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Core Insights - Uber is set to launch a self-driving partnership with Nuro and Lucid Motors, showcasing the Lucid Gravity SUV robotaxi at CES, with operations expected to begin in late 2026 in the San Francisco Bay Area before expanding to other cities [1][6]. Group 1: Vehicle Features - The Lucid Gravity robotaxi will feature a comprehensive sensor suite including cameras, lidar sensors, and radars for navigation [2]. - An interactive screen will allow riders to control temperature, music, and contact support, marking Uber's first design of the in-vehicle rider experience [4]. - The robotaxi can accommodate up to six passengers and offers generous luggage space, surpassing competitors like Waymo and Zoox, which only seat four [5]. Group 2: Partnership and Strategy - Uber, Lucid, and Nuro announced their partnership in July, with Uber managing ride-hailing operations, Lucid manufacturing vehicles, and Nuro providing self-driving technology [6]. - The ride-hailing industry is shifting from standalone self-driving ambitions to partnerships with AV companies, enhancing the appeal of self-driving options for riders [7]. - Uber aims to deploy at least 20,000 Lucid vehicles equipped with Nuro's technology over the next six years, starting with the San Francisco launch [8]. Group 3: Production and Future Plans - Production of the Lucid Gravity robotaxi is scheduled to begin later this year at Lucid's Arizona factory, pending final validation [9].

Lucid Motors built twice as many electric vehicles in 2025 as it did in the prior year, a sign that the company has bounced back from early production struggles with its new Gravity SUV. The company announced Monday that it finished the year having built 18,378 EVs, with 8,412 of those coming in the fourth quarter alone. That’s more than Lucid built at its Casa Grande, Arizona factory in the first half of the year. Lucid also said it delivered — meaning sold — 15,841 vehicles across the whole year, a 55% in ...

04 Jan 2026 15:48:42 ET │ 10 pages Xiaomi (1810.HK) 2026 EV shipment target set at 550k CITI'S TAKE Chairman Mr. Jun LEI revealed 2026 EV delivery target of 550k units (up 34%+ YoY) during a New Year live broadcast on 3 January evening, which is below investor expectation of 600-700k or CitiE 700k. Our scenario analysis suggested 21% EV shipment cut could have Rmb5.4bn EV OP impact or 11% of our 2026 adj. NP impact. We see this target as conservative, as its capacity could likely support over 600k delivery ...

Core Viewpoint - Niu Technologies reported a decline in sales volume for Q4 2025 compared to the previous year, but showed significant growth in annual sales for FY2025, indicating a mixed performance influenced by market conditions and product launches [1][4][6]. Sales Performance - In Q4 2025, Niu sold a total of 178,702 units, a decrease of 21.1% from 226,634 units in Q4 2024 [2][3]. - For FY2025, total sales reached 1,197,978 units, representing a 29.5% increase from 924,340 units in FY2024 [2][6]. - Sales in the China market for Q4 2025 were 158,782 units, down from 182,333 units in Q4 2024, while international sales were 19,920 units, down from 44,301 units in the same period [2][3]. Market Insights - The decline in Q4 sales was attributed to seasonal weakness in China's smart urban mobility sector and a high comparative base from the previous year [4]. - The launch of the FX "Windstorm" e-motorcycle resonated well with Gen Z riders, becoming the top-selling model in Q4 2025 [4]. - New e-bicycle models compliant with the latest National Standards received positive feedback, indicating a successful product strategy [4]. Strategic Outlook - The company plans to enhance its product portfolio with standards-compliant e-bicycles and new e-motorcycles to meet evolving market demands [4]. - In international markets, the e-motorcycle segment is expected to strengthen in 2026 due to ongoing portfolio enhancements and strategic regional penetration [5]. - Niu is actively optimizing its micromobility strategy to adapt to a challenging operating environment [5].

Core Insights - Battery X Metals Inc. has made significant progress in developing its next-generation lithium-ion battery rebalancing technology, focusing on compatibility with widely adopted electric vehicle platforms, particularly the Tesla Model 3 [2][3][5] Group 1: Technological Advancements - The company completed a high-resolution 3D scan of a Tesla Model 3 battery pack, which is crucial for designing custom connectors and adaptors for its rebalancing platform [3][4] - This scan provides essential geometric and structural data necessary for the development of battery-interface solutions, supporting the company's strategy for adaptor compatibility [4][5] - The rebalancing technology aims to correct cell-level imbalances in lithium-ion batteries, potentially extending their lifespan and improving performance [9][14] Group 2: Market Context and Demand - Tesla accounted for approximately 45% of U.S. electric vehicle sales in 2024, highlighting the strategic importance of developing compatibility with Tesla's battery architecture [3][6] - By 2031, nearly 40 million electric vehicles are expected to fall outside their original warranty coverage, increasing the demand for technologies that extend battery life and reduce ownership costs [12] - The growing number of out-of-warranty electric vehicles presents a significant market opportunity for advanced battery diagnostics and rebalancing solutions [9][12] Group 3: Long-term Strategy - The company plans to collaborate with Beijing Pengneng Science & Technology Ltd. to further develop adaptor and connector designs based on the 3D scan data [5] - Advancing compatibility with high-volume EV platforms like the Tesla Model 3 is seen as a critical step in positioning the company's rebalancing technology within a growing market [10] - The company's long-term strategy focuses on enhancing the sustainability of electric transportation and providing a cost-effective ownership experience for EV owners [13][15]

