On May 2, Hong Kong shares welcomed the May Day holiday ”The first trading day after Labor Day. In the morning, the Hong Kong stock market continued to maintain a red upward trend. Since late April, the Hong Kong stock market has maintained a strong momentum.
The picture comes from the creativity of Tu Bug
On the same day, Weilai SW (09866. HK) continued to rise after opening 14% higher. By the time of press release, it had risen by more than 21%. Last night, Weilai US shares also rose by more than 11%.
Xiaopeng Auto-W (09868. HK) rose by more than 6%, and Ideal Auto-W (02015. HK) also rose by more than 1%.
On the news side, on May 1, major domestic new energy vehicle enterprises announced the delivery data of April one after another. Among them, Weilai Auto delivered 15620 new cars in April, up 134.6% year on year. From January to April, 45673 vehicles were delivered, up 21.2% year on year.
In contrast, Xiaopeng Auto delivered 9393 vehicles in April, up 33% year on year; From January to April, 31214 vehicles were delivered, up 23% year on year. Ideal Auto delivered 25787 new cars in April, up 0.4% year on year; Totally 106187 vehicles were delivered from January to April.
It is worth mentioning that the new star enterprise Xiaomi Automobile completed 7058 vehicles in the first delivery month (April). As of 24:00 on April 30, the number of locking orders of Xiaomi SU7 reached 88063. As of press release, Xiaomi Group - W (01810. HK) rose more than 1%.
On May 1, the head of the National Development and Reform Commission answered questions about the economic situation and macro policies in the first quarter, in which he said that China's new energy vehicles continued to maintain a rapid development momentum, showing the vigorous vitality and exuberant vitality of both supply and demand.
On the one hand, market demand continues to expand. In the first quarter, the production and sales of new energy vehicles in China reached 2.115 million and 2.09 million respectively, with year-on-year growth of 28.2% and 31.8% respectively. On the other hand, the supply of products is increasingly abundant. Domestic and foreign enterprises rely on their own and China's new energy vehicle industry chain supply chain advantages to actively create high-quality and affordable products around consumer demand. Since this year, more than 30 new energy models have been released or marketed, and many products have received widespread public attention and consumers actively subscribe.
As for what measures will be introduced in the future, and how the action of trade in consumer goods will connect with the promotion of the development of new energy vehicles, the head of the National Development and Reform Commission said that it is urgent to study and improve relevant policies and measures, and focus on promoting three aspects of work.
First, promote industrial optimization and upgrading. Insist on promoting industrial innovation with scientific and technological innovation, and guide enterprises to continuously strengthen R&D investment and technological innovation. Promote the R&D and innovation of power battery, intelligent driving and other technologies, and improve the standardization and integration of the whole vehicle and parts. Promote the development and growth of key new energy vehicle enterprises, accelerate the exit of backward enterprises and production capacity, and promote the optimization and restructuring of new energy vehicle enterprises. At the same time, China will completely cancel the restrictions on foreign investment access in the manufacturing sector, and welcome global automobile enterprises to deeply integrate into the Chinese market and industrial chain system, and share the development achievements of new energy vehicles.
Second, better meet consumer demand. Cooperate with relevant departments to carry out the action of exchanging old vehicles for new ones and the activity of new energy vehicles going to the countryside in 2024, continue to expand the market scale, and better meet the demand for new energy vehicles with high-quality supply. Recently, 14 departments, including the Ministry of Commerce and the National Development and Reform Commission, issued the Action Plan for Promoting the Trade in of Consumer Goods, proposing to carry out the trade in of old cars. We will cooperate with the relevant departments to accelerate the implementation of the action plan, adopt preferential policies such as finance and taxation in accordance with the law and regulations, support the eligible trade in behavior, and better meet consumers' demand for new energy vehicles.
Third, accelerate infrastructure construction. We will strengthen coordination between new energy vehicles, energy, power, infrastructure and other industries. Accelerate the construction of high-quality charging infrastructure system, vigorously promote the construction of charging facilities in key areas such as old residential areas, roads and rural areas, accelerate the construction of public charging facilities focusing on fast charging, and improve the charging guarantee capacity of expressway service areas and other holidays. Promote the improvement of technical standards, strengthen safety supervision, and improve the operation and service level of charging infrastructure. Implement and improve the peak and valley time of use electricity price policy, increase land use, financing and other security efforts, and provide strong support for charging infrastructure construction.
Editor in charge: Peng Bo
Checked by: Wang Chaoquan
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