E Fund CSI Auto Components Thematic ETF

EWPT to Release FY2025 Earnings on April 18 During-Market (BJT), Forecast Revenue CNY 18.63 B, EPS CNY 0.57

XPeng Motor Partners with Fuyao Group to Mass-produce AI Privacy Glass

Schroders PLC Increases Holding in Sanhua Smart Control to 10.62%

YINLUN to Release FY2025 Earnings on April 15 Pre-Market (BJT), Forecast Revenue CNY 15.38 B, EPS CNY 1.205

Fuyao Glass Issues First Short-term Financing Coupon

Shareholders of Sanhua Smart Control Complete or Prematurely Terminate Sale Plan

HASCO released FY2025 Q4 earnings on March 30 After-Market (BJT), actual revenue CNY 53.15 B (forecast CNY 50.99 B), actual EPS CNY 0.7989 (forecast CNY 0.6171)

HASCO released FY2025 Annual Earnings on March 30 After-Market (BJT), actual revenue CNY 184 B (forecast CNY 180.34 B), actual EPS CNY 2.286 (forecast CNY 2.1642)

JPMorgan Downgrades Sihai Refrigeration's Profit Forecast and Target Price

Citi Report: Sanhua Smart Control Expected 15% Net Profit Growth in 2026

CICC Downgrades Target Price for Sanhua Intelligent to HKD 40

Fuyao Glass to Hold Annual General Meeting with Proposal of 1.20 Yuan Cash Dividend Per Share

HASCO to Release FY2025 Earnings on March 31 After-Market (BJT), Forecast Revenue CNY 180.34 B, EPS CNY 2.1642

Sanhua Smart Control and Subsidiaries Share a 3.5 Billion Yuan Asset Pool Quota

Sanhua released FY2025 annual earnings on March 23 After-Market (BJT), actual revenue CNY 31.01 B (forecast CNY 32.45 B), actual EPS CNY 0.9671 (forecast CNY 1.0393)

Tuopu Group released FY2025 Annual Earnings on March 23 After-Market (BJT), Actual Revenue CNY 29.58 B (Forecast CNY 29.64 B), Actual EPS CNY 1.61 (Forecast CNY 1.7013)

Sanhua released FY2025 Q4 earnings on March 23 After-Market (BJT), actual revenue CNY 6.982 B (forecast CNY 8.352 B), actual EPS CNY 0.1953 (forecast CNY 0.2768)

Tuopu Group released FY2025 Q4 earnings on March 23 After-Market (BJT), actual revenue CNY 8.653 B (forecast CNY 8.685 B), actual EPS CNY 0.4698 (forecast CNY 0.507)

Deutsche Bank Upgrades Fuyao Glass Target Price to HKD 74.00

UBS Downgrades Fuyao Glass Earnings Forecast and Target Price

HSAI

FDRV

ARKQ

159306

02525

159565

562260

HAIL

562700

516110

Hesai Technology Senior Vice President Zhang Wei stated at the High-Level Forum on the Development of Intelligent Electric Vehicles that currently, 20% of new energy vehicles are equipped with lidar. This is expected to exceed 40% by 2026 and surpass 56% by 2030. Despite rapid development in China, global new car sales will approach 100 million units in 2025, with lidar adoption at only 3.3 million units, a penetration rate of merely 3%. He believes that, combined with the national "go global" policy, overseas markets remain a vast blue ocean

Wallstreetcn

Hesai

Fidelity Electric Vehicles and Future Transportation ETF

ARK Autonomous Tech & Robotics ETF

Ping An CSI Auto Components Thematic ETF

HESAI-W

HFT CSI Auto Components Thematic ETF

SPDR S&P Kensho Smart Mobility ETF

ChinaAMC CSI Auto Components Thematic ETF

Guotai CSI 800 Automobile and Parts ETF

Hesai Technology's Zhang Wei: Lidar Adoption Expected to Exceed 56% by 2030

GELHY

00175

515030

516380

159323

Yang Xueliang, Senior Vice President of Geely Holding Group, stated at the High-level Forum on the Development of Intelligent Electric Vehicles that by 2030, Geely Holding Group aims to achieve total global sales of over 6.5 million units and revenue exceeding 1 trillion yuan, ranking among the top five global automakers by sales. New energy vehicle sales are projected to account for approximately 75% of the total, with overseas sales comprising over one-third. The group's brand value is expected to enter the top three Chinese automotive brands on authoritative global brand value rankings

GEELY AUTOMOBILE HOLDINGS LIMITED SPON ADS EACH REP 20 ORD

GEELY AUTO

Hua Xia CSI New Energy Vehicles ETF

Geely Auto

Hwabao WP CSI Intelligent Electric Vehicle ETF

ChinaAMC CSI Hong Kong Connect Automobile Industry Thematic ETF

GEELY AUTO: Geely Holding Group Global Sales to Surpass 6.5 Million Units by 2030

