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.
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.
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.
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.
The Volcano Engine creates an AI voice toy, which may become one of the first applications of AI Hardware.
① It is understood that Volcano Engine has collaborated with Shanghai Fortune Techgroup to create AI voice toys, with its Wi-Fi module provided by Bestechnic (Shanghai) Co., Ltd. Tuya Inc. also participated in providing relevant modules and integration platforms. ② GF SEC analyst pointed out that the AI toy sector combines Education and companionship attributes, representing a real demand direction for AI Hardware, and is Bullish about the market potential for AI toys.
The first stock of the "second generation of state-owned enterprises" is about to be launched: Avita has obtained over 10 billion in financing and plans to go public in 2026.
On December 17th, Chongqing Changan Automobile announced that the company, Southern Assets, and Jiao Yin Investment, along with 13 other investors, plan to increase their total investment in Avita Technology by 11.1 billion yuan. Avita indicated that with the successful completion of the Series C financing, it will have more sufficient operating funds to accelerate the research and development, design, brand building, and overseas expansion of subsequent models. The company expects to officially go public with an IPO in 2026.