E Fund CSI Auto Components Thematic ETF

FYG;FUYAO GLASS to Release FY2025 Annual Earnings on March 17, After-Market (BJT), Forecast Revenue CNY 46.05 B, EPS CNY 3.6959

Desay SV released FY2025 Q4 earnings on March 5 After-Market (BJT), actual revenue CNY 10.22 B (forecast CNY 9.708 B), actual EPS CNY 1.1176 (forecast CNY 1.2476)

Desay SV released FY2025 annual earnings on March 5 After-Market (BJT), actual revenue CNY 32.56 B (forecast CNY 32.78 B), actual EPS CNY 4.34 (forecast CNY 4.4011)

Citibank downgrades Sihu Intelligent Control to neutral

Desay SV to release FY2025 earnings on March 6, 2026, after-market (BJT), forecast revenue CNY 32.78 B, EPS CNY 4.4011

Schroders PLC sells 325,900 shares of Sanhua Smart Control

BlackRock Increases Stake in Fuyao Glass Holding 437,600 Shares

JPMorgan Downgrades Fuyao Glass Rating and Sees Potential in Mindray and Battery Supply Chain

MOFCOM Implements Car Consumption Action Plan to Boost Car Sales

Goldman Sachs: Global Humanoid Robot Shipments in 2022 Likely Reached 15,000 to 20,000 Units, Suggesting Investors to Pay Attention to Sanhua Intelligent Control

Three Flowers Intelligent Control Executives Plan to Sell Up to 10.2037 Million A-Share Stocks

Zhonghuan Intelligent Control Actively Expanding Liquid-Cooled Server Business

Schroders PLC reduces holdings in Sanhua Smart Control by 3.6481 million shares

Schroders reduced 3.022 million shares of Sanhua Intelligent Control

Sanhua Smart Control Completes Share Repurchase

Zhisheng Intelligent Control Spent 48,471,500 Yuan to Repurchase 909,700 A-shares

Sanhua Intelligent's revenue growth during the 14th Five-Year Plan period

GIC Private Limited reduces holdings in Sanhua Smart Control by 2,017,300 shares

Sanhua Smart Control Repurchased 1,027,100 A-shares for 49.936 Million Yuan

Fosun Securities Recommends Fuyao Glass, Expected to Maintain Steady Performance in 2026

CARZ

DRIV

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Li Auto's 2025 financial report shows revenue of 112.3 billion yuan, a year-on-year decrease of 22.3%; net profit plummeted by 85.8% to 1.139 billion yuan. The delivery volume was approximately 406,300 vehicles, a year-on-year decrease of 18.8%. Li Xiang's net worth has decreased by 12.5 billion yuan in six months, now standing at 27.5 billion yuan. The company is facing performance pressure, with a future sales target of a year-on-year growth of 20%

腾讯新闻 - 财经

First Trust S-Network Future Vehicles & Tech ETF

Global X Autonomous & Electric V

Guotai CSI 800 Automobile and Parts ETF

Hwabao WP CSI Intelligent Electric Vehicle ETF

Hua Xia CSI New Energy Vehicles ETF

ChinaAMC CSI Hong Kong Connect Automobile Industry Thematic ETF

Li Auto

LI AUTO-W

Li Auto's net profit plummets over 80%, Li Xiang's wealth evaporates by 12.5 billion in six months

UBER

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Hyundai Motor recalls approximately 68,500 vehicles in North America due to a power-seat issue, with an over-the-air software patch expected by the end of March. Rental cars will be provided, and owners are advised to clear seats before use. Additionally, Hyundai's unit Motional has launched an Ioniq 5-based robotaxi service in Las Vegas in partnership with Uber, currently operating with safety drivers and aiming for fully driverless operations by the end of 2026.

TradingView

Uber Tech

ZHENGTONGAUTO

ChinaAMC CSI Auto Components Thematic ETF

Roundhill UBER WeeklyPay ETF

HFT CSI Auto Components Thematic ETF

Ping An CSI Auto Components Thematic ETF

LEAPMOTOR

Key facts: Hyundai recalls ~68.5k NA cars; Motional opens Ioniq5 robotaxi

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On March 13th, the Zhejiang Provincial People's Government and Geely Holding Group signed a new round of strategic framework agreement aimed at promoting the deep integration of technology and industrial innovation, and creating a world-class automotive and parts manufacturing industry cluster. The agreement emphasizes leveraging Zhejiang Province's business environment and Geely's innovation capabilities, expanding cooperation areas, and promoting the high-end, intelligent, and green transformation of the automotive industry, contributing to the high-quality development of Zhejiang's manufacturing industry

