China Merchants: The trade-in policy for old vehicles to new ones will include National IV heavy trucks in 2025, which is expected to boost domestic demand in the Industry.

Currently, the number of Euro IV vehicles in operation in the freight market is significantly higher than that of Euro III vehicles. Therefore, after expanding the subsidy range in 2025, the potential demand for replacing new vehicles is expected to double compared to last year, further stimulating the elasticity of domestic demand in the heavy truck Industry.

Zhitong Finance03:17 ET

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.

Zhitong Finance00:42 ET

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.

Zhitong FinanceJan 8 00:52 ET

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.

Zhitong FinanceJan 7 21:02 ET

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.

Zhitong FinanceJan 7 01:59 ET

Declining Stock and Decent Financials: Is The Market Wrong About Weichai Power Co., Ltd. (HKG:2338)?

Simply Wall StJan 2 19:52 ET