Automotive LiDAR Market Worth $11.26 Billion by 2033 | MarketsandMarkets

PR NewswireJun 12 18:59

Overseas Research Selection Daily Report 0612 | Goldman Sachs: Chinese Automakers Reach Record High Market Share in Europe

① Goldman Sachs: U.S. core CPI in May came in below expectations; core PCE projected to rise 0.28% month-over-month; ② Morgan Stanley: AI-related capital expenditures have entered a record-setting cycle, with tech giants facing nearly $1 trillion in implicit spending pressure; ③ Goldman Sachs: A strong El Niño event does not necessarily drive up global food prices—soft commodities such as palm oil carry greater risk; ④ Oppenheimer initiates coverage of SpaceX with an “outperform” rating and a price target of $190.

cls.cnJun 12 17:19

Market Chatter: Turkiye Suspends BYD's Tax Exemptions, Warns of Repayments If It Fails to Build Promised Factory

MT NewswiresJun 12 15:26

《Major Brokerage》HSBC Research: Commercialization of autonomous driving in China is accelerating; remains bullish on Horizon Robotics, XPeng, WeRide, and Pony AI

HSBC Research published a report noting that Tesla's Full Self-Driving (FSD) capability is poised to launch in China, and BYD (01211.HK) is extending its proprietary full-stack advanced intelligent driving system, 'God's Eye,' to the mass market. This is expected to enhance consumer awareness of and willingness to pay for autonomous driving features, thereby accelerating industry commercialization. HSBC Research currently favors L4 commercialization leaders, suppliers with value-added capabilities, and automakers with strong vehicle cycle momentum, maintaining its positive stance on Horizon Robotics (09660.HK), XPeng (09868.HK), WeRide (00800.HK), Joyson Electronics (00699.HK), and Pony.ai.

AASTOCKSJun 12 14:20

Two mainland Chinese authorities held talks with and issued reminders to automobile manufacturers suspected of engaging in irrational competition.

The Ministry of Industry and Information Technology and the State Administration for Market Regulation have issued reminder talks to automobile manufacturers suspected of engaging in irrational competitive practices, requiring them to strictly comply with laws, regulations, and rules such as the Price Law of the People's Republic of China and the Provisions on Preventing Low-Price Dumping. Enterprises are further required to strengthen price compliance in accordance with the Compliance Guidelines for Pricing Practices in the Automobile Industry, enhance product quality control, effectively safeguard consumers’ legitimate rights and interests, and jointly uphold a market order characterized by quality-based pricing and healthy competition.

AASTOCKSJun 12 10:28

Cailian Press Auto Morning Brief [June 12]

① Two government departments issued a warning interview to automobile manufacturers suspected of engaging in irrational competition; ② The Ministry of Industry and Information Technology released a list of new energy vehicle models eligible for preferential vehicle and vessel tax reductions, including BYD, Geely, and Seres; ③ Changchun City: Building a world-class automotive enterprise group and supporting FAW Group’s deepened strategic cooperation with Huawei and others.

cls.cnJun 12 09:11