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Ishares Self-Driving Ev And Tech Etf Newsroom
After building cars, will we create 'humans'? Over ten car companies are laying out plans, has it become a necessary option in the AI era?
① The Chairman of Ideal Automobile, Li Xiang, responded to whether there will be humanoid robots, stating that the probability is definitely 100%, but the timing is not now; ② Apart from Tesla, Chinese brands including BYD, Guangzhou Automobile Group, Chery Automobile, Xiaomi, Chongqing Sokon Industry Group Stock, Xpeng Motors, SAIC Motor, Chongqing Changan Automobile, and Dongfeng Automobile are all involved in the field of humanoid robots.
Musk initiated a revolution in manufacturing, but no one noticed.
The CEO of Launch I/O stated that Tesla designs, tests, and perfects its factories just like it does with its Autos, setting specifications and performance Indicators. This focus on manufacturing efficiency will significantly reduce production costs, potentially approaching zero: "I believe many people are not paying enough attention to this. In the future, whether it's the Cybertruck or the Optimus Siasun Robot&Automation, this method will be used for production."
Li Xiang discusses the latest Global Strategy of "Ideal" - transforming into an AI company, aiming for the top three domestic large models, and in the future, building a unified VLA model to become your silicon-based family.
Recently, Li Xiang announced that Li Auto is no longer just an automobile manufacturer but an AI company. "ChatGPT has ushered in a new AI era, which has strengthened our belief - Smart Automobile must focus on AI as its core, not just the intelligence of Hardware."
Zhiji and Avita have recently attracted significant investment, with 'state-owned investors' fully backing New energy Fund automobiles.
① The 9.4 billion yuan financing for Zhiji Autos has continued support from both state-owned investment Institutions and market-oriented investment Institutions. ② From Zhiji Autos in Shanghai to Avita in Chongqing, then to GAC Aion, NIO in Hefei, and Li Auto in Changzhou, the involvement of local state-owned assets reflects the demand for industry drive and regional development. ③ After the conclusion of the Central Economic Work Conference, local governments are actively promoting industrial upgrades, demonstrating their main roles and responsibilities in the transition between new and old drivers of growth.
Caixin Auto Morning News [December 26th]
① Passenger Vehicle market retail from December 1-22 was 1.692 million vehicles; ② Chongqing Changan Automobile's Zhu Huarong: Huawei has reserved a 20% equity stake for Changan, and appropriate arrangements will be made in the future; ③ Zhi Mi Automobile completed a 9.4 billion yuan Series B financing;
Li Xiang speaks out publicly after nine months: 100% humanoid Siasun Robot&Automation, not making Robotaxi.
Regarding the future product layout, Li Xiang directly denied the Robotaxi product, stating that Li Auto will not enter this area, but Li Auto will definitely develop humanoid robots, although the timing is not now. By 2030, Li Auto has a 50% chance of creating a very interesting supercar that will incorporate AI.
Famous Analyst warns: the Technology bubble is approaching a "critical point", be wary of large hedge funds selling off.
Kaplan, the CEO of True Contrarian blog and newsletter, believes that the current technology bubble in U.S. stocks has grown larger... the current bear market may have already begun. He also stated that if stocks like QQQ drop by 20%, those funds worth trillions of dollars will sell off at the same time.
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Electric Vehicle companies are also "breaking down walls"! Xiaomi Autos are connecting to the "Weixiaoli" charging network.
① Xiaomi Autos has reached a Charging Station sharing cooperation with "Weixiaoli", but will still build its own Charging Stations later. ② The charging service market is gradually maturing and improving, but latecomer Electric Vehicle brands outside of Xiaomi Autos will still choose to build their own Charging Stations.
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2024 Year-End Review | Faced with numerous difficulties, but the Global Autos industry's wave of electrification cannot be stopped. Chinese car companies will still achieve good results in exports.
On October 29th, local time, the European Commission announced the conclusion of the anti-subsidy investigation, deciding to impose a final anti-subsidy tax for five years on electric Autos imported from China. The CEO of Geely Automobile Holdings, Gui Shengyue, stated that Geely is not only able to cope with the additional 18.8% tariff imposed by the EU, but the import tariff will also not hinder the company's ability to gain a larger market share in mainland Europe.
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2024 year-end review | Joint venture brands encounter a "midlife crisis" with over 4,000 Dealers "closing and transferring" throughout the year.
①Honda and Nissan announced that they have signed a memorandum of understanding regarding the merger, officially starting merger negotiations; ②The weak performance of the joint venture brand has made traditional Dealers feel the acute pain of 'the lips being lost and the teeth feeling cold.'
Finance Associated Press Autos Morning Report [December 25th]
① The Ministry of Industry and Information Technology is further strengthening the management of the comprehensive utilization of waste power Battery in the New energy Fund; ② In November, China Autos achieved exports of 0.55 million units, a year-on-year increase of 5%; ③ BAIC BluePark New Energy Technology: The subsidiary's capital increase and share expansion has been completed, introducing 11 strategic investors with a total investment of 8.15 billion yuan.