07 Nov 2024 15:44:45 ET │ 12 pages China Auto Manufacturers Weekly Data (100% sample) update + 4Q24 vs 1Q25 domestic & export comments CITI'S TAKE We estimate full sample size (100%) weekly retail sales between 28-Oct to 3-Nov with the following findings: (1) Weekly NEV retails penetration for the period stabilized at 53.7%, up 7.5ppt MoM, although declined -1.5ppt WoW, which suggests Nov EV penetration may further surprised on the upside. (2) 1st week Nov BEV MoM recovered fast at 80%, followed by EREV's 5 ...

Flash | 更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 04 Nov 2024 10:59:36 ET │ 11 pages Li Auto (LI.O) Li Auto incentives updates (Oct version) CITI'S TAKE By end-Oct, Li Auto narrowed its car purchase incentives across L-series while lifting total incentives for Mega. L6 end-Oct incentives were reduced by -11.3% (vs. early-Oct) to Rmb15.9k, with cash incentives down -16% to Rmb13.1k. L7/L8 saw total incentives cut -15% to Rmb12.4k by end-Oct, with cash incentives decreasing by -29.4% to Rmb9.6k. L9's cash incentives down ...

A c t i o n | 28 Oct 2024 16:33:07 ET │ 13 pages Joyson Electronic (600699.SS) 3Q24 Earnings Missed; Auto Safety New Order Bookings Slowed Down CITI'S TAKE Joyson reported muted 3Q24 results with revenue sliding -2% YoY (+2% QoQ) to Rmb14,056mn and net profit edging up 1% YoY (-8% QoQ) to Rmb305mn, missing Citi and consensus expectations. The weak prints are primarily attributable to 1) softer sales volume trends for both segments due to the broad global auto demand slowdown, and 2) sharp increase in effect ...

智谱 Autoglm 强势出圈，AI Agent 深度报告再梳理 20241027 摘要 | --- | --- | |-------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | • | 当前时点重视 AI 检测和 AI 应用板块的投资机会主要有两大原 ...

公务证券传媒互联网分析师赵良久然后非常感谢各位投资人呃今天晚上来参加我们这场呃关于AI Agent的一个专题的一个汇报呃这个汇报的出发点呢其实主要是来自于这周我们看到字谱的AutoJam其实是有一个比较强势的出圈的投资人关注比较多所以我们就在这个时点呢基于呃这个事件呢做了一个专题的分享那今天的话晚上我们分享内容会比较的呃这个丰满了主要有四块啊第一块首先呃我来简单讲一下为什么这个时点 要重视AI Agent和AI应用板块的投资机会大概时间在5到10分钟然后我们想在大概有20到30分钟的时间邀请一位AI产业的专家来展示一下 演示一下智普AutoGLM的一些功能和用法然后也会用PPT来详细分享一下AutoGLM的一些核心的原理 然后我们团队的Corona同学会分享一篇关于AI Agent的深度报告我们在过去其实花了比较多的时间在AI Agent这个领域里面做了一些研究和跟踪我们也是借这个时点的话重新去梳理一下我们对AI Agent的一些观点最后的话大概5分钟左右的时间我们会对相关的一些投资标的进行一些梳理首先的话我想先简单的开头然后为什么在这个时点我们还是非常建议各位投资人去重视AI Agent和AI应用板块的投资 ...

| --- | --- | --- | |-----------------------|-------|--------------------------------------------------------------------------------------------| | | | | | | | | | | | | | | | | | | | | | Audi Analyst Day 2024 | | Audi A6 Sportback e -tron performance: | | | | Electric power consumption | | | | (combined): 15.9 -14.0 kWh/100 km; CO 2 emissions in (combined): 0 g/km; CO -class: A | Disclaimer The following presentations as well as remarks/comments and explanations in this context contain forward-looking sta ...