$极氪(ZK)$  

$极氪(ZK)$  

$极氪(ZK)$  

$极氪(ZK)$  

This week’s CES was full of slow but steady advancements to a world of fully autonomous vehicles. I’ve covered this extensively with autonomy playing a major role in my thesis around $Lyft, Inc.(LYFT)$ $Uber(UBER)$ Mobileye, and to a lesser extent $Alphabet(GOOG)$ $Alphabet(GOOGL)$ (Waymo).Today, I want to explain why Mobileye is a company you should watch as a major player in autonomy. It doesn’t make vehicles itself, but it makes the hardware and software that enables autonomy and with those systems could grow from a company with $1.8 billion in revenue today to an order of magnitude more than that by the end of the d

$极氪(ZK)$  

$极氪(ZK)$  

China's NEV market is still set to grow by an impressive 20% in 2025, possibly achieving 60% to 65% penetration in the auto market.That growth will start to slow in 2026 as the industry matures. I expect the ratio of NEV-to-ICE to plateau at around 80/20 by 2028/29.But given the still relatively low car ownership rate in China, the overall market can still enjoy 4% to 5% annual growth for the next 10 years. $NIO Inc.(NIO)$ $NIO-SW(09866)$ $XPeng Inc.(XPEV)$ $XPENG-W(09868)$ $LI AUTO-W(02015)$ $Li Auto(LI)$

$ZEEKR(ZK)$ jointly developed with Google's Waymo is about to be deliveredAt the ongoing CES 2025, Waymo, an autonomous driving company owned by Google, demonstrated the world's first mass production native autonomous vehicle Polar Krypton RT, which was jointly developed with Polar Krypton. This product will begin large-scale delivery in 2025.

So $Tesla Motors(TSLA)$ pops 8% after China deliveries hit 3rd highest monthly in December at 93,766 units. China now accounts for nearly 50% of Tesla’s 4Q global deliveries. When it comes to Tesla in China, where the company likely derives most of its EV profits, investors see no risk. But when it comes to $NIO Inc.(NIO)$ $NIO-SW(09866)$ $XPeng Inc.(XPEV)$ $XPENG-W(09868)$ $ZEEKR(ZK)$ $Li Auto(LI)$ $LI AUTO-W(02015)$ doing well in China, so much risk is

1.The CSI 300 index moving up and out of that pennant formation.$KraneShares Bosera MSCI China A 50 Connect Index ETF(KBA)$ $KraneShares SSE STAR Market 50 Index ETF(KSTR)$ $iShares MSCI China ETF(MCHI)$Image2.China is expected to sell more NEV cars in 2025 than the entire US auto industry. Let that sink in.$Boyd Gaming(BYD)$ $Geely Automobile Holdings Ltd.(GELYF)$ $Tesla Motors(TSLA)$ $NIO Inc.(NIO)$ $XPeng Inc.(XPEV)$

$Tesla Motors(TSLA)$ 's market cap is $1.37 trillion.Alone, it's worth more than SEVEN TIMES the entire China EV industry. $BYD COMPANY(01211)$ $BYD Co., Ltd.(BYDDF)$ $106.83b $GEELY AUTO(00175)$ $Geely Automobile Holdings Ltd.(GELYF)$ $19.86b $NIO Inc.(NIO)$ $NIO-SW(09866)$ $9.40b $LI AUTO-W(02015)$ $Li Auto(LI)$ $23.46b $XPeng Inc.(XPEV)$