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?

cls.cnApr 22 15:06

Qingdao Laoshan District issues Autos consumer vouchers with a maximum subsidy of 8,000 yuan.

The Qingdao Laoshan District Commerce Bureau has announced the launch of the 2025 second quarter Autos consumption voucher distribution plan. The total government subsidy amounts to 8 million yuan (the same below), offering three tiers of subsidies for individuals purchasing new vehicles, with a maximum of 8,000 yuan in consumption vouchers. This event will set up different levels of subsidies to meet the needs of various Consumers, and is expected to boost local Autos sales growth and related Industry development.

AASTOCKSApr 22 09:45

Siasun Robot&Automation team "operating" ignites the buzz! The Industry Chain frequently updates progress. Analysts suggest that the next 2-3 years may be a critical period for mass production.

① This year, the Guangzhou Fair has set up a special area for service robots for the first time, and exhibitors revealed that customers made deposits on the spot, with some even stating that "9 out of 10 display models were booked." ② Currently, there are 11 major humanoid Ontology manufacturers in China that have started mass production plans for 2024, with several manufacturers planning to produce over a thousand units in 2025. ③ Analysts state that the next 2-3 years will be a crucial period for large-scale mass production and delivery of robots.

cls.cnApr 22 09:29

[Brokerage Focus] CITIC SEC: The Shanghai Auto Show has opened and is expected to provide a strong catalyst for the Solid State Battery Industry.

Jinwu Financial News | CITIC SEC Research Reports indicate that the Shanghai Auto Show is about to open and is expected to strongly catalyze the Solid State Battery industry. Meanwhile, industry advancements are accelerating, and CITIC SEC determines that the signals of policy support will further strengthen. The report suggests that by 2025, high-end applications of Solid State Batteries in humanoid robots, eVTOL, and Consumer Electronics are expected to further expand, propelling the Solid State Battery materials industry into a period of rapid development. Solid electrolytes are the core increment, and attention is recommended on low-positioned stocks with leading progress on the materials side and tight connections with the industry.

Jinwu Financial NewsApr 22 09:03

China Passenger Vehicle Association: By the end of March, the inventory of Passenger Vehicles increased to 3.35 million units, with the inventory pressure of new energy vehicles continuing to increase significantly.

According to Cui Dongshu, the Secretary-General of the China Passenger Vehicle Market Information Joint Conference, as of the end of March 2025, the national Passenger Vehicle inventory reached 3.35 million vehicles, increasing by 0.27 million vehicles month-on-month and 0.02 million vehicles year-on-year, but decreased by 0.26 million vehicles compared to the same time two years ago.

AASTOCKSApr 22 09:02

The China Automobile Dealers Association has issued a proposal to regulate the promotion and application of driving assistance, eliminating excessive marketing.

The China Automotive Industry Association, in conjunction with the China Society of Automotive Engineering, released the "Proposal on Regulating Advertising and Application of Driver Assistance Systems" which emphasizes the need to effectively fulfill the principal responsibility for product quality and safety. Companies should strengthen capacity building and improve the product quality management system; enhance product safety design, clearly delineate system functional boundaries and safety response mechanisms; design human-machine interaction methods reasonably to ensure information prompts are timely and easy to understand; conduct thorough research and development, testing, and production management to continuously ensure the quality and safety of intelligent connected vehicle products. The proposal also calls for the regulation of marketing behaviors, eliminating false advertising and excessive marketing, and avoiding the use of vague or misleading statements.

AASTOCKSApr 22 08:56