What's Going On With Chinese EV Stocks Nio, Li Auto, XPeng Thursday?
What's Going On With Chinese EV Stocks Nio, Li Auto, XPeng Thursday?
Chinese electric vehicle stocks, including NIO Inc (NYSE:NIO), Li Auto Inc (NASDAQ:LI), XPeng Inc (NYSE:XPEV), and ZEEKR Intelligent Technology Holding (NYSE:ZK), are trading upwards Thursday amid reports indicating that EV sales will likely surpass traditional cars in China for the first time in 2025 beating Europe, the U.S. and Japan.
包括蔚來公司(紐約證券交易所代碼:NIO)、理想汽車公司(納斯達克股票代碼:LI)、小鵬公司(紐約證券交易所代碼:XPEV)和極致智能科技控股(紐約證券交易所代碼:ZK)在內的中國電動汽車股票週四上漲,原因是有報道稱,2025年中國的電動汽車銷量可能會首次超過歐洲、美國和日本。
China will likely sell over 12 million cars in 2025 versus 5.9 million in 2022, the Financial Times cites estimates from investment banks and research groups estimates.
《金融時報》援引投資銀行和研究小組的估計,中國在2025年可能售出超過1200萬輛汽車,而2022年爲590萬輛。
Also Read: US-Listed Chinese Stocks Fall As China's Central Bank Keeps Key Rates Steady
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Meanwhile, sales of traditional cars will likely decline to below 11 million in 2025 from 14.8 million in 2022, Sri Lanka Guardian cites the FT.
同時,斯里蘭卡衛報援引英國《金融時報》的話說,傳統汽車的銷量可能會從2022年的1480萬降至2025年的1100萬以下。
China's EV sales trajectory bears testimony to its progress in domestic technology and ability to secure a global supply chain for lithium and cobalt. Additionally, the scale of China's manufacturing abilities has rendered EVs a more affordable option for consumers, Sri Lanka Guardian cites Robert Liew of Wood Mackenzie. He expects China to accomplish its target of EVs accounting for 50% of car sales by 2035, ten years ahead of schedule.
中國的電動汽車銷售軌跡證明了其在國內技術方面的進步以及保障全球鋰和鈷供應鏈的能力。此外,斯里蘭卡衛報援引伍德·麥肯齊的羅伯特·劉的話說,中國製造能力的規模使電動汽車成爲消費者更實惠的選擇。他預計,到2035年,中國將提前十年實現電動汽車佔汽車銷量50%的目標。
Per the FT report, Industry forecasts indicate that Chinese factories producing traditional engine cars will face an almost nonexistent domestic market within a decade as rising protectionism and uncertainty over government subsidies challenge Western carmakers.
根據英國《金融時報》的報告,行業預測表明,由於保護主義抬頭和政府補貼的不確定性給西方汽車製造商帶來挑戰,生產傳統發動機汽車的中國工廠將在十年內面臨幾乎不存在的國內市場。
Yuqian Ding of HSBC told the FT that China's EV juggernaut is indomitable despite a slowdown in growth from a very high base due to oversupply, competition, and a price war.
匯豐銀行的丁玉謙告訴英國《金融時報》,儘管由於供過於求、競爭和價格戰,增長從很高的基數放緩,但中國的電動汽車巨頭還是不屈不撓的。
Earlier this week, reports indicated China ramping up stimulus to shield from potential U.S. tariffs. The country is eying 3 trillion yuan ($411 billion) in special treasury bonds in 2025, compared to 2024's 1 trillion yuan, to drive consumption through subsidy programs, equipment upgrades, and investments in advanced sectors.
本週早些時候,有報道稱,中國加大了刺激力度,以抵禦美國潛在的關稅。該國計劃在2025年發行3萬億元人民幣(合4,110億美元)的特別國債,而2024年的特別國債爲1萬億元人民幣,以通過補貼計劃、設備升級和對先進行業的投資來推動消費。
Price Actions: At the last check on Thursday, NIO is up 2.06% at $4.715. LI is up 3.86%, XPEV is up 3.12%, and ZK is up 8.48%.
價格走勢:在週四的最後一次檢查中,蔚來汽車上漲2.06%,至4.715美元。LI上漲3.86%,XPEV上漲3.12%,Zk上漲8.48%。
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- 在美國上市的中國股票對令人難以置信的消費數據做出了反應
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照片來自 Shutterstock。