Hong Kong stocks are moving differently | Autos stocks are collectively rising as the implementation details for the automotive trade-in program for 2025 are released. Institutions are bullish on the continued recovery of the car market this year.
Automotive stocks collectively rose; as of the time of writing, NIO-SW (09866) increased by 5.51%, priced at 34.45 HKD; BYD Company (01211) rose by 5.38%, priced at 278 HKD; Li Auto-W (02015) climbed by 4.27%, priced at 90.45 HKD.
Express News | Nio's Li Bin responds to a USA user: Welcome to China for a self-driving tour to experience the 3-minute Battery swap.
Hong Kong Stock Mid-Session Review | Hong Kong stocks are on a strong rally! The Technology Index rose over 3%, and the Hang Seng Index climbed back above 20,000 points; Network Technology stocks, pharmaceutical stocks, and Autos are all up, with Meituan
Network Technology stocks rose, with JD-SW up 7.36% and MEITUAN-W up 6.77%; Digital Health stocks performed brilliantly, with Maidi Weikang up 17.24% and JD HEALTH up 5.66%; Lithium Battery stocks also increased, with BYD Company up 4.70% and BYD Electronics up 3.94%.
Express News | Han Zheng met with elected Vice President Vance of the USA.
Foreign capital is accelerating its shift to betting on China Assets! Call options on Chinese Stocks ETFs are being snatched up again.
Chris Murphy, Co-Head of Derivative Strategy at Horizon International Group, stated that last Friday investors bought a large number of Call Options for the iShares Core MSCI China Index ETF (FXI). Other Call Options related to Chinese Assets also rose significantly, including the China Overseas Internet Plus-Related ETF (KWEB). ETFs related to Chinese Assets also strengthened.
[Brokerage Focus] BOCOM INTL expects that China’s RBOB Gasoline vehicle exports are likely to maintain a growth trend, but the export of Electric Vehicles still faces uncertainties.
Jinwu Finance News | BOCOM INTL stated that according to the latest data from the China Automotive Industry Association, in 2024, China is expected to export 5.859 million Autos, an increase of 19.3% year-on-year. Affected by EU policy disruptions, China's exports of new energy vehicles in 2024 are projected to be 1.284 million units, a year-on-year increase of 6.7%. Plug-in hybrid vehicles drive new energy exports. In 2024, exports of pure electric vehicles are expected to be 0.987 million units, a year-on-year decrease of 10.4%; exports of plug-in hybrid vehicles are expected to be 0.297 million units, a year-on-year increase of 193.7%. The bank indicated that market demand in Russia is expected to return to 2021 levels in 2024, cautiously viewing China.
Cui Dongshu: The effect of policies in driving production and sales is significant. In December 2024, the wholesale sales volume of New energy Fund Passenger Vehicles is expected to reach 1.51 million units, surpassing the historical highest level.
The wholesale growth from September to December is significantly higher than from March to August, reflecting the clear impact of policies in stimulating production and sales.
Hong Kong stocks morning report on January 20: The Securities Regulatory Commission has approved GTJA to absorb and merge HAITONG SEC. This year, there will be a large increase in southbound funds' Shareholding in the three major state-owned Banks.
① The Securities Regulatory Commission has agreed to GTJA's absorption and merger with HAITONG SEC and to raise matching funds. ② Financial Secretary Paul Chan Mo-po will attend the Davos Annual Meeting. ③ This year, southbound funds have significantly increased their Shareholding in the three major state-owned Banks. ④ CITIC SEC's profit in 2024 is nearly 22 billion yuan.
The mainland has released the detailed regulations for the 2025 Automobile replacement and renewal policy.
The Ministry of Commerce and seven other departments jointly issued the "Notice on Properly Implementing the Vehicle Replacement Program for 2025," which clarifies that this year, personal Consumers who scrap RBOB Gasoline Passenger Vehicles registered before June 30, 2012, diesel and Other Passenger Vehicles registered before June 30, 2014, or New energy Fund Passenger Vehicles registered before December 31, 2018, and purchase compliant vehicle models, can receive a one-time fixed subsidy. Among these, for scrapping the relevant old vehicles and purchasing New energy Fund Passenger Vehicles, the subsidy is 0.02 million yuan (RMB); for scrapping the relevant RBOB Gasoline Passenger Vehicles and purchasing RBOB Gasoline vehicles with an engine displacement of 2.0 liters or below.
On Friday, another wave of funds is betting on Call Options for China's Stocks ETF.
Industry insiders noted that investors are significantly buying Call Options for the iShares China Large Cap ETF (FXI) that expires next weekend, corresponding to the purchase of 4 million shares under the options contracts. The related ETF saw a substantial rise on Friday, achieving the largest single-day increase in over a month.
Institutions predict that Xiaomi may acquire NIO in 2025, official response.
Industry insiders analyze from multiple aspects that the likelihood of Xiaomi acquiring NIO Autos is not high.
People's Daily: Promote greater progress in China-U.S. relations from a new starting point.
The river of history flows incessantly, and often only a few steps are crucial. Grasping and handling the bilateral relationship from a Global Strategy perspective and long-term view will bring more certainty to a turbulent world.
Express News | NIO's Ma Lin responds to the "Brokerage speculation": purely fictional!
Analysts Raise '5 Big Conjectures for 2025', 'Xiaomi Acquiring Nio' Included
Express News | Institutions speculate that Xiaomi may acquire NIO this year, and the general manager of Xiaomi's PR department responds.
U.S. stock market close | On the eve of Trump's inauguration, U.S. stocks rallied collectively! Tesla and NVIDIA rose over 3%, China Concept Stocks surged altogether, and JD.com skyrocketed over 10%.
The Nasdaq 100 rose by 2% at its peak, the chip index increased by nearly 3%, NVIDIA rose by over 3%, Tesla at one point rose by over 6%, while Novo-Nordisk A/S fell by over 5%. The Chinese concept index gained over 4% before closing with a gain of more than 3%, and JD.com rose by over 10%.
Express News | HAITONG INT'L predicts for 2025: Xiaomi may acquire NIO.
NIO Inc Options Spot-On: On January 17th, 260.61K Contracts Were Traded, With 3.54 Million Open Interest
On January 17th ET, $NIO Inc(NIO.US)$ had active options trading, with a total trading volume of 260.61K options for the day, of which put options accounted for 19.34% of the total transactions, and
What happened? China's Assets, US Tech stocks, and others are all surging online! How will the Trump 2.0 era be interpreted in the US stock market?
China's Assets great counteroffensive.
Express News | Reports emerged about forcing employees to purchase their own Autos! Nio's subsidiary Lada Autos responded: the store manager in Wenzhou has been severely criticized.