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Research Reports on opportunities丨Huaxin Securities: Maintains a "Buy" rating for Anhui Jianghuai Automobile Group Corp.,Ltd., Bullish on Huawei empowering breakthroughs in the luxury market.
The Huaxin Securities Research Report points out that the launch of the Zun Jie S800 is approaching, and there is a Bullish outlook on Huawei empowering breakthroughs in the luxury market. Anhui Jianghuai Automobile Group Corp.,Ltd. (600418.SH) has officially unveiled its first product in collaboration with Huawei, with overall dimensions of 5480/2000/1536mm and a wheelbase of 3370mm. Huawei will hold a technology launch event for the Zun Jie S800 in February 2025, with the new car expected to be released in the first half of 2025. In addition to the HarmonyOS collaboration model, the company is also actively cooperating on component projects with Huawei; the Anhui Jianghuai Ruifeng RF8 Harmony Edition is the first MPV equipped with Huawei's in-car system. Considering the company's long-standing history and comprehensive Business Sectors,
Brokerage morning meeting highlights: It is expected that 2025 will be the first year when the Real Estate Industry truly achieves stability and long-term development.
At today's Brokerage morning meeting, CITIC SEC proposed that 2025 will be the year when the Real Estate Industry truly stabilizes and moves forward; Tianfeng stated that industry demand is expected to recover, and the Autos Sector may gradually become optimistic; China Securities Co.,Ltd. pointed out that the current valuation of the Baijiu(Chinese Liquor) Sector remains low overall, highlighting its long-term investment value.
Is Anhui Jianghuai Automobile GroupLtd (SHSE:600418) A Risky Investment?
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).
Zotye Automobile (000980.SZ): Its subsidiary Hefei Yiheng currently has an Auto Parts supply Business with Anhui Jianghuai Automobile Group Corp.,Ltd.
Gelonghui reported on December 23 that Zotye Automobile (000980.SZ) stated on the investor interaction platform that its subsidiary Hefei Yiheng currently has an Auto Parts supply business with Anhui Jianghuai Automobile Group Corp.,Ltd.
Huachuang Securities: In November, autos continued to be hot sellers, bullish on the sales growth of new energy fund in 2024 and 2025.
In August 2024, the overall demand before the subsidy increase did not meet expectations, and the base is not high. Looking at 2025 from a macro perspective, domestic demand is expected to improve, electric vehicles may continue to benefit, and it is expected that in 2025, the wholesale volume of new energy passenger vehicles will reach 15.28 million units, increasing by 26%, with a penetration rate of 53%, which is an increase of 7.1 percentage points.
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