Eve Energy Co.,Ltd. (300014.SZ): Three models released for the Xiaopeng P7+ series all come equipped with Batteries developed by Eve Energy Co.,Ltd. based on an 800V high-voltage platform.
On December 27, Gelonghui reported that Eve Energy Co.,Ltd. (300014.SZ) stated on the investor interaction platform that since the collaboration with Xpeng Motors began in 2020, based on innovative technology and R&D manufacturing strength in the Battery field, the company has provided high-quality products for multiple models of Xpeng Autos including G3, P5, P7, G9, and X9. So far, the cumulative cooperation amount has exceeded 150,000 units. All three models of the newly released Xpeng P7+ series are equipped with Batteries developed by Eve Energy Co.,Ltd. based on the 800V high-voltage platform.
Xpeng Sees 50,000th Mona M03 Roll off Line
Open-source Securities: In December, the demand for Passenger Vehicles reached a new high, and intelligent driving is expected to accelerate its penetration by 2025.
In December, the car market is expected to see rapid growth in sales due to the approaching policy deadlines, the accelerated effects of the trade-in policy, and the high demand for new cars. Both New energy Fund and RBOB Gasoline vehicles are expected to show growth, with the retail end's electrification rate projected at 52%.
Electric vehicle sales surpass those of gasoline vehicles! Overseas Institutions marvel: China is far ahead of the West.
① It is expected that by next year, the annual sales of electric Autos in China will exceed those of RBOB Gasoline vehicles for the first time. ② This is seen by some overseas Institutions as an imminent historic milestone: it indicates that China, the largest Autos market in the Global arena, has been far ahead of its Western competitors for several years in the electrification transformation.
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Express News | Shares of Chinese EV Stocks Are Trading Higher Amid Recent Reports of a Chinese Stimulus Plan
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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.
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;
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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.
China NEV Retail at 817,000 in Dec 1-22, up 4% From Same Period Last Month
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.
Express News | China's Xiaomi Auto: Partners With Domestic EV Makers NIO, Li Auto, Xpeng for Battery Charging Related Cooperation
Xiaomi EV Officially Announces Tie-ups With Nio, Xpeng on Charging Network
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.