Germany increases fiscal spending to promote Energy transition, and China’s solar storage sector welcomes new investment opportunities abroad.

Recently, the German Federal Parliament passed a spending bill worth 500 billion euros with more than two-thirds of the votes. The bill proposes that 100 billion euros be injected into the existing climate and transformation Fund to support the Energy transition and climate protection. The Soochow securities electric new team pointed out that as Germany increases financial support for Energy transition development, the installed capacity of photovoltaic and energy storage is expected to accelerate growth at a turning point, and the demand for Power Inverter exports is expected to benefit.

cls.cn08:38

Large orders frequently appear in the low-altitude economy Industry, driven by policies that propel the sector into a rapid development phase.

①According to reports, Wuhan city has approved 24 low-altitude flight routes, including 8 manned routes and 16 Drone routes, fully covering various fields such as short-distance transportation, aerial tours, and Logistics Transportation. ②Ping An Securities pointed out that the low-altitude economy is one of the typical representatives of new productive forces, and current policies are driving the low-altitude economy into a period of rapid development.

cls.cnMar 20 08:02

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

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

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

U.S. stock market closing | All three major Indexes declined, with the Nasdaq dropping over 1.7%; large Technology stocks fell, with Tesla down over 5% and NVIDIA down over 3%; Chinese concept stocks retreated, with XPeng falling nearly 8% after its earni

The three major US stock indices halted their two-day winning streak, with the Nasdaq closing down nearly 2%. Alibaba fell over 3%, Xpeng Motors dropped nearly 8%, and NIO rose over 3%. The German parliament passed a large-scale fiscal spending plan, and Thyssenkrupp rose nearly 13%; the euro hit a five-month high. US and European bond yields surged and then retreated. Gold rose over 1% during the day, with futures gold reaching a new high for four consecutive days. Crude Oil Product rose over 1% during the day before turning down.

wallstreetcnMar 19 07:07