XPEV241227P20500
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XPeng Newsroom
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.
China NEV Sales in 2025 Estimated to Rise by 30% to 16.5 Million
CSC: A strong month is coming as domestic electric vehicle sales exceed expectations.
CSC expects that in December, domestic electric vehicle sales will reach 1.65 million units (including commercial vehicles), +38.5% year-on-year and +9.1% month-on-month, bullish on the continued sales exceeding expectations, adjusting the annual sales forecast to 12.91 million units.
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.
Hong Kong stock Concept tracking | Ministry of Finance: Further clarification on the government procurement ratio requirements for New energy Fund. Autos industry year-end sales peak is anticipated (includes Concept stocks).
Ministry of Finance: Further clarifies the government procurement ratio requirements for New energy Fund.
Hong Kong stock Concept tracking | The "Low-altitude Economic Development Department" officially announced! The industry has the potential for a trillion-level industrial scale (including Concept stocks).
On December 27, the Department of Low Altitude Economy Development of the National Development and Reform Commission was officially unveiled!
Hong Kong stock market morning report on December 30: The economic growth of Hong Kong in 2024 is expected to be 2.5%. Guolian's merger with Minsheng Securities has been approved by the Securities Regulatory Commission.
① The economic growth of Hong Kong is expected to be 2.5% in 2024; ② This year, the number of startups in Hong Kong reached a record high of 4,694; ③ The Hong Kong Stock Exchange released a 2024 review revealing more positive insights; ④ Guolian's acquisition of Minsheng Securities has been approved by the Securities Regulatory Commission.
Top Gap Ups and Downs on Friday: SAP, PDD, CMG and More
Catalyst Watch: Eyes on Electric Vehicle Deliveries, Retail Data and Housing Reads
China's EV Price Wars Hit Auto Profits, Smaller Players Struggle as Margins Shrink
Xpeng Sees 50,000th Mona M03 Roll off Line
Open-source Securities: In December, the demand for Passenger Vehicles reached a new high, and intelligent driving is expected to accelerate its penetration by 2025.
In December, the car market is expected to see rapid growth in sales due to the approaching policy deadlines, the accelerated effects of the trade-in policy, and the high demand for new cars. Both New energy Fund and RBOB Gasoline vehicles are expected to show growth, with the retail end's electrification rate projected at 52%.
Electric vehicle sales surpass those of gasoline vehicles! Overseas Institutions marvel: China is far ahead of the West.
① It is expected that by next year, the annual sales of electric Autos in China will exceed those of RBOB Gasoline vehicles for the first time. ② This is seen by some overseas Institutions as an imminent historic milestone: it indicates that China, the largest Autos market in the Global arena, has been far ahead of its Western competitors for several years in the electrification transformation.
What's Going On With Chinese EV Stocks Nio, Li Auto, XPeng Thursday?
Shares of Chinese EV Stocks Are Trading Higher Amid Recent Reports of a Chinese Stimulus Plan.
Express News | Shares of Chinese EV Stocks Are Trading Higher Amid Recent Reports of a Chinese Stimulus Plan
2025 Auto Industry Outlook: How to Play Auto Market in New Year
Xiaomi Gains Access to EV Chargers of NIO, XPeng, Li Auto
After building cars, will we create 'humans'? Over ten car companies are laying out plans, has it become a necessary option in the AI era?
① The Chairman of Ideal Automobile, Li Xiang, responded to whether there will be humanoid robots, stating that the probability is definitely 100%, but the timing is not now; ② Apart from Tesla, Chinese brands including BYD, Guangzhou Automobile Group, Chery Automobile, Xiaomi, Chongqing Sokon Industry Group Stock, Xpeng Motors, SAIC Motor, Chongqing Changan Automobile, and Dongfeng Automobile are all involved in the field of humanoid robots.
Zhiji and Avita have recently attracted significant investment, with 'state-owned investors' fully backing New energy Fund automobiles.
① The 9.4 billion yuan financing for Zhiji Autos has continued support from both state-owned investment Institutions and market-oriented investment Institutions. ② From Zhiji Autos in Shanghai to Avita in Chongqing, then to GAC Aion, NIO in Hefei, and Li Auto in Changzhou, the involvement of local state-owned assets reflects the demand for industry drive and regional development. ③ After the conclusion of the Central Economic Work Conference, local governments are actively promoting industrial upgrades, demonstrating their main roles and responsibilities in the transition between new and old drivers of growth.