Li Bin, Chairman of NIO, pointed out that batteries and chips account for more than 50% of the cost of smart electric vehicles. He suggested promoting the standardization of battery cells and unifying chip types to reduce costs, estimating that the industry could save over 100 billion yuan. He emphasized that the current lack of uniformity in battery cell specifications and the variety of chips affect cost efficiency and market competitiveness. At the same time, Su Bo stated that by 2030, the penetration rate of new energy vehicles in the domestic market will exceed 70%, and new energy vehicles will become the mainstream in the market

- NIO's chairman, Li Bin, stated that battery and chip costs account for over 50% of electric vehicle expenses, with high costs in production verification and organization.  
- He suggested standardizing battery cells and unifying chip types to enhance cost efficiency, potentially saving over 100 billion RMB for the industry.  
- Su Bo, former vice minister of the Ministry of Industry and Information Technology, anticipates that by 2030, new energy vehicles will dominate the market with a penetration rate exceeding 70%, marking a critical phase in China's goal to become a global automobile powerhouse.

Stheadline

NIO Inc. USD OV

NIO Inc

NIO-SW

Guotai CES Semiconductor Chip Industry ETF

Li Bin pointed out that batteries and chips account for over 50% of electric vehicle costs and advocated for standardization, estimating that the industry could save hundreds of billions

CARZ

At the 47th Bangkok International Motor Show, Chinese brands surpassed Japanese brands in pre-orders for the first time, becoming the new market dominator. BYD led with 17,354 units, ahead of Toyota's 15,750 units. The market share of Japanese brands is rapidly declining, with sales in Thailand projected to drop 68% by 2025 compared to 2019. Chinese brands have already captured a 47.34% market share in Thailand and hold an 80% share in the electric vehicle sector, demonstrating strong competitiveness

- The 47th Bangkok International Motor Show saw a record total of 132,951 vehicle bookings, with Chinese brands surpassing Japanese brands for the first time in Thailand.  
- BYD led with 17,354 bookings, outperforming Toyota's 15,750, while seven Chinese brands occupied the top ten slots, highlighting a significant shift in market dynamics.  
- This trend signifies not just a regional victory for Chinese brands but a strategic foothold in Southeast Asia, potentially impacting their global ambitions against entrenched Japanese competitors.

Toyota Motor Corporation ADRhedged

BYD Company

BYD COMPANY

First Trust S-Network Future Vehicles & Tech ETF

Toyota Motor

Toyota Motor Corp.

BYD Company Limited

Japanese Cars Collapse in Thailand! 60-Year Hegemony Ended by Chinese Automakers

DRIV

02015

Li Xiang, founder of Li Auto, posted on WeChat Moments accusing a certain brand of hiring marketing accounts to maliciously attack his products, stating that this behavior severely impacts the company's operations. He mentioned that since the government launched the anti-involution (curbing cut-throat competition) campaign in the automotive industry in 2025, the competitive landscape has significantly improved, but the recent phenomenon of "black water armies" (malicious shills) has resurfaced. Li Xiang plans to pursue legal action to protect his rights and calls for relevant departments to intervene and rectify the situation, describing the behavior as the most egregious act against the anti-involution effort

Li Auto

Global X Autonomous & Electric V

LI AUTO-W

Li Xiang Slams "Worst Form of Involution" on WeChat Moments

603766

Chongqing Zhangxue Motorcycle Industry Co., Ltd. achieved a double round championship in the WSBK event, marking a historic breakthrough in Chinese motorcycle manufacturing. Related parts companies such as Qingdao Zhenghe Industrial Co., Ltd. have become official technical partners of Zhangxue Motorcycle, providing chain drive systems. Other companies like Liaocheng Derun also supply key components. Although LONCIN has not yet established large-scale cooperation with Zhangxue Motorcycle, industry analysis indicates that the power sports industry is in a rapid growth phase, with consumption upgrades driving the development of the motorcycle market

腾讯新闻 - 财经

LONCIN

Exploring "Zhang Xue's motorcycle concept stocks": Parts companies stepping into the spotlight, electric motorcycle products accelerating

MOTO

CARU

BYD is partnering with KFC to offer nine-minute drive-thru EV charging and AI-powered in-car food ordering. This initiative aims to enhance customer loyalty and convenience in the EV market. Despite a mixed long-term share performance, BYD is focusing on services beyond vehicle hardware. Investors are keen to see if these innovations will improve customer relationships and pricing power. Current trading at HK$105.1 is 16% below the analyst target of HK$125.33, with shares flagged as undervalued by 54.2%. Adoption data and earnings quality are key considerations for future performance.

- BYD is partnering with KFC to introduce nine-minute drive-thru EV charging alongside AI-powered in-car food ordering through Cerence.  
- This initiative aims to enhance customer convenience and engagement, potentially influencing driver perceptions of BYD's value in a competitive EV market.  
- Investors should monitor adoption rates and how these features impact customer loyalty, pricing power, and overall valuation, given BYD's mixed share performance in recent years.