Wallstreetcn

GEELY AUTOMOBILE HOLDINGS LIMITED SPON ADS EACH REP 20 ORD

GEELY AUTO

Geely Auto

ZEEKR Intelligent Tech

SmartETFs Smart Transportation & Tech ETF

The Zhejiang Provincial Government and Geely Holding have signed a new round of strategic framework agreement

BYD (002594) is set to launch the Denza Z9GT electric vehicle in Europe next month, featuring ultra-fast flash charging and an extensive range. The company plans to deploy flash chargers across Europe this summer. Additionally, BYD is exploring the establishment of a fully owned manufacturing plant in Canada and is open to acquiring an established global automaker, although no immediate deals are in sight. In Brazil, BYD sold approximately 113,000 vehicles last year and is expanding its Camaçari plant capacity from 150,000 to 600,000 vehicles per year, producing plug-in hybrids and EVs.

BYD Company

BYD Company Limited

BYD COMPANY

Key facts: Denza Z9GT Europe launch; BYD mulls Canada; 113k Brazil

UBS Keeps Their Buy Rating on Li Auto, Inc. Class A (L87)

businessinsider

UBS Keeps Their Buy Rating on Li Auto, Inc. Class A (L87)

CARU

CICC has maintained a Buy rating on Li Auto, Inc. Class A (L87) with a price target of HK$100.00, while the shares closed at HK$67.90. Additionally, CLSA's Ding Luo also issued a Buy rating for the company. Conversely, DBS has kept a Hold rating on the same stock.

- CICC analyst has maintained a Buy rating on Li Auto, Inc. Class A, setting a price target of HK$100.00.  
- The company's shares closed at HK$67.90 last Thursday, reflecting potential upside according to the analysts.  
- Additionally, CLSA analyst Ding Luo also issued a Buy rating, while DBS maintained a Hold rating on the same stock.

Tip Ranks

Max Auto Industry 3X Leveraged ETN

CICC Keeps Their Buy Rating on Li Auto, Inc. Class A (L87)

SPDB analyst maintained a Buy rating on NIO Inc. Class A yesterday and set a price target of HK$59.90. The company’s shares closed yesterday at HK$44.80.Claim 70% Off TipRanks PremiumUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Stay ahead of the market with the latest news and analysis and maximize your portfolio's potential The word on The Street in general, suggests a Moderate Buy analyst consensus rating for NIO Inc. Class A with a HK$56.38 average price target.

- SPDB analyst has maintained a Buy rating on NIO Inc. Class A and set a price target of HK$59.90.  
- The company's shares closed at HK$44.80, indicating potential for growth.  
- The overall analyst consensus suggests a Moderate Buy rating for NIO Inc. Class A, with an average price target of HK$56.38.

NIO Inc

NIO-SW

NIO Inc. USD OV

NIO Inc. Class A (9866) Receives a Buy from SPDB

吉利汽车

China's Zhejiang provincial government has signed a strategic cooperation agreement with Geely to strengthen its position in the electric vehicle market. This collaboration aims to enhance the region's role in the global electric vehicle supply chain by leveraging Geely's expertise and resources.

CoinLive

Zhejiang Province Strengthens Ties with Geely in Electric Vehicle Sector

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BYD is launching significant changes in its compact SUVs and crossovers, including the presale of the Fang Cheng Bao Ti3, which features a price increase and improved range. The new model offers RWD with 620 km range priced at 153,800 RMB ($22,390) and AWD with 565 km at 169,800 RMB ($24,719). Additionally, the Yuan Plus is transitioning to RWD with a new design and enhanced specifications. The new model is expected to be priced around 125,000 RMB (~$18,000) and will feature advanced technology, including LiDAR and improved driving systems.

cleantechnica

ChinaAMC CSI All Share Transportation ETF

Guotai CSI Mainland transport theme ETF

Big Changes For Compact BYD SUVs & Crossovers

The first batch of young car owners who purchased unfinished vehicles are starting to regret their decision due to frequent maintenance issues. Mr. Wang's 2023 Nezha X has experienced delays in repairs due to a power battery fault, while other owners have chosen regular auto repair shops due to the lack of 4S stores, resulting in extended repair times and poor quality of parts. Although unfinished vehicles attracted young consumers aged 25 to 35 with their ultra-low prices, the waiting time for repairs and parts issues have left them feeling troubled. Used car dealers indicate that unfinished vehicles are still popular in the market, especially models that offer low prices and high cost performance

- Young consumers purchasing unfinished electric vehicles are facing significant repair challenges, with long wait times for parts and poor quality service.  
- Many are attracted to these cars due to their low prices and high-tech features, despite potential risks associated with purchasing vehicles from bankrupt manufacturers.  
- Experts advise that buyers should have a thorough understanding of the manufacturer's stability and be prepared for inadequate post-purchase support, emphasizing the need for consumer protection mechanisms.

