Announcement on the evening of November 1st | Delivery data from BYD, Nio, Li Auto, and other car manufacturers released, XPeng sets a new record; EVE Energy Co., Ltd. obtains aerospace quality management system certification

Wallstreetcn
2024.11.01 13:03
portai
I'm PortAI, I can summarize articles.

On the evening of November 1st, an announcement revealed the delivery data from several automakers, among which XPeng set a new record with a delivery volume of 23,917 vehicles, a year-on-year increase of 30.5%. BYD's sales of new energy vehicles in October reached 502,657 units, a year-on-year increase of 66.5%. Seres' sales grew by 104.61% year-on-year. In addition, EVE Energy received certification for its aerospace quality management system. Other automakers such as Li Auto and Geely also reported significant sales growth

I. Performance Changes

  1. Seres: In October, new energy vehicle sales increased by 104.61% year-on-year.

  2. HarmonyOS: In October, the total delivery of new cars was 41,643 units.

  3. BYD: In October, new energy vehicle sales reached 502,657 units, compared to 301,833 units in the same period last year.

  4. BAIC Blue Valley: Beijing New Energy Vehicle Co., Ltd. sold 14,405 vehicles in October; the cumulative total for the year is 82,254 units, a year-on-year increase of 33.17%.

  5. Great Wall Motors: Total sales in October were 116,799 units, a year-on-year decrease of 11.05%.

  6. SAIC-GM: Terminal sales in October were 58,240 units.

  7. SAIC Group: In October, sales of new energy vehicles exceeded 157,000 units.

  8. ZEEKR: The delivery volume in October was 3,107 units, a month-on-month increase of 19%.

  9. GAC Aion: Global sales in October were 40,052 units.

Regarding Hong Kong Stocks

  1. Nio: In October, deliveries were 21,000 units, a year-on-year increase of 30.5%.

  2. XPeng: In October, deliveries reached 23,917 units, setting a new monthly delivery record.

  3. Li Auto: In October, new car deliveries were 51,443 units, a year-on-year increase of 27.3%.

  4. Xiaomi Auto: In October, Xiaomi SU7 deliveries exceeded 20,000 units, marking the first time monthly deliveries surpassed 20,000 units; it is expected to achieve the annual delivery target of 100,000 units ahead of schedule this month.

  5. Geely Auto: In October, sales were 226,700 units, a year-on-year increase of 28%.

II. Buybacks and Shareholding Changes

  1. Changshu Automotive Trim: Plans to repurchase shares worth 150 million to 300 million yuan for cancellation and reduction of the company's registered capital.

  2. Dongfang Zirconium: The controlling shareholder Longbai Group plans to increase its stake by 100 million to 200 million yuan.

  3. United Water: Shareholder UW Holdings Limited, holding over 5%, plans to reduce its stake by no more than 3%.

  4. Shenzhen City Transportation: Zhuhai Daoyuan plans to reduce its stake by no more than 3%.

  5. Aerospace Engineering: Shareholders Guochuang Fund and New Car Fund plan to reduce their stakes by no more than 3%.

  6. Delin Hai: Shareholder Chen Hong plans to reduce his stake by no more than 2.26 million shares, accounting for 2% of the total share capital.

  7. Shenzhen Technology: Boxu Hong Kong plans to reduce its stake by no more than 0.70% due to funding needs.

Regarding Hong Kong Stocks

  1. Alibaba: On October 31, spent 19.99 million USD to repurchase 1.6389 million shares.

  2. Jitu Express: Today spent 7.6988 million HKD to repurchase 1.234 million shares.

  3. Fosun Pharma: Repurchased 330,000 shares, with total expenditure of 4.923 million HKD.

  4. China COSCO Shipping: Today repurchased 290,000 shares, spending 3.4694 million HKD.

  5. Guoquan: The controlling shareholder promises not to sell any company shares in any way within six months

III. Acquisitions, Suspension and Resumption of Trading

  1. Huakang Co., Ltd.: Plans to purchase 100% equity of Yuxin Sugar Alcohol, resuming trading on November 4.

  2. Nanjing Chemical Fiber: Plans to organize a major asset restructuring, with stock suspension next Monday.

  3. Huafeng Chemical: Plans to issue shares and pay cash to acquire assets, resuming trading on November 4.

  4. Youyan Silicon: Plans to acquire 70% equity of DG Technologies in cash, constituting a related party transaction.

IV. External Investments and Daily Operations

  1. Allianz Ruishi: Listed on the SDN list by the U.S. Department of the Treasury OFAC, which may significantly impact business development.

  2. EVE Energy: Obtained aerospace quality management system certification.

  3. JingShan Light Machinery: Received the "Notice of Case Filing" from the China Securities Regulatory Commission due to the company's controlling subsidiary, Huida Cheng, inflating profits, leading to suspected violations of information disclosure laws.

  4. ST Jinguang: The company received a "Notice of Case Filing" from the China Securities Regulatory Commission due to suspected violations of information disclosure laws.

  5. Sinopec Oilfield Service: Wholly-owned subsidiary won a bid for a project worth 4.586 billion yuan.

  6. XJ Electric: Expected to win a bid for a State Grid procurement project amounting to approximately 1.338 billion yuan.

  7. Hongsheng Huayuan: Expected to win a bid for a State Grid project worth 1.173 billion yuan.

  8. Zhongchao Holdings: Won a bid for a State Grid project worth 267 million yuan.

  9. Tongguang Cable: Expected to win a bid for a State Grid project worth 200.23 million yuan.

  10. Chuangyuan Technology: Controlling subsidiary expected to win a bid for a State Grid project worth 82.4607 million yuan.

  11. Dalian Electric Porcelain: Subsidiary Daci Materials expected to win bids for multiple State Grid projects, totaling approximately 124.5 million yuan.

  12. Xinjiang Jiaojian: Won the bid for the S24 line Shanshan to Kumish expressway project under the government and social capital cooperation franchise project.

Regarding Hong Kong Stocks

  1. Oceanwide Group: The restructuring company will basically agree to extend the fee deadline to November 18.

  2. Haier Smart Home: Approved to issue 10 billion yuan in medium-term notes.

  3. Wanwu Cloud: Plans to acquire 50% equity of Wuhan Xintang.

  4. Pop Mart: Granted 159,000 incentive shares