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.
中国电动车股票,包括蔚来汽车(纽交所:NIO)、理想汽车(纳斯达克:LI)、小鹏汽车(纽交所:XPEV)和极氪智能科技控股(纽交所:ZK),周四交易表现上扬,媒体报道预计到2025年,中国的电动车销量将首次超过传统汽车,超越欧洲、美国和日本。
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.
根据金融时报的估算,到2025年,中国可能会销售超过1200万辆汽车,而2022年为590万辆,引用了投资银行和研究机构的估算数据。
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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.
与此同时,传统汽车的销量预计将在2025年下降到1100万辆以下,而2022年的销量为1480万辆,斯里兰卡卫报引用了金融时报的报道。
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.
中国电动车销量的增长轨迹证明了其在国内技术发展和确保全球锂矿和钴供应链方面的进展。此外,中国的制造业能力规模使得电动车成为消费者更为负担得起的选择,斯里兰卡卫报引用了伍德麦肯齐的罗伯特·刘的说法。他预计中国将在2035年前实现电动车占汽车销售的50%的目标,提前十年。
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.
根据金融时报的报道,行业预测指出,未来十年内,生产传统发动机汽车的中国工厂将面临几乎不存在的国内市场,因为日益增长的保护主义和对政府补贴的不确定性对西方汽车制造商构成挑战。
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.
汇丰银行的丁宇谦告诉金融时报,尽管由于过剩、竞争和价格战的影响,增长势头有所放缓,但中国的电动车猛势仍然势不可挡。
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.
本周早些时候,有报道指出,中国正在加大刺激力度,以抵御潜在的美国关税。该国预计在2025年将发行3万亿人民币(约4110亿美金)的特别国债,而2024年为1万亿人民币,以通过补贴计划、设备升级和对先进领域的投资来推动消费。
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%.
价格走势:截至周四最后检查,蔚来汽车上涨2.06%,达4.715美元。理想汽车上涨3.86%,小鹏汽车上涨3.12%,极氪上涨8.48%。
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- 美国上市中国股票对疲软的消费数据作出反应
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