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Xiaopeng once surged over 7%, leading the new energy Autos stocks, as favorable policies drive the continuation of the economic cycle.
① After delivering over 0.04 million Autos for seven consecutive months, why did the delivery volume drop to below 0.03 million Autos in the first two months of this year? ② Under the trend of "Intelligent Driving Equality", the market of 0.1-0.2 million yuan will become the main battlefield for advanced intelligent driving. Will this spark a new round of price wars and technological competition?
China Securities Co.,Ltd.: The demand for lithium batteries and performance catalysts are approaching, focus on symbols with performance certainty.
The electric vehicle Industry has strong momentum every year when the peak season arrives.
Hong Kong Stock Market Morning Report | Political Bureau meeting mentioned real estate and stock market, the US-Ukraine mineral agreement was not signed.
① The Politburo of the Central Committee emphasized stabilizing the real estate and stock markets. ② The USA and Ukraine mineral agreement failed to be signed. ③ The core PCE price index in the USA increased by 2.6% year-on-year in January, meeting expectations. ④ According to the National Statistics Bureau, the manufacturing purchasing managers' index (PMI) in February was 50.2%, an increase of 1.1 percentage points from the previous month. ⑤ Peking: Striving to promote the deployment of 10,000 humanoid Siasun Robot&Automation by 2027.
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.