The first batch of people who bottom-fished in failed cars have already started to regret it

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China's second-hand vehicle transactions exceeded 20 million units for the first time in 2025, marking a nearly 3% increase from the previous year. The total transaction value reached CNY1.3 trillion (USD186.4 billion). Notably, used NEV transactions rose to 1.6 million units, accounting for almost 8% of total sales. Cross-regional trades also increased, comprising nearly 35% of transactions. The average price of used vehicles was CNY64,500 (USD9,250). Young first-time buyers are increasingly opting for used cars due to their affordability and online purchasing preferences.

Yicai

E Fund CSI Intelligent Electric Vehicle ETF

Fullgoal CSI Intelligent Automobile Index Fund(LOF)-A

Fullgoal New Energy Vehicles Index Fund-A

China Used Car Transactions Top 20 Million Units for First Time in 2025

China's auto sales are projected to grow by 1% in 2026, reaching 34.8 million units, marking the lowest growth rate in six years, according to the China Association of Automobile Manufacturers (CAAM). Passenger car sales are expected to rise 0.5% to 30.3 million units, while commercial vehicle sales may increase by 5% to 4.5 million units. New energy vehicle sales are anticipated to surge by 15% to 19 million units. Despite a recent decline in retail sales due to tax policy changes, the industry remains resilient, bolstered by government support and a focus on green consumption.

GX CN EV BATT

GX CN EV BATT-U

KraneShares Electric Vehicle

Ping An CSI New Energy Vehicles Industry ETF

GX AUTO EV

China’s Auto Sales to Grow by Least in Six Years in 2026, CAAM Says

Eleven Chinese automakers have set their sales targets for 2026, with Leapmotor Technology leading at a 68% growth goal, aiming to sell one million vehicles this year. Other electric vehicle startups like Xpeng and Nio target sales of 550,000-600,000 and 40-50% growth, respectively. Traditional automakers like Great Wall Motor aim for a 36% increase to 1.8 million units. Despite ambitious targets, analysts predict modest overall market growth due to reduced subsidies and tax changes, with total vehicle sales expected to rise only 1% to 34.8 million units this year.

GWMOTOR

Great Wall Motor

XPENG-W

XPeng

Leapmotor Leads as 11 Chinese Automakers Set 2026 Sales Growth Targets

Aito has become China's best-selling new energy vehicle (NEV) startup in January, surpassing Leapmotor with an 83% increase in deliveries to 40,016 units. Leapmotor fell to third place with 32,059 units sold, while Xiaomi Auto also overtook it with over 39,000 deliveries. Nio's sales nearly doubled to 27,182 units, but both Li Auto and Xpeng Motors saw declines. Overall, NEV sales in January dropped significantly due to the end of a tax exemption policy and aggressive year-end promotions leading to a market cooling.

Aito Dethrones Leapmotor as China's Best-Selling NEV Startup in January

NIO Inc. (NYSE:NIO) shares rose 5.5% after HSBC upgraded the stock from hold to buy, increasing the price target from $4.80 to $6.80. The stock traded as high as $5.93, with a volume increase of 23% from the average. Other analysts have mixed ratings, with six buy, five hold, and two sell ratings. Positive sentiment stems from NIO's first quarterly profit and strong vehicle deliveries, while concerns include supply risks and liquidity metrics. Institutional investors hold 48.55% of NIO's stock.

- NIO Inc. experienced a 5.5% increase in stock price following HSBC's upgrade from hold to buy with a new target of $6.80.  
- Other analysts contributed to positive sentiment, with upgrades and targets reaching as high as $8.60 while cautions about supply chain risks and financial metrics were also noted.  
- The company's strong quarterly performance, along with strategic investments and an emphasis on technological development, support an increasingly optimistic outlook despite lingering risks.

Market Beat

NIO (NYSE:NIO) Trading Up 5.5% After Analyst Upgrade

E Fund CSI Auto Components Thematic ETF(159565.SZ)

Li Auto's net profit plummets over 80%, Li Xiang's wealth evaporates by 12.5 billion in six months

Key facts: Hyundai recalls ~68.5k NA cars; Motional opens Ioniq5 robotaxi

The Zhejiang Provincial Government and Geely Holding have signed a new round of strategic framework agreement

Key facts: Denza Z9GT Europe launch; BYD mulls Canada; 113k Brazil

UBS Keeps Their Buy Rating on Li Auto, Inc. Class A (L87)