FEM Emrg Mkts Alphadex First Trust
- 22.024
- +0.294+1.35%
Financial Association Autos Morning News 【January 17】
①China Automobile Association, China Association of Machinery Industry: Firmly oppose the Biden administration's rules banning the use of China's Asia Vets-connected autos Hardware; ②Hubei's production of new energy vehicles in 2024 will exceed 0.5 million units, a year-on-year increase of 33%; ③Guangzhou Automobile Group's integrated reform is further advancing, multiple departments have started recruitment for cadres.
Cailian Press Autos Morning Report [January 16]
① The Ministry of Commerce: This week, detailed implementation rules for new purchase subsidies for mobile phones and other digital products will be issued successively; ② Guangdong: The production of New energy Fund vehicles will grow by 43% in 2024, accounting for a quarter of the national total; ③ Chongqing Changan Automobile: It will enter the Europe market in 2025;
According to the Caixin Venture Capital Report: In December 2024, financing in the Carbon Neutrality sector reached 32.404 billion yuan, an increase of over ten times month-on-month, with the photovoltaic sector being the most active.
According to data from CaiLianShe Venture Capital, there were 96 private equity investment and financing events in the domestic Carbon Neutrality sector in December, an increase of 43.28% from 67 events last month; The total disclosed financing amount is approximately 32.404 billion yuan, an increase of 1091.77% from 2.719 billion yuan last month.
Breaking through the "three mountains" and welcoming the "Entrepreneurship 2.0 era"? Many joint venture car companies are intensively releasing their product transformation Global Strategy in China.
① In 2024, the retail sales of mainstream joint venture Passenger Vehicles are 6.2989 million units, a year-on-year decrease of 15.7%, with a market share of 27.5%; ② According to the plan, in the next 20 months, FAW-Volkswagen's three major brands will launch 19 new models, encompassing multiple routes of "fuel", "electric", and "hybrid"; ③ The all-new pure electric long-wheelbase CLA will officially launch in 2025, equipped with the "Mapless" L2++ full-scene intelligent driving system.
The China Automotive Association: In 2024, auto production and sales will reach a new high, with annual production and sales of Electric Vehicles exceeding 10 million units for the first time.
In terms of Passenger Vehicles, production and sales continue to grow, maintaining the top global position for 16 consecutive years. The market share of China brand Passenger Vehicle sales has significantly increased compared to last year, and high-end brand Passenger Vehicle sales have also seen a year-on-year increase; regarding New energy Fund, it has ranked first globally for 10 consecutive years, with both production and sales surpassing 10 million units, and domestic sales growth approaching 40%, with a significant increase in market share compared to last year.
Behind the "fast-driving" Electric Vehicles: New forces constantly reaching new heights, Xiaomi successfully takes its place.
In the December retail sales TOP10 list, 9 car companies experienced year-on-year growth, with only GAC Aion showing a decline; Apart from BYD, three other new car-making forces successfully "delivered on their promises" and achieved their sales targets for 2024.
30 million units achieved, RBOB Gasoline Passenger Vehicles dropped nearly 20%. China Automotive Industry Association: In 2025, Electric Vehicles will impact 16 million units.
① The deputy secretary-general of the China Automotive Industry Association, Chen Shi Hua, predicts that total auto sales will reach 32.9 million vehicles in 2025, a year-on-year increase of 4.7%. Among these, the sales of new energy autos are expected to be 16 million units, a year-on-year increase of 24.4%. ② In the context of a comprehensive year-on-year decline in market share, it has become a necessary option for joint venture brands to intensify the "price war," with various promotional policies such as limited-time fixed prices, discounts of tens of thousands of yuan, and government subsidies.
Geely has reached a high point in AI.
Ambition is promoted.
AI takes center stage! The CES Autos exhibition booths have transformed as many automakers strengthen their application of Asia Vets in smart cabins.
① BMW globally debuted its next-generation super sensory intelligent cockpit at the 2025 CES exhibition - featuring the innovative panoramic iDrive and BMW's new generation operating system X. ② ZEEKR also regards the 'intelligent cockpit' as one of the key highlights of its exhibition, announcing a partnership with Qualcomm to jointly develop future-oriented intelligent cockpits.
