Huawei

Today’s Key News Recap

09988

03750

300750

02238

09618

003012

605499

01810

HUAWEI

GOOGL

TSLA

INTC

GOOG

BABA

89988

601238

89618

81810

XIACY

HBBD

HCCD

HJDD

HXXD

04335

1023 | Dolphin Research Focus: 🐬 Macro/Industry 1. Last night, the National Press and Publication Administration announced the approval information for domestic online games in October 2025, issuing a total of 166 licenses, including 159 for domestic online games and 7 for imported online games. The number of approved licenses in October remains at a high level. 🐬 Individual Stocks 1. $JD.com(JD.US) According to the JD.com application, JD.com, in collaboration with CATL and GAC Group, officially announced the name of the 'National Good Car' model. The new car is named 'Aion UT super', positioned as a pure electric small car...

BABA-W

CATL

GAC GROUP

JD-SW

Dongpeng Holdings

EASTROC BEVERAGE

XIAOMI-W

Alphabet

Tesla

Intel

Alphabet - C

Alibaba

BABA-WR

GAC Group

JD.com

JD-SWR

XIAOMI-WR

Xiaomi Corporation

Alibaba HK SDR 5to1

CATL HK SDR 30to1

JD HK SDR 10to1

Xiaomi HK SDR 2to1

INTEL-T

JD's 'National Good Car' auctioned at a sky-high price; Alibaba's Quark AI glasses near pre-sale｜Today's Important News Recap

New energy vehicles

01211

09866

09868

02015

002594

BYDDY

81211

BYDDF

XPEV

TSDD

HYDD

At the end of each year, China's new energy vehicle policies are a key focus that affects the market. The key policies mainly cover subsidies for old vehicle scrapping/replacement and purchase tax reduction policies. Among them, the purchase tax reduction for new energy vehicles does not involve regional differences, making it easy to understand and most noticeable to users. According to the original tax reduction plan, the reduction will be maintained in 2024-2025, but the reduction amount per vehicle will not exceed 30,000 yuan; starting from 2026, new energy vehicles will begin to be fully taxed, but at a reduced rate of 50%, which means a 10% vehicle value-added tax at the time of purchase. The halving of the purchase tax is within expectations...

BYD COMPANY

NIO-SW

XPENG-W

LI AUTO-W

BYD Company

BYD COMPANY-R

BYD Company Limited

NIO Inc. USD OV

XPeng

Li Auto

GraniteShares 2x Short TSLA Daily ETF

BYD HK SDR 10to1

The threshold for car tax reduction has been reshuffled, has BYD been hit again?

00772

0605 | Dolphin Research Key Focus: 🐬 Macro/Industry 1. US May ADP employment data increased by only 37,000, far below the expected 110,000, coupled with the ISM Services PMI falling below the 50 boom-bust line, strengthening expectations for a September rate cut. Affected by this, US Treasury yields fell across the board, with the 10-year Treasury yield once falling by nearly 10 basis points. It is necessary to remain vigilant against the short-term fluctuations that may be caused by the repeated changes in Trump's tariff policies. Although the US Court of International Trade once blocked Trump's previous tariff policies from taking effect, he has already appealed, and the direction of tariff policies remains uncertain...

Meta Platforms

CHINA LIT

XPeng and Huawei's blockbuster collaboration; Meta teams up with Hollywood | Recap of today's important news

TCEHY

00700

80700

HTCD

TCTZF

0217 | Dolphin Research focuses on: 🐬 Macro/Industry 1. The private enterprise symposium that was widely discussed last week has been held. General Secretary Xi Jinping attended the symposium in Beijing this morning and delivered an important speech. Ren Zhengfei, Jack Ma, Pony Ma, Wang Xing, and others were present. Although the official speech content has not yet been released, it is not difficult to see that the policy support for private enterprises will be strengthened, and AI and technology-related fields are likely to be key areas. 2. The Ministry of Industry and Information Technology and seven other departments issued the &#34;Action Plan for High-Quality Development of New Energy Storage Manufacturing Industry&#34;...

Tencent

TENCENT

TENCENT-R

Tencent HK SDR 10to1

Tencent Holdings Limited

DeepSeek

"Symposium" major benefits implemented, WeChat gray-scale testing integrates DeepSeek | Today's important news review

After repeated analyses of individual stocks in the automotive industry, Dolphin Jun increasingly believes that electrification cannot change the essence of the car manufacturing business; at most, it only resets the distribution of interests in the industry chain. Therefore, those who started making cars early to seize the First Mover advantage have not been able to achieve the advantages of planned customer acquisition in the internet space. The bloodless pioneers have mostly become the remains of pioneers in the second half of electrification. However, the hexagonal warriors with money, stores, and resources, although they are latecomers, do not hinder them from surpassing others. In 2024, Huawei's Aito M9 and Xiaomi's SU 7...

New Energy Vehicles: Changing the heart of the car cannot change the heart of the business; is intelligence the ultimate remedy? | Year-End Summary Series (6)

AAPL

0920 Dolphin focuses on: 🐬 Macro/Industry 1. In September, the LPR quotations were released, with the 1-year and 5-year LPR remaining unchanged. Prior to this, the 50bp rate cut by the Fed in September had just been implemented. The market expected the LPR to follow suit, but the final result of the domestic LPR remaining unchanged was somewhat surprising, possibly due to more consideration for exchange rate stability. The stock market's rise yesterday already included some expectations of a LPR cut. Market sentiment weakened this morning after the opening...

Apple

Today's Important News Review | Dolphin Investment Research

CP00013

Multiple new energy vehicle companies release their August &#34;grade report&#34;; Huawei officially announces a new product launch event on September 10, &#34;coincidentally&#34; overlapping with Apple again

New Energy Vehicles

Chinese Smartphone Sales Declined by 2.7% in Q3 2025

Huawei Showcases High-performance AI Server Cluster, Aivi Presents Emerging Market Big Data Analytics Platform

Beijing Ji Jia Video Tech Adds Huawei's Subsidiary as a Shareholder and Increases Capital

Huawei Provides Cloud Services and AI-Based Solutions for Over 5,600 Financial Clients Globally

Harmony Auto Sets New Delivery Record, Surpassing 1 Million Units Cumulatively in October

Nvidia CEO Huang Runchun Praises Huawei's 5G Technology Leadership

Huawei Launches Global First Hotel Innovation Incubation Base for Privacy Security

Huawei Showcases Smart Cabin Technology, Government Promotes AI Development Policies

The MIIT Releases Guidelines for the Construction of the Computing Power Standards System

Huawei Announces the Release of HarmonyOS 6 on October 22

Huawei Launches AI-Driven WAN Solution

Global smartphone market grows against the trend in a slack season, with strong recovery in the high-end market

Huawei Unveils AI WAN Solution to Help Operators Break Growth Bottlenecks

US Legislators Advocate for Broader Ban on Selling Chip Manufacturing Equipment to China

Huawei Successfully Completes First Stage of Smart Education Project with Rwandan Ministry of Education

During National Day and Mid-Autumn Festival, Xiaomi 17 is Selling Well, Apple iPhone 17 Is Tight in Supply

Huawei Wins, Xiaomi Rises in Q2 2025 Global Smartwatch Market

Huawei Outlines AI Transformation Strategy at 2025 Connectivity Conference

Huawei Launches Star River AI Fabric 2.0 Solution

Huawei Releases Wi-Fi 7 Advanced Technology White Paper