The electromobile industry has become a focus point once again as China comes to the rescue to encourage and boost domestic demand. The country’s leading planning authority for economic matters, the National Development and Reform Commission, has proposed a trade-in subsidy program of RMB 62.5 billion ($8.9 billion) for 2026. The program will be funded through ultra-long-term special treasury bonds, and this will mitigate challenges posed by a weak China’s housing market and deflation. This comes on the ...

Core Insights - The article highlights three "new school" industrial stocks that present high-risk, high-reward investment opportunities: Archer Aviation, AST SpaceMobile, and Rivian Automotive [1][2]. Archer Aviation - Archer Aviation is focused on electric vertical takeoff and landing (eVTOL) technology, often referred to as "flying taxis," and has made significant strides in commercialization, including new manufacturing partnerships and launching air taxi services in the U.S. and Saudi Arabia [4][6]. - The company is currently pre-revenue but is projected to achieve significant revenue of approximately $32 million in 2026, with the eVTOL industry expected to reach a market size of $29 billion annually by 2030 [7]. AST SpaceMobile - AST SpaceMobile has seen a remarkable share price increase of 244% year-to-date in 2025, driven by rapid commercialization of its space-based telecommunications technology [8][9]. - Forecasts indicate that AST SpaceMobile's sales could increase by around 1,200% this year, with further growth of 342.6% anticipated in 2026, potentially leading to consistent profitability by 2027 or 2028 [10]. Rivian Automotive - Rivian Automotive is positioned as a strong contender in the electric vehicle (EV) market, with recent reports of positive gross profits and expectations for significant production and delivery milestones with the upcoming launch of its R2 line of lower-priced SUVs [11][12]. - The stock has experienced a price increase from $15 to over $20 per share in anticipation of the R2 launch, which could lead to substantial sales and progress toward GAAP profitability, potentially driving the stock price even higher [13].

Key Takeaways QS is advancing solid-state batteries, delivering B1 samples and reporting first customer billings.Toyota has begun production at its North Carolina battery plant, targeting 30 GWh annually at full capacity.Tesla says its 4680 cells are now cheaper in-house, while balancing supply from partners as it scales.Electric vehicles (EVs) are becoming a core part of global transportation. Improvements in battery technology are a major reason for that. Today’s EV batteries last longer, charge faster an ...

Group 1: Elon Musk and Tesla - Elon Musk became the first person to reach a net worth of $700 billion after the Delaware Supreme Court reinstated $139 billion in Tesla stock options that were previously voided, generating renewed interest in single-stock ETFs tracking Tesla [1] - The Delaware court decision validates Musk's leadership compensation package and alleviates legal uncertainty that had affected investor sentiment, as noted by Direxion [2] - The milestone is increasing interest in funds that allow investors to make concentrated bets on Tesla's stock price, with single-stock leveraged ETFs providing a way to amplify exposure to individual companies [3] Group 2: Investment Products and Performance - The Direxion Daily TSLA Bull 2X Shares (TSLL) offers two times daily leveraged exposure to Tesla's stock price movements, holding $6.76 billion in assets and posting an 11.7% one-month return, with $373.7 million in net inflows over the past year [4] - Interest in single-stock ETFs is also seen with Netflix, Inc. (NFLX), which refinanced a portion of its $59 billion bridge loan for the acquisition of Warner Bros. Discovery's assets, marking one of the largest media transactions in history [5] - The Direxion Daily NFLX Bull 2X Shares (NFXL) attracted $70.58 million in net inflows over the past month, managing $134.7 million in assets with a 1.06% expense ratio [6] Group 3: Market Trends and Broader Exposure - Policy volatility is influencing market dynamics, with President Trump issuing 221 executive orders in the first year of his second term, prompting traders to consider leveraged funds that can amplify movements in individual stocks and broader indexes [7] - For investors seeking broader exposure, the Direxion Daily S&P 500 Bull 3X Shares (SPXL) provides three times leveraged exposure to the S&P 500, holding $6.05 billion in assets and posting a 1.8% one-month return [8]