[10.19 Lithium Express] Geely Technology Group Intelligent Exchange Power Station landed in Jinan * many places want to "organize a group" to declare hydrogen fuel cell vehicle demonstration city group

[Geely Science and Technology Group Intelligent Exchange Power Station landed in Jinan] on October 18, Geely Science and Technology Group and Jinan Municipal people's Government launched a comprehensive strategic cooperation, intelligent exchange power station landed in Jinan. The two sides signed the Comprehensive Strategic Cooperation Framework Agreement to cooperate in the construction of an intelligent power exchange service network, effectively solve the pain points of energy supply for new energy vehicles, create a new benchmark for China's new energy exchange industry, and promote the in-depth development of the new energy vehicle industry.

[the national listing price of the X70 PLUS starts from 77000 yuan] on the evening of October 18, the X70 PLUS officially launched nine models with a guide price of 77-137000 yuan, and the new car offers three power combinations of 1.5T+6MT/6DCT and 1.6TGDI+7DCT.

[many places want to "organize groups" to declare the hydrogen fuel cell vehicle demonstration city agglomeration] after the hydrogen fuel cell vehicle "award replacement" program landed, many places actively declared the demonstration city. Recently, it has been learned from a number of industry insiders that Beijing, Tianjin, Hebei, Shandong and other urban agglomerations have a strong willingness to "form groups". Guangdong in the Pearl River Delta region may declare separately, and Shanghai, Jiangsu and Zhejiang may declare separately. In the future, the release of bulk orders is expected to accelerate, and enterprises with core technologies will have a first-mover advantage.

[Huatai Strategy: optimistic about the general trend of A shares in the fourth quarter and paying short-term attention to the science and technology catalyzed by the 14th five-year Plan] Huatai Strategy said in the latest research report that the "epidemic gap" between China and foreign countries is still expanding, bringing order return and capital inflow; cumulative demand, hedging demand, order return demand, periodic demand resonance, economic recovery is expected to continue into the second half of next year; Financial data released to ease investors' concerns about the marginal pressure of liquidity under the "return of normalized currency and structural tightening of credit". The market expectations with good absolute and relative fundamentals are strengthened, the monetary policy cycle difference is maintained, the macro liquidity environment is stable, and the outlook for the 14th five-year Plan is a positive catalyst for emotion. under the four factors, we are optimistic about the general trend of A shares in the fourth quarter. In terms of allocation, we should pay short-term attention to the science and technology catalyzed by the 14th five-year Plan, maintain the four basic ideas in the second half of the year, and continuously recommend five chains of β + α logic: big finance, automobile industry chain, manufacturing investment chain, new energy chain and Yangtze River Delta region.

[Tongyu Communication: pre-bid-winning electric vehicle intelligent switchboard project] Tongyu Communication (002792) announced on the evening of October 18 that the company had won the bid for the 2020 intensive e-commerce procurement project of three-wheel / two-wheeled electric vehicle intelligent switchboard products of Iron Tower Energy Co., Ltd. the selected amount is expected to be about 76.77 million yuan, accounting for about 4.69% of the company's operating income in the most recent audited fiscal year.

[organization: Tesla's products are expected to be further explored in the future] there is a view that after the price cut in October, Tesla's competitiveness is expected to be further enhanced. Ping an Securities believes that Tesla's price adjustment has broken the traditional pricing and sales model of the automobile industry, and with the decline in production costs, product prices are expected to fall further in the future. According to Societe Generale Securities estimates, the subsequent domestic Model 3 has the ability to reduce to 220000 yuan-230000 yuan (the price paid by consumers), corresponding to annual sales of 545000 vehicles.