Behind the sales volume exceeding 10 million vehicles in the first four months: RBOB Gasoline Passenger Vehicles "cooling down" and the retail market share of joint venture brands declining across the board.

In the first four months, the production and sales of Autos reached 10.175 million and 10.06 million units respectively, representing a year-on-year increase of 12.9% and 10.8%. The production and sales volume in the first four months exceeded 10 million units for the first time in history; In April, Honda's terminal Autos sales in China were 43,689 units, a sharp decline of 40.83% year-on-year; the cumulative sales from January to April were 201,576 units, down 28.20% year-on-year.

cls.cnMay 12 03:52 ET

Alibaba Asserts Chinese Tech Dominance, Vows Major AI Focus In Next 3-5 Years: 'We Have The Upper Hand In The Trade War'

BenzingaMay 12 03:51 ET

Joint Statement on U.S.-China Economic and Trade Meeting in Geneva

The White HouseMay 12 03:37 ET

After a continuous decrease in volume and consolidation, there may be expectations for a short-term emotional recovery, with the Military Industry and Siasun Robot&Automation sectors gaining renewed attention.

Track the entire lifecycle of the main Sector.

cls.cnMay 11 21:11 ET

Brokerage morning meeting highlights: It is recommended to prioritize allocation to industry thematic directions that performed exceptionally in the first quarter report.

At today's brokerage morning meeting, China Securities Co.,Ltd. believes that the progress of Siasun Robot&Automation continues to break through, and the short-term Technology growth main line may continue to dominate; HTSC points out to seize internal certainty clues in the medium term; CITIC SEC indicates to prioritize allocating to industry themes that performed outstandingly in the first quarter report.

cls.cnMay 11 20:52 ET

Recruit HD, operating profit for 25/3 increased by 21.9% to 490.5 billion yen, Financial Estimates for 26/3 expect a 10.1% increase to 540 billion yen.

Recruit HD <6098> announced its financial results for the fiscal year ending March 2025, with revenue increasing by 4.1% year-on-year to 3 trillion 557.4 billion 78 million yen, and operating profit rising by 21.9% to 490.5 billion 42 million yen. The HR Technology business and the Matching & Solutions business saw increased revenue. Operating profit decreased in comparison to the same period last year, where impairment losses were recorded due to office integration, alongside increased revenue and a reduction in other operating expenses. For the fiscal year ending March 2026, revenue is expected to decrease by 1.1% year-on-year to 3 trillion 5200.

Fisco JapanMay 11 17:14 ET

Earnings Week Ahead: PLUG, CSCO, WMT, BABA, AMT, JD, TCEHY, and More

Seeking AlphaMay 11 08:00 ET

According to the Passenger Vehicle Association, retail sales of Passenger Vehicles increased by 14.5% year-on-year in April, while retail sales of the New energy Fund surged by 33.9% year-on-year.

In April, Passenger Vehicle exports were 0.423 million units, a 2% decrease year-on-year, but the proportion of New energy increased to 44.6%. Looking forward to May, the Passenger Vehicle Association pointed out that there are 19 working days in May, which is 2 days fewer compared to May last year, especially with the Dragon Boat Festival on May 31, which is unfavorable for stable growth in the automotive market. With the launch of the scrapping and renewal policy in 2024, the market is expected to gradually recover in May 2024, and the base for May this year will be relatively high.

wallstreetcnMay 11 03:40 ET

Trump Says 'GREAT PROGRESS MADE' at U.S.-China Trade Talks, Which Will Resume Sunday

Jerry KronenbergMay 10 20:23 ET

Notable Analyst Calls This Week: Uber, Twilio and EQT Among Top Picks

Seeking AlphaMay 10 09:25 ET

Alibaba has entered the market, and the three giants are fiercely competing in instant retail.

New growth point for e-commerce.

wallstreetcnMay 10 01:10 ET

10 Communication Services Stocks Whale Activity In Today's Session

BenzingaMay 9 13:35 ET

Sea Shares Are Trading Lower After B of A Securities Downgraded the Stock From Buy to Neutral.

BenzingaMay 9 11:06 ET

By comparing Apple, Tesla, and BYD, Morgan Stanley explained the logic behind Xiaomi's valuation potentially doubling within five years.

Morgan Stanley believes that, referencing the historical data of Tesla and BYD, as Xiaomi's electric vehicle sales explode over the next two years (with a CAGR of over 100%), the company's electric vehicle Business P/S is also expected to expand rapidly, reaching 2-3 times by 2026. Furthermore, with the model of "Smart Phone + AIoT + Internet services", Xiaomi is expected to replicate Apple's success, with Morgan Stanley predicting that this Business will reach a PE of 20-25 times by 2025.

wallstreetcnMay 9 09:32 ET

Game Developers: Seeking Alpha Analysts Vs Wall Street

Seeking AlphaMay 9 09:15 ET

B of A Securities Downgrades Sea to Neutral, Maintains Price Target to $160

BenzingaMay 9 09:13 ET · Ratings

Sea Analyst Ratings

BenzingaMay 9 09:12 ET · Ratings

Expectations for progress in the Japan-China trade agreement have led to a recovery to 37,500 yen.

The Nikkei average saw a significant rise. It closed at 37,503.33 yen, up 574.70 yen (estimated Volume of 2.6 billion 40 million shares), recovering to the 37,500 yen level for the first time in about a month and a half since March 27. Anticipation of progress in the US-China ministerial trade negotiations starting on the 10th led to buying across a wide range of stocks. When approaching the psychological milestone of 37,500 yen, there were instances where the increase was reduced due to selling in anticipation of a pullback and profit-taking adjustments ahead of the weekend, but in the latter half of the trading session, there was a movement of short covering.

Fisco JapanMay 9 03:37 ET

Sea's Growth Engine: What to Expect from Q1 2025 Results

Moomoo News SGMay 9 03:28 ET

Alibaba Group Q1 2025 Earnings Conference Call

Moo LiveMay 9 02:18 ET