The Electric Vehicle Hundred People Meeting released the top ten trends in the automotive industry for 2025: Solid State Battery accelerates mass production and AI technology brings new transformations.
① Trend One: The increment market for Autos is entering a stage dominated by electricity, with an estimated 16.5 million New energy Fund vehicles sold in 2025; ② Trend Two: Plug-in hybrids and range-extended technologies are integrating advanced electric and RBOB Gasoline technologies, becoming an important force in New energy Fund increases; ③ Trend Three: New energy Fund Commercial Vehicles are entering a rapid growth phase, with the penetration rate of heavy trucks expected to exceed 20%;
Brokerage morning meeting highlights: It is expected that 2025 will be the first year when the Real Estate Industry truly achieves stability and long-term development.
At today's Brokerage morning meeting, CITIC SEC proposed that 2025 will be the year when the Real Estate Industry truly stabilizes and moves forward; Tianfeng stated that industry demand is expected to recover, and the Autos Sector may gradually become optimistic; China Securities Co.,Ltd. pointed out that the current valuation of the Baijiu(Chinese Liquor) Sector remains low overall, highlighting its long-term investment value.
The "Five Small Dragons" of car manufacturing boldly enter the finals.
A new pattern in the Industry is emerging.
China Nonferrous Metals Industry Association: In November, domestic lithium carbonate prices saw a slight rebound.
The trade-in policy has been strengthened, and the production and sales of Batteries and Electric Vehicles continue to show rapid growth.
Minsheng Securities: In November, the production and sales of Autos showed stable growth, with the market for Electric Vehicles experiencing a year-on-year growth rate of over 45%.
In November, the retail sales volume of Electric Vehicles reached 1.268 million units, a year-on-year increase of 50.5% and a month-on-month increase of 5.9%; the retail penetration rate was 52.3%, up 11.9 percentage points year-on-year. At the automaker level, the production and sales of pure electric and plug-in hybrid Autos saw significant growth year-on-year, indicating a positive industry trend.
2024 year-end review | Breaking the Industry monopoly and ensuring supply chain stability, self-developed chips by manufacturers become a trend.
1. The main manufacturers have further increased their research and development layout, including high-performance chips, striving to break the monopoly in the industry to achieve independent control of core component technology; 2. Great Wall Motor's RISC-V automotive chip design company, Nanjing Zijing Semiconductors, has settled in Nanjing Jiangbei New Area.
HSC_hipot : It will. 100%. That’s the reason why Tesla has to try developing cheaper models to compete.