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Ping An Securities: The policy for replacing old Autos with new ones is clear, and the stimulating effect will exceed that of 2024.
The impact of policies on auto sales in 2025 will be stronger than in 2024, combined with the Electric Vehicles purchase tax policy, there is a bullish sentiment regarding the stimulating effects of multiple overlapping policies on Electric Vehicles.
Hong Kong stock Concept tracking | Microsoft will first use hydrogen Fuel Cell Energy to power Datacenter in Europe. Core enterprises in computing power supply are attracting attention (with related stocks attached).
Microsoft will use hydrogen fuel cells for the first time to power its Datacenter in Europe.
Hong Kong stock movement | Weichai Power (02338) rises over 3%, the expansion of subsidies for domestic IV standard heavy trucks will provide growth space for the company's sales.
Weichai Power (02338) rose over 3%, with an increase of 3.17% as of the time of this report, priced at 12.38 Hong Kong dollars, with a trading volume of 54.0912 million Hong Kong dollars.
Sealand Securities: The heavy truck market is expected to reach an upward turning point in 2025, and heavy truck companies may welcome a "Davis Double-Click."
The domestic market is reverting to the mean upwards, combined with the export market continuing to grow steadily, heavy truck sales will continue to rebound.
Declining Stock and Decent Financials: Is The Market Wrong About Weichai Power Co., Ltd. (HKG:2338)?
Soochow Brokerage Commercial Vehicle 2025 Investment Strategy: Dividend Preference.
The current sales in the heavy truck Industry are difficult to sustain, but the stock price has a safety margin; the bus Sector experiences a dual resonance of domestic and foreign demand, with leading companies concentrated, and a bullish outlook for the continued expansion of the Industry in 2025.