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Trading Oct 17 11:01 CST
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Nomura has released a research report predicting that China's EV market will continue to experience strong momentum in the fourth quarter of 2024.
Nomura believes that the resurgence in demand is largely due to the revised and expanded provincial and city-level subsidies for vehicle trade-ins, which have encouraged previously hesitant potential buyers to place orders. Additionally, the months of September and October, as well as the fourth quarter in general, are typically peak periods for car s...
Nomura believes that the resurgence in demand is largely due to the revised and expanded provincial and city-level subsidies for vehicle trade-ins, which have encouraged previously hesitant potential buyers to place orders. Additionally, the months of September and October, as well as the fourth quarter in general, are typically peak periods for car s...
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STRESSED THE NEED TO DEFINE NATIONAL SECURITY LIMITS IN ECONOMIC AND TRADE AREAS.
'GRAVE CONCERNS' OVER U.S. SEMICONDUCTOR POLICIES AND LIMITATIONS ON CHINESE CONNECTED VEHICLES.
$BYD COMPANY (01211.HK)$ $BYD Company Limited (002594.SZ)$ $XPENG-W (09868.HK)$ $NIO-SW (09866.HK)$ $NIO Inc (NIO.US)$ $NIO Inc. USD OV (NIO.SG)$ $Tesla (TSLA.US)$ $Taiwan Semiconductor (TSM.US)$ $SMIC (00981.HK)$
'GRAVE CONCERNS' OVER U.S. SEMICONDUCTOR POLICIES AND LIMITATIONS ON CHINESE CONNECTED VEHICLES.
$BYD COMPANY (01211.HK)$ $BYD Company Limited (002594.SZ)$ $XPENG-W (09868.HK)$ $NIO-SW (09866.HK)$ $NIO Inc (NIO.US)$ $NIO Inc. USD OV (NIO.SG)$ $Tesla (TSLA.US)$ $Taiwan Semiconductor (TSM.US)$ $SMIC (00981.HK)$
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PPI -0.6% m/m, with a -0.8% input prices and producer prices for consumption goods dropped by 0.1%.
The weaker PPI numbers are influenced by insufficient market demand and falling prices for certain international commodities, NBS said.
PPI decreased by 0.6%, with the decline narrowing by 0.1 percentage points compared to the previous month.
Producer goods prices fell by 0.8%, while consumer goods prices shifted fro...
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Food prices rose while beef, motton, eggs and chicken prices extended decline.
Domestic gasoline prices fell 2.9% m/m. Fuel vehicle prices dropped by 6.1% y/y, NEVs down 6.9%.
Travel season ended, flight tickets and hospitality dropped 14.1% and 5.6% y/y respectively.
Pork prices rise by 16.2% y/y, +0.1 PPS vs Aug.
$Global X MSCI China Consumer Discretionary ETF (CHIQ.US)$ $NASDAQ Golden Dragon China (.HXC.US)$ $BABA-W (09988.HK)$ $MEITUAN-W (03690.HK)$ $Pinduoduo Concept (LIST0724.SH)$ $PDD Holdings (PDD.US)$ $BYD Company Limited (002594.SZ)$ $BYD COMPANY (01211.HK)$
Domestic gasoline prices fell 2.9% m/m. Fuel vehicle prices dropped by 6.1% y/y, NEVs down 6.9%.
Travel season ended, flight tickets and hospitality dropped 14.1% and 5.6% y/y respectively.
Pork prices rise by 16.2% y/y, +0.1 PPS vs Aug.
$Global X MSCI China Consumer Discretionary ETF (CHIQ.US)$ $NASDAQ Golden Dragon China (.HXC.US)$ $BABA-W (09988.HK)$ $MEITUAN-W (03690.HK)$ $Pinduoduo Concept (LIST0724.SH)$ $PDD Holdings (PDD.US)$ $BYD Company Limited (002594.SZ)$ $BYD COMPANY (01211.HK)$
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CPCA: China's retail sales of passenger vehicles +4.5% y/y to 2.109 million units in September, or +10.5% m/m. NEV retail sales 1.123 mln, +50.9% y/y, +9.6% m/m. (53.3% of sold vehicles were NEVs)
Tesla China sold 88,321 vehicles in Sept(+19.2%y/y), with EV shares increasing by 0.6 percentage points to 6.4%.
$Tesla (TSLA.US)$ China exported 16,121 vehicles(-47.2%y/y), and $BYD COMPANY (01211.HK)$ 30,512 (+8.8%y/y).
$BYD Company Limited (002594.SZ)$
Tesla China sold 88,321 vehicles in Sept(+19.2%y/y), with EV shares increasing by 0.6 percentage points to 6.4%.
