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China Automobile Dealers Association: In March, the national retail sales of new Commercial Vehicles reached 0.3161 million units, a month-on-month increase of 33.15%.
From January to March, the national retail sales of new Commercial Vehicles reached 0.7185 million units, with a cumulative year-on-year growth of 5.54%. In March, the sales were 0.3161 million units, a year-on-year decrease of 7.79% but a month-on-month increase of 33.15%.
Changes in tariffs? The White House: Trump is considering exemptions for some Auto Parts tariffs.
The White House confirmed to the media on Wednesday that Trump is considering exempting some tariffs for Auto Manufacturers.
Hong Kong stock Autos benefited from the catalyst of the auto show, and the policy has boosted the market sentiment, leading to a continuous recovery in the automotive market.
① Hong Kong stocks in the Autos sector have strengthened due to the catalyst of the auto show; which companies have attracted investor attention? ② Policy support boosts the automotive market's prosperity this year, what Bullish performance results can be expected?
Cui Dongshu: As of the end of March, the national inventory of Passenger Vehicles is 3.35 million units, with an inventory turnover of 55 days.
At the end of March, the national Passenger Vehicle inventory was 3.35 million units, an increase of 0.27 million units from the previous month, an increase of 0.02 million units from March 2024, but a decrease of 0.26 million units from March 2023.
The Global auto industry is anxious: changes in rare earth supply may lead to production interruptions!
①China has implemented export controls on rare earth minerals in response to the USA's unreasonable tariff policy; ②The seven restricted rare earth elements are crucial for military and Autos applications, raising concerns in the Global market; ③Industry insiders warn that the inventory of auto groups and their suppliers can last three to six months, and if the supply continues to face shortages, then the Global Autos supply chain will encounter serious troubles.
Frontline | The "tariff war" has caused fluctuations in imported cars in the USA: multiple brands have pressed the "pause button," and a "price increase wave" is about to arrive?
① "The store has already issued a notice that all imported cars from the USA have had their reservations canceled." On April 15, a sales representative from a certain BMW 4S store located in Peking told the Securities Times reporter. ② The Tesla China official website shows that the Model S/X no longer offers a separate "order new car" option, and the corresponding model pages only display a "view stock" button.
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