此外，伯恩斯坦分析师在一份报告中写道，2025年中国电动汽车市场将保持强劲增长。他们表示，中国电动汽车市场的销售前景仍充满活力，预计明年该行业的销售增幅将在20%至25%左右。虽然在政府的以旧换新政策于年底到期后，短期内可能会出现一些挫折，但预计中国市场的竞争仍将非常激烈，可能会给定价和盈利能力带来压力。他们补充称，插电式混合动力车型的增长速度可能会超过整体市场。Auto stocks rose collectively at the end of the session. As of press release, Great Wall Motor (02333) rose 4.55% to HK$12.88; Xiaopeng Motor-W (09868) rose 4.05% to HK$46.2; Ideal Automobile-W (02015) received a net purchase of 2.38% to HK$88.35; and LEAPMOTOR (09863) rose 1.95% to HK$28.75.
The Zhitong Finance App learned that auto stocks rose collectively at the end of the session. As of press release, Great Wall Motor (02333) rose 4.55% to HK$12.88; Xiaopeng Motor-W (09868) rose 4.05% to HK$46.2; Ideal Automobile-W (02015) received a net purchase of 2.38% to HK$88.35; and LEAPMOTOR (09863) rose 1.95% to HK$28.75.
According to reports, European Parliament Trade Commission Chairman Bernd Lange said that the EU must readjust its competition policy after Trump enters the White House. He said it is expected that an agreement will be reached at least in the tariff dispute over Chinese electric vehicles. China may promise to establish a lowest price mechanism for electric vehicles exported to the European Union. Gong Min, head of China's automobile industry research at UBS Investment Bank, believes that this is positive news for Chinese car companies because compared to setting additional tariffs, setting a minimum price can guarantee the profit level of each car company.
Furthermore, analysts Bernstein wrote in a report that China's electric vehicle market will maintain strong growth in 2025. They said that sales prospects in China's electric vehicle market are still full of energy, and the industry's sales growth is expected to be around 20% to 25% next year. Although there may be some setbacks in the short term after the government's trade-in policy expires at the end of the year, competition in the Chinese market is expected to remain intense, which may put pressure on pricing and profitability. They added that plug-in hybrid models are likely to grow faster than the overall market.