$Tesla (TSLA.US)$ China exported 16,121 vehicles(-47.2%y/y), and $BYD COMPANY (01211.HK)$ 30,512 (+8.8%y/y).
$BYD Company Limited (002594.SZ)$
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The US and other Western nations will do well to tariff Chinese EV imports only to the point these don’t undercut the prices of homegrown EVs.
Why? Because Chinese EVs are clearly way ahead in the game and have something to offer consumers besides price.
There will be strong demand for Chinese EVs as seen with $NIO popularity in Norway, Germany, Sweden, etc. Governments won’t tax Chinese EVs too high as it will kill off demand.
After all, it’s better to get 25%...
Why? Because Chinese EVs are clearly way ahead in the game and have something to offer consumers besides price.
There will be strong demand for Chinese EVs as seen with $NIO popularity in Norway, Germany, Sweden, etc. Governments won’t tax Chinese EVs too high as it will kill off demand.
After all, it’s better to get 25%...
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![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined"){kind=small}
PRELIM DATA SHOWS SEPT RETAIL SALES OF PASSENGER CARS AT 2.063 MILLION, UP 2% Y/Y, RETAIL SALES OF NEVS AT 1.12 MILLION, UP 51% Y/Y.
$BYD COMPANY (01211.HK)$ $BYD Company Limited (002594.SZ)$ $NIO Inc (NIO.US)$ $NIO Inc. USD OV (NIO.SG)$ $NIO-SW (09866.HK)$ $Tesla (TSLA.US)$ $XPeng (XPEV.US)$ $XPENG-W (09868.HK)$
$BYD COMPANY (01211.HK)$ $BYD Company Limited (002594.SZ)$ $NIO Inc (NIO.US)$ $NIO Inc. USD OV (NIO.SG)$ $NIO-SW (09866.HK)$ $Tesla (TSLA.US)$ $XPeng (XPEV.US)$ $XPENG-W (09868.HK)$
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How the Six-Day China Rally Stacks Up to Other Major Market Events*
Fueled by aggressive economic stimulus package, an amazing run-up occurred in China equities ahead of PRC National Day. The streak continued when the market reopened after a one-week break.
On October 8th, 4,976 stocks opened up by 9% or more; only 5 stocks opened down. All in all, benchmark index CSI300 posted a 32% gain in SIX trading DAYs.
The amount of time taken for the US market to rebound 3...
Fueled by aggressive economic stimulus package, an amazing run-up occurred in China equities ahead of PRC National Day. The streak continued when the market reopened after a one-week break.
On October 8th, 4,976 stocks opened up by 9% or more; only 5 stocks opened down. All in all, benchmark index CSI300 posted a 32% gain in SIX trading DAYs.
The amount of time taken for the US market to rebound 3...
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Interesting how 6 out of 8 of the top selling European car brands voted against or abstained from voting on the EU tariffs against China EVs. But the decision was still to slap tariffs on China. You can tell which brands just don’t have an EV strategy at all.
$VOLKSWAGEN A G (VWAGY.US)$ $Toyota Motor (TM.US)$ $VOXX International (VOXX.US)$ $BAYER MOTOREN WERK (BMWYY.US)$ $MERCEDES-BENZ GROUP AG UNSP ADR EACH REP 0.25 ORD SHS (MBGYY.US)$ $RENAULT SA UNSPON ADR EACH REPR 0.20 ORD (RNLSY.US)$ $BYD Company Limited (002594.SZ)$ $BYD COMPANY (01211.HK)$ $NIO Inc (NIO.US)$ $NIO Inc. USD OV (NIO.SG)$ $NIO-SW (09866.HK)$ $XPeng (XPEV.US)$ $XPENG-W (09868.HK)$ $Tesla (TSLA.US)$
$VOLKSWAGEN A G (VWAGY.US)$ $Toyota Motor (TM.US)$ $VOXX International (VOXX.US)$ $BAYER MOTOREN WERK (BMWYY.US)$ $MERCEDES-BENZ GROUP AG UNSP ADR EACH REP 0.25 ORD SHS (MBGYY.US)$ $RENAULT SA UNSPON ADR EACH REPR 0.20 ORD (RNLSY.US)$ $BYD Company Limited (002594.SZ)$ $BYD COMPANY (01211.HK)$ $NIO Inc (NIO.US)$ $NIO Inc. USD OV (NIO.SG)$ $NIO-SW (09866.HK)$ $XPeng (XPEV.US)$ $XPENG-W (09868.HK)$ $Tesla (TSLA.US)$
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EZ_money : i wouldn't trust Israel not to target oil eventually which would spike oil and push up gas prices higher, that will get more people into EVs as well. plus rate cuts will spark more sales.