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.
According to the China Automobile Association, from January to March, the top ten companies (groups) in automobile sales sold 6.302 million units, accounting for 84.4% of the total sales.
From January to March 2025, the top ten companies (groups) in automobile sales sold a total of 6.302 million Autos, accounting for 84.4% of the total automobile sales.
GF SEC: Off-road vehicles are expected to continue to capture shares of the urban SUV market. It is recommended to pay attention to Great Wall Motor (601633.SH) and others.
In terms of competitive landscape, the Great Wall Tank brand dominates the non-body-on-frame SUV market, while Chery Jetour's share continues to rise in the crossover SUV market.
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.
Great Wall Motor (02333.HK) will release its Earnings Reports on April 25.
$Great Wall Motor (02333.HK)$ will release its Earnings Reports on April 25. Investors are advised to pay attention. How was the performance previously? In Q1 2024, revenue was 42.86 billion yuan, Net income was 3.227 billion yuan, and EPS was 0.38 yuan. Futubull Reminder: 1. There are no strict regulations on the accounting year division for companies listed in Hong Kong and the U.S.; it is completely decided by the companies themselves, so each Earnings Reports period can serve as the cut-off date for the company's annual report, rather than the natural year constituting the fiscal year. 2. Generally, companies will hold an Earnings Reports meeting on or near the release date of the aforementioned reports, the company management.
China Bans Use of 'Smart Driving' Terms in Auto Ads
Great Wall Motor Company Limited (HKG:2333) Stock Has Shown Weakness Lately But Financials Look Strong: Should Prospective Shareholders Make The Leap?
Hong Kong stocks fluctuate | Auto shares fell in early trading as the competition among New energy Fund brands intensified. Institutions expect the profit margins of car companies to diverge in the first quarter.
Automobile stocks fell in early trading. As of this writing, Xiaopeng Motors-W (09868) dropped 5.27%, priced at 74.65 HKD; Li Auto-W (02015) fell 3.38%, priced at 87.3 HKD; Great Wall Motor (02333) declined 3.09%, priced at 11.92 HKD; Guangzhou Automobile Group (02238) decreased 2.08%, priced at 2.82 HKD.
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.
Great Wall Motor (02333) cancels 3.1336 million restricted A-shares.
Great Wall Motor (02333) announced that it will cancel 3.1336 million restricted A-shares on April 14, 2025...
Trump Hints at Auto Tariff Reprieve as Companies 'Need Time' to Adjust Supply Chains
Auto tariff exemptions could boost, and stock markets in Japan and South Korea rise, with Toyota up over 4%, while US stock Futures are slightly down.
The three major U.S. stock index futures fell collectively, the Nikkei 225 Index and the South Korea KOSPI Index both rose by about 1%, Honda increased by over 3%, while the U.S. dollar and bonds remained generally stable, and both gold and oil rose.
EU Talks Over Diluting China EV Tariffs Could Further Hurt Domestic Players -- Market Talk
The 25% Autos tariff that Trump continues to implement is expected to reduce sales by millions of vehicles and cause a loss of 100 billion dollars.
The 25% automobile tariff that Trump continues to implement is expected to reduce sales by millions of vehicles, resulting in a loss of 100 billion dollars. Analysts predict that automobile sales will decrease by millions, the prices of new and used cars will rise, and the costs in the autos industry will increase by more than 100 billion dollars. Although President Trump made some adjustments to other country-based tariffs this week, the 25% tariff on imported autos remains in effect. Analysts anticipate that these policies will have a significant impact on the global autos industry. According to research reports from Wall Street and analysts in the autos industry, they expect automobile sales to decrease.
Market Chatter: Chinese Car Sales Rise in March
【Brokerage Focus】BOCOM INTL: The car market is expected to recover in March and domestic brands are unlikely to be affected by the USA's increased tariffs.
Jinwu Finance Information | BOCOM INTL Research Reports indicate that the car market warmed up in March, with the penetration rate of Electric Vehicles rising to 51.1%. In March, the national retail market for Passenger Vehicles reached 1.94 million units (up 14.4% year-on-year and 40.2% month-on-month), of which domestic brands sold 1.22 million units, up 31% year-on-year and 33% month-on-month. In March, retail sales of Electric Passenger Vehicles recorded 0.991 million units (up 38.0% year-on-year and 45% month-on-month), with an Electric Vehicles penetration rate of 51.1%, up 8.7/1.6 percentage points year-on-year and month-on-month. In addition, the export performance of Electric Passenger Vehicles was good, while Passenger Vehicle exports to Russia faced pressure. March
Great Wall Motor (02333.HK) plans to hold a Board of Directors meeting on April 25 to approve the first-quarter performance.
Gelonghui reported on April 10th that Great Wall Motor (02333.HK) announced that the Board of Directors meeting will be held on April 25, 2025 (Friday) at 2266 Chaoyang South Street, Baoding City, Hebei Province, to review and approve (including) the unaudited first quarter performance of the company and its subsidiaries for the three months ending March 31, 2025 (prepared in accordance with the Chinese Accounting Standards).
Great Wall Motor Announces Board Meeting to Review Q1 Results
NOTICE OF BOARD MEETING
Electric Vehicles are all doing well. Xiaopeng Motors -W (09868) rose 8.36%. In March, the retail sales of the Energy Passenger Vehicles market increased by 45% month-on-month.
Jinwu Finance News | Electric Vehicles are performing well across the board, with XPeng Motors - W(09868) up 8.36%, Li Auto - W(02015) up 8.23%, Geely Automobile (00175) up 7.68%, BYD Co., Ltd. (01211) up 7.22%, NIO - SW(09866) up 6.86%, Great Wall Motor (02333) up 5.94%, LEAPMOTOR (09863) up 5.39%, Guangzhou Automobile Group (02238) up 4.76%, Peking Automotive (01958) up 2.79%, and BRILLIANCE CHI (01114) up 3.20%.