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China Central Economic Work Conference: A Key Indicator for Future Market Trends
Express News | Morgan Stanley's Long Position in Xpeng Inc Decreases to 4.52% on Dec 6 From 6.15% - HKEX
China Auto Body Seeks Subsidy Extension as EV Exports Take Hit
[Brokerage Focus] Guoyuan International expects domestic Autos demand to remain stable next year, with independent brands' market share continuing to rise.
Jinwu Financial News | Guoyuan International has released the investment strategy for the Autos Industry in 2025. In terms of complete vehicles, it is expected that domestic Autos demand will remain stable overall next year, with independent brands continuing to gain market share. However, the intensity of market competition is expected to remain fierce, with price pressures continuing to impact the entire supply chain system. The competitive advantage of China's Autos Industry is generally strengthening, and if there are no significant changes in the international trade environment, the trend of export growth is likely to continue. The bank recommends industry leader BYD Company Limited (01211) (already covered): the company has a vertically integrated advantage in electric vehicle development and is vigorously advancing.
Aim for 30 million vehicles for the whole year, with RBOB Gasoline vehicles experiencing a "four consecutive months increase". The China Association of Automobile Manufacturers calls for early implementation of consumer promotion policies next year.
1. The domestic sales of traditional fuel Passenger Vehicles reached 1.21 million units, a decrease of 0.105 million units compared to the same period last year, with a month-on-month growth of 16.2% and a year-on-year decline of 8%. 2. Chen Shihua, deputy secretary-general of the China Automobile Industry Association, urged that relevant policies to promote Consumer spending on Autos continue next year and be implemented as soon as possible.
Xpeng P7+ Reaches 10,000th Delivery
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