When Autos "roll" towards the sky: Xpeng Huitian, Fengfei, GAC and others showcase eVTOL for the first time at the Shanghai Auto Show | New Forces in the Auto Show.

① The 2-ton level eVTOL from Fengfei Aviation, Xiaopeng Huitian's "land aircraft carrier", and GAC high domain's GOVY-Aircar all made their appearance at the Shanghai Auto Show; ② Reports indicate that these manufacturers' eVTOLs/flying cars are making their debut at the Shanghai Auto Show.

cls.cnApr 26 05:01 ET

Humanoid robot competition: a "technical coming-of-age ceremony" where "flops" and "evolution" occur simultaneously.

① The champion team from Tian Gong, CTO Tang Jian of the Peking Humanoid Robot Innovation Center, told the Star Daily reporter, "The half marathon competition is mainly a limit test for the robot's Hardware and Software motion algorithm, or the stability and reliability of the robot's 'little brain'." ② The Wuxi embodied intelligence sports event opening tomorrow, along with the upcoming robot combat competition held by Yushu, will undoubtedly attract more attention for 'inspection.'

cls.cnApr 24 09:16 ET

The first low-altitude Logistics nationwide coverage operation qualification certificate has been issued, welcoming a Gold development period for the low-altitude economy.

① Reporters from the Star Daily learned that Meituan's self-developed fourth-generation Drone has recently passed the review by the Civil Aviation Administration and obtained the country's first certificate for qualification in low-altitude Logistics full coverage Operation. ② Dongxing pointed out that the low-altitude economy conforms to the S-type curve growth pattern and is expected to accelerate in development speed in the future.

cls.cnApr 22 20:38 ET

Siasun Robot&Automation team "operating" ignites the buzz! The Industry Chain frequently updates progress. Analysts suggest that the next 2-3 years may be a critical period for mass production.

① This year, the Guangzhou Fair has set up a special area for service robots for the first time, and exhibitors revealed that customers made deposits on the spot, with some even stating that "9 out of 10 display models were booked." ② Currently, there are 11 major humanoid Ontology manufacturers in China that have started mass production plans for 2024, with several manufacturers planning to produce over a thousand units in 2025. ③ Analysts state that the next 2-3 years will be a crucial period for large-scale mass production and delivery of robots.

cls.cnApr 21 21:29 ET

In 2024, Hangzhou Arcvideo Technology Co., Ltd. experienced a revenue decline of 7.82%, and new businesses such as Smart Automobile and industrial Satellite are waiting to be scaled up.

① Hangzhou Arcvideo Technology Co., Ltd. achieved a revenue of 0.307 billion yuan in 2024, a year-on-year decrease of 7.82%. The Media and Culture Business accounted for over 60% of the company’s total revenue, generating an income of 0.185 billion yuan, a year-on-year decrease of 26.59%. ② The Industrial and Satellite Business and the Asia Vets connected Autos business saw significant growth compared to the previous year, increasing by 34.58% and 91.11% respectively.

cls.cnApr 21 10:40 ET

Track Hyper | How are Rockchip Electronics' performances in 2024 and Q1 2025?

In 2024, revenue reached a new high, and net profit increased 3.4 times year-on-year; the non-GAAP net profit in Q1 this year increased over 200% year-on-year.

wallstreetcnApr 16 05:52 ET

Frontline | The "tariff war" has caused fluctuations in imported cars in the USA: multiple brands have pressed the "pause button," and a "price increase wave" is about to arrive?

① "The store has already issued a notice that all imported cars from the USA have had their reservations canceled." On April 15, a sales representative from a certain BMW 4S store located in Peking told the Securities Times reporter. ② The Tesla China official website shows that the Model S/X no longer offers a separate "order new car" option, and the corresponding model pages only display a "view stock" button.

cls.cnApr 15 21:57 ET

Trump Hints at Auto Tariff Reprieve as Companies 'Need Time' to Adjust Supply Chains

Seeking AlphaApr 15 04:39 ET

The humanoid robot marathon will kick off on April 19, with the industry entering a phase of intensive catalysis.

① According to reports, the world's first humanoid robot half marathon will start at 7:30 AM on April 19th in Peking Yizhuang. ② Shanghai Securities pointed out that the Siasun Robot&Automation Industry Chain has entered a stage of "a hundred flowers blooming, a hundred schools of thought contending". Currently, humanoid robots are entering industrial scenarios, which has become a highly certain application trend domestically and globally. The commercialization of humanoid robots is promising, and attention is recommended for domestic component manufacturers that will benefit.

cls.cnApr 14 19:48 ET

The negative effects of tariffs are beginning to show: imports of Autos from the USA are gradually "stopping," and businesses are reluctant to invest recklessly in the USA.

