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Changes in tariffs? The White House: Trump is considering exemptions for some Auto Parts tariffs.
The White House confirmed to the media on Wednesday that Trump is considering exempting some tariffs for Auto Manufacturers.
GAC Aion and DiDi Global Inc have launched an L4 autonomous driving vehicle, with GAC promising to take responsibility for the safety of the autonomous driving features.
Jinwu Financial News | The 21st Shanghai International Auto Show will be held from April 23 to May 2 at the National Exhibition and Convention Center (Shanghai). It is reported that at today's exhibition, GAC AION and DiDi Global Inc have joined forces to launch the world's first mass-produced L4 highly autonomous vehicle with global adaptability. GAC has promised to take responsibility for the safety of autonomous driving in future L4 models. It is said that this vehicle will be mass-produced and delivered by the end of the year, achieving large-scale operation next year, and an L4 model aimed at individual users will be launched in 2027.
Release calming signals! Hong Kong A-shares of Autos staged a frenzied "feast", with multiple stocks strongly locked on the board.
Multiple Bullish factors support.
Express News | Gac Exec: Gac Will Take Responsibility for Safety of Level 4 Autonomous Vehicles - Jiemian
[Brokerage Focus] BOCOM INTL's outlook on the 2025 Shanghai Auto Show: Technological innovation drives accelerated automation.
Jinwu Financial News | BOCOM INTL released a preview of the 2025 Shanghai Auto Show, stating that domestic brands remain dominant while joint venture brands accelerate their high-end Asia Vets upgrades. Domestic brands are still the main exhibitors, with 45 models showcased, accounting for 46%; joint venture brands are accelerating their updates to meet the demands of the China market, the new Audi A5L is equipped with Huawei's smart driving system, and BMW showcased its electrification platform at the auto show.
Hong Kong stock Autos benefited from the catalyst of the auto show, and the policy has boosted the market sentiment, leading to a continuous recovery in the automotive market.
① Hong Kong stocks in the Autos sector have strengthened due to the catalyst of the auto show; which companies have attracted investor attention? ② Policy support boosts the automotive market's prosperity this year, what Bullish performance results can be expected?
SoundOfMusic : The current spare production capacity of Magna is 130,000 cars per year. Xpeng could produce 65K cars, taking half of the available capacity.
How fast can it come online? 2H of 2025?
bullrider_21 OP SoundOfMusic : I have no idea.