Catalyst Watch: Eyes on Electric Vehicle Deliveries, Retail Data and Housing Reads
Blackrock has increased its shareholding in Li Auto-W (02015) by approximately 1.8466 million shares at a price of about 92.98 Hong Kong dollars per share.
On December 20, Blackrock increased its shareholding in Ideal Autos-W (02015) by 1.8466 million shares, at a price of 92.9756 Hong Kong dollars per share, totaling approximately 0.172 billion Hong Kong dollars.
China's EV Price Wars Hit Auto Profits, Smaller Players Struggle as Margins Shrink
This week’s U.S. stock market stars | Auto stocks lead the rally with strong momentum! Honda has increased by nearly 19%, and Tesla is up nearly 8%; Semiconductors continue to show strength! Broadcom has increased by over 11%, and 'Little NVIDIA' ALAB has
This week, the three major U.S. stock indices closed higher collectively, with the Dow Jones Industrial Average rising by 1.13% to 43,325.8 points; during the same period, the S&P 500 Index increased by 1.8% to 6,037.59 points; and the Nasdaq Composite Index rose by 2.29% to 20,020.36 points.
U.S. stocks have shown a significant change丨Li Auto rose 2% in pre-market trading and will continue to focus on AI, hoping to achieve L3 level intelligent driving by 2025.
Gelonghui, December 27 | Ideal Auto (LI.US), which rose by 3.6% yesterday, continues to rise by 2.01% in Pre-Market Trading today, reaching $25.83. In terms of news, Ideal Auto's CEO Li Xiang recently stated at the 2024 Ideal AI Talk event that Ideal will develop humanoid robots in the future, but currently needs to focus on solving L4 autonomous vehicles. He also mentioned that Ideal will not venture into Robotaxi, believing that the company will continue to strengthen its focus on AI, ultimately achieving AGI (Artificial General Intelligence) through the group's platform. It is believed that Autos will evolve from tools of the industrial era to be a part of the AI era.
Tesla Would Use LiDAR If Elon Musk Ever Drove on China's Highways at Night, Li Auto CEO Says
Li Auto-W (02015.HK) received a Shareholding of 1.8466 million A-shares from Blackrock, valued at approximately 0.172 billion Hong Kong dollars.
On December 27, it was reported that according to documents disclosed by the Hong Kong Stock Exchange on December 27, Blackrock (BlackRock, Inc.) increased its shareholding by purchasing 1.8466 million shares of ideal Autos-W (02015.HK) at an average price of HKD 92.9756 per share on December 20, with a total value of approximately HKD 0.172 billion. After the increase, Blackrock's latest shareholding amount is 89.1302 million shares, with the shareholding ratio rising from 4.94% to 5.05%. Image source: Stock disclosure on the Exchange. What is equity disclosure? According to the requirements of the Hong Kong Stock Exchange, major shareholders (those holding 5% or more)
Hong Kong stocks closed (12.27) | The Hang Seng Index fell by 0.04%. The Semiconductors Sector performed strongly. Kingsoft Cloud (03896) stock price hit a historical high.
The Hong Kong stock market experienced a slight dip in the early session but quickly rebounded, with the three major Indices turning positive collectively, and the Hang Seng Index briefly rising over 1%; in the afternoon, the stock index maintained fluctuations, and the Hang Seng Index turned negative again by the end of the session.
A maximum decrease of over 11%! BYD and Tesla are "joining forces" to lower prices at the end of the year, making a final push for the "Year of the Dragon."
① BYD and Tesla, the two leading companies in the New energy Fund, will successively launch limited-time promotional activities at the end of 2024 for a final push; ② At the beginning of next year, discounts on new vehicles may increase, reigniting a "price war" in the auto market.
The Pacific Securities: Xiaomi Automobiles SU7 integrates with the VLM visual language model to achieve more efficient charging and energy replenishment in collaboration with "Weixiaoli."
The stock price of Xiaomi-W (01810.HK) rose this morning, currently at 34.75 HKD, an increase of 6.1%, with a trading volume exceeding 5.7 billion HKD. NIO-SW (09866.HK) climbed 3.8%, Li Auto (02015.HK) surged 6.6%, while Xpeng-W (09868.HK) declined by 1.7%. The mainland Brokerage Pacific Securities recently released a report stating that Xiaomi HAD (Xiaomi Hyper Autonomous Driving) will fully access the end-to-end large model, significantly upgrading the intelligent driving experience, expected to launch by the end of December.
Hong Kong stocks movement | Li Auto increased by over 6%, stating that it will continue to focus on AI and develop humanoid Siasun Robot&Automation.
On December 27, Gelonghui reported that continuing the recent strong trend, Li Auto (2015.HK) further rose today, reaching a peak increase of 6.13% during trading, priced at 100.4 Hong Kong dollars. Overnight, the American stock market saw Li Auto's ADR close up 3.6% at 25.32 dollars, which translates to a Hong Kong stock market price of 99.85 Hong Kong dollars per share. On December 25, Li Auto's CEO Li Xiang stated at the 2024 Li Auto AI Talk event that the company will develop humanoid Siasun Robot&Automation in the future, but currently, the focus is on solving L4 autonomous driving for Autos. He also mentioned that Li Auto will not venture into Robotaxi. He believes that Li Auto's future will certainly...
