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Everbright: The upgrade of the subsidy for vehicle trade-ins further stimulates the acceleration of Autos Consumer.
With the longer subsidy cycle and wider subsidy range of the trade-in policy, along with the rolling release of domestic replacement purchase demand, it is expected that the boost to annual sales will still be promising.
Soochow: The old-for-new policy is implemented, and the Passenger Vehicle market is expected to remain highly prosperous in 2025.
The implementation of the scrapping/replacement policy shortens the policy gap and improves the waiting mood for end consumers regarding purchasing a vehicle, which will positively contribute to the recovery of Passenger Vehicle demand in Q1 2025 and the overall Passenger Vehicle consumption in 2025.
Morgan Stanley: It is expected that the mainland Autos replacement subsidy will significantly boost sales and that Volkswagen brands are likely to capture the demand growth.
Morgan Stanley believes that the policy's Bullish effects will weaken in the first quarter of this year, and expects the stimulating effect to only become apparent from the second quarter.
Ping An Securities: The policy for replacing old Autos with new ones is clear, and the stimulating effect will exceed that of 2024.
The impact of policies on auto sales in 2025 will be stronger than in 2024, combined with the Electric Vehicles purchase tax policy, there is a bullish sentiment regarding the stimulating effects of multiple overlapping policies on Electric Vehicles.
【Brokerage Focus】BOCOM INTL indicated that the scope of support for the Autos industry's trade-in program is further expanding. Attention is on subsequent policy intensification.
Jinwu Financial News | BOCOM INTL released a Research Report indicating that on January 8, 2025, the National Development and Reform Commission and the Ministry of Finance issued a notice on the "Implementation of Large-Scale Equipment Renewal and Consumer Replacement Policy for Old Products in 2025." The report points out that the scope of support for the scrapping and renewal of Autos has been further expanded. RBOB Gasoline Passenger Vehicles sold in the first year after the implementation of the National IV emission standard will be included in the eligible old vehicles for scrapping and renewal subsidies. The bank estimates that this extension of the scrapping and renewal support scope is approximately 11 million vehicles. Additionally, the policy to expedite the replacement of old electric bicycles is in progress. The new 3C certification standards for electric two-wheelers will be officially implemented in November 2024.
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.
Bernstein Maintains XPeng(XPEV.US) With Hold Rating, Raises Target Price to $14
U.S. stock market close: the three major indexes varied in performance; Huang Renxun's remarks caused a collapse in the Quantum Computing Sector.
① The Nasdaq China Golden Dragon Index fell by 0.67%, with most China Concept Stocks declining; ② Wildfires ravaged California, and Electrical Utilities provider Edison International fell by 10%; ③ Jensen Huang stated that a "very useful" quantum computer may take several decades to arrive; ④ Intel: will continue to focus on the independent graphics card market.
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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.
Volkswagen and China's Xpeng to Collaborate on Charging Network Expansion
Hong Kong stock morning report on January 8: The Ministry of Industry and Information Technology is conducting a trial for 10G optical networks; Mixue Ice City has obtained registration from the China Securities Regulatory Commission for its Hong Kong IPO
① The State Council: Venture Capital Funds should focus on developing new quality productive forces. ② Ministry of Industry and Information Technology: Launching pilot projects for 10-gigabit optical networks. ③ Apple's spring "budget version" iPhone new model will start mass production in mid-January 2025. ④ Mi Xue Bing Cheng's Hong Kong IPO has been filed with the China Securities Regulatory Commission.
U.S. stock market close: Inflation concerns lead to a decline in all indexes, NVIDIA fell 6% after reaching a new high.
① The Nasdaq China Golden Dragon Index fell by 0.2%, with China Concept Stocks showing mixed results; ② NVIDIA launched its personal computing product Project DIGITS; ③ XPENG Huaitian: Flying cars will be mass-produced and delivered in 2026; ④ Vaccine stocks soared, with Moderna rising nearly 12% and Novavax increasing by nearly 11%.
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UniFirst, Getty Images, Shutterstock And Other Big Stocks Moving Higher On Tuesday