Important events in the field of carbon neutrality this week include: Federation: October.The retail sales of 767,000 vehicles in the passenger car market increased by 37.5% year-on-year; Huawei officially released the pre-sale price of Zhijie S7 from 258,000 yuan.
[Hotspot Focus]
The self-driving bus is coming! The commercialization path of the pilot industry in the central city of Shanghai is gradually becoming clear
Chairman Yang Jinhong: Accompanied byThe industrial chain continues to recover, and the production and sales of lithium cobaltate products are expected to increase | Direct hitcan
From Autopilot to Foot StyleQian Wen yuan zhi hangTension joins the international power as co-founder and COO.
Is the industry welcoming the "Great Revolution"? The new design will subvert.Better performance and cheaper.
Heterogeneous junction "upstart"Termination of the fixed-income plan "stepping on" various financial situations in which refinancing is restricted.
[International Overview]
The United States seeks to purchase up to 3 million barrels of crude oil in January next year to supplement SPR.
The Ministry said on Monday that the United States is seeking to purchase up to 3 million barrels of oil to replenish the country’s strategic oil reserves, which will be delivered in January 2024. The Ministry said in a statement: "This is the second tender delivered in January 2024, because the Ministry’s goal is to buy oil in a favorable situation for taxpayers." Last month, the US government indicated that it wanted to buy 6 million barrels of crude oil for delivery in December and January next year.
Ford and LG Energy canceled plans to build a joint venture factory in Turkey.
United States of AmericaSouth Korea’s LG Energy Solution and Turkey’s Ko Holding have decided to cancel the investment plan to build a factory in Turkey. According to a document publicly submitted on November 10, the three parties have revoked the memorandum of understanding signed in February 2023. The statement said that considering the current application of electric vehicles, the time node is not suitable for investing in batteries. Ford and Ko Holding will maintain their commitment of "supporting the production of electric vehicles at the Kocaeli Ford factory in Otosan" and will evaluate the possibility of investing in batteries in the future with the change of kinetic energy in the electric vehicle market.
Rivian’s guideline for raising annual electric vehicle production is no longer only tosupply goods
Rivian, an electric vehicle manufacturer, lost $1.44 per share in the third quarter; The adjusted loss per share in the third quarter was $1.19.Expected loss of $1.32; Revenue in the third fiscal quarter was $1.34 billion, and analysts expected $1.31 billion; In the third fiscal quarter, cash and cash equivalents were $7.94 billion, and analysts expected $8.37 billion; The company is no longer limited by the exclusive supply agreement, and may sell commercial electric vans to third parties; It is estimated that EBITDA will lose $4 billion after the annual adjustment, and the company originally expected a loss of $4.2 billion; It is estimated that the annual output will be 54,000 vehicles, and the company originally expected 52,000 vehicles.
[Domestic trends]
The National Development and Reform Commission issued the "National peak carbon dioxide emissions Pilot Construction Plan"
The National Development and Reform Commission issued the National peak carbon dioxide emissions Pilot Construction Plan. It is proposed that by 2025, the carbon-neutral work in pilot cities and parks in peak carbon dioxide emissions will make positive progress, the policy mechanism conducive to green and low-carbon development will be basically established within the scope of the pilot, a number of innovative measures and reform experiences that can be operated, replicated and popularized will be initially formed, the paths of cities and parks with different resource endowments, different development bases and different industrial structures will be basically clear, and the demonstration and leading role of the pilot in carbon-neutral work in peak carbon dioxide emissions will gradually emerge.
Minister of Commerce: We will continue to promote the whole chain of automobiles going to the countryside to promote automobile consumption.
Wang Wentao, Minister of Commerce, said that we will continue to promote automobiles to the countryside and promote automobile consumption throughout the chain. In terms of home, we will focus on three directions: green, smart and suitable for the elderly, and accelerate the release of home consumption potential. We will also promote the consumption of green smart home appliances, promote the high-quality development of the catering industry, and better meet the needs of people’s better life.
Association: In October, the retail sales of 767,000 new energy passenger cars increased by 37.5% year-on-year.
According to the data released by the Federation, the retail sales of new energy passenger cars in October was 767,000, up 37.5% year-on-year and 2.7% quarter-on-quarter. From January to October, the total retail sales of new energy passenger car market was 5.954 million, a year-on-year increase of 34.2%.
Shanghai: Pilot operation of self-driving buses at specific time and road sections in the central city.
Shanghai has formed a rich scene of self-driving test roads, with a total of 926 roads and 1,800 kilometers of roads opened, ranking first in the country in terms of mileage. This year, it will further expand the road scene of automatic driving test in Pudong New Area, and provide a wider range and more scene test environments in Jinqiao and Pudong Airport. Continue to deepen the layout of intelligent networked vehicle test scenarios, explore the sustainable, reproducible and scalable commercialization path of autonomous driving, and accelerate the demonstration operation of intelligent networked vehicles on a large scale. Pilot operation of self-driving buses at specific time periods and road sections in the central city.
Guangdong: By 2027, the scale of hydrogen energy industry will reach 300 billion yuan.