Simplywall

Yum! Brands

SmartETFs Smart Transportation & Tech ETF

AdvisorShares Restaurant ETF

YUM CHINA

YUM China

Max Auto Industry 3X Leveraged ETN

BYD Bets On KFC Charging And AI Assistants To Deepen EV Loyalty

Li Auto has achieved a significant milestone with the production of its 100,000th Li i6 SUV, completing 20,000 units in just 21 days. This rapid production increase follows a strong March, where deliveries surpassed 24,000 units. The company aims for record deliveries in April, having delivered 95,142 vehicles in Q1. Despite previous battery supply issues, Li Auto is set to launch an updated Li L9 series and its flagship Li i9 SUV later this year.

- Li Auto produced 20,000 Li i6s in 21 days, anticipating record deliveries this month following over 24,000 units in March.  
- The company achieved its 100,000th Li i6 on April 10, with significant production acceleration noted from March 20.  
- Despite a previous battery supply issue affecting orders, Li Auto delivered 95,142 vehicles in Q1 2026 and plans to launch new models to enhance sales.

CnEVPost

Li Auto sees 100,000th i6 SUV roll off line as production accelerates

Porsche's global deliveries in the first quarter of 2026 were 60,991 vehicles, a year-on-year decrease of 15%. Deliveries in the Chinese market fell by 21%, North America by 10%, while the German market grew by 4%. Due to weak market demand, Porsche has shifted towards fuel-powered models, resulting in a profit loss of 1.8 billion euros. The new CEO Michael Leiters has pledged to improve performance through cost-cutting and the introduction of new models

36Kr

Porsche's global deliveries in the first quarter decreased by 15% year-on-year, with sales in China dropping by 21%

515700

520720

Indel B Lifts 2025 Revenues as Leisure Growth Offsets Automotive Slowdown

Tip Ranks

Ping An CSI New Energy Vehicles Industry ETF

Guotai CSI Hong Kong Connect Automobile Industry Thematic ETF

Indel B Lifts 2025 Revenues as Leisure Growth Offsets Automotive Slowdown

601238

02238

UBS analyst has maintained a Hold rating on Guangzhou Automobile Group Co (GNZUF) with a price target of HK$3.60. Additionally, TipRanks also issued a Hold rating, while on the same day, another report downgraded the company to a Sell.

GAC Group

GAC GROUP

Guangzhou Automobile Group Co (GNZUF) Receives a Hold from UBS

159121

The export of new energy vehicles continues to be strong, with China's cumulative automobile exports reaching 1.55 million units in the first quarter of 2026, a year-on-year increase of 61%. Among them, the export of new energy vehicles was 670,000 units, a year-on-year increase of 88%. Against the backdrop of a slowdown in electrification among European and American car manufacturers, Chinese car companies are accelerating their brand expansion overseas, leveraging their complete supply chain and cost advantages, which is expected to enhance the profit expectations for both the complete vehicle and parts sectors. Related indices, such as the ChinaAMC CSI Auto Components Thematic Index, rose by 5.1%

E Fund Hang Seng SCHK Automobile ETF

The export situation of new energy vehicles is strong, and the Hong Kong Stock Connect Automobile ETF E Fund (159121) helps to capitalize on the opportunities for upward revisions in sector profit expectations

Minieye Wins 1,600-Vehicle Overseas Order for Autonomous Robovans

Minieye Wins 1,600-Vehicle Overseas Order for Autonomous Robovans

The China Passenger Car Market Information Joint Conference released data showing that in March, the national retail sales volume of passenger cars was 1.648 million units, a year-on-year decrease of 15.0%. The retail sales volume of new energy vehicles was 848,000 units, a year-on-year decrease of 14.4%. Despite the poor overall market performance, exports of new energy vehicles grew significantly, with 349,000 units exported in March, a year-on-year increase of 139.9%. Looking ahead to April, the market is expected to slowly recover, with intensified competition in the mid-to-high-end market and a contraction in the economy electric vehicle market

AASTOCKS

Guotai CSI New Energy Vehicles ETF

GX CN EV BATT

China Passenger Car Association: In March, the retail sales of new energy vehicles fell by 14.4% year-on-year, and competition in the mid-to-high-end market is expected to intensify this month

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

E Fund CSI Auto Components Thematic ETF Stock Performance Chart

Hesai Technology's Zhang Wei: Lidar Adoption Expected to Exceed 56% by 2030

GEELY AUTO: Geely Holding Group Global Sales to Surpass 6.5 Million Units by 2030

Li Bin pointed out that batteries and chips account for over 50% of electric vehicle costs and advocated for standardization, estimating that the industry could save hundreds of billions

Japanese Cars Collapse in Thailand! 60-Year Hegemony Ended by Chinese Automakers

Li Xiang Slams "Worst Form of Involution" on WeChat Moments