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Li Auto Newsroom
Chinese Asset Sentiment Shows Signs of Recovery
Market Chatter: Li Auto Opens R&D Facility in Germany
Is the rebound trend of Hong Kong stocks established? The Hang Seng Index temporarily returned to 20,000 points, and the performance of Cryptos stocks is eye-catching.
① How do Institutions view the phenomenon of the Hong Kong stock market warming up? ② What news primarily drives the rising trend of pharmaceutical stocks?
[Brokerage Focus] Ping An Securities maintains a "Recommended" rating for Ideal Autos (02015), stating that the company holds multiple licenses and is expected to respond flexibly to new situations.
Jinwu Financial News | Ping An Securities released a Research Report indicating that the price central tendency of major competitor Wuling in 2025 may continue to rise for Li Auto (02015), but the impact on Li Auto's extended-range models L6/L7 is controllable. The trend of expanding extended-range vehicles is clear, and Li Auto, as a pioneer in extended-range vehicles, stands to benefit more. The report suggests that in 2025, Li Auto has several measures to comfortably cope with competition: 1) Enhancing L6 production capacity, with a projected sales increase of over 50% year-on-year in 2025; 2) The current L models can be upgraded in at least three aspects: Battery system, Asia Vets, and comfort features. The report states that the ownership of Li Auto's intelligent driving vehicles is relatively high, and the iteration speed of intelligent driving is fast.
Hong Kong stocks are moving differently | Autos stocks are collectively rising as the implementation details for the automotive trade-in program for 2025 are released. Institutions are bullish on the continued recovery of the car market this year.
Automotive stocks collectively rose; as of the time of writing, NIO-SW (09866) increased by 5.51%, priced at 34.45 HKD; BYD Company (01211) rose by 5.38%, priced at 278 HKD; Li Auto-W (02015) climbed by 4.27%, priced at 90.45 HKD.
Negative Comments May Prompt Li Auto to Change Electric SUV Design, Deutsche Bank Says -- Market Talk
Ideal has entered the BBA backyard.
Press the button to accelerate going overseas.
[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.
Trump Told Advisers He Wants to Visit China as President
Analysts Raise '5 Big Conjectures for 2025', 'Xiaomi Acquiring Nio' Included
US Listed Chinese Stocks Rally As China's GDP Growth Data Fuels Optimism
China's NEV Ownership Exceeds 30 Million Units
China Automobile Association: In 2024, the production and sales of New energy Fund vehicles will exceed 10 million units.
According to analysis by the China Automotive Industry Association, China's new energy vehicles have ranked first globally for ten consecutive years.
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.
The US stock market fluctuated and then declined, Apple fell by 4%, Taiwan Semiconductor's ADR once rose over 7%, and Luxury Goods stocks along with European and American government bonds increased.
In December, USA's retail sales growth was weaker than expected, but the Philadelphia January manufacturing Index reached its highest level in nearly four years. Federal Reserve Board member Waller predicted that there might be up to four interest rate cuts this year, which lowered USA Treasury yields and the dollar. The S&P experienced its first decline in four days, previously boosted by Banks' Earnings Reports. Taiwan Semiconductor's quarterly report confirmed AI demand, leading to most chip stocks rising. Luxury Goods giant Richemont's earnings surpassed expectations, causing a collective increase among peers that pushed French stocks up over 2%. The China concept index rose against the trend, with DouYu increasing by about 28%. The yen approached 155, Bitcoin hovered around $0.1 million, oil prices fell from a six-month high, and Gold reached its highest in five weeks. As a cold wave hit, Henry Hub Natural Gas surged over 4%.
Hong Kong stocks early news on January 17: USA's retail growth in December was lower than expected, with mixed trends for Chinese concept stocks in US markets.
① Retail sales in the USA grew by 0.4% month-on-month in December, which is below market expectations. ② The number of people applying for unemployment benefits for the first time in the USA last week increased by 0.014 million to 0.217 million. ③ The three major indices of the US stock market collectively fell on Thursday, with China Concept Stocks fluctuating. ④ The World Bank warns that Trump's tariff policy may hinder this year's Global economic growth. ⑤ Federal Reserve official Waller stated that if the inflation rate declines, the rate cuts may be stronger than market expectations.
Battery-Powered Cars Had a Banner Year. There's a Risk for Car Stocks. -- Barrons.com
The three major Hong Kong stock indices all strengthened, with the Autos and Home Appliances benefiting from market bullish support.
① Recently, the Hong Kong stock market has continued to rebound. Has the situation of Short Sell improved? ② After the official implementation of the home appliance subsidy policy, how do Institutions view the future performance of the home appliance Industry?
Li Auto Sees Li L6 Cumulative Deliveries Exceed 200,000 Units