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
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
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Seres: In October, new energy vehicle sales increased by 104.61% year-on-year.
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HarmonyOS: In October, the total delivery of new cars was 41,643 units.
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BYD: In October, new energy vehicle sales reached 502,657 units, compared to 301,833 units in the same period last year.
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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%.
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Great Wall Motors: Total sales in October were 116,799 units, a year-on-year decrease of 11.05%.
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SAIC-GM: Terminal sales in October were 58,240 units.
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SAIC Group: In October, sales of new energy vehicles exceeded 157,000 units.
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ZEEKR: The delivery volume in October was 3,107 units, a month-on-month increase of 19%.
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GAC Aion: Global sales in October were 40,052 units.
Regarding Hong Kong Stocks
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Nio: In October, deliveries were 21,000 units, a year-on-year increase of 30.5%.
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XPeng: In October, deliveries reached 23,917 units, setting a new monthly delivery record.
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Li Auto: In October, new car deliveries were 51,443 units, a year-on-year increase of 27.3%.
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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.
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Geely Auto: In October, sales were 226,700 units, a year-on-year increase of 28%.
II. Buybacks and Shareholding Changes
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Changshu Automotive Trim: Plans to repurchase shares worth 150 million to 300 million yuan for cancellation and reduction of the company's registered capital.
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Dongfang Zirconium: The controlling shareholder Longbai Group plans to increase its stake by 100 million to 200 million yuan.
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United Water: Shareholder UW Holdings Limited, holding over 5%, plans to reduce its stake by no more than 3%.
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Shenzhen City Transportation: Zhuhai Daoyuan plans to reduce its stake by no more than 3%.
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Aerospace Engineering: Shareholders Guochuang Fund and New Car Fund plan to reduce their stakes by no more than 3%.
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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.
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Shenzhen Technology: Boxu Hong Kong plans to reduce its stake by no more than 0.70% due to funding needs.
Regarding Hong Kong Stocks
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Alibaba: On October 31, spent 19.99 million USD to repurchase 1.6389 million shares.
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Jitu Express: Today spent 7.6988 million HKD to repurchase 1.234 million shares.
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Fosun Pharma: Repurchased 330,000 shares, with total expenditure of 4.923 million HKD.
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China COSCO Shipping: Today repurchased 290,000 shares, spending 3.4694 million HKD.
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Guoquan: The controlling shareholder promises not to sell any company shares in any way within six months
III. Acquisitions, Suspension and Resumption of Trading
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Huakang Co., Ltd.: Plans to purchase 100% equity of Yuxin Sugar Alcohol, resuming trading on November 4.
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Nanjing Chemical Fiber: Plans to organize a major asset restructuring, with stock suspension next Monday.
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Huafeng Chemical: Plans to issue shares and pay cash to acquire assets, resuming trading on November 4.
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Youyan Silicon: Plans to acquire 70% equity of DG Technologies in cash, constituting a related party transaction.
IV. External Investments and Daily Operations
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Allianz Ruishi: Listed on the SDN list by the U.S. Department of the Treasury OFAC, which may significantly impact business development.
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EVE Energy: Obtained aerospace quality management system certification.
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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.
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ST Jinguang: The company received a "Notice of Case Filing" from the China Securities Regulatory Commission due to suspected violations of information disclosure laws.
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Sinopec Oilfield Service: Wholly-owned subsidiary won a bid for a project worth 4.586 billion yuan.
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XJ Electric: Expected to win a bid for a State Grid procurement project amounting to approximately 1.338 billion yuan.
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Hongsheng Huayuan: Expected to win a bid for a State Grid project worth 1.173 billion yuan.
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Zhongchao Holdings: Won a bid for a State Grid project worth 267 million yuan.
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Tongguang Cable: Expected to win a bid for a State Grid project worth 200.23 million yuan.
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Chuangyuan Technology: Controlling subsidiary expected to win a bid for a State Grid project worth 82.4607 million yuan.
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Dalian Electric Porcelain: Subsidiary Daci Materials expected to win bids for multiple State Grid projects, totaling approximately 124.5 million yuan.
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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
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Oceanwide Group: The restructuring company will basically agree to extend the fee deadline to November 18.
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Haier Smart Home: Approved to issue 10 billion yuan in medium-term notes.
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Wanwu Cloud: Plans to acquire 50% equity of Wuhan Xintang.
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Pop Mart: Granted 159,000 incentive shares