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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 Concept Tracking | Contemporary Amperex Technology (300750.SZ) released 10 new chocolate battery swap models. Institutions: Bullish for battery swap equipment manufacturers (attached Concept stocks).
Since the beginning of this year, Contemporary Amperex Technology has noticeably accelerated its battery swapping layout.
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.
Analysts Just Shaved Their BAIC Motor Corporation Limited (HKG:1958) Forecasts Dramatically
