Three departments are promoting the update of New energy Fund bus equipment, and the bus industry is expected to enter a renewal cycle.

The General Office of the Ministry of Transportation, the General Office of the National Development and Reform Commission, and the General Office of the Ministry of Finance issued the "Implementation Rules for the 2025 New Energy City Bus and Battery Replacement Subsidies." Utilizing ultra-long-term special national debt funds, city bus companies will receive fixed subsidies for updating new energy city buses and replacing batteries.

cls.cn08:02

Autonomous driving battle: BYD's price "weapon" vs Tesla's "difficult" problem.

Barclays believes that while Tesla has a leading position in autonomous driving technology, it faces dual challenges of regulatory supervision and market competition in the China market. Moreover, the price of Tesla's FSD is as high as 64,000 yuan, which is significantly less competitively priced compared to BYD's free "Tianshen Eye."

wallstreetcnMar 19 22:59

Star Evening Report | The Grand Fund intends to Shareholding Debang Technology, Yunlu Co., Ltd. issues an unusual announcement.

① Huаrui Precision has provided some tool product samples to Yushu Technology; ② Autel Intelligent Technology Corp.,Ltd. is accelerating the research and development of humanoid robots and recruiting for multiple key positions; ③ Chengdu Huawi has signed a Global Strategy cooperation agreement with Bodily Technology.

cls.cnMar 19 21:04

Manufacturing vehicles at the production end and selling vehicles at the sales end, nearly 20 complete vehicle companies are rapidly entering the humanoid robot sector.

① Mercedes-Benz announced in a statement that it will invest tens of millions of euros in Apptronik. ② Chongqing Changan Automobile disclosed that it is publicly sourcing suppliers for its humanoid robot research and development project. ③ Chery is also accelerating its layout in a series of new industry clusters including onboard Drones, humanoid robots, Robotaxi, and flying cars.

cls.cnMar 19 20:13

Debt-for-equity Swaps have nearly doubled the returns of SPIC Industry-Finance Holdings in nuclear energy over five years, and China Life Insurance has raised stakes in SPIC Industry-Finance Holdings looking to establish an exit route.

① In 2018, China Life Insurance entered the electric investment in nuclear energy in the form of 8 billion in Debt-for-equity Swaps to ease the financial burden. The latest asset valuation of electric investment in nuclear energy is 57.123 billion yuan, and the value of shares held by China Life Insurance has reached 15.2 billion. In just five years, the returns have nearly doubled. ② Industry insiders believe that China Life Insurance initially held equity in real enterprises in a phased manner through Debt-for-equity Swaps, and now it can exit normally, obtaining shares of the listed company.

cls.cnMar 19 14:53

Morgan Stanley discusses BYD's "5-minute supercharge": It is time to break through the biggest bottleneck in the popularization of electric vehicles.

Morgan Stanley maintains a "hold" rating on BYD, while expecting the annual penetration rate of new energy Autos in China to reach 50% this year and 75% by 2030. However, the deployment timeline of BYD's new technology, its impact on Battery life, and the cost gap with the existing 800V platform remain uncertain.

wallstreetcnMar 19 14:07