消息方面，在2024年，全球电动汽车市场迎来了显著的增长。根据市场研究公司Rho Motion的最新数据，9月份全球电动汽车销量达到了170万辆，其中中国市场的表现尤为突出，销量高达110万辆，占全球总销量的66%。What is the position of the chinese market in the global electric vehicle market? How do institutions expect the domestic auto market to perform?
On October 22, China's Caixin Media reported that most of Hong Kong's automotive stocks rebounded today. As of the time of publication, Geely Auto (00175.HK), Li Auto Inc-W (02015.HK), Xpeng-W (09868.HK), and Great Wall Motor (02333.HK) rose by 7.38%, 6.65%, 5.46%, and 3.93% respectively.
Note: Performance of auto stocks.
In 2024, the global electric vehicle market has seen significant growth. According to the latest data from the market research company Rho Motion, the global electric vehicle sales reached 1.7 million units in September, with China's market performing particularly well, reaching a high of 1.1 million units, accounting for 66% of the global total sales.
This growth trend is also reflected in the cumulative sales from the beginning of the year to the end of September. Globally, a total of 11.5 million electric vehicles were sold, with China's market leading by a significant margin with 7.2 million units sold, achieving a year-on-year growth rate of 35%, further solidifying its leading position in the global electric vehicle market.
In the domestic market, new energy vehicle production and sales have also reached a historic high. In September, new energy vehicle production and sales reached 1.307 million units and 1.287 million units respectively, with a month-on-month growth of 19.7% and 17%, and a year-on-year growth of 48.8% and 42.3%. The sales of new vehicles accounted for 45.8% of the total new vehicle sales.
In response, some institutions have pointed out that under the promotion of policies, there is a clear trend of recovery in auto consumption, and they hold an optimistic outlook on the prospects for the recovery of total auto sales in the second half of the year.
German Chancellor: Some EU countries oppose the proposal to impose tariffs on electric cars from china.
The recent proposal by the European Union to impose tariffs on Chinese electric vehicles has attracted widespread attention. On October 4, EU member states voted on a five-year anti-subsidy tax on Chinese electric vehicles. According to the announcement of the European Commission, the proposal has received sufficient support.
Despite the fact that this proposal has gained sufficient support from member states, German Chancellor Scholz recently criticized the EU's proposal to impose tariffs on Chinese electric vehicles in a speech to the German parliament. He stated that 17 countries within the EU do not support this policy, and most of the EU's automotive manufacturers also oppose the proposal. Previously, Scholz had explicitly opposed and criticized the EU's imposition of tariffs on Chinese electric vehicles on the 2nd of this month.
