Northbound Capital Purchase Report: Ningde Era received a net purchase of 427 million yuan
Northbound Capital made a significant net purchase of 2,748 billion yuan today.
Follow up with 30 days and press the “fast forward button” on the “trade-in” policy for cars with a maximum subsidy of over 10,000 yuan
① The maximum “trade-in” or “scrap exchange” bicycle subsidy in Jiangxi Province, Yunnan Province, Henan Province, Beijing, Shanghai, Ningxia and other places is 10,000 yuan, and individual consumers in Inner Mongolia can waste and replace new energy passenger vehicles up to 12,000 yuan/vehicle. ② According to Cui Dongshu, Secretary General of the Passenger Federation, although the “trade-in” policy brought about wait-and-see sentiment among consumers in the early stages, it can still be expected to boost the car market.
Cui Dongshu: Exports of 207,000 new energy vehicles increased 58% year-on-year in April
In April 2024, China achieved exports of 556,000 units, a growth rate of 31% compared with April 2023 and a 13% increase over the previous month. The trend is very good.
The countdown to Huawei's “Fourth Realm” has entered: the installation of factory equipment is nearing completion, and the “Pride World” trademark already belongs to Huawei
① Jiangqi Group said that while continuing to increase investment in scientific and technological innovation and accelerate transformation and development, a luxury smart new energy vehicle built in collaboration with Huawei will soon be launched. ② According to the 1884 Trademark Notice, Chery Automobile Co., Ltd. has transferred its registered “Pride” trademark to Huawei Technologies Co., Ltd., and the trademark is classified as Class 12.
China Automobile Dealers Association: The overall inventory coefficient of car dealers in April was 1.70, up 9.0% month-on-month
The overall inventory coefficient of car dealers in April was 1.70, up 9.0% from the previous month and 12.6% from the previous year. The inventory level was above the warning line, and the pressure on dealers' inventory increased.
The quarterly adjustment of the MSCI Index excludes 15 Hong Kong stocks. The effective date is scheduled for early June
① Which individual stocks will MSCI China adjust quarterly? ② How much impact does the MSCI Index have on the market?