A Possible US-China Trade Deal by Trump Could Take China Equities Higher – Cantor Fitzgerald
Volkswagen Eyes Letting Chinese Partners Invest in German Plants
Express News | BRAINHOLE TECH: Purchased 0.1535 million shares of Xpeng Autos on January 28 for a total cost of approximately 2.3 million dollars.
BRAINHOLE TECH (02203) purchased 0.1535 million shares of Xiaopeng Autos on January 28, at a total cost of approximately 2.3 million USD.
BRAINHOLE TECH (02203) announced that on January 28, 2025, the company will purchase a total consideration of approximately 2... in the open market.
Institutions estimate that global sales of pure electric and hybrid electric vehicles will exceed 20 million units this year.
Research institution Rho Motion predicts that this year the global sales of fully electric and hybrid electric vehicles will increase by at least 17% year-on-year to 20 million units, driven by the trade-in subsidies in China. Sales of electric vehicles in Europe will also rise under the implementation of carbon emission targets and the introduction of cheaper models, but the growth will still be slower than in 2023. The institution states that China's electric vehicle sales growth this year will exceed the originally predicted 17%. Last year, sales of electric and hybrid electric vehicles in China increased by 40% to 11 million units. The sales of electric vehicles manufactured in China will continue the trends observed last year in Latin America, with a market share exceeding 80%, in the Asia-Pacific region and new.
Xiaopeng Autos-W (09868.HK) has seen JPMorgan increase its Shareholding by 8.8682 million shares.
On January 28, according to the latest equity disclosure information from the Stock Exchange, on January 21, 2025, Xiaopeng Autos-W (09868.HK) was further supported by JPMORGANCHASECO with an average price of HKD 58.3936 per share, acquiring 8.8682 million shares, involving an investment of about HKD 0.518 billion. After the increase, the latest number of shares held by JPMORGANCHASECO is 78,801,036 shares, with the shareholding ratio rising from 4.50% to 5.07%.
Unusual Options Activity: NBIS, AMZN and Others Attract Market Bets, NBIS V/OI Ratio Reaches 163.9
EST Jan 27th Afternoon Delivery - In the last two hours of trading, 10 options with a high V/OI ratio were detected. With the market volatile, it's crucial to stay informed on the latest options
Shares of US-listed Chinese Stocks Are Trading Higher Amid AI Competition From China's DeepSeek.
U.S. stock market early session | DeepSeek's technological breakthrough triggers market panic! Chip stocks collectively decline, with NVIDIA dropping over 12%; some Chinese concept stocks and AI application stocks rise against the trend, with Dada surging
DeepSeek's technological breakthrough has caused market panic, as investors realize that competitive AI models can be produced at extremely low costs, potentially leading to a burst of the AI Stocks bubble. Several large Technology companies will release their Earnings Reports this week.
Tesla Falls After DeepSeek's Benchmark Performances Raises Broad Concerns Over AI Premiums
Express News | On January 21, JPMorgan increased its long position in XPENG from 4.50% to 5.07%.
Cui Dongshu of the China Passenger Car Association: Last year, the mainland Automobiles Industry increased revenue but reduced profits, resulting in a low profit margin.
Cui Dongshu, Secretary General of the China Passenger Vehicle Market Information Joint Conference, stated that in 2024, the total revenue of the Automobile Industry is expected to be 10.65 trillion yuan (RMB, same below), with a year-on-year growth of 4%; costs are projected to be 9.33 trillion yuan, representing a year-on-year increase of 5%; profits are estimated at 462.3 billion yuan, a year-on-year decline of 8%; the profit margin of the Automobile Industry is 4.3%, which is relatively low compared to the average profit margin of 6% for downstream industrial enterprises. In December 2024 alone, the revenue of the Automobile Industry is anticipated to be 1.19 trillion yuan, with a year-on-year growth of 13%; costs are expected to reach 1.04 trillion yuan, marking a year-on-year increase of 15%; profits are forecasted to be 49.1 billion yuan, showing a year-on-year decline of 1.
