In March, the heavy-duty truck market sold approximately 0.105 million vehicles, an increase of 29% compared to the previous month.
In March 2025, approximately 0.105 million heavy trucks were sold in China's market (wholesale basis, including exports and New energy Fund), a 29% increase compared to February of this year, but a decrease of about 9% compared to the same period last year, which was 0.116 million units.
NIO Inc Options Spot-On: On March 31st, 256.83K Contracts Were Traded, With 3.79 Million Open Interest
Cui Dongshu: In January and February, China's imported Autos were 0.056 million units, a year-on-year decrease of 46%.
In 2024, 0.7 million Autos were imported, a decrease of 12% compared to the previous year. Currently, in January and February 2025, 0.056 million Autos were imported, a decrease of 46% year-on-year, indicating significant ongoing pressure on imported vehicles.
Is the New energy Fund market undergoing a "change of weather"? There is a high consensus among industry, academia, and research: range-extended vehicles are the future mainstream.
① Academician Yang Yusheng of the Chinese Academy of Engineering pointed out that range-extender vehicles are not a transition, but the future global Block Orders, whose green, safe, and long-range characteristics will support Carbon Neutrality. ② Liu Liguo, Senior Vice President of Ideal Autos, suggested that hybrid vehicles with an all-electric range of over 150 kilometers should be included in the New energy Fund green license plate system, achieving equal status for range-extender models with pure electric vehicles in urban areas.
The pattern of "weak performance of the technology stocks" in the Hong Kong stock market is intensifying. What direction will the market take next?
① Currently, the profit growth of Hong Kong stocks mainly relies on the optimization of profit margins in the Technology Sector rather than revenue expansion. Does this imply that the foundation for sustained market growth in the future is relatively weak? ② For the "Adjustment of Technology Positions + Dividend Hedging" strategy proposed by CICC, how should investors balance the conflict between short-term volatility defense and long-term strategy adherence?
Nio Firefly Reveals Body Color Options, Launch Set for Apr 19
Hong Kong Stock Morning Report | The State Administration for Market Regulation is reviewing CKH HOLDINGS' port Trade. CHINA RES GAS reported a net profit decrease of over 20% year-on-year last year.
① Trump: Any tariff agreement will be reached after the measures take effect on April 2. ② State Administration for Market Regulation: Review of CKH HOLDINGS port Trade will be conducted in accordance with the law. ③ Four major Banks, including Bank of China, China Construction Bank, Agricultural Bank of China, and Postal Savings Bank, announced plans for a private placement to introduce strategic investment from the Ministry of Finance, with a total amount of 500 billion yuan. ④ Gou Ping, Deputy Director of the State-owned Assets Supervision and Administration Commission: Strategic restructuring of state-owned automobile enterprises.
Nio's William Li Touches on Topics Including Share Sale, In-house Chip in New Interview
NIO Inc Options Spot-On: On March 28th, 247.99K Contracts Were Traded, With 3.78 Million Open Interest
Correction: NIO Announces HK$4 Billion Equity Placement; Shares Slide 7%
Macquarie Maintains NIO Inc(NIO.US) With Hold Rating, Cuts Target Price to $4.7
DBS Maintains NIO Inc(NIO.US) With Hold Rating, Maintains Target Price $4.9
【Industry in-depth research】 NIO, with 26 vice presidents, is not as competitive as Xiaopeng led by Wang Fengying?
Author | The text contains a total of 3618 characters, with an estimated reading time of 10 minutes. NIO has recently made headlines due to several events. Recently, media attention has been focused on the news that NIO has 26 vice presidents. The situation arose when a NIO user discovered through the NIO app that the company indeed has 26 vice presidents. Some netizens believe that this does not account for all of NIO's vice presidents, as the management of sub-brands like Ledo and Firefly has not been included, along with some vice presidents and assistant vice presidents who do not communicate publicly. Therefore, the actual number is definitely higher. Almost simultaneously, NIO has created a dedicated space for car owners.
Announcement Highlights | "Flash" placement! NIO plans to issue no more than 0.119 billion shares; Semiconductor Manufacturing International Corporation's revenue is expected to grow nearly 28% year-on-year in 2024.
CNOOC's net profit in 2024 exceeds 130 billion yuan; New China Life Insurance's annual profit increased approximately twofold year-on-year.
US Auto Tariff Set To Shake Industry, Job Losses Loom
Zhichun Hong Kong Stock Early Knowledge | Three departments: Deepen the application of AI empowerment. NIO-SW (09866) plans to raise 3.5 billion HKD through a Hong Kong stock placement.
The Ministry of Industry and Information Technology, the Ministry of Education, and the State Administration for Market Regulation issued a notice on the "Implementation Plan for the Digital Transformation of the Light Industry." The plan proposes to deepen the application of AI empowerment.
Top Gap Ups and Downs on Thursday: TM, NVS, UBS and More
NIO Inc Options Spot-On: On March 27th, 429.26K Contracts Were Traded, With 3.68 Million Open Interest
NIO-SW (09866.HK): The pricing for the newly issued 4.03 billion Hong Kong dollars worth of shares after the expansion is set at 29.46 Hong Kong dollars per share.
On March 27, Glonghui reported that on March 27, 2025 (Eastern Time; Hong Kong Time) - NIO Inc. (NYSE: NIO; HKEX: 9866; SGX: NIO), a pioneer and leader in the Global Electric Autos market, announced today the pricing information for the total amount of HKD 4.03013 billion for the 1,368,000 shares of Class A common stock ("Placement Shares") that have been issued under the expanded offering, with the issue price for each Placement Share set at HKD 29.46. The Placement Shares have been issued pursuant to the Securities Act of 1933 (as amended) ("Securities Act").
Asian Equities Traded in the US as American Depositary Receipts Higher in Thursday Trading