No Data
No Data
China's Late-Year EV Sales Boom Gives Way to Rocky 2025 View
Why? In December, automotive companies performed well, but most stock prices fell.
① What are the impacts of subsidy policies on the New energy Fund market? ② What is the outlook for the autos market in 2025?
The Passenger Vehicle Association & Anluqin: The Index for new four modernizations of passenger vehicles in November is 52.9.
The New Four Modernizations Index for November 2024 is 52.9. Among them, the electrification index is 52.3, the Asia Vets index is 4.0; the connectivity index is 25.5.
The Electric Vehicle Hundred People Meeting released the top ten trends in the automotive industry for 2025: Solid State Battery accelerates mass production and AI technology brings new transformations.
① Trend One: The increment market for Autos is entering a stage dominated by electricity, with an estimated 16.5 million New energy Fund vehicles sold in 2025; ② Trend Two: Plug-in hybrids and range-extended technologies are integrating advanced electric and RBOB Gasoline technologies, becoming an important force in New energy Fund increases; ③ Trend Three: New energy Fund Commercial Vehicles are entering a rapid growth phase, with the penetration rate of heavy trucks expected to exceed 20%;
Brokerage morning meeting highlights: It is expected that 2025 will be the first year when the Real Estate Industry truly achieves stability and long-term development.
At today's Brokerage morning meeting, CITIC SEC proposed that 2025 will be the year when the Real Estate Industry truly stabilizes and moves forward; Tianfeng stated that industry demand is expected to recover, and the Autos Sector may gradually become optimistic; China Securities Co.,Ltd. pointed out that the current valuation of the Baijiu(Chinese Liquor) Sector remains low overall, highlighting its long-term investment value.
2024 year-end review | Breaking the Industry monopoly and ensuring supply chain stability, self-developed chips by manufacturers become a trend.
1. The main manufacturers have further increased their research and development layout, including high-performance chips, striving to break the monopoly in the industry to achieve independent control of core component technology; 2. Great Wall Motor's RISC-V automotive chip design company, Nanjing Zijing Semiconductors, has settled in Nanjing Jiangbei New Area.