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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.
Beiqi Foton Motor (600166.SH) controlled subsidiary Kawan New energy Fund plans to increase capital and expand shares, raising approximately 1.261 billion yuan.
Beiqi Foton Motor (600166.SH) issued an announcement to meet Business development and funding needs, the company's holding subsidiary North...
Soochow Securities: The trade-in effect is significant, and the rebound of heavy trucks is expected to arrive by the end of the year.
The effects of the current vehicle trade-in policy continue to emerge, with December heavy truck sales expected to reach 70,000 units or more, representing a year-on-year increase of over +13%/+23%.
In November, the sales of light passenger vehicles in China were 0.0356 million units, a year-on-year decrease of 8%.
On December 25, the latest news from the First Commercial Vehicle Network, based on data from the China Automobile Manufacturers Association (measured by company invoices, not terminal actual sales), in November 2024, China's bus market (including chassis) sold 46,000 units, a month-on-month increase of 7%, a year-on-year decrease of 3%, and the year-on-year growth rate has turned negative again (the bus market grew by 1% year-on-year in October).
Beiqi Foton Motor Co.,Ltd.'s (SHSE:600166) Stock On An Uptrend: Could Fundamentals Be Driving The Momentum?
HAXC Holdings (300928.SZ): Received project location notification from Beiqi Foton.
On December 16, Gelonghui reported that HAXC Holdings (300928.SZ) announced it has recently received a project designation notification from Beiqi Foton Motor Co., Ltd. (referred to as 'Beiqi Foton'), confirming that the company has obtained the qualification for the development and supply of two display assembly products for one of its Commercial Vehicle platform projects, which has a sales market that is Global.