[CSC: Auto Sector Sees Structural Opportunities, Focus on Semi-Annual Report Expectation Revisions and Valuation Recovery]CSC Research Report stated that the auto industry has entered a period of intensive semi-annual report disclosures. High-performing auto parts stocks with previously low expectations are experiencing valuation revisions, while passenger vehicle sales and profit improvement expectations have also led to strong stock performance. Additionally, the robotics sector, which had attracted high market attention, has reached new highs amid recent intensive catalysts. CSC believes that during the current semi-annual report season, amid ample market liquidity, the auto sector is not short of structural opportunities. It is important to focus on semi-annual report expectation revisions and valuation recovery, with undervalued high-quality value stocks and innovative growth stocks with strong industry trends possessing alpha. (Cailian Press)
[European Automakers Warn Combustion Engine Ban No Longer Feasible]European automakers stated that the EU's plan to ban internal combustion engines is no longer realistic and warned that climate regulations risk weakening the region's auto industry and its supplier network. Leaders of the auto industry's main lobbying group urged European Commission President von der Leyen in a letter to reconsider the plan to phase out fossil fuel vehicles by the mid-2030s. The letter stated, "Europe's auto industry transformation plan must go beyond idealism and face current industrial and geopolitical realities." Mercedes-Benz Group CEO Källenius and Schaeffler Group executive Zink said, "In today's world, achieving the 2030 and 2035 CO2 reduction targets is no longer feasible."
[Binhai Energy Signs 910 Million Yuan Lithium Battery Anode Material Project Construction Contract]Binhai Energy (000695.SZ) announced that its wholly-owned subsidiary, Inner Mongolia Xiangfu New Energy Co., Ltd., signed an engineering procurement construction contract with Hebei Province Installation Engineering Co., Ltd. for the "Phase II 50,000 mt/year lithium battery anode material front-end project and 82,000 mt/year lithium battery anode material graphitisation project," with a total estimated contract value of 910 million yuan (including tax). The signing of this contract helps advance the construction work of the Phase I (100,000 mt) project of the annual 200,000 mt integrated lithium battery anode material project. (Cailian Press)
[Zhuhai CosMX Battery: In the Humanoid Robot Field, the Company Has Successfully Delivered Samples to Several Leading Producers]Zhuhai CosMX Battery (688772.SH) released an investor relations activity record announcement stating that in the area of solid-state batteries, the company is actively advancing related research. Through continuous R&D improvements, the company's solid-state battery samples now exhibit good safety performance and cycle life. In the field of humanoid robots, the company actively participates in technical docking for multiple projects and solutions, and has successively sent samples to several leading producers. Some producers have already established in-depth cooperation with the company in automotive low-voltage lithium batteries. (Sci-Tech Innovation Board Daily)
[Tianqi shares: The developed application scenarios of the company's robotics business cover high-end manufacturing scenarios such as automobile and parts manufacturing, and semiconductor manufacturing.] Tianqi shares stated on an interactive platform that the company actively responds to the national call to cultivate and develop new quality productive forces. Based on years of technological accumulation and industry resource advantages in the automotive intelligent equipment sector, the company aims at new tracks in future industries, taking the robotics industry as a key strategic direction for its development. The company's robotics business is committed to providing embodied intelligent robot system solutions for industrial manufacturing scenarios, covering robot body manufacturing and optimization, industrial application delivery and scenarios, as well as robot real-machine data collection and training. Currently, the developed application scenarios cover automobile and parts manufacturing, lithium battery manufacturing, and 3C manufacturing, with plans to extend to high-end manufacturing scenarios such as biomedicine and semiconductors, providing complete intelligent manufacturing solutions and services for the high-end manufacturing sector, and empowering the high-quality development of the industrial manufacturing industry with new quality productive forces. (Financial Associated Press)
[China's first full-domain operating system for electric two-wheelers officially released, enabling OTA upgrades for entire vehicles.] Ninebot officially launched Nimble OS at a press conference, marking China's first full-domain operating system specifically designed for the short-distance travel sector of electric two-wheelers. It deeply integrates core modules such as power control, battery management, peripheral connectivity, intelligent trunk, and vehicle systems, enabling system-level collaborative operation for vehicles for the first time. Users can remotely acquire new features and services through OTA upgrades, similar to upgrading a mobile phone system, without the need to replace hardware. (Financial Associated Press)
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