Automobile Manufacturers

ZEEKR Intelligent Tech

LEADING IDEAL

Financial Analysis

02015

The internal and external challenges of the L series are more severe than imagined.

LI AUTO-W

Li Auto

Mega Matrix

Li Auto: The collapse of the extended-range model, can the i6's explosive orders save the crumbling Li Auto?

Conference Minutes

09866

ONVO

VIVS

NVDA

09863

09868

01810

TSLA

01211

XPEV

81810

XIACY

BYDDF

HXXD

81211

HYDD

002594

BYDDY

Confident in achieving quarterly breakeven in the fourth quarter

NIO-SW

NIO Inc. USD OV

North American Energy Par

Organovo

VivoSim Labs

NVIDIA

LEAPMOTOR

XPENG-W

XIAOMI-W

Tesla

BYD COMPANY

Quanex Building Products

XPeng

XIAOMI-WR

Xiaomi Corporation

BYD Company Limited

Xiaomi HK SDR 2to1

BYD COMPANY-R

BYD HK SDR 10to1

BYD Company

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

Geely

GELHY

00175

80175

GELYY

SBCWW

The pace of new energy transition continues to accelerate

BOYD Gaming

GEELY AUTOMOBILE HOLDINGS LIMITED SPON ADS EACH REP 20 ORD

GEELY AUTO

SBC Medical

GEELY AUTO-R

Geely Auto

Smart Share Global

Canaan

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

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

Baidu

09888

K3SD

89888

BIDU

00700

MAAS

HBUD

80700

HTCD

TCEHY

TCTZF

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%...

BIDU-SW

BIDU ADR US

BIDU-SWR

TENCENT

Maase 

Baidu HK SDR 10to1

TENCENT-R

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

TOPS

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.

Xpeng

VWAGY

VWAPY

TSDD

TSLL

TSLQ

09366

07766

07366

TSLR

300024

Achieving annual sales of one million humanoid robots by 2030 is our long-term goal.

Volkswagen

Volkswagen AG

GraniteShares 2x Short TSLA Daily ETF

Direxion Daily TSLA Bull 2X Shares

AXS TSLA Bear Daily ETF

XI2CSOPTSLA-U

XL2CSOPTSLA

XI2CSOPTSLA

GraniteShares 2x Long TSLA Daily ETF

SIASUN

XPeng (3Q25 Minutes): Launching seven 'dual-energy' models by 2026

The ‘chilly’ car sales business meets the ‘hot’ AI expectations

Xpeng: The “Eastern Tesla” narrative unfolds – does selling cars even matter anymore?

CATL

00386

09618

300750

03750

600028

89618

HJDD

HCCD

The following are the Minutes of the 3Q25 earnings call of CATL organized by Dolphin Research. For the earnings interpretation, please refer to &#34;Full Capacity Expansion! Has the King of Ning Finally Made It?&#34; 1. Review of Core Financial Information 2. Detailed Content of the Earnings Call 2.1 Management Statements 1. Domestic Capacity: Jining, Shandong (only Jining base...)

SINOPEC CORP

JD-SW

Pros

Sinopec Corp.

JD-SWR

JD.com

JD HK SDR 10to1

CATL HK SDR 30to1

CATL (Minutes): Demand is strong, profitability does not rely on price increases

Today’s Key News Recap

GOOG

GOOGL

DJTWW

02589

0508 | Dolphin Research focus: 🐬 Macro/Industry 1. US President Trump officially announced that he plans to hold a press conference on Thursday (10 PM Beijing time tonight) to discuss &#34;a major trade agreement reached with representatives of a highly respected major country&#34;. No details have been provided about which country or the specifics of the agreement, but it is most likely the UK. Gold fell slightly on the negative news, but US stock futures rebounded sharply, while Hong Kong and A-shares closed steadily higher today. 2. Foreign media reports suggest that the Trump administration plans to cancel the Biden-era restrictions on AI chips, which were originally scheduled to take effect on May 15...

Alphabet - C

Alphabet

Trump Media & Tech

Trump Media & Tech - CW28

AUNTEA JENNY

Apple

Trump warned of possible turmoil tonight? Google got backstabbed by Apple｜Today's important news recap

New Energy Vehicle Purchase Tax Halved, Car Makers Introduce Tax Difference Coverage Policy

Geely Automotive Secures $420 Million Financing for ZEEKR Privatization

ZEEKR Intelligent Technology Delivered 63,902 Vehicles in November 2025, Up 7.1% Y-o-Y and 3.7% Q-o-Q

Geely Automotives Announces Plan for ZEEKR's Delisting

Zeekr Intelligent Confirms Key Merger Deadlines with Geely Automobile

ZEEKR Intelligent Tech released FY2025 9 Months Earnings on November 17 Pre-Market EST, with actual revenue of USD 11.29 B and EPS of USD -1.04

ZEEKR Intelligent Tech released FY2025 Q3 earnings on November 17 Pre-Market EST, actual revenue USD 4.433 B (forecast USD 4.762 B), actual EPS USD -0.4383

Geely Auto CEO Announces Approaching Completion of ZEEKR and Geely Merger Process

ZEEKR Intelligent Technology Announces Q3 2025 Unaudited Financial Results

ZEEKR's Q3 Gross Profit Rises 50% YoY to 6 Billion Yuan, Gross Margin Reaches 19%

ZEEKR Delivered 140,000 Vehicles with Revenue of 31.6 billion CNY in Q3

ZEEKR Intelligent Tech to Release FY2025 Q3 Earnings on November 17, Pre-Market EST; Forecast Revenue USD 4.763 B