BK0702 Spread-based Economy
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The countdown to Huawei's “Fourth Realm” has entered: the installation of factory equipment is nearing completion, and the “Pride World” trademark already belongs to Huawei
① Jiangqi Group said that while continuing to increase investment in scientific and technological innovation and accelerate transformation and development, a luxury smart new energy vehicle built in collaboration with Huawei will soon be launched. ② According to the 1884 Trademark Notice, Chery Automobile Co., Ltd. has transferred its registered “Pride” trademark to Huawei Technologies Co., Ltd., and the trademark is classified as Class 12.
Passenger Federation: The pickup truck market sold 44,000 vehicles in April and is at a medium to high level in the past 5 years
On May 14, the Passenger Transport Federation revealed that the pickup truck market sold 44,000 vehicles in April 2024, up 4.4% year on year and down 13.1% month on month.
Sales differentiation among NEV companies intensified in April: Cyrus surged 700% year on year, Tesla fell month-on-month
① Geely and Changan both showed significant year-on-year growth. The former had a year-on-year increase of 76.3%, and the latter doubled; ② Cyrus had a particularly significant year-on-year increase of 725.7%; ③ Tesla's retail sales volume in April was 31,421 vehicles, down 21.4% year on year, down 21.4% year on month; ④ The most obvious year-on-year decline was GAC Aian, which fell 36.3% year on year to 26,109 vehicles.
JAC April 2024 Production and Sales Report
Quick report on production and sales data of various products for April 2024
Golden Dragon Motor 2024 First Quarter Report (after correction)
Corrections to the “Jinlong Motor 2024 First Quarter Report”
Questionnaire responds to the M7 Yuncheng accident: the battery did not fire and the signal was cut off, so the car door could not be automatically unlocked
① AITO officially released technical instructions to answer the four major questions about the Yuncheng accident in Shanxi; ② Cyrus said that in response to false information posted on social media platforms, evidence preservation and legalization was carried out as soon as possible in order to report the case to the public security authorities.
合资品牌打响“反击战”：本田“牵手”华为造车、大众安徽首款车型即将发布
①本田中国正式发布全新电动品牌“烨”。三款首发车型中，由在华合资公司广汽本田和东风本田分别投产的烨P7、烨S7将于2024年底上市，烨GT CONCEPT则会在2025年实现量产； ②大众安徽首款车型将于2024北京车展正式发布，有大众安徽内部人士向财联社记者透露。
Japanese brands are concentrating on “participating” in the Qingming Little Holiday Auto Market, and nearly 10 car brands have introduced promotion policies
① FAW Toyota announced that from now until April 30, it will launch multiple financial policies such as a maximum 8-year 0 down payment, 36 installments of 0 interest rates, and a 505 flexible finance plan. ② According to incomplete statistics from the Finance Federation reporter, since entering April, nearly 10 car brands have introduced the latest car purchase promotion policies. In addition to the brands mentioned above, they also include Tesla, BAIC, Chery, Jetta, NIO, and Rantu.
Competition in the industry adds “old hate” and “new hate”, the chairman of Commodity City suddenly caught fire, and the subsidiary “Yiwu Purchase” sued that its interests were damaged
① The chairman of Commodity City was sued by the subsidiary Yiwu Purchase. The cause of the case was a dispute that harmed the company's interests ② The disputed competitive relationship between Yiwu Buy and Chinagoods was the “trigger” of the incident ③ Yiwu Buy once sued Commodity City for “unfair competition”, but the lawsuit was not upheld by the court
New energy vehicle companies' March “report card”: BYD deliveries surpassed 300,000, and Ideal March deliveries increased 39.2% year-on-year
Aian and Questionnaire both delivered more than 30,000, followed by Ideal and Cyrus, and Xiaopeng and Nacha delivered less than 10,000.
