The expectation of alumina production boosts the market for caustic soda, and the profitability of related listed companies is expected to improve | Industry Dynamics.

① Driven by expectations of downstream Aluminum oxide expansion, on January 7, the Futures Block Orders contract SH2505 for caustic soda reached a high of 3068 yuan/ton, refreshing a nearly one-year high during the trading session; ② Tangshan Sanyou Chemical Industries stated that, supported by the growth in demand for downstream Aluminum oxide and electrolytic Aluminum, caustic soda prices are expected to be running at a high level in 2025.

cls.cnJan 9 21:29

New developments in Huawei's automotive business unit: Business integration is anticipated, and SAIC is expected to join the partnership.

① Huawei's Automotive Business Unit officially integrated into the Vision Company this January. Several employees reported that Huawei promised old employees will still retain their Huawei employee status; ② Looking ahead to 2025, businesses should increase investment in the research and development of key Cloud Computing technologies to promote technological innovation and breakthroughs. Developing emerging technologies to achieve technological innovation and industry integration with new productive forces.

cls.cnJan 4 07:47

After building cars, will we create 'humans'? Over ten car companies are laying out plans, has it become a necessary option in the AI era?

① The Chairman of Ideal Automobile, Li Xiang, responded to whether there will be humanoid robots, stating that the probability is definitely 100%, but the timing is not now; ② Apart from Tesla, Chinese brands including BYD, Guangzhou Automobile Group, Chery Automobile, Xiaomi, Chongqing Sokon Industry Group Stock, Xpeng Motors, SAIC Motor, Chongqing Changan Automobile, and Dongfeng Automobile are all involved in the field of humanoid robots.

cls.cnDec 26, 2024 11:50

Zhiji and Avita have recently attracted significant investment, with 'state-owned investors' fully backing New energy Fund automobiles.

① The 9.4 billion yuan financing for Zhiji Autos has continued support from both state-owned investment Institutions and market-oriented investment Institutions. ② From Zhiji Autos in Shanghai to Avita in Chongqing, then to GAC Aion, NIO in Hefei, and Li Auto in Changzhou, the involvement of local state-owned assets reflects the demand for industry drive and regional development. ③ After the conclusion of the Central Economic Work Conference, local governments are actively promoting industrial upgrades, demonstrating their main roles and responsibilities in the transition between new and old drivers of growth.

cls.cnDec 26, 2024 09:28

Tesla's Market Cap accounts for half of the Global Autos industry! In 2025, autonomous driving will迎来 the ChatGPT moment; how will the competitive landscape evolve?

The Pacific Securities believes that the next three years are a critical phase for the intelligent upgrade of Electric Vehicles, with Tesla being the core driving force. By 2025, Tesla's FSD is expected to gradually reach a turning point globally, driving the New energy Fund industry into a truly intelligent era. Under the catfish effect of Tesla, leading Electric Vehicle companies domestically and internationally are expected to accelerate intelligent applications, thus opening up demand space.

Futu NewsDec 25, 2024 23:04

Finance联社 Autos morning report [December 24th]

① A total of over 3,000 defect Autos recalls have been conducted in our country, involving 0.112 billion vehicles; ② From January to November, the top ten enterprises (groups) in terms of Autos sales sold a total of 23.725 million vehicles; ③ Honda and Nissan officially announced their merger.

cls.cnDec 24, 2024 08:37