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Xiaopeng is racing towards becoming a major player in the automotive industry.
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As the market warms up, Chinese concept stocks are facing a dual choice, and the Hong Kong market may return to being the center of IPOs.
① In the changing landscape of Global trade, Hong Kong, as an international financial center, will welcome a new development scenario, implementing various measures to strengthen its unique market position as a "super connector"; ② Foreign Analysts point out that the delisting risk faced by Chinese concept stocks may lead Hong Kong to become an IPO center once again; ③ It is worth noting that, under the delisting risk for Chinese concept stocks, a choice will be made between returning to the A-share or Hong Kong stock market.
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.
Policies across the country are continuously being catalyzed, and Institutions are Bullish on the accelerated landing of the low-altitude industry.
① According to the Tianyancha App, recently, Harbin New District Low Altitude Economy Operation Development Co., Ltd. was established, and this company is wholly owned by the Office of the State-Owned Assets Supervision and Administration Commission of the People's Government of Songbei District, Harbin. ② Huaxin Securities Research Reports point out that in 2024, the low altitude economy was mentioned for the first time in the government work report during the national two sessions, and subsequently, policies for the low altitude economy have been introduced one after another in various regions, with continuous policy catalysis expected to accelerate the industry's implementation.
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Auto tariff exemptions could boost, and stock markets in Japan and South Korea rise, with Toyota up over 4%, while US stock Futures are slightly down.
The three major U.S. stock index futures fell collectively, the Nikkei 225 Index and the South Korea KOSPI Index both rose by about 1%, Honda increased by over 3%, while the U.S. dollar and bonds remained generally stable, and both gold and oil rose.
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.
Panasonic HD, DMG Mori Seiki, etc.
*Panasonic HD <6752> withdraws from circuit board materials in Europe, liquidating its Austrian subsidiary (Nikkei Industrial, front page) - ○ *DMG Mori Seiki <6141> expands in-house production of automated work supply equipment (Nikkei Industrial, front page) - ○ *DIC <4631> activates its algae cultivation factory in the U.S. with an investment of 1.2 billion yen (Nikkei Industrial, page 3) - ○ *DMG Mori Seiki <6141> revitalizes its Nara office, focusing on automation systems (Nikkei Industrial, page 12) - ○ *Daihen <6622> expands collaborative robots, portable 8kg, proposing for various applications (Nikkei Industrial, front page)
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