No Data
The three major Hong Kong stock indices are steadily rising, with Real Estate stocks leading the performance due to bullish factors.
① What factors contributed to today's performance of the Hong Kong stock market? ② Why are Consumer Electronics-related stocks continuously favored by the market?
The E Fund Consumer Industry Quarterly Report is out! Xiao Nan: Increase allocation in essential goods and high-growth segments.
Zhitong Finance APP learned that recently, the fourth quarter report of E-Fund's Consumer Industry managed by Xiao Nan and Wang Yuanchun has been disclosed.
In December 2024, the overall sales of heavy-duty new energy trucks in China reached a new high, with sales of charging heavy-duty trucks increasing by 235% year-on-year.
In December 2024, the overall sales volume of heavy trucks in Shanxi Guoxin Energy Corporation reached a new high, totaling 15,200 units.
Subsidy details for "trade-in for new" are being introduced in multiple regions. Institutions: leading car companies may further increase market concentration.
On January 20, Henan, Heilongjiang, Shaanxi, and Guangxi provinces announced the comprehensive launch of the "trade-in" subsidy activities. According to incomplete statistics from reporters, as of January 20, more than 20 provinces, including Guangdong, Anhui, SiChuan, Jiangxi, and Hainan, have introduced subsidy details for the "trade-in" program for consumer goods in 2025 or related policies that span multiple years.
[Brokerage Focus] BOCOM INTL expects that China’s RBOB Gasoline vehicle exports are likely to maintain a growth trend, but the export of Electric Vehicles still faces uncertainties.
Jinwu Finance News | BOCOM INTL stated that according to the latest data from the China Automotive Industry Association, in 2024, China is expected to export 5.859 million Autos, an increase of 19.3% year-on-year. Affected by EU policy disruptions, China's exports of new energy vehicles in 2024 are projected to be 1.284 million units, a year-on-year increase of 6.7%. Plug-in hybrid vehicles drive new energy exports. In 2024, exports of pure electric vehicles are expected to be 0.987 million units, a year-on-year decrease of 10.4%; exports of plug-in hybrid vehicles are expected to be 0.297 million units, a year-on-year increase of 193.7%. The bank indicated that market demand in Russia is expected to return to 2021 levels in 2024, cautiously viewing China.
Cui Dongshu: The effect of policies in driving production and sales is significant. In December 2024, the wholesale sales volume of New energy Fund Passenger Vehicles is expected to reach 1.51 million units, surpassing the historical highest level.
The wholesale growth from September to December is significantly higher than from March to August, reflecting the clear impact of policies in stimulating production and sales.
