More than 60% of A-share vehicle companies achieved growth in net income in the first quarter, with policy dividends and technological breakthroughs being the driving forces for this growth.

① Among the 16 A-share listed automobile companies, 10 companies achieved year-on-year growth in net income attributable to the parent company in the first quarter of 2025, accounting for 62.5%. ② BYD led with a growth rate of 100.38%, SAIC Group's net income increased by 11.40% year-on-year, and Chongqing Changan Automobile's net income attributable to the parent company surged by 601.31% year-on-year.

cls.cn21:31 ET

After ongoing fluctuations, the market may be nearing a directional choice, with the AI, Siasun Robot&Automation, and other Technology growth sectors likely to rebound.

Looking back at the market situation before the festival, the market has been in a state of fluctuating consolidation, and the atmosphere of market observation remains quite strong.

cls.cn21:24 ET

The Siasun Robot&Automation industry is experiencing a rise with a noticeable increase in entrants, and the Sector is expected to continue to be in the spotlight.

① According to Statistics from the new strategy humanoid robot research institute, as of December 2024, the number of Global humanoid robot Ontology companies has surpassed 220. Among them, companies from China account for half, exceeding 110. ② Shanghai Securities stated that the Industry Chain for humanoid robots has entered a phase of "a hundred flowers bloom, a hundred schools of thought contend," and the commercialization of humanoid robots is promising. It is recommended to pay attention to domestic component manufacturers that will benefit.

cls.cn20:05 ET

The term "smart driving" is no longer popular! Xiaomi has changed its name, and multiple car companies have adjusted their stance.

① The promotion of intelligent driving has shifted from active messaging to passive responses, with features like urban NOA no longer being emphasized; ② Most brands are introducing expressions such as "driving responsibility" and "subscription mechanism," uniformly emphasizing the attributes of Level 2; ③ Companies' statements are aligning with industry initiatives, and the promotion of assisted driving is entering a cautious compliance stage.

cls.cnMay 5 03:17 ET

Express News | U.S.-listed Chinese stocks surge in overnight trading, with Alibaba up over 4%.

Moomoo 24/7May 1 22:49 ET

The annual reports of 26 automotive manufacturing companies that issued bonds have been released, showing a mixed performance, with Great Wall Motor's revenue growing by 29 billion.

① A total of 26 auto manufacturing bond issuers have released their annual reports, with a total bond issuance scale of 23.246 billion yuan. ② Under the current policy drive to stimulate domestic demand, the revenue performance of the auto Industry still has upward potential, with significant profit growth among many bond issuers relying on the domestic market in the New energy Fund Industry Chain.

cls.cnApr 30 06:37 ET