BK0560 Apple Concept
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Cui Dongshu: Exports of 207,000 new energy vehicles increased 58% year-on-year in April
In April 2024, China achieved exports of 556,000 units, a growth rate of 31% compared with April 2023 and a 13% increase over the previous month. The trend is very good.
Concept News | Financial Federation adds “electromagnetic shielding” to the theme library
① Electromagnetic shielding materials are widely used in consumer electronics, automobiles, aerospace, communications and other fields. With the comprehensive development of 5G, cloud computing, AI and other industries, it has provided a large amount of market demand for the electromagnetic shielding materials industry. ② List of electromagnetic shielding concept stocks.
Goertek Microelectronics IPO “ended” Goertek shares: the spin-off and termination of the spin-off are normal capital operations
① Goertek Microelectronics's spin-off listing was terminated. Goertek said it was “a decision made after fully considering various factors such as the current market environment, valuation level, and policy orientation”; ② The IPO review is getting stricter. Recently, many GEM participating companies, such as Jingchuang Technology, Liuchun Intelligence, and Huayi Co., Ltd., have terminated their listing, and over 8 companies planning to split the listing this year.
Tesla Killer Lands In Europe: BYD's Seagull EV Poised To Disrupt With Sub-$21K Price Tag Even After Tough Tariffs
BYD Co. (OTC:BYDDF), a leading Chinese electric vehicle manufacturer, is set to launch its budget-friendly electric vehicle in Europe, posing a significant challenge to local automakers.
Northbound Capital Purchase Report: IFF received net sales of 215 million yuan
Northbound Capital sold a net sale of 1,967 billion yuan today.
Enter the medical laser circuit! Hummer has developed a long-wave infrared continuously tunable desktop femtosecond laser to advance the industrialization process
① According to Hymo Star, the research result is a pioneering product in the world. At present, the expert group agreed that the technical indicators implemented by the project have reached the international advanced level based on the results of the third party's authoritative review and appraisal of the R&D results. ② Against the backdrop of overcapacity in photovoltaics and lithium batteries, Haimxing is actively exploring new fields such as medical lasers, and has invested in the establishment of Sichuan Huachuan Starlight Medical Technology Co., Ltd., which is also in the process of collecting medical device evidence.
Expansion at a loss! Shenghe Resources bucked the trend and acquired a heavy sand mining project in Africa. The target revenue last year was 0 but received a high premium
① Unlike the four major domestic rare earth groups, how to guarantee the stability and long-term nature of rare earth resources has attracted market attention; ② In the face of loss in Q1 performance this year, Shenghe Resources is still increasing overseas mines to further guarantee the company's raw material supply; ③ Although the target SRUL mine resource endowments are good, this acquisition is not without risk.
China Automobile Dealers Association: The overall inventory coefficient of car dealers in April was 1.70, up 9.0% month-on-month
The overall inventory coefficient of car dealers in April was 1.70, up 9.0% from the previous month and 12.6% from the previous year. The inventory level was above the warning line, and the pressure on dealers' inventory increased.
Northbound Capital Purchase Report: IFF received a net purchase of 468 million yuan
On May 16, Northbound Capital made a significant net purchase of 6.067 billion yuan throughout the day.
Tesla's Top Rival BYD Reveals Starting Price Of Hybrid Electric Pickup In Mexico Launch — Yes, It's A Lot Cheaper Than The Cybertruck
Chinese electric vehicle giant BYD Co (OTC:BYDDY) (OTC:BYDDF) on Tuesday introduced its new mid-size hybrid-electric pickup truck called the Shark in Mexico and it is way cheaper than rival Tesla Inc's Cybertruck.
Passenger Federation: Retail sales of 241,000 vehicles in the NEV market increased 31% year-on-year from May 1-12
On May 15, the latest data from the Passenger Transport Federation showed that on May 1-12, the NEV market retailed 241,000 vehicles, an increase of 31% over the same period last year, and an increase of 10% over the same period last month.
Cui Dongshu: Domestic retail penetration rate of new energy vehicles was 43.7% in April, an increase of 12 percentage points over the same period last year
On May 14, Cui Dongshu, Secretary General of the Passenger Transport Association, published an article stating that the domestic retail penetration rate of new energy vehicles in April was 43.7%, an increase of 12 percentage points over the 32% penetration rate in the same period last year. In April, the penetration rate of new energy vehicles among independent brands was 66.8%; the penetration rate of new energy vehicles among luxury cars was 22.6%; while the penetration rate of new energy vehicles in mainstream joint venture brands was only 7.5%. In April, retail sales of traditional cars fell 22% year on year, while retail sales of new energy vehicles rose 28% year on year, all under high pressure.
Qunzhi Consulting: The penetration rate of own-brand cars in mainland China exceeded 60% for the first time in the first quarter
According to data from Qunzhi Consulting, the penetration rate of own-brand vehicles (IBV for short) in mainland China exceeded 60% for the first time in 2024Q1.
Vanke continues to lose weight and cancels joint venture with BYD
① The much-publicized joint venture between Vanke and BYD was recently cancelled. ② The cancellation of the joint venture with BYD is viewed by the outside world as Vanke's positive action to continue to slim down and focus on its main business.
Cui Dongshu: In January-April, the growth rate of passenger cars was relatively good, the commercial vehicle trend was relatively stable, and the main car groups all performed well
Recently, passenger car exports have contributed greatly, and the overall automobile market continues to strengthen, and is expected to reach a record high throughout the year.
崔东树：全国乘用车市场价格段销量结构走势持续上行
5月12日，崔东树发布乘用车价格段市场结构分析。
Strong inflow of foreign capital is another trend vane: Middle Eastern tycoons increase their presence in China, and multinational sovereign wealth funds continue to lay out A-shares
① The Abu Dhabi Investment Authority and the Kuwait Investment Authority held a large number of A-share listed companies in the first quarter; ② the Middle East Sovereign Fund also stepped up research on A-shares ③ Other overseas sovereign wealth funds are increasing their layout in the Chinese market.
Xiaomi won the April car market traffic
The discount rate in the automobile market has reached a new high, yet inventory pressure has not decreased.
BMW CEO warns that the EU's imposition of tariffs on Chinese electric vehicles is to “take a stone and hit yourself in the foot”
① Under von der Leyen's strong impetus, the EU will decide whether to impose additional tariffs on Chinese electric vehicles during the year; ② The BMW CEO warned that implementing the tariff policy could be counterproductive and endanger Europe's green transformation.
Announcement on correction of accounting errors in the 2023 Annual Report