Express News | Hong Kong stocks midday review: The "Lucky Money" market continues, with the tech index up 1.39%; SenseTime rises over 5%, and both NIO and Li Auto rise over 3%.
Market Movements | Stocks of Electric Vehicles generally rose, supported by policies such as trade-in programs, while uncertainties in overseas markets may postpone developments.
On the news front, the General Office of the Ministry of Commerce and seven other departments issued a notice regarding the pilot program for reforming Autos circulation and Consumer. The notice stated that from 2025 to 2027, a pilot program for reforming Autos circulation and Consumer will be carried out.
At the beginning of the trading session, Electric Vehicles showed a positive trend, with NIO (09866) rising 3.34%. Institutions indicate that ROBO+ will become the strongest industrial trend in the Autos Sector.
Jingwu Financial News | The market for Electric Vehicles started positively, with NIO (09866) rising by 3.34%, Li Auto (02015) up by 2.51%, XPeng Motors (09868) increasing by 2.1%, and LEAPMOTOR (09863) climbing by 2.02%. Sinolink stated that ROBO+ represents the strongest industrial trend in the Autos Sector. Embodied intelligence is the strongest application of AI, while intelligent driving and humanoid robots are the two most important directions of embodied intelligence. After electrification, the ROBO+ sector, represented by intelligent driving and humanoid robots, will reshape the entire Industry Chain of the Autos sector, becoming the strongest industrial trend.
Mainland China is gradually exploring the relaxation or cancellation of Automobile purchase restrictions.
The Ministry of Commerce and other departments have issued a notice regarding the pilot program for reforming the automobile circulation Consumer to stabilize and expand automobile consumption. The goal by 2027 is to cultivate a number of innovative and developed typical enterprises in the automobile circulation Consumer sector, create typical projects integrating business travel, culture, and sports, and form replicable and promotable experiences and models, exerting a leading and driving role to stimulate the vitality of the automobile consumption market and promote high-quality development of the automobile market. The notice proposes encouraging relevant regions to optimize automobile purchase restrictions and traffic restrictions, and to explore gradually relaxing or canceling purchase restriction policies to better meet residents' demand for car purchases. There should be a promotion of efficient circulation of used cars.
Peking promotes the exchange of old Automobiles for new ones, with the highest subsidy for individuals being 0.02 million yuan.
The "2025 Implementation Plan for Further Promoting the Replacement of Automobiles in Peking" issued recently by the Peking Municipal Bureau of Commerce and other departments shows that this year the replacement subsidy for automobiles in Peking is divided into scrapping update subsidies and replacement update subsidies. Individual Consumers can apply for a scrapping update subsidy of up to 0.02 million yuan (hereinafter the same), and a replacement update subsidy of up to 0.015 million yuan. According to the plan, the application period for the scrapping update subsidy is from January 10, 2025, to January 10, 2026, and each individual Consumer can enjoy the scrapping update subsidy only once. For old cars that meet the corresponding scrapping conditions and the purchase of new energy Passenger Vehicles, a subsidy of 0.02 million yuan will be granted.
Express News | The public relations officer of Xiaopeng Autos: Vehicles in a certain underground parking lot in Jinan caught fire, showing signs of modifications, actively cooperating with the investigation.
Express News | The Ministry of Commerce and eight other departments: Stabilize and expand Consumer in Autos, cultivate and grow consumption of Asia Vets in New energy Fund.
[Brokerage Focus] Yongxing Securities initially rates Xiaopeng Autos (09868) as "Buy", indicating strong model cycles and fast sales growth.
Jinwu Finance News | Yongxing Securities reported that from 2019 to 2023, Xiaopeng Autos (09868) annual delivery volume grew from 12,728 vehicles to 144,161 vehicles, with an average annual compound growth rate of 83%. Looking at monthly data, the sales volume in January 2021 was 6,015 vehicles, and by September 2024, the sales volume had reached 21,352 vehicles, an increase of 255%. In the first half of 2024, Xiaopeng Autos' total operating revenue was 14.66 billion yuan, a year-on-year increase of 61%; net income was -2.653 billion yuan, an improvement of 48% year-on-year. From 2019 to the first half of 2024, small