LI250509C24000
- 2.46
- -0.59-19.34%
Li Auto Newsroom
LI AUTO-W: Date of Board Meeting
Express News | Ishares MSCI China ETF up 3.7%, Ishares China Large Cap ETF up 3.2%, Kraneshares CSI China Internet ETF up 5%
Express News | JD.com up 6.1%, Li Auto up 7.1%, NIO up 6.1%, Xpeng up 8.2%
Express News | Alibaba up 6.8%, PDD Holdings up 7%, Baidu up 4.5%
Express News | U.S.-Listed Shares of Chinese Firms Jump Premarker After US, China Agree to Cut Tariffs, 90-Day Pause
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.
U.S. Suspends Bulk of Tariffs on Chinese Goods
Joint Statement on U.S.-China Economic and Trade Meeting in Geneva
Li Auto Apr Deliveries Breakdown: Li L6 at 16,755, Li L7 8,102
China's April Car Sales Up 15%
Hong Kong stocks moving differently | Most auto stocks rose; in April, the wholesale penetration rate of Electric Vehicles manufacturers increased year-on-year, and domestic independent brands were not affected by tariffs from the US and Canada.
Most of the Autos stocks rose. As of the time of publication, NIO-SW (09866) increased by 4.91%, trading at 32.05 Hong Kong dollars; Xpeng Motors-W (09868) rose by 4.32%, trading at 78.45 Hong Kong dollars; Geely Automobile (00175) increased by 2.83%, trading at 18.84 Hong Kong dollars; Li Auto-W (02015) rose by 1.93%, trading at 105.7 Hong Kong dollars.
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.
Hong Kong stock morning report | China and the United States reach an important consensus. In April, the retail sales of New energy Fund Passenger Vehicle in the market increased by more than 20% year-on-year.
① The United States and China reached an important consensus, and the talks made substantial progress. ② The Passenger Vehicle Association: In April, the retail market for New energy Fund Passenger Vehicles was 0.905 million units, a year-on-year increase of 33.9%. ③ The National Bureau of Statistics: In April 2025, the industrial producer price index fell by 2.7% year-on-year. ④ The iPhone product line is reportedly set for major expansion: two new models will be launched each year, with a maximum of six new products.
Chinese Passenger Car Sales Rise for a Third Month in April
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.
Trump Says 'GREAT PROGRESS MADE' at U.S.-China Trade Talks, Which Will Resume Sunday
Ambition upgraded, Li Xiang throws out a new story.
Continue writing the high-level script.
Li Auto Sees Cumulative Li L7 Deliveries Exceed 300,000 Units
Morgan Stanley: Ideal Autos-W (02015) upgrades the configuration of the new L series without changing the price, making the risk-return attractive.
The market is still discussing whether simply upgrading the configuration and autonomous driving (AD) of the new L series without adjusting the suggested retail price is sufficient to cope with intense market competition.
【Brokerage Focus】Sinolink Securities maintains a "Buy" rating for Ideal Autos (02015), stating that the overall model revision meets expectations.
Jingwu Financial News | Sinolink Research Reports indicate that on the evening of May 8, Ideal Autos (02015) officially launched the new L6/L7/L8/L9 models. The new cars continue the pricing strategy of the new MEGA, with prices remaining unchanged across the entire series. The configuration has strengthened with only an upgrade to the intelligent driving Hardware compared to previous promotions, and this facelift indeed provides certain upgrades and pre-sale benefits. Overall, this modification meets expectations. Considering that intelligent driving currently has limited impact on sales, it is expected that the L series will maintain consistent product strength after the facelift, similar to the pre-release benefits seen in January and February. Moving forward, there may be potential for growth as the market enters a peak season and the company further develops.