01958 BAIC MOTOR
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BAIC MOTOR News
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.
BAIC Motor Gains Approval for Key Facility Guarantee
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.
Hong Kong stocks fluctuated | Peking Autos (01958) surged over 6% at the close. Beiqi New energy Fund completed a 10 billion yuan capital increase. Beijing Hyundai received nearly 1.1 billion dollars in investment.
Peking Autos (01958) surged over 6% in the final minutes of trading, up 6.44% to 2.48 Hong Kong dollars, with a trading volume of 46.8184 million Hong Kong dollars.
China NEV Sales in 2025 Estimated to Rise by 30% to 16.5 Million
CSC: A strong month is coming as domestic electric vehicle sales exceed expectations.
CSC expects that in December, domestic electric vehicle sales will reach 1.65 million units (including commercial vehicles), +38.5% year-on-year and +9.1% month-on-month, bullish on the continued sales exceeding expectations, adjusting the annual sales forecast to 12.91 million units.
2024 Year-End Review | The "Double New" policy stimulates Consumer enthusiasm, and the domestic car market records higher-than-expected growth.
① Data from the Passenger Vehicle Association indicates that since the beginning of this year, the retail sales of the Passenger Vehicle market have reached 21.95 million units, a year-on-year increase of 6%. This growth rate has doubled compared to the general forecast of 3% from various Institutions at the beginning of the year. ② According to data from the Ministry of Commerce, as of December 19 at 24:00, nearly 2.7 million Autos have been scrapped and replaced nationwide, and over 3.1 million Autos have been exchanged and updated. The 'dual new' policy has become the main driving force for achieving unexpected growth in the auto market in 2024.
Hong Kong stock Concept tracking | Ministry of Finance: Further clarification on the government procurement ratio requirements for New energy Fund. Autos industry year-end sales peak is anticipated (includes Concept stocks).
Ministry of Finance: Further clarifies the government procurement ratio requirements for New energy Fund.
Electric vehicle sales surpass those of gasoline vehicles! Overseas Institutions marvel: China is far ahead of the West.
① It is expected that by next year, the annual sales of electric Autos in China will exceed those of RBOB Gasoline vehicles for the first time. ② This is seen by some overseas Institutions as an imminent historic milestone: it indicates that China, the largest Autos market in the Global arena, has been far ahead of its Western competitors for several years in the electrification transformation.
2025 Auto Industry Outlook: How to Play Auto Market in New Year
Zhiji and Avita have recently attracted significant investment, with 'state-owned investors' fully backing New energy Fund automobiles.
① The 9.4 billion yuan financing for Zhiji Autos has continued support from both state-owned investment Institutions and market-oriented investment Institutions. ② From Zhiji Autos in Shanghai to Avita in Chongqing, then to GAC Aion, NIO in Hefei, and Li Auto in Changzhou, the involvement of local state-owned assets reflects the demand for industry drive and regional development. ③ After the conclusion of the Central Economic Work Conference, local governments are actively promoting industrial upgrades, demonstrating their main roles and responsibilities in the transition between new and old drivers of growth.
Caixin Auto Morning News [December 26th]
① Passenger Vehicle market retail from December 1-22 was 1.692 million vehicles; ② Chongqing Changan Automobile's Zhu Huarong: Huawei has reserved a 20% equity stake for Changan, and appropriate arrangements will be made in the future; ③ Zhi Mi Automobile completed a 9.4 billion yuan Series B financing;
Thinking of Buying an EV? You Might Want to Move Quickly | CNN Business
China NEV Retail at 817,000 in Dec 1-22, up 4% From Same Period Last Month
2024 Year-End Review | Faced with numerous difficulties, but the Global Autos industry's wave of electrification cannot be stopped. Chinese car companies will still achieve good results in exports.
On October 29th, local time, the European Commission announced the conclusion of the anti-subsidy investigation, deciding to impose a final anti-subsidy tax for five years on electric Autos imported from China. The CEO of Geely Automobile Holdings, Gui Shengyue, stated that Geely is not only able to cope with the additional 18.8% tariff imposed by the EU, but the import tariff will also not hinder the company's ability to gain a larger market share in mainland Europe.
2024 year-end review | Joint venture brands encounter a "midlife crisis" with over 4,000 Dealers "closing and transferring" throughout the year.
①Honda and Nissan announced that they have signed a memorandum of understanding regarding the merger, officially starting merger negotiations; ②The weak performance of the joint venture brand has made traditional Dealers feel the acute pain of 'the lips being lost and the teeth feeling cold.'
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