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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.
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.
CPCA Expects China Feb NEV Retail at 600,000, Down 19% From Jan
China Auto Circulation Association: The used car trade market gradually warmed up in the second week of February, and the market is full of expectations for recovery after the Spring Festival.
On February 20, according to the China Automobile Circulation Association, in the second week of February, the used car trade market showed signs of recovery, with an average daily transaction volume of 0.0629 million Autos, a month-on-month increase of 9.41%, significantly enhancing market activity.
There's Reason For Concern Over Qingling Motors Co., Ltd.'s (HKG:1122) Massive 29% Price Jump
