Automobile Manufacturers

BYD COMPANY-R

Today’s Key News Recap

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0102 | Dolphin Research Key Watch: 🐬 Macro/Industry. 1) As the new year begins, major NEV makers released Dec 2025 delivery data to close out the year.BYD sold 420.4k units in Dec, with 4.6mn units for the full year, retaining the industry lead. Leapmotor delivered 60.4k in Dec (+42% YoY), and nearly 600k for the year, doubling YoY.Xiaomi deliveries topped 50k for the first time, with the YU7 model standing out. Nio delivered 48.1k, a new monthly high. Li Auto delivered 44.2k in Dec...

NIO-SW

NIO Inc. USD OV

BIDU ADR US

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Xiaomi Corporation

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BYD COMPANY

BYD HK SDR 10to1

BYD Company Limited

BYD Company

BIDU-SW

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Baidu HK SDR 10to1

Baidu

Taiwan Semiconductor

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NetEase

Xiaomi HK SDR 2to1

BOYD Gaming

NTES ADR US

LEAPMOTOR

HK market off to a roaring start; BIDU's Kunlun Chip gears up for HK IPO | Daily News Recap

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1217 | Dolphin Research Watchlist. 🐬 Stock 1: $XIAOMI-W(01810.HK)On Dec 17, Xiaomi partner and Group President Lu Weibing said at the 2025 Xiaomi 'Human-Car-Home' ecosystem partner conference that the company will invest RMB 200 bn in R&amp;D over the next five years. It expects to spend approx. RMB 40 bn in 2026.Funds will target consumer electronics, smart EVs, on-device AI, and upstream smart manufacturing. This supports its 'Human-Car-Home' strategy and ambition to be a global hard-tech leader...

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Xiaomi commits RMB 200 bn to R&D; BYD ramps up internal testing for L3 mass production | Daily News Recap

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1216 | Dolphin Research Focus: 🐬 Macros/Industry. The U.S. Bureau of Labor Statistics will release on Tue a closely watched 'combined' Oct–Nov nonfarm payrolls report. Street expects -10k in Oct and +50k to +130k in Nov, with the unemployment rate rising to 4.4%–4.5%, while Gov. payrolls will be weighed by deferred exits under delayed separation plans across Oct–Nov.🐬 Single stocks. 1) $Alibaba(BABA.US) rolled out the Wanxiang 2.6 model suite...

Mirae Asset Global Investments Co., Ltd.

Bio-Techne

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Plus500 Ltd.

ePlus

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Safety Shot

Global X S&P 500 U.S. Mkt Ldr TOP 50 ETF

Lionsgate Studios

KeyCorp

Construction Partner

iShares MSCI USA Size Factor ETF

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Alibaba HK SDR 5to1

Alibaba

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XPeng wins Guangzhou L3 road test permit; BABA's Tongyi Wanxiang 2.6 adds role-play capability | Daily News Recap

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Deep Research

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Horizon Robotics: An NVDA alternative for high-end autonomous driving?

Tesla

GraniteShares 2x Long NVDA Daily ETF

XL2CSOPNVDA

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YieldMax NVDA Option Income Strategy ETF

Direxion Daily NVDA Bear 1X ETF

T-Rex 2X Long NVIDIA Daily Target ETF

T-Rex 2X Inverse NVIDIA Daily Target ETF

GraniteShares 2x Short TSLA Daily ETF

Direxion Daily TSLA Bull 2X Shares

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Horizon Robotics: Can China’s AD substitute chips unseat NVDA?

Conference Minutes

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Confident in achieving quarterly breakeven in the fourth quarter

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Nio (3Q25 Minutes): Expects 20% vehicle gross margin in 2026, achieving full-year Non-GAAP profitability

Geely

Financial Analysis

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The pace of new energy transition continues to accelerate

GEELY AUTOMOBILE HOLDINGS LIMITED SPON ADS EACH REP 20 ORD

GEELY AUTO

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Geely Auto

Smart Share Global

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SBC MEDICAL GROUP HOLDINGS INCRPRTD C/WTS 17/09/2029 (TO PUR COM)

Geely: Can it successfully break through by 'directly challenging' BYD?

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以下为海豚君整理的 $Baidu(BIDU.US) 2025 财年第三季度财报电话会议纪要， $BIDU-SW(09888.HK) 财报解读请移步《 百度，猛贴 AI 讲故事，真能救活自己吗？》一、财报核心信息回顾 1. $BIDU-SWR(89888.HK) AI 收入占比已达 40%：三季度，直接与 AI 相关的收入实现近 100 亿，这已达到总营收的 40%...

TENCENT

Maase 

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Tencent HK SDR 10to1

Tencent

Tencent Holdings Limited

Baidu (Minutes): AI native marketing is the future second curve

$Baidu(BIDU.US) released its Q3 results after Hong Kong market hours on 18 November 2025. Overall, the performance met expectations. The detailed disclosure of AI revenue demonstrates the company's eagerness to shed its traditional label and fully embrace its new AI narrative. Specifically (focusing solely on Baidu's core operations): 1. AI revenue contribution reaches 40%: During Q3, revenue directly attributable to AI activities amounted to nearly RMB10 billion, constituting 40% of total revenue...

C3.AI

Agora

Can the new Baidu, aspiring to AI, successfully shed its old advertising label?

QCOM

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2026 overseas sales target: 100,000 to 150,000 vehicles

Qualcomm

Top Ships

Leapmotor (3Q25 Minutes): 2026 sales target of 1 million units, net profit target of 5 billion.

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The significant increase in the three expenses has eroded Leapmotor's net profit.

Sensata Tech

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HEARTBEAM INC C/WTS 31/10/2026 (TO PUR COM)

Leapmotor: The 'leading' momentum encounters obstacles, how to break through the blood path?

Industry Report Focuses on the Fusion Trend of Smart Car Computing Power and Intelligence

BYD applies for 'Linghui' brand new cars, targeting the official vehicle market.

BYD Wins Green Certificate Consumption Champion in the Automotive Industry

New BYD Sea Lion 05 DM-i declared with a new exterior design and an added large battery version

BYD Launches a New Automobile Brand

2026 BYD Song Pro DM-i launched with pure electric range increased to 220 km

BYD Launches New 'Linghui' Sub-brand for Ride-hailing and Fleet Markets

BYD reportedly to host tech day event in late February 2026

BYD COMPANY-R(81211.HK)