$蔚来(NIO.US)$ Nio was up almost 15% like Tesla 2 days ago. Tesla burst like a hot air balloon after that. But Nio was up on good delivery for Apr. This rally is more sustainable. It has been rising since it broke out of the falling wedge as I mentioned above. There may be some big moves up. Nio saw strong delivery growth last month and was the best performer among the trio of Chinese electric vehicle (EV) makers listed in the...
$比亚迪股份(01211.HK)$$BYD Co.(BYDDF.US)$ China has issued policy details encouraging consumers to trade in old cars for new ones, starting to offer subsidies of up to RMB 10,000 (USD1,380) as part of an effort to stimulate consumption. In analysts' eyes, this could help significantly boost auto sales this year. Consumers who scrap their old cars and buy new ones betwee...
Business production continues to accelerate. The production index stands at 52.9%, a rise of 0.7 percentage points from the previous month, the highest since April 2023, indicating a slight acceleration in the expansion of manufacturing enterprises. The new order index is at 51.1%, a decrease of 1.9 percentage points from the previous month, but still within the expansion zone, indicating that the market demand for manufacturing continues to recover. Looking at external ...
$理想汽车(LI.US)$ Li Auto's Li L6 deliveries began on Apr 24, with the first owners picking up their vehicles at delivery centres in 68 cities, the company announced. Launched on Apr 18, the Li L6, a luxury mid-size SUV for young families, crossed 10,000 orders in 72 hours of launch, Li Auto said, repeating earlier information. Li Auto is offering the Li L6 in Pro and Max trims, with starting prices of RMB 249,800 ($34,500) and RMB 279,800...
$比亚迪股份(01211.HK)$$BYD Co.(BYDDF.US)$ Under pressure from the US, the Mexican government could stop incentivising Chinese EV manufacturers when building a factory there. BYD will be one of the manufacturers affected by this new policy. As the news agency Reuters reports, the move concerns access to low-cost public land or tax breaks for investments in EV production in Mexico. Tesla will likely receive such subsidies for its Giga Mexico in th...
SoundOfMusic :
Cross fertilization is the win-win way to go. GM, Ford JV with Xpeng and Nio. Look at Geely Volvo able to work around the 25% tariff using the reverse tariff scheme by exporting US production by Volvo in US to balance the Polestar import. Mary Barra was at the Beijing Auto show. Wonder what she was up to?
理想汽车-W股票讨论区
Nio delivers 15,620 cars in Apr, growth outshines Li Auto and Xpeng
Nio was up almost 15% like Tesla 2 days ago. Tesla burst like a hot air balloon after that. But Nio was up on good delivery for Apr. This rally is more sustainable. It has been rising since it broke out of the falling wedge as I mentioned above. There may be some big moves up.
Nio saw strong delivery growth last month and was the best performer among the trio of Chinese electric vehicle (EV) makers listed in the...
China offers incentives to boost old car replacements, analysts expect up to 2 million additional sales. BYD likely to benefit.
China has issued policy details encouraging consumers to trade in old cars for new ones, starting to offer subsidies of up to RMB 10,000 (USD1,380) as part of an effort to stimulate consumption. In analysts' eyes, this could help significantly boost auto sales this year.
Consumers who scrap their old cars and buy new ones betwee...
NBS PMI breakdown:
The new order index is at 51.1%, a decrease of 1.9 percentage points from the previous month, but still within the expansion zone, indicating that the market demand for manufacturing continues to recover.
Looking at external ...
4月30日 市场分析
在欧洲市场,英国股市连续三日创下历史新高,荷兰的飞利浦公司股价飙升29%,而德意志银行则下跌近9%。此外,特斯拉CEO埃隆·马斯克访问中国的消息引发市场关注,尤其是关于全自动驾驶技术(FSD)即将在中国落地的预期。
美国财政部意外上调了二季度的借款预期,这一举措没有考虑到美联储可能放缓缩表的情况。同时,市场对美联储未来的利率政策持续关注,尽管存在降息预期,市场普遍认为不会回到超低利率时期。
在货币市场,日元在亚洲市场盘中大幅下跌,一度跌破160日元兑1美元,创下自1990年以来的新低,但随后在盘中暴拉3.5%,一度收复至155日元水平。美元指数则在盘中转为下跌,接近两周低位。加密货币市场也颇为动荡,比特币价格一度大幅下挫,跌破62,000美元大关。
原油价格在连续两日上涨后回落,美油价格创下一个月新低。...
国产大作。
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Li Auto begins deliveries of Li L6, addresses key concerns
Li Auto's Li L6 deliveries began on Apr 24, with the first owners picking up their vehicles at delivery centres in 68 cities, the company announced.
Launched on Apr 18, the Li L6, a luxury mid-size SUV for young families, crossed 10,000 orders in 72 hours of launch, Li Auto said, repeating earlier information.
Li Auto is offering the Li L6 in Pro and Max trims, with starting prices of RMB 249,800 ($34,500) and RMB 279,800...
Car stocks and Homebuilders also performed well
Domestic property stocks remained sought after. $龙湖集团(00960.HK)$ , $旭辉控股集团(00884.HK)$ , $绿城中国(03900.HK)$ , $合景泰富集团(01813.HK)$ and $融创中国(01918.HK)$ rocke...
Mexico may cut subsidies for Chinese manufacturers
Under pressure from the US, the Mexican government could stop incentivising Chinese EV manufacturers when building a factory there. BYD will be one of the manufacturers affected by this new policy.
As the news agency Reuters reports, the move concerns access to low-cost public land or tax breaks for investments in EV production in Mexico. Tesla will likely receive such subsidies for its Giga Mexico in th...
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