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Li Auto Newsroom
The Trump team is reportedly formulating a universal tariff plan, but is considering targeting only key industries.
According to informed sources, Trump's assistants are still discussing plans for imposing tariffs on commodities from all countries, but the scope has significantly narrowed.
Market Chatter: Gloomy Prospects Face China Car Dealers in 2025 on Dismal 2024 Performance
Citi states that automakers are introducing car purchase incentive measures to alleviate the impact of subsidy expirations, which may drag down first-quarter profits.
Citigroup released a research report indicating that by 2025, to alleviate the impact of the expiration of subsidies, around ten automobile manufacturers, including Ideal-W (02015.HK) (LI.US), Xiaopeng-W (09868.HK) (XPEV.US), NIO-SW (09866.HK) (NIO.US), ZEEKR (ZK.US), BYD (01211.HK), and LEAPMOTOR (09863.HK), have announced a variety of car purchasing incentive measures. These measures include providing cash or charging credit subsidies for buyers who do not qualify for the trade-in subsidy, as well as offering interest-free loans, Insurance discounts, and cash rebates. Citigroup believes that the series of measures introduced by automobile manufacturers aims to cope with the sales off-season at the beginning of 2025, but it is anticipated that these measures will negatively impact profits in the first quarter of this year.
[Brokerage Focus] CMB International anticipates that the price war among automotive companies will continue to spread until 2025.
Gold Finance News | According to Zhiyin International's calculations, the average discount for the entire industry in December expanded by 0.6 percentage points month-on-month, mainly driven by Chinese car manufacturers such as BYD, Leapmotor, and Changan. Considering the improvement in scale effects and the recovery of discounts, the bank expects that the profitability of major leading Chinese car manufacturers will remain resilient in Q4 2024. On the other hand, most foreign brands have set historical highs for discounts in 2024, but their combined market share has decreased by about 10 percentage points year-on-year.
Express News | AVIC Securities: The domestic AI industry has entered a new cycle of rapid implementation and commercial monetization.
Global EV Battery Market Share in Jan-Nov 2024: CATL 36.8%, BYD 17.1%
Ideal Autos-W (02015.HK): Annual deliveries surpass 0.5 million units, with AI supporting the next phase of growth.
On January 1, 2025, Li Auto announced its delivery data for December 2024 and the entire year. In December 2024, Li Auto delivered 58,513 vehicles, a year-on-year increase of 16.2%. The total delivery for 2024 reached 500,508 vehicles.
【Brokerage Focus】AVIC Securities pointed out that the widespread application of AI is driving a rapid increase in demand for intelligent computing power, as the domestic AI industry enters a new cycle of rapid implementation and commercial monetization.
Jinwu Financial News | China Aviation Securities issued a Research Report stating that by mid-December 2024, the daily average tokens usage of the Doubao general model will exceed 4 trillion, an increase of 33 times compared to when it was first released seven months ago. The institution noted that the low-cost dissemination following the large-scale implementation of AI applications is behind Doubao's breakout success. It is reported that the updated visual understanding model of Doubao can achieve an input price of only 0.03 yuan for 1,000 tokens, allowing for processing of 284 720P images for just 1 yuan. Meanwhile, the democratization of AI applications is driving a rapid increase in demand for intelligent computing power, leading to a competition among technology giants for computing power infrastructure, including Baidu.
Futu Morning Report | The "Spring Festival Gala of the Technology Industry" CES 2025 is coming this week! NVIDIA has become the market focus; big investment! Microsoft plans to invest 80 billion USD to build Datacenters.
CES will kick off from January 7 to 11 in the USA, Las Vegas. NVIDIA is expected to announce its latest developments in AI, including the highly anticipated GeForce RTX 50 graphics card; in the Industry sector, AI and Autos are expected to continue thriving, while Siasun Robot&Automation, displays, and smart home appliances are also focal points of attention.
China's Passenger Car Association estimates that Electric Vehicles wholesale sales in December last year increased by 35% year-on-year.
The China Passenger Vehicle Market Information Joint Conference stated that based on preliminary monthly data estimates, in December of last year, the national wholesale sales volume of new energy Passenger Vehicles reached 1.5 million units, an increase of 35% year-on-year and 5% month-on-month. Estimated data shows that in December of last year, BYD (01211.HK)(002594.SZ) had a wholesale sales volume of 0.5094 million units, ranking first, while Geely Automobile (00175.HK) ranked second with a wholesale sales volume of 0.1112 million units; Tesla China had a wholesale sales volume of approximately 0.0938 million units, ranking fifth. The conference pointed out that the car market continued to maintain a relatively high level of prosperity since the third quarter last year.
Express News | By 2025, new energy vehicles are expected to again reach new sales highs.
Soochow: December Electric Vehicles Industry deliveries met expectations, with configurations focused on complete vehicles before components.
The total delivery volume of 12 key New energy Fund Passenger Vehicle enterprises is 0.8716 million units, showing +54%/+5% year-on-year and month-on-month growth.
Express News | Soochow: The domestic automotive landscape and valuations are expected to undergo a new round of reshaping.
Global EV Sales Poised To Grow In 2025: 3 ETFs In Focus
Ideal Autos-W (02015.HK): How to view Ideal Autos' layout in AI?
Investment Highlights On December 25, 2024, Li Auto released the 2024 AI Talk. During the Li Auto AI Talk, it was stated that Li Auto will position AI as the core of its future Global Strategy. Li Auto's
Trump wields the "big stick"! Tariffs will become a hot topic at CES 2025.
At this consumer-centric gala, tariffs, a topic that is usually not significant, will become the focus of heated discussions.
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