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China's Auto Sector Price Pressure May Persist Amid Intense Competition -- Market Talk
Express News | Xiaopeng Autos announced related patents for humanoid Siasun Robot&Automation that can improve dynamic stability.
The traditional peak season at the end of the year combined with the "old-for-new" policy brings growth! The A-share Autos sector is experiencing strong fluctuations.
In November, monthly production and sales of Passenger Vehicles surpassed 3 million units for the first time. Institutions pointed out that the traditional peak season at the end of the year, combined with the "trade-in for new" policy, has increased the retail momentum in the Passenger Vehicle market.
Most Autos stocks are rising. BYD Company Limited (01211) rose by 2.82%. Institutions expect a higher probability that stimulus policies for the Autos Industry will continue next year.
Jingwu Finance News | Most car stocks rose, with BYD Company (01211) up 2.82%, XPeng Inc. (09868) up 2.4%, Great Wall Motor (02333) up 2.35%, Li Auto (02015) and Geely Automobile (00175) rising less than 1%. The National Bureau of Statistics announced that in November, the industrial added value above designated size increased by 5.4% year-on-year, which is 0.1 percentage points faster than the previous month. Among them, the production of New energy Fund, industrial robots, and integrated circuit products increased year-on-year by 51.1%, 29.3%, and 8.7%, respectively. CITIC SEC Research Reports.
The Hottest Auto Stock Over the Last Six Weeks Is Not Tesla
Report: Trump's transition team will revoke Biden's electric vehicle and emissions policies.
According to Reuters, the transition team's plan includes eliminating the Consumer tax credit for Electric Autos purchases, imposing tariffs on all Battery materials globally, and withdrawing Biden's support for Electric Autos and charging infrastructure.
U.S. Stock Outlook | Three major futures indexes rose collectively, with Tesla pre-market up nearly 1%, poised to set a historical high at the open; Goldman Sachs: The Federal Reserve will "skip" a rate cut in January, and may signal a slowdown in easing
Super Micro Computer fell nearly 14% before the market and was removed from the NASDAQ 100 Index component; Broadcom continues to rise 3% before the market, as Bank of America raised the Target Price to $250.
Xpeng Reportedly Considering Shelving Plans to Adopt Thor as Nvidia Chip Suffers Delays
Express News | NVIDIA's Thor chip has been delayed in mass production, and Xiaopeng is considering postponing its adoption.
Trump Transition Team Proposes EV Policy Rollback
Express News | The Trump transition team plans to completely revoke Biden's electric Autos and emissions policies.
U.S. stocks moved丨Xpeng Autos rose nearly 1% in pre-market trading, Xpeng MONA has completed 0.04 million units delivered.
On December 16, Gelonghui reported that Xiaopeng Autos (XPEV.US) rose nearly 1% in pre-market trading, priced at $12.4. In terms of news, Xiaopeng Autos today announced that the Xiaopeng MONA has completed the delivery of 0.04 million units, making it the fastest electric vehicle in the new energy sector to achieve this milestone. Additionally, the weekly delivery volume of the Xiaopeng MONA has reached 4,000 units, ranking it among the top two in terms of delivery volume among new forces sedans. Furthermore, the Sentinel mode will be launched before the January Spring Festival, becoming the only model in its category to standardize the Sentinel mode.
XPeng (09868.HK) achieved a total delivery volume of 0.04 million vehicles after the MONA listing, hoping to launch the 'Sentinel Mode' ahead of the Spring Festival.
He Xiaopeng, the founder and Director of Xiaopeng (09868.HK), stated that the delivery of Xiaopeng MONA is improving. Since its launch, 40,000 units have been delivered, with a recent stable delivery of 4,000 units per week, which is a very good figure. He also mentioned that Xiaopeng MONA has delivered over 10,000 units for three consecutive months since its release, and the delivery cycle has been shortened from the longest 13 to 17 weeks down to 7 to 11 weeks. He revealed that the "Sentinel Mode" plan was originally scheduled to go live after the Spring Festival in January next year, but with the full efforts of the company's employees, it is expected to advance the delivery time to before the Spring Festival. The official website shows that "Sentinel Mode" functions like a loyalty program.
Express News | The total delivery volume of the Xiaopeng MONA has reached 0.04 million units since its launch.
Investment ratings and Target Price by China Merchants for China Automobiles and related stocks (table).
China Merchants published a research report on investment ratings and Target Prices for China Automobiles and related shares as follows: Shares | Investment Rating | Target Price (HKD) Geely Automobile (00175.HK) | Shareholding | 21.8 BYD (01211.HK) | Shareholding | 360 Xpeng Motors - W (09868.HK) | Shareholding | 73 ZHONGSHENG HLDG (00881.HK) | Shareholding | 30 FUYAO GLASS (03606.HK) | Shareholding | 73 Li Auto - W (02015.HK) |
"China Merchants Securities: Looking ahead to next year's electrification, Geely (00175.HK) is the top pick, while the new forces are Bullish on Xiaopeng (09868.HK) and Li Auto (02015.HK)".
China Merchants published a research report indicating that the automobile industry in China is advancing in electric development, with increasing competition in technology and costs. The next stage is expected to be a competition in automobile intelligence, where leading manufacturers will create a positive cycle of data, training and sales, thus establishing industry barriers.
In November, China's industrial added value above the designated size increased by 5.4% year-on-year, with New energy Fund, Siasun Robot&Automation, and integrated circuits leading the growth.
From January to November, the added value of large-scale industries grew by 5.8% year-on-year. Among them, the production of New energy Fund vehicles, Siasun Robot&Automation, and integrated circuit products increased by 51.1%, 29.3%, and 8.7% respectively.
CITIC SEC: It is expected that stimulus policies for the Autos Industry will continue next year, and the dawn of the Industry has already appeared.
CITIC SEC released a Research Report stating that the probability of continuing the stimulus policies in the Autos Industry next year is high, and there are signs of the industry emerging from its internal competition.
Xiaopeng Autos-W (09868.HK) received Shareholding of 2.6528 million shares from JPMorgan.
According to the latest equity disclosure from the Hong Kong Stock Exchange on December 16, Gelonghui reported that on December 9, 2024, XPeng Motors-W (09868.HK) received an additional shareholding from JPMORGANCHASECO at an average price of HKD 50.6544 per share, acquiring 2.6528 million shares, involving approximately HKD 0.134 billion. After the increase, JPMORGANCHASECO's latest shareholding is 78,521,608 shares, with the shareholding ratio rising from 4.89% to 5.06%.
Global EVs & Hybrids Sales Rose 32% YoY In November Partially Due To Sustainability Concern