$比亞迪股份(01211.HK)$$BYD Co.(BYDDF.US)$ China has issued policy details encouraging consumers to trade in old cars for new ones, starting to offer subsidies of up to RMB 10,000 (USD1,380) as part of an effort to stimulate consumption. In analysts' eyes, this could help significantly boost auto sales this year. Consumers who scrap their old cars and buy new ones betwee...
Business production continues to accelerate. The production index stands at 52.9%, a rise of 0.7 percentage points from the previous month, the highest since April 2023, indicating a slight acceleration in the expansion of manufacturing enterprises. The new order index is at 51.1%, a decrease of 1.9 percentage points from the previous month, but still within the expansion zone, indicating that the market demand for manufacturing continues to recover. Looking at external ...
$理想汽車(LI.US)$ Li Auto's Li L6 deliveries began on Apr 24, with the first owners picking up their vehicles at delivery centres in 68 cities, the company announced. Launched on Apr 18, the Li L6, a luxury mid-size SUV for young families, crossed 10,000 orders in 72 hours of launch, Li Auto said, repeating earlier information. Li Auto is offering the Li L6 in Pro and Max trims, with starting prices of RMB 249,800 ($34,500) and RMB 279,800...
$比亞迪股份(01211.HK)$$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...
$比亞迪股份(01211.HK)$$特斯拉(TSLA.US)$$蔚來(NIO.US)$$小鵬汽車(XPEV.US)$Further discounts offered by carmakers in a price war in mainland China’s electric vehicle (EV) market could ensnare even the likes of top seller BYD, Goldman Sachs said. Its net profit could become zero if BYD offers another price reduction of 10,300 yuan (US$1,421) per vehicle, a fresh sign that an escalating price war in the world’s larges...
理想汽車股票討論區
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 市場分析
在歐洲市場,英國股市連續三日創下歷史新高,荷蘭的飛利浦公司股價飆升29%,而德意志銀行則下跌近9%。此外,特斯拉CEO埃隆·馬斯克訪問中國的消息引發市場關注,尤其是關於全自動駕駛技術(FSD)即將在中國落地的預期。
美國財政部意外上調了二季度的借款預期,這一舉措沒有考慮到聯儲局可能放緩縮表的情況。同時,市場對聯儲局未來的利率政策持續關注,儘管存在降息預期,市場普遍認爲不會回到超低利率時期。
在貨幣市場,日元在亞洲市場盤中大幅下跌,一度跌破160日元兌1美元,創下自1990年以來的新低,但隨後在盤中暴拉3.5%,一度收復至155日元水平。美元指數則在盤中轉爲下跌,接近兩週低位。加密貨幣市場也頗爲動盪,比特幣價格一度大幅下挫,跌破62,000美元大關。
原油價格在連續兩日上漲後回落,美油價格創下一個月新低。...
國產大作。
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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. $龍湖集團(00960.HK)$ , $旭輝控股集團(00884.HK)$ , $綠城中國(03900.HK)$ , $合景泰富集團(01813.HK)$ and $融創中國(01918.HK)$ 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...
GS says escalating price war in China’s EV market could ensnare BYD into net losses
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