Passenger Vehicle Division: From November 1st to 10th, the retail sales of passenger vehicles reached 0.567 million units, a 29% year-on-year increase.
On November 13, according to the passenger vehicle subcommittee data, from November 1st to 10th, the passenger vehicle market retailed 0.567 million vehicles, a 29% year-on-year increase from the same period last November, a 3% decrease from the previous month. In total, 18.402 million vehicles have been retailed this year, a 4% year-on-year increase.
New Aluminum Era (301613.SZ): Has not signed a cooperation agreement with Nio and Tesla.
Gelonghui November 13th丨Xin Aluminum Era (301613.SZ) stated on the investor interaction platform that the company has not signed a cooperation agreement with NIO and Tesla, but has business cooperation with Zhejiang Geely Holding Group Co., Ltd. and its subsidiaries. According to the prospectus disclosure, in 2023, the company's sales revenue with Geely was 0.168 billion yuan, accounting for 9.43%.
Cinda Securities: Bullish on the year-end autos' high prosperity continuing, sales growth rate expected to further rise.
Before the end of this round of trade-in policies, coupled with the peak season for year-end auto consumption, various car manufacturers have increased supply of new cars in the second half of the year, bullish on the continuation of high auto prosperity at the end of the year, and the expected further upward trend in auto sales growth will bring about excess returns in the auto sector.
US stocks closed: 'Trump trade' cools down, with all three major indexes falling collectively. Chinese concept stocks plummeted more than 4%.
1. The shares of China concept stocks are generally falling, with the Nasdaq Golden Dragon Index in China falling by 4.45%; 2. Waymo is opening up its self-driving taxi services to all users in Los Angeles; 3. Apple is expected to launch AI-based smart home devices in March at the earliest; 4. Volkswagen will invest up to $5.8 billion in Rivian and its joint ventures.
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