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China and the US cooperation reshapes valuation logic! NIO and Xpeng lead the rise in auto stocks, institutions say Chinese auto companies are expected to benefit.
① Why has Xiaopeng been able to lead the surge in Hong Kong's Autos Sector? ② How will the warming cooperation between China and the United States in the electric vehicle industry reshape the Global supply chain and vehicle company valuation system?
Vietnam's Auto Market Narrows Gap On Thailand
According to the Passenger Vehicle Association, from February 1 to 23, retail sales in the passenger vehicle market reached 0.924 million units, an 18% increase compared to the same period last year.
From February 1 to 23, the retail sales of Passenger Vehicles in the market were 0.924 million units, an increase of 18% compared to the same period last February, but a decrease of 30% compared to the previous month. Cumulatively, retail sales this year reached 2.718 million units, which is a decrease of 4% year-on-year.
Express News | Bank of America Corporation Increases Long Position in H Shares of Dongfeng Motor to 5.65% on Feb 20 From 4.54% - HKEX
Market Chatter: SAIC Motor Partners With Huawei to Develop Smart EVs
Cui Dongshu: Raises the retail volume forecast for Passenger Vehicles in 2025 to 23.43 million units.
2025 Passenger Vehicle export forecast: In 2025, Passenger Vehicle exports are predicted to be 5.27 million units, an increase of 10%, with the total forecast decreasing by 0.03 million units compared to the prediction made in January.
