CES Hotspot Preview: Major companies like NVIDIA, AMD, Intel, and others release new products, with the market continuing to focus on AI, chips, and AR/VR.
① The CES exhibition will begin next week, and cutting-edge technologies such as AI, chips, and AR/VR will receive a lot of attention; ② Major companies such as NVIDIA, AMD, and Intel will hold a series of press conferences early next week; ③ Over a thousand Chinese companies will participate, accounting for more than 30% of the total exhibitors.
Watch These Stocks at CES as Electric Vehicles and Autonomous Driving Take Center Stage
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.
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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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XPENG Reports Strong Vehicle Delivery Growth in Q4 2024
Express News | The Xiaopeng MONA M03 model has accumulated deliveries of 0.05 million units.
China Automotive Circulation Association: From December 23 to 29, 2024, the average daily trading volume of used cars rose to 0.0703 million units, an increase of 1.53% compared to the previous period.
The China Automobile Circulation Association released the weekly report on used cars (December 23, 2024 - December 29, 2024).
Xpeng Sees Mona M03 Cumulative Deliveries Hit 50,000 Units
XPeng Motors-W (09868.HK) received a shareholding increase of 3.6732 million shares of Other stocks from Morgan Stanley, valued at approximately 43.6064 million USD.
On January 3, it was reported that according to documents disclosed by the Hong Kong Stock Exchange on January 3, Morgan Stanley increased its shareholding in $Xpeng Motors-W (09868.HK)$ by 3.6732 million shares at an average price of $11.8715 per share on December 30, 2024, valued at approximately $43.6064 million. After the increase, Morgan Stanley's latest shareholding number is 80.5729 million shares, with the shareholding ratio rising from 4.95% to 5.19%. Supplementary information: The disclosure filing is
Deutsche Bank's 2025 Delivery Estimates for Chinese EV Trio: Nio 450,000, Xpeng 400,000, Li Auto 700,000
BOCOM INTL listed a comparison of sales of domestic New energy Fund Automobiles for last month and last year (table).
BOCOM INTL published a report listing the sales of mainland New energy Fund automobile stocks for December last year: Stock │ December sales │ Year-on-year change BYD (01211.HK) │ 0.5149 million vehicles │ +51% Li Auto-W (02015.HK) │ 0.0585 million vehicles │ +16.2% Xiaopeng-W (09868.HK) │ 0.0367 million vehicles │ +82.4% NIO-SW (09866.HK) │ 0.0311 million vehicles │ +72.9% GAC (02238.HK) subsidiary Aion │ 0.0469 million vehicles │ +2.0% Leapmotor (09863.HK) │ 0.0425 million vehicles.
BOCOM INTL: Caution is needed in the new round of price wars in the automotive market, with individual stocks to watch being BYD, NIO, and Xpeng.
BOCOM INTL released a report stating that based on the delivery volume data for domestic automakers released last December, bolstered by the replacement policy and the scrapping and renewal policy subsidies, along with automakers' efforts to achieve their annual sales targets, in December last year, BYD (01211.HK), LEAPMOTOR (09863.HK), Xiaopeng Motors (09868.HK), and Li Auto (02015.HK) achieved record sales. Industry leader BYD's sales reached 514,800 vehicles in December last year, with year-on-year and quarter-on-quarter growth of 51% and 1.6%, respectively, marking the third consecutive month of sales exceeding 500,000 vehicles. Total sales for the year reached 4.27 million.
Hong Kong stocks are experiencing a rebound, and Xiaomi's stock price has reached a historic high! Institutions indicate that Hong Kong stocks are currently still in a high cost-performance Range.
The market is experiencing significant changes!
Express News | Deutsche Bank: Xiaopeng Autos' electric vehicle delivery volume may double by 2025.
XPeng Likely to More Than Double EV Deliveries in 2025 -- Market Talk