MSLIAUT@EC2610A

LEOCH INT'L

STARGLORY HLDGS

INTELLIMARK W27

BEST FOOD HLDG

GAOYU FINANCE

EXTREME VISION

TIAN TU CAPITAL

HSC RESOURCES

EPI (HOLDINGS)

LAP KEI ENGRG

.HXC

09866

09868

BABA

02015

00700

TCTZF

03690

09618

XPEV

The Nasdaq Golden Dragon China Index initially closed down 0.3%. Among popular Chinese concept stocks, Tencent initially closed down 2%, while Xiaomi, JD.com, Meituan, Alibaba, and PDD fell by at least about 1%. Li Auto rose 0.4%, Xpeng rose 1.1%, and NIO rose 1.2%

Wallstreetcn

NIO Inc

Li Auto

NASDAQ Golden Dragon China Index

JD HEALTH

NIO-SW

XPENG-W

JD.com

Alibaba

LI AUTO-W

Tencent

TENCENT

Tencent Holdings Limited

MEITUAN

JD LOGISTICS

XIAOMI-W

JD-SW

Xiaomi Corporation

BABA-W

XPeng

Meituan

Roundhill China Magnificent Seven ETF

BABA 2x Long Daily ETF - GraniteShares

KraneShares 2x Long PDD Daily ETF

KraneShares 2x Long JD Daily ETF

KraneShares 2x Long BABA Daily ETF

Direxion FTSE China Bull 3X

GraniteShares 2x Long PDD Daily ETF

Global X E-commerce ETF

Roundhill China Dragons ETF

Krne Csi China Internet

Invesco Golden Dragon China

iShares MSCI China

BYDDY

The Nasdaq Golden Dragon China Index initially closed up 0.3%. Among popular Chinese concept stocks, Li Auto initially closed up 3.1%, NIO rose 2.7%, Tencent rose 0.8%, Alibaba fell 1.3%, and BYD fell 2.2%

BYD COMPANY

NASDAQ 100 Technology Sector Market-Cap Weighted Index

BYD Company

China Universal NASDAQ 100 ETF(QDII)

Bosera NASDAQ 100 ETF(QDII)

TESL

BYDDF

515030

DRIV