① The 25% tariff imposed by President Trump on imported cars took effect last week, causing many Auto Manufacturers to suspend deliveries to the USA market; ② Brands such as Jaguar Land Rover, Stellantis, and Audi have announced a halt to exports to the USA or production in North America; ③ The tariff has had a destructive impact in the short term, and many companies have not yet made the decision to increase production capacity in the USA, which may undermine Trump's ambitions for American manufacturing.

cls.cnApr 8 21:35 ET

Ningbo Joyson Electronic Corp. announces the long-term plan for Siasun Robot&Automation development, addressing the strategic considerations behind the adjustment of overseas business | Insights from the Earnings Conference.

① The company has for the first time classified robots as Global Strategy Business and proposed a long-term development plan; ② The company's overseas Business restructuring and adjustment will impact short-term performance in 2024; ③ The company responded to the subsequent effects of the overseas restructuring, stating that capacity transfer is an inevitable trend.

cls.cnMar 28 07:26 ET

Google predicts that quantum computing will reshape the future within five years, and the Industry is expected to迎来 a period of Gold development.

① Julian Kelly, head of Google's Quantum AI Hardware department, recently stated that in about five years, quantum computers will experience a real breakthrough, including conducting cutting-edge physics research and generating new types of data. ② Huaan analysis pointed out that quantum information technology is expected to become an important core technology for China to "overtake on a bend" and gain discourse power in the Industry Chain within the Global technology industry.

cls.cnMar 26 19:44 ET

Global Autos trade is facing a dark moment as Trump announces the imposition of the highest 25% tariffs on imported Autos.

① The President of the USA, Trump, announced that a maximum tariff of 25% will be imposed on all cars not manufactured in the USA; ② The tariffs will take effect on April 2 and will start to be collected the next day; ③ Most Auto Manufacturers' stock prices fell in after-hours trading, with Ford Motor down over 4% and General Motors down over 5%; ④ Canada and the EU have both responded.

cls.cnMar 26 18:42 ET

The Shanghai Auto Show will be held in April, the Bullish automotive consumption policies continue, and these Concept stocks frequently receive research.

The 21st Shanghai International Autos Industry Exhibition (2025 Shanghai Auto Show) will be held from April 23 to May 2.

cls.cnMar 24 20:46 ET

Giantec Semiconductor Corporation's annual revenue has first surpassed the 1 billion yuan mark.

① The annual Earnings Reports released by Giantec Semiconductor Corporation indicate that in 2024, revenue reached 1.028 billion yuan, a year-on-year increase of 46.17%, with Net income increasing by 189.23% year-on-year; ② Products from Giantec Semiconductor Corporation used in DDR5 memory modules, auto electronics, and industrial control in high value-added markets have become important drivers for the expansion of revenue scale and improvement of profitability.

cls.cnMar 24 11:16 ET

New Phase Micro plans to acquire 100% equity of AiXieSheng Technology. The target company's revenue is expected to exceed 1.2 billion yuan in 2024. Shenzhen Yitoa Intelligent Control had previously intended to make an acquisition.

① New Xiangwei plans to acquire 100% equity of Shenzhen Ai Xie Sheng Technology Co., Ltd. through the issuance of shares, convertible bonds, and cash payment; ② New Xiangwei will form a positive synergistic and complementary relationship with the symbol company in product categories, Technology research and development, customer resources and sales channels, and supply chain integration.

cls.cnMar 14 10:02 ET

The "hot battle" of humanoid robots has begun: frequent release of new products. Is the year of mass production really here? | Industry observation

① Siasun Robot&Automation and Zhiyuan Robot both launched new humanoid robots, and related Concept stocks rose in response; ② mass production of humanoid robots still faces challenges, and domestic manufacturers aim to produce thousands of units this year; ③ there are also disputes within the Industry regarding the implementation scenarios.

cls.cnMar 12 00:30 ET

The industry conference will be held, and the industrial application of solid state batteries is expected to accelerate.

① The 2025 Solid State Battery Technology Exchange Conference and the First Dry Electrode Technology Seminar will be held in Bengbu, Anhui from March 18 to 19, 2025. ② Yang Jingmei from Western Securities stated that the rapid development of emerging fields such as humanoid robots, eVTOL, and AI glasses has created an urgent demand for increased battery energy density, and the industrial application of Solid State Batteries is expected to accelerate.

cls.cnMar 11 19:53 ET

Another joint venture RBOB Gasoline vehicle has sparked a wave of Asia Vets.

"Oil and electricity are equally wise."

wallstreetcnMar 10 21:15 ET

In February, the auto market welcomed a "small spring": the sales of 12 listed in Hong Kong and A-share companies all saw year-on-year growth.

① The data from the Passenger Vehicle Association on March 10 shows that retail sales of passenger vehicles in February reached 1.386 million units, a year-on-year increase of 26.0%; the cumulative retail sales for January and February this year reached 3.179 million units, a year-on-year increase of 1.2%. ② According to statistics from financial reporters, the sales of 12 A/H listed auto companies in February all achieved year-on-year growth. Among them, BYD, Xpeng Motors, LEAPMOTOR, and BAIC BluePark New Energy Technology achieved multiple growth.

cls.cnMar 10 06:29 ET