Hong Kong stocks move丨Autos stocks remain active, Li Auto rises over 5% marking six consecutive gains, NIO rises over 3%.
On December 27, according to Gelonghui, Li Auto continued to rise by over 5%, marking a six-day consecutive increase. BRILLIANCE CHI rose by 4%, NIO increased by over 3%, and LEAPMOTOR, BYD, and Guangzhou Automobile Group also saw gains. In the news, BOC International pointed out that with the recovery of demand, the continuous launch of new models, the enhancement of product capabilities brought about by intelligent technology, connectivity, and fast charging, along with policy support for trade-ins, sales growth is expected to be sustainable, and domestic new energy vehicle sales are likely to reach new highs. Additionally, recently, Li Xiang announced that Li Auto is no longer just an automobile manufacturer but a company.
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.
Ideal (02015.HK) once rose by more than 50%. It is expected that there is a 50% chance of launching an AI sports car by 2030, and there will definitely be research and development of Machinery in the future.
Li Auto (02015.HK) opened today (27th) up 3.59%, then rose by 5.6% to reach a high of 99.9 yuan. Currently reported at 98.25 yuan, up 3.86%, with a trading volume of 6.5005 million shares, involving 0.64 billion yuan. Regarding whether Li Auto will develop robots, especially humanoid robots, CEO Li Xiang stated at the 2024 Li Auto AI Talk that, from a probabilistic standpoint, it is certainly a 100% happening, but the time is not right yet. If even L4 level autonomous Automobiles have not been conquered, then it is too early to address more complex issues. He added, 'Automobiles'...
Hong Kong stocks are moving differently | Most Electric Vehicle companies rose, with November's Electric Vehicle sales continuing to grow significantly year-on-year. In 2025, it may continue to benefit from the subsidies of the new-for-old policy.
Most Electric Vehicle companies are rising; as of the time of writing, BRILLIANCE CHI (01114) is up 4.53%, trading at 3.92 HK dollars; LI AUTO-W (02015) is up 3.96%, trading at 98.25 HK dollars; LEAPMOTOR (09863) is up 1.07%, trading at 33.1 HK dollars; NIO-SW (09866) is up 3.41%, trading at 36.4 HK dollars.
Express News | Ideal Autos has established a sales service company in Yuncheng, including a used car brokerage Business.
Electric Vehicle companies started off positively, with ideal Autos (02015) rising by 4.65%. Institutions state that recent Consumer purchases have shown strong growth.
Jinwu Financial News | The Electric Vehicles companies showed positive movement at the beginning of trading. As of the time of writing, Li Auto (02015) is up by 4.65%, Xiaomi Group (01810) is up by 4.58%, NIO (09866) is up by 3.69%, BRILLIANCE CHI (01114) is up by 3.47%, and Guangzhou Automobile Group (02238) is up by 1.75%. In news, on December 25, the Passenger Vehicle Association released data. From December 1 to 22, the retail sales of the Passenger Vehicle market reached 1.692 million units, a year-on-year increase of 25% compared to the same period last December, and a 14% increase compared to the same period last month; the cumulative retail sales this year have reached 21.95 million units, a year-on-year increase.
Xiaomi (01810.HK) collaborates with 'Weixiaoli' to work on a charging and energy replenishment network.
According to reports from local media, Xiaomi-W (01810.HK) announced on Wednesday (25th) that its subsidiary, Xiaomi Automobiles, will collaborate with "Wei Xiaoli", which refers to NIO-SW (09866.HK), Xiaopeng-W (09868.HK) and Li Auto-W (02015.HK), to officially begin a Charging Station network cooperation. According to Xiaomi Automobiles, they are partnering with NIO to officially start the Charging Station network cooperation. Over 14,000 NIO Charging Stations will be integrated into the Xiaomi charging map, allowing real-time viewing of NIO Charging Station dynamic data on the charging map, and also enabling scanning to charge using the Xiaomi Automobiles app. To help
U.S. stock market close | The three major Indexes had mixed performances, with the Dow rising for five consecutive days; Drone Concept stocks surged, with SES jumping 100%; Apple continued to reach new highs, with its Market Cap approaching 4 trillion dol
After the Christmas holiday, trading is quiet. The S&P and Nasdaq briefly turned positive, with Apple reaching a new high and its Market Cap approaching 4 trillion dollars. Tesla fell by 1.8%, NVIDIA's decline narrowed, Broadcom rose over 2%, Drone concept stocks surged, the Chinese concept index rose by 0.9% at one point, Ideal Autos increased by more than 9%, and Kingsoft Cloud rose over 14%.
What's Going On With Chinese EV Stocks Nio, Li Auto, XPeng Thursday?