消息方面，据知情人士透露，美国当选总统特朗普的团队计划将“构建完全自动驾驶汽车的联邦框架”作为美国运输部的优先事项之一。①What bullish news has recently appeared for electric vehicles? ②What is the reason for the strong performance of lithium carbonate futures?
Financial Link News on November 19th (Editor Hu Jiarong), benefiting from multiple news boosts, most of the Hong Kong stock auto stocks have strengthened. As of the time of publication, NIO-SW (09866.HK), XPeng Motors-W (09896.HK), Li Auto-W (02015.HK), Great Wall Motor (02333.HK) rose by 3.98%, 3.48%, 1.81%, 1.78% respectively.
Note: Performance of auto stocks.
On the news front, according to informed sources, the team of US President-elect Trump plans to make "building a federal framework for fully autonomous cars" one of the priorities of the US Department of Transportation.
If new regulations enable fully self-driving cars, then Tesla CEO and Trump's major donor Elon Musk will directly benefit. He is betting Tesla's future on self-driving and ai technology.
Boosted by this news, listed new energy auto stocks on the US stock market rose. At the close, Lucid Group (LCID.US) surged over 6%, Tesla (TSLA.US) rose nearly 6%, and NIO (NIO.US) rose over 3.4%.
Lithium carbonate futures recently rebounded to 0.08 million yuan.
In addition, lithium carbonate futures have continued to strengthen recently, with the futures rising from 0.0686 million yuan on October 18 to the current 0.0813 million yuan, with a cumulative increase of 18.59% during this period.
Note: The recent trend of lithium carbonate futures.
The Shanghai Ganglian E-commerce Holdings' new energy division research team stated, "The core of this round of rally lies in the relief of sustained inventory pressure caused by short-term demand exceeding expectations, thereby promoting the recovery of the price level of this variety in the market."
From the perspective of auto sales, in October this year, the production and sales of new energy vehicles reached 1.463 million and 1.43 million respectively, with year-on-year increases of 48% and 49.6% respectively; from January to October this year, the sales volume of new energy vehicles in China accounted for 39.6% of the total sales volume of new vehicles.
