Tesla's domestic sales in October increased by over 40% year-on-year. Domestic suppliers are expected to continue benefiting.

①Overnight, Tesla's stock surged by over 14%, reaching a new high since July 2023. According to media statistics, Tesla's domestic sales in October exceeded 0.04 million vehicles, a 41% year-on-year increase. ②Huaxi pointed out in the research reports that in the medium term, Tesla's layout of new models + new factories + new technologies, rapid response from domestic suppliers, strong cost optimization capabilities, and industry chain related symbols are expected to continue to benefit.

cls.cn39minutes ago

Specific subsidy plan released! Low-altitude sector expected to usher in a wave of orders.

The Ministry of Industry and Information Technology recently held the first plenary meeting of the leading group for the development of low-altitude industry, discussing and deploying the key tasks to promote high-quality development of the low-altitude industry. On the same day, the Shenzhen Transportation Bureau solicited opinions on the detailed rules for the implementation of "Several Measures to Support the High-quality Development of the Low-altitude Economy in Shenzhen". The draft for soliciting opinions proposes specific subsidy plans.

cls.cnNov 6 08:10

Ningbo Tuopu Group's Q3 revenue and non-GAAP net profit hit a single-season historical high, with automotive electronics revenue increasing more than 9 times year-on-year | Interpretations

① Since the beginning of the year, Ningbo Tuopu Group's revenue and profit have maintained rapid growth, with Q3 company revenue and non-GAAP net profit both reaching a single-quarter historical high; ② Ningbo Tuopu Group stated that the short-term construction of factories has brought certain cost pressures, but it is currently in a period of rapid development in the new energy automotive industry.

cls.cnOct 28 22:58

[Data Analysis] Chongqing Zonsen Power Machinery suffered from various funds selling off, while four first-tier private equity funds joined forces to compete for Shenzhen Infogem Technologies.

①Low-altitude economic concept stock chongqing zonsen power machinery was sold by institutions by over 60 million, sold by a retail investor seat by 0.136 billion, sold by algo seat by over 80 million. ②Fintech concept stock shenzhen infogem technologies was bought by four frontline retail investor seats, with each seat buying amount exceeding one hundred million yuan.

cls.cnOct 28 18:02

Acceleration of portfolio adjustment? China Life Insurance reduced its shareholding in zhejiang wanfeng auto wheel for the fourth time this year, having made two moves this month alone, with the latter's stock price rising over 260% this year.

①Evergrande Life further reduced its shareholding in Zhejiang Wanfeng Auto Wheel by 1%, marking the fourth shareholding reduction this year, totaling 3%. The shareholding reduction accelerated in the third quarter. ②Zhejiang Wanfeng Auto Wheel's stock price reached a historical high this year, with a gain of 261.92% from the beginning of the year to date.

cls.cnOct 23 22:20

It is expected that relevant national authorities will establish a low-altitude economic regulatory bureau.

①The establishment decision has been approved, and the new bureau is currently in preparation; ② The low-altitude economy set up a dedicated bureau, which can better coordinate resources at all levels to promote industrial development.

cls.cnOct 18 13:13