Guangdong Provincial Development and Reform Commission and other departments issued opinions on accelerating the innovation and development of hydrogen energy industry in Guangdong Province. It is proposed that by 2025, the scale of hydrogen energy industry will jump.Remarkable achievements have been made in the construction of automobile demonstration urban agglomeration. More than 10,000 automobiles have been promoted, the annual hydrogen supply capacity has exceeded 100,000 tons, and more than 200 hydrogen refueling stations have been built. The industrial chain of the demonstration urban agglomeration has been further improved, the leading edge of industrial technology has been further consolidated, the hydrogen supply system has been continuously improved, the application scenarios have been further enriched, and the core competitiveness of the industry has been steadily improved. By 2027, the scale of hydrogen energy industry will reach 300 billion yuan.
[Industry trends]
Huawei officially released the pre-sale price of Zhijie S7 from 258,000 yuan.
At Huawei’s smart travel conference, Huawei and Chery jointly released the first smart electric car, Zhijie S7, with a pre-sale price of 258,000. Yu Chengdong said that after many calculations, all four versions were sold at a loss, and we just wanted more consumers to experience Huawei’s products. Yu Chengdong, chairman of BU, Huawei’s smart car solution, said that Zhijie S7 is the first vehicle equipped with Huawei’s brand-new Turing smart chassis, and equipped with a smarter high-level intelligent driving system, which starts parking on behalf of others and realizes over-the-horizon autonomous parking. At the same time, Zhijie S7 was first equipped with HarmonyOS 4 smart cockpit.
Yu Chengdong, Huawei: The number of M7 customers is 87,000, and the number of M9 customers is over 30,000.
At the release of Huawei’s smart travel solution and the pre-sale meeting of Smart World S7, Yu Chengdong, chairman of Huawei’s smart car solution BU, said that up to now, the cumulative delivery of the M5 has exceeded 120,000 units, the M7 has definitely broken 87,000 units, and the booking volume of the M9 has exceeded 30,000 units. "We are making every effort to increase production capacity, so I hope you will wait patiently, because the order volume is indeed much higher than expected."
Revenue in the third quarter was 34.68 billion yuan, up 271.2% year-on-year.
In the third quarter of 2023, the revenue was 34.68 billion yuan, a year-on-year increase of 271.2%, and the market expectation was 33.641 billion yuan; It is estimated that the revenue in the fourth quarter will be 38.46 billion yuan to 39.38 billion yuan. Gross profit in the third quarter of 2023 was RMB 7.64 billion (US$ 1.05 billion), an increase of 54.6.7% compared with RMB 180 million in the third quarter of 2022 and an increase of 22.6% compared with RMB 6.24 billion in the second quarter of 2023. It is estimated that the delivery volume in the fourth quarter will be 125,000 to 128,000 vehicles, and the market is estimated to be 112,264 vehicles.
The company believes that the global photovoltaic demand will increase in 2024, but the growth rate will slow down.
At the performance briefing, the company said that the global photovoltaic demand will increase in 2024, but the growth rate will slow down, and it is expected to increase by 20% on the basis of this year’s market. There are still many accumulated projects in China in the process of implementation, so the domestic market demand will increase on the basis of this year. Overseas markets have maintained a growth rate of around 20%-30% for many years. There are certain uncertainties in the US market due to anti-circumvention and other control measures.
Eft: The company’s photovoltaic industry shipments this year increased by over 100% year-on-year.
Eft acceptsShi said that the company’s photovoltaic industry shipments this year increased by more than 100% year-on-year. In the overall downturn of 3C industry, the company’s sales in 3C industry still increased greatly, mainly due to the company’s previous product layout and the development of major customers.
[Technology, Investment and Financing]
The first capture of electrons in three-dimensional crystals opens the door for exploring rare electronic States such as superconductivity.
According to the latest issue of Nature, physicists at the Massachusetts Institute of Technology have successfully captured electrons in pure crystals. This is the first time that scientists have realized electronic flat belts in three-dimensional (3D) materials. Through some chemical operations, the researchers also showed that they can turn crystals into superconductors. This achievement opens the door for scientists to explore superconductivity and other exotic electronic states in 3D materials.
Multi-purpose recyclable nanosheets come out.
A new self-assembled nanosheet is expected to fundamentally accelerate the development of functional and sustainable nanomaterials, which can be used in the fields of electronics, energy storage, health and safety. Developed by the Lawrence Berkeley National Laboratory team, the nanosheet can significantly extend the shelf life of consumer goods, due toIt is recyclable and can achieve sustainable manufacturing. Nature magazine reported this breakthrough online on the 8th.
Rongna New Energy completed tens of millions of A round financing.
Guangdong Rongna New Energy Technology Co., Ltd. (hereinafter referred to as "Rongna New Energy"), a supplier of hard carbon anode materials, completed tens of millions of A round financing, which was funded by Funeng Industrial Capital and Jinfu.Lead investment, cornerstone capital follow investment and bridge capital continue to increase investment. This round of financing will be used for the construction of 2000-ton high-temperature carbonization production line, the development of new products and the establishment of research and development centers.
Tanda New Materials received tens of millions of yuan in Pre-A round of financing.
Recently, Tanda New Materials has completed tens of millions of yuan Pre-A round of financing. The investor of this round of financing is linear capital, and 2060 Advisory is the exclusive financial consultant. Tanda New Materials is a developer of carbon oxide emission capture and benefit technology, aiming at developing carbon oxide emission capture and benefit technology and providing carbon capture technology with clear emission reduction accounting and economic benefits.
