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Minsheng Securities: In November, the production and sales of Autos showed stable growth, with the market for Electric Vehicles experiencing a year-on-year growth rate of over 45%.
In November, the retail sales volume of Electric Vehicles reached 1.268 million units, a year-on-year increase of 50.5% and a month-on-month increase of 5.9%; the retail penetration rate was 52.3%, up 11.9 percentage points year-on-year. At the automaker level, the production and sales of pure electric and plug-in hybrid Autos saw significant growth year-on-year, indicating a positive industry trend.
Citigroup's outlook for the CAILIAOHANGYE in Q1 2025: focus on three major investment themes, with CHINAHONGQIAO (01378) as the top choice.
Citi has released the outlook report for China's CAILIAOHANGYE in the first quarter of 2025, suggesting to focus on three major investment themes.
Express News | Guosen Securities: New technologies such as sodium batteries and Solid State Batteries are thriving.
Express News | Xinda Securities: The pattern of the Battery industry is expected to improve, and the Sector's profitability is likely to rebound.
HAITONG INT'L: In November, the installed capacity of power Battery in our country increased by 50%, significantly stimulated by the "old-for-new" policy.
In the future, as the costs of raw materials in the lithium battery Industry Chain continue to decrease, the combination of policy support and the increasing terminal demand is expected to drive the continuous growth of Electric Vehicles sales, with the demand for the lithium battery Industry Chain gradually increasing.
Shenzhen Kedali Industry (002850.SZ): now has the technology and mass production capacity for the 4680 large cylindrical structural components.
On December 12, according to Gelonghui, Shenzhen Kedali Industry (002850.SZ) stated in a recent investor relations activity that the company now possesses the technology and mass production capacity for manufacturing 4680 large cylindrical structural parts, and will release production capacity according to actual customer demand.
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