The top 10 NEV sales volume was released in February: Cyrus surged 600% year on year for 2 consecutive months, and the three car companies fell back month on month
① Following a 590.4% year-on-year increase in January, Cyrus's retail sales performance in February was 27,240 vehicles, a sharp increase of 673.6% year over year; ② Geely, Changan, and Great Wall Motor's retail sales fell month-on-month in February.
Cyrus automobile sales increased 700.63% year-on-year in February, and related parts manufacturers are expected to continue to benefit
① Cyrus announced that in February 2024, sales of new energy vehicles were 30,300 units, an increase of 360.04% over the previous year. Among them, Cyrus sold 2,8062 vehicles, an increase of 700.63% over the previous year. ② Dongguan Securities believes that the Quanjie M9 is expected to become a new generation of popular models, leading industry innovation and driving supply chain flexibility. Related aspects such as 800v silicon carbide fast charging, intelligent driving, and smart cockpit are expected to benefit.
[Looking at the data] The three major futures indicated that bulls bucked the trend and increased their positions northbound to seize capital to grab funds, and many other stocks plummeted
① Futures indicate that in the main contract, IH and IF contract bulls bucked the trend and added short positions and reduced their positions; the number of long positions added in IC contracts was significantly greater than that of bears. ② Among the top ten transactions of Shanghai and Shenzhen Stock Connect, Cyrus received a net purchase of 684 million yuan, setting the record for the largest single-day net purchase amount of the stock. Furthermore, individual stocks that have plummeted, such as Zhongji Xuchuang and IFF, have all received net purchases from northbound capital.
The top 10 NEV sales volume in January was released: Geely and Cyrus surged 600% year on year
① Geely Auto leapt to second place in the list last month, with retail sales surging 632.1% year over year; ② With the rise of the Dark Horse series, Cyrus retail sales surged nearly 600% year on year in January; ③ Ideal and Inquire who can become the “new king” of the new forces in the Year of the Dragon this year will undoubtedly be a major highlight of the market.
Auto companies' 2023 performance forecast: 60% achieved pre-profit “Huawei concept stocks” Cyrus and BAIC Blue Valley continued to lose money
① According to the Financial Services Association reporter, 9 out of 15 car companies are expected to make profits in 2023, accounting for 60%. ② BYD has the strongest profitability, and net profit is expected to reach 290 billion to 31 billion yuan. ③ BAIC Blue Valley is expected to have the largest loss amount of -5.2 billion to -5.7 billion yuan.
The new power “opening of the year” is under pressure: the first to break 30,000 cars in the world and become the “leader”, Aian, and Zhizhi “fell cold”
① The AITO Interview Series delivered 32,973 new cars in January, up 636.83% year on year and up 34.76% month on month, of which over 1,000 were delivered in a single day in 24 days. ② This past January, GAC Aian's sales were once again “cold”, delivering 24,947 vehicles in a single month, up 144.43% year on year and down 45.59% from month to month.
Why did Liu Gesong drastically reduce Cyrus holdings? Currently optimistic about PV, there is a big gap between Chen's net worth performance and expectations
① In the fourth quarter of 2023, PV and the industrial chain accounted for a high share of the fund's assets in GF's small market growth holdings managed by Liu Gesong. ② Liu Gesitan Chen said that the net worth performance of the products he managed fell far short of expectations in early 2023. However, at this point, he is convinced that most high-quality A-share assets already have a high cost performance ratio, and he remains optimistic about the overall economic situation in 2024.
Commodity City's net profit in 2023 is expected to innovate, and the cross-border settlement capital of high-value payments exceeds 8.5 billion yuan
① Commodity City expects net profit of 2.65 billion yuan to 2.75 billion yuan in 2023, exceeding market expectations ② Main business revenue will increase dramatically, and investment income related to real estate will contribute nearly 40% of revenue ③ Charity Payments has opened cross-border RMB accounts for nearly 20,000 merchants, with cross-border settlement capital exceeding RMB 8.5 billion