The strong become stronger! The fierce competition among car manufacturers has entered the elimination stage; who will come out on top in the end?
HSBC expects that the narrative of price wars and Industry consolidation will continue, as BYD and Tesla will further expand their competitive advantages through price wars, while companies with annual sales of less than 30,000 vehicles have a low chance of long-term survival.
Labubu's price has dropped, and POP MART is plunging! Morgan Stanley: market concerns are excessive.
Morgan Stanley believes that the decline in resale prices is driven by an increase in supply rather than a decrease in demand. The company's recent restocking strategy may drive sales growth in the fourth quarter of 2024 (4Q24) and the first half of 2025 (1H25), while reducing resale activities, thereby improving the Consumer experience.
Xiaomi speeds towards one trillion.
The stock price has reached a new high.
The annual goal is to increase by 25%, launching nearly 10 new vehicles. Geely Autos aims to achieve comprehensive profitability in the New energy Fund sector by 2025.
On January 2, Geely Autos announced that the company's sales target for the whole of 2025 is 2.71 million vehicles, a year-on-year increase of 25%. The President of Geely Holding Group and CEO of ZEEKR Technology, An Conghui, revealed that ZEEKR will launch three new models in the second, third, and fourth quarters of 2025. Geely Autos Group CEO Gan Jiayue revealed that in 2025, Geely will launch 4 to 5 completely new New energy Fund products.
The Electric Vehicle Hundred People Meeting released the top ten trends in the automotive industry for 2025: Solid State Battery accelerates mass production and AI technology brings new transformations.
① Trend One: The increment market for Autos is entering a stage dominated by electricity, with an estimated 16.5 million New energy Fund vehicles sold in 2025; ② Trend Two: Plug-in hybrids and range-extended technologies are integrating advanced electric and RBOB Gasoline technologies, becoming an important force in New energy Fund increases; ③ Trend Three: New energy Fund Commercial Vehicles are entering a rapid growth phase, with the penetration rate of heavy trucks expected to exceed 20%;
Xiaomi Expands EV Charging Options, Partners With NIO, XPeng, and Li Auto for Greater Network Access
Bringing in a "post-95 genius girl", Lei Jun still hopes to create miracles.
Towards a Market Cap of one trillion.
The "Five Small Dragons" of car manufacturing boldly enter the finals.
A new pattern in the Industry is emerging.
2024 year-end review | Breaking the Industry monopoly and ensuring supply chain stability, self-developed chips by manufacturers become a trend.
1. The main manufacturers have further increased their research and development layout, including high-performance chips, striving to break the monopoly in the industry to achieve independent control of core component technology; 2. Great Wall Motor's RISC-V automotive chip design company, Nanjing Zijing Semiconductors, has settled in Nanjing Jiangbei New Area.
2024 Year-End Review | The "Double New" policy stimulates Consumer enthusiasm, and the domestic car market records higher-than-expected growth.
① Data from the Passenger Vehicle Association indicates that since the beginning of this year, the retail sales of the Passenger Vehicle market have reached 21.95 million units, a year-on-year increase of 6%. This growth rate has doubled compared to the general forecast of 3% from various Institutions at the beginning of the year. ② According to data from the Ministry of Commerce, as of December 19 at 24:00, nearly 2.7 million Autos have been scrapped and replaced nationwide, and over 3.1 million Autos have been exchanged and updated. The 'dual new' policy has become the main driving force for achieving unexpected growth in the auto market in 2024.
Policy stimulus for 3C and home appliance demand release. Will the multiplier effect of the "trade-in" policy continue in 2025? | Year-end review.
In 2024, the implementation of the "national subsidy" policy for the exchange of old for new will effectively stimulate the demand for home appliances and Consumer Electronics. Market analysis suggests that related subsidies for the exchange of old for new are expected to continue next year, with mobile phones and more home improvement categories likely included, while the future policy-driven effects still remain to be observed.