Tesla FSD Big News: Billion Dollar Automotive Giant Shocking!
芊芊551
发表于 昨天 21:15
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Institutions believe that the growth rate of automobile sales is expected to further bring excess returns to the automotive sector.
The A-share market fell unilaterally in the afternoon, with the ChiNext Index leading the decline. As of the close, the Shanghai Composite Index fell 1.73%, the Shenzhen Component Index fell 2.83%, and the ChiNext Index fell 3.40%. The market transaction volume has significantly decreased, with a transaction volume of 1.87 trillion yuan, a decrease of over 170 billion yuan compared to the previous trading day. It is also the first time since November 5th that the transaction volume has fallen below 2 trillion yuan.
In terms of sectors, sectors such as lithography machines, military electronics, CPO, and semiconductors experienced the highest decline; The ST sector is active against the trend, with nearly 30 stocks including * ST Zhongdi, * ST Jingfeng, ST Busen, ST Huatong, ST Jiuzhi, and ST Sansheng hitting the daily limit up.
From a financial perspective, the ST sector received a net inflow of 28 million yuan in main funds today. Among them, 66 stocks received a net inflow of main funds, and 5 stocks had a net inflow of main funds exceeding 30 million yuan. ST Huatong had the highest net inflow of funds, with a net inflow of 159 million yuan. ST Tianbang, ST Bailing, and * ST Jinko also had the highest net inflow of funds, with net inflows of 37.1427 million yuan, 36.3506 million yuan, and 31.9464 million yuan, respectively.
SAIC Group experienced significant intraday volatility
SAIC Group experienced a sharp drop of over 8% in the morning session, but quickly rebounded in the afternoon session, with an increase of nearly 5% at one point and a slight drop of 0.06% at the close. Previously, SAIC Group had hit the daily limit up twice in a row.
Recently, there were rumors that Tesla FSD authorized SAIC to produce Robotaxi after entering China. After conducting research, Tianfeng Securities stated that it is currently known that Tesla and SAIC have communicated for two rounds, and Geely has also communicated, but the final conclusion and details have not been clarified yet.
Tianfeng Securities believes that if the cooperation comes true, on the one hand, for Tesla, if the cooperation model with SAIC Robotaxi runs smoothly, it may have certain replicability and can cooperate with other independent brands to further increase the penetration rate of FSD; On the other hand, for SAIC, through FSD empowerment, it is also possible to achieve intelligent overtaking on curved tracks.
However, Tianfeng Securities also stated that there is still some uncertainty in this matter: on the one hand, the core of FSD is algorithm software and data capabilities. In terms of data, Tesla lacks local training data compared to domestic car companies, and the establishment of a data center is not yet clear. How to solve the data problems related to the use of FSD authorized Robotaxi mode in future cooperation; On the other hand, there is an issue of acceptance among car companies regarding the FSD authorized cassette mode.
According to industry insiders, there were rumors of SAIC, BYD, and Geely as early as April this year. However, given the urgency of SAIC's intelligence and Tesla's establishment of factories and localized storage centers in Shanghai, SAIC is more likely to contribute revenue to the government.
Zijin Mining responds to stolen mining
According to media reports, Zijin Mining was robbed by a drug trafficking group at a gold mine in Colombia, losing 3.2 tons of gold worth 200 million US dollars (approximately 1.45 billion yuan). According to reports, the drug trafficking group has taken control of a 30 mile mine worth hundreds of millions of dollars, and private security personnel are still fighting against the drug trafficking group.
Regarding this, the relevant person in charge of the Secretariat of Zijin Mining stated that illegal mining does indeed exist, and it existed before Zijin Mining entered the mine in 2020. The illegal miners entered by digging holes, and the actual amount of illegal mining is difficult to count. It is also unknown where the "3 tons of gold" circulating online came from. Regarding the impact of illegal mining on the company's performance, the above-mentioned person in charge stated that the production of Colombian mines has continued to increase in the past two years, and the impact of illegal mining on the company's performance is relatively small.
According to the data disclosed in Zijin Mining's 2023 annual report, Zijin Mining's contribution to revenue from the Wulitica gold mine in Colombia is not high. The company's revenue for 2023 is 293.4 billion yuan, with a net profit attributable to the parent company of 21.119 billion yuan. The annual revenue of the Wulitika gold mine is 3.75 billion yuan.
Zijin Mining's stock price fell 2.44% today. Affected by the decline in international gold prices, Zijin Mining has fallen more than 20% from its high levels.
Annual production of new energy vehicles exceeds 10 million units
According to the China Association of Automobile Manufacturers, the latest masterpiece of Dongfeng Lantu, Lantu Zhiyin, under Dongfeng Motor, as well as 10 other car companies' complete vehicles have been launched, marking the official achievement of 10 million new energy vehicle production and sales in China in 2024. This is the first time that China's annual production and sales of new energy vehicles have exceeded 10 million units, making China the world's first country to achieve an annual production of 10 million new energy vehicles.
Since the beginning of this year, the trade in policy has had a significant driving effect on automobile consumption, with many car exhibitions and promotional activities in full swing, and the car market continues to heat up. In October, automobile sales both increased month on month and year-on-year. From January to October this year, the production and sales of new energy vehicles reached 9.779 million and 9.75 million respectively, an increase of 33% and 33.9% year-on-year. The sales of new energy vehicles accounted for 39.6% of the total sales of new cars.
Xinda Securities believes that before the exit of the old for new policy in this round, coupled with the peak season of automobile consumption at the end of the year, the supply of new cars by various car companies will increase in the second half of the year. It is optimistic that the high prosperity of the automobile industry will continue at the end of the year, and the growth rate of automobile sales is expected to further bring excess returns to the automobile sector.
According to Securities Times Data Treasure statistics, the average stock price of new energy vehicle concept stocks has risen by 9.82% since October, with overall performance stronger than the market.
Jianghuai Automobile and Sailis have the highest stock price increases. Among them, Jianghuai Automobile's stock price hit a historic high on Tuesday. In the news, the first model of the new brand Zunjie, jointly created by Huawei and Jianghuai Automobile, will be unveiled at the Guangzhou Auto Show on November 15th.
According to institutional research, since November, seven stocks including Yahua Group, Foton Motor, and Changan Automobile have received institutional research.
Yahua Group has obtained research from 27 institutions, in which it stated that the company acquired and integrated the Kamativi Lithium Mine in Zimbabwe in 2022. The mine has completed the first phase of construction and will fully complete the second phase of construction by 2024. It is expected that the production capacity will reach 2.3 million tons per year by then, with a self-sufficiency rate of over 60%, meeting most of the company's existing lithium salt production capacity needs.
Among the concept stocks of new energy vehicles, more than 40 stocks have received ratings from at least 5 or more institutions. In terms of performance expectations, institutions unanimously predict that the annual performance of 12 concept stocks is expected to continue to exceed 20% growth this year and next year.
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声明:该文观点仅代表作者本人,本文不代表CandyLake.com立场,且不构成建议,请谨慎对待。
声明:该文观点仅代表作者本人,本文不代表CandyLake.com立场,且不构成建议,请谨慎对待。
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