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;

cls.cn08:39

The American automotive industry's established brands make a strong comeback.

Jump squat.

wallstreetcnJan 14 19:57

Huawei's automotive business unit has initiated a 'new era': collaborating with GAC and SAIC may involve 'model differences' and will primarily promote the 'one-piece end-to-end' intelligent driving.

① "Currently, both parties (SAIC and Huawei) are still in talks. From what I understand, SAIC has sent people to Shenzhen." An industry insider close to Guangzhou Automobile Group told reporters. ② Guangzhou Automobile Group's General Manager Feng Xingya stated that currently both parties (Huawei's Automotive BU and Guangzhou Automobile) have started joint operations, aiming to launch a series of Asia Vets new model products, with the first product positioned as a luxury smart Electric Vehicle in the 0.3 million level.

cls.cnJan 14 13:51

Where there are people, there is Foshan Haitian Flavouring and Food. "Foshan Haitian Flavouring and Food" submitted its prospectus and plans to go public in Hong Kong, with CICC, Goldman Sachs, and Morgan Stanley as co-sponsors.

Ryanben CapitalJan 14 13:22

Large bank rating丨UBS Group: Slightly improved outlook on this year's CSI China Mainland Consumer Index, preferring POP MART, MINISO, HAIDILAO, and BOSIDENG among others.

On January 14th, Gelonghui reported that UBS Group lowered its stock ratings for restaurants and sportswear brands in its outlook for last year, maintaining a Bullish view only for IP retailers. Looking ahead to this year, due to a slight improvement in the view on CSI China Mainland Consumer Index, the bank proposed three investment themes, including category expansion, policy support, and inventory cycle. At the same time, it remains optimistic about the category and overseas expansion opportunities for IP retailers and is slightly Bullish on the dining industry due to potential policy support. Due to the inventory clearance cycle, a relatively cautious stance on sportswear stocks is still maintained. UBS Group prefers POP MART (9992.HK) and MINISO (9896).

Gelonghui FinanceJan 14 13:06 · Ratings

UBS Group in 'The Market' has slightly improved its outlook on this year's CSI China Mainland Consumer Index, favoring POP MART (09992.HK), MINISO (09896.HK), and HAIDILAO (06862.HK) among others.

UBS Group released a report indicating that it lowered its stock ratings for Restaurants and sportswear brands in last year's outlook, remaining Bullish only on IP retailers. Looking ahead to this year, given the slight improvement in the bank's view on the CSI China Mainland Consumer Index, three investment themes have been proposed, which include category expansion, policy support, and inventory cycle. At the same time, it remains Bullish on the category and overseas expansion opportunities of IP retailers, and is slightly Bullish on the Dining industry due to potential policy support. Due to the inventory clearance cycle, a relatively cautious attitude towards sportswear stocks is still maintained. UBS Group expressed a preference for POP MART (09992.HK), MINISO (09896.HK), and HAIDILAO.

AASTOCKSJan 14 12:02