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20 companies participated! Photovoltaic leader predicts that the bottom has been reached. Three major directions of lithium battery companies are being watched closely. | Directly hit the earnings conference of the Star New Energy Fund.
① In the photovoltaic industry, leading companies mentioned that the bottom of the industry has been reached, but the turning point still needs time. Many leading companies have disclosed tax incentives for building factories in the USA. ② In the lithium battery industry, solid state batteries, consumer batteries, and overseas markets have become breakthrough points for companies. ③ Enterprise capacity and capacity utilization are of concern. Many companies mentioned that capacity utilization will increase.
In August, the penetration rate of new energy exceeded 50% again, with byd company limited and chongqing sokon industry group stock leading the way. China Association of Automobile Manufacturers: Adjusting the annual sales volume expectations upwards.
①The China Passenger Car Association released data showing that the narrow definition of passenger vehicle retail sales in August was 1.905 million units, a year-on-year decrease of 1.0%. ②Looking ahead for the whole year, the China Passenger Car Association will provide specific numbers for the expected increase in the electric vehicles market after comprehensive assessment.
He Xiaopeng wants to sell a car that can fly.
Price is one million.
Horizontal Evaluation of Q2 Reports: "Wei Xiao Li" bicycle prices have all declined, betting on sub-brands in hopes of "trading price for volume".
In key indicators such as vehicle deliveries, revenue, and auto gross margin, li auto inc is leading the way. Xpeng and NIO chose to launch lower-priced and positioned sub-brands, while Li Auto is testing the waters in the pure electric field.
NIO Inc. (NIO) Q2 2024 Earnings Call Transcript Summary
Geely Lynk & Co. is going head-to-head with Xiaomi.
Creating a popular pure electric vehicle.
