint brands based on jointly developed HBT project products. Huawei's car chips are licensed and determined not to build cars after Huawei also reported news about the auto business: the United States allows chip suppliers to sell car chips to Huawei. The evening of September twenty _ fourth
Analysis of the limit of BAIC Blue Valley on September 27: Huawei Hongmeng, Automotive Chip, Huawei Automotive concept Hot stocks
Securities Star data Center News, BAIC Blue Valley rose to close, closing price 13.16 yuan. The stock rose by the daily limit at 09:30, but did not open the limit. The closing capital was 289 million yuan, accounting for 0.99% of its current market value. In terms of capital flow data, the net inflow of main funds on the same day was 158 million yuan, the net inflow of hot capital was 181 million yuan, and the net outflow of retail funds was 84.5777 million yuan. In the past 5 days, the capital flow is shown in the following table: the stock is Huawei Hongmeng, auto chip, Huawei auto concept hot stock, Huawei Hongmeng concept rose 0.33% on the day. The investment logic of the stock is as follows: 1. BAIC, a subsidiary of the company.
On September 26th, nine companies, including Longzi shares and Guanghui Energy, announced positive results.
1. Langzi shares: plan to invest 300 million yuan to set up medical and beautiful equity merger and acquisition fund Lang Zi shares announcement, September 26, the company and the participating company Beijing Longzi Asiana Asset Management Co., Ltd. signed the "Wuhu Bochen No. 10 Equity Investment Partnership (Limited Partnership) Partnership Agreement" with effective conditions. The company intends to set up a medical and beauty equity merger and acquisition fund-Wuhu Bochen No. 10 equity investment partnership (limited partnership) with its own capital of 300 million yuan as a limited partner. the fund is mainly invested in the equity of unlisted companies in the medical and cosmetology field and related industries in the form of equity investment, with a fund size of 601 million yuan.
Yunhai Metal: Zhongtai Securities, Jisheng Investment and other three institutions investigated our company on September 24.
On September 24th, 2021, Yunhai Metal (002182) issued a notice that: an Yongchao of Zhongtai Securities, Jisheng Investment du Yang and Yinsheng Asset Wang Qing investigated our company on September 24, 2021, which was hosted by Teng Hang, Director of Investment Relations. The main content of this survey: Q: the production process of Yunhai original magnesium? What are the advantages? Answer: ferrosilicon is used to thermally reduce the calcined magnesium oxide in the ore, which is called "Pijiang method". The company uses vertical cans, which has the advantages of low energy consumption, environmental protection, high degree of mechanization, low labor cost and so on. Q: what are the applications of microchannel flat tubes? A: the microchannel flat tube is in Yangzhou Rui.
Lizhong Sitong Light Raises $48 Million to Boost Alloy Material Production
On September 24, six companies announced positive news: Oriental Zirconium Industry raised the sales price of related zirconium products.
Oriental Zirconium Industry raised the sales prices of related zirconium products, Oriental Zirconium Industry announcement, in view of the rising prices of various production raw and auxiliary materials and tight supply, the company has raised the sales prices of related zirconium products on the basis of the original prices since September 24, 2021: zirconium oxychloride products (including mother liquid materials) increased by 2000 yuan / ton; zirconium dioxide products increased by 6000 yuan / ton. At the same time, the prices of other zirconium products of the company will be adjusted at the same time. Shengtun Mining intends to invest 6.19 billion yuan in the construction of a new energy material project, Shengtun Mining announcement, and the company plans to invest and build an annual output of 300000 tons of battery-grade sulfur in Fuquan City, Qiannan Prefecture, Guizhou Province.
Analysis of trading limit of Yunhai metal on September 22nd: Silicon manganese, non-ferrous magnesium, non-ferrous aluminum concept hot stock
Securities Star data center news, Yunhai metal trading closed, closing price 28.28 yuan. The stock rose by the limit at 13:02, opened the limit six times, and closed its closing order with a capital of 68.4403 million yuan, accounting for 0.43% of its current market value. In terms of capital flow data, the net inflow of main funds on the same day was 73.8136 million yuan, the net inflow of hot capital was 66.1339 million yuan, and the net outflow of retail funds was 57.6241 million yuan. In the past 5 days, the capital flow is shown in the following table: the stock is Si-mn, non-ferrous magnesium, non-ferrous aluminum concept hot stocks, the same day Si-mn concept rose 4.09%, non-ferrous magnesium concept
Optimize the shareholder structure, improve business coordination, join forces with science and technology controllers, etc., to transfer 11% of the shares.
On September 22nd, Capital State learned that shareholders of A-share company 603917.SH (Holi Technology) intend to transfer some of the company's shares by agreement. Shi Liangcai, the controlling shareholder and actual controller of Heli Technology, Fan Kaishu, Shi Yuanzhi, Shi Dingwei, Cai Zhenxian, he Chaoyang and the company's shareholders Yang Wei, who hold more than 5% of the shares, originally intended to transfer to Zhongqing Fund Management Co., Ltd., Fuzhou Development Zone, by way of agreement. (on behalf of the "Zhongqing New Energy Strategic Investment No. 1 Private Equity Investment Fund" to be established and managed by it. Hereinafter referred to as "Zhongqing Fund") and Shanghai Daixi Investment Management Co., Ltd. (on behalf of its proposed establishment and management of "Daixi Battle"
China's Motorcycle Sales Fall Slightly in August as Export Growth Eases