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The direction has been set! Local "two sessions" are hotly discussing new energy vehicles and the low-altitude economy. The entire Industry Chain is pressing the "accelerator button" to improve quality and efficiency.
According to preliminary statistics from the Financial Associated Press, over half of the provinces in the 2025 government work reports across 31 provinces clearly mentioned the New energy Fund industry; nearly 10 provinces referred to the low-altitude economy. Seven provinces have set targets for the production volume, output value, and construction of Charging Stations for New energy Fund vehicles.
The three major Hong Kong stock indices are steadily rising, with Real Estate stocks leading the performance due to bullish factors.
① What factors contributed to today's performance of the Hong Kong stock market? ② Why are Consumer Electronics-related stocks continuously favored by the market?
In December 2024, the overall sales of heavy-duty new energy trucks in China reached a new high, with sales of charging heavy-duty trucks increasing by 235% year-on-year.
In December 2024, the overall sales volume of heavy trucks in Shanxi Guoxin Energy Corporation reached a new high, totaling 15,200 units.
Subsidy details for "trade-in for new" are being introduced in multiple regions. Institutions: leading car companies may further increase market concentration.
On January 20, Henan, Heilongjiang, Shaanxi, and Guangxi provinces announced the comprehensive launch of the "trade-in" subsidy activities. According to incomplete statistics from reporters, as of January 20, more than 20 provinces, including Guangdong, Anhui, SiChuan, Jiangxi, and Hainan, have introduced subsidy details for the "trade-in" program for consumer goods in 2025 or related policies that span multiple years.
Express News | JPMorgan Chase & Co's Long Position in H Shares of Dongfeng Motor Decreases to 4.77% on Jan 15 From 5.32% - HKEX
Cui Dongshu: The effect of policies in driving production and sales is significant. In December 2024, the wholesale sales volume of New energy Fund Passenger Vehicles is expected to reach 1.51 million units, surpassing the historical highest level.
The wholesale growth from September to December is significantly higher than from March to August, reflecting the clear impact of policies in stimulating production and sales.
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