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Highlights from the Brokerage morning meeting: Demand improved in the first quarter, and performance recovery in the Electrical Utilities New energy Fund industry is expected.
In today's Brokerage morning meeting, Sinolink believes that the core logic of incremental policies is becoming clearer; China Securities Co.,Ltd. noted that the current expectations for Fuel Cell Energy vehicles in the Sector are relatively weak, and there might be an upward inflection point in sales during the peak season in May-June; HTSC suggested that the demand is improving in the first quarter, and the performance recovery of Electrical Utilities New energy industry is expected.
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.
