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Li Auto Newsroom
China Q1 Auto Imports See Rare 39% Year-on-year Decline
In the first quarter, China imported less than 0.1 million Autos, a year-on-year decrease of nearly 40%! Imports of Autos from the USA were less than 0.01 million.
① In China, the import of Autos from January to March was 0.095 million units, a year-on-year decrease of 39%, marking a significant decline in this period that is rarely seen. ② The import of vehicles from the USA fell to 8,870 units from January to March; representing a 66% year-on-year decrease, and this decline continued in March.
When Autos "roll" towards the sky: Xpeng Huitian, Fengfei, GAC and others showcase eVTOL for the first time at the Shanghai Auto Show | New Forces in the Auto Show.
① The 2-ton level eVTOL from Fengfei Aviation, Xiaopeng Huitian's "land aircraft carrier", and GAC high domain's GOVY-Aircar all made their appearance at the Shanghai Auto Show; ② Reports indicate that these manufacturers' eVTOLs/flying cars are making their debut at the Shanghai Auto Show.
The Shanghai Auto Show witnesses the "mutual rush" of Chinese and foreign enterprises: multinational car companies are deeply cultivating the Chinese market while domestic supply chain enterprises are accelerating their move towards Global.
① The 2025 Shanghai Auto Show focuses on smart electric vehicles, with foreign car companies accelerating their integration into the China supply chain, and local innovative forces rising; ② Under the pressure of transformation, Toyota deepens its local layout by establishing a wholly-owned factory in Shanghai, betting on localization and supply chain synergy; ③ Joint venture brands strengthen collaboration in local innovation chains, as China supply chain companies accelerate their dominance in the Global smart electric vehicle industry.
Top Gap Ups and Downs on Friday: GOOGL, TMUS, GILD and More
Catalyst Watch: Apple, Amazon & Microsoft's Earnings Confessions, Meta's LlamaCon and the Jobs Report
Market Chatter: Chinese Lidar Maker Hesai Looks to Boost Manufacturing Capacity by Fourfold in 2025
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.
Li Auto Stock Drops Amid Dampened Hopes For US-China Trade Progress
The outlook for tariff negotiations is uncertain, U.S. stock Futures have decreased, European stocks opened lower collectively, and the dollar has weakened.
In Pre-Market Trading, Growth Tech stocks experienced widespread declines, with NVIDIA and Tesla both dropping nearly 1%. JD.com fell about 5%, while Ideal dropped over 2%. European stocks opened lower collectively, and the euro rose 0.6% against the dollar, reaching 1.1386. Spot Gold increased 1.2% to $3,327.98 per ounce.
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%.
Technology stocks are rebounding, while high-profile stocks are collectively "cooling down". The market may enter a critical period for switching between high and low performances.
Track the entire lifecycle of the main Sector.
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.
Li Auto Launches Updated Li L6 SUV, Li Mega MPV With Unchanged Starting Prices
US-Listed China Stocks Surge As Trump Hints At Tariff Cuts and Softening Trade Tensions
SA Asks: What's Next for Tesla?
Shares of US-listed Chinese Companies Are Trading Higher After President Trump Indicated the Final Tariff Rate With China Would Be "Substantially" Below Than the Current 145% but Not 0%.
Express News | Shares of Companies in the Broader Consumer Discretionary Sector Are Trading Higher After President Trump Indicated Tariffs Against China Will Be Lowered and Trade Tensions May De-escalate. Tariff Concerns Have Weighed on the Sector This Year Due to...
EV Stocks Surge on Tesla Momentum, Trump Tariff Shift
Express News | Ishares MSCI China ETF up 2.7%, Ishares China Large Cap ETF up 2.4%, Kraneshares CSI China Internet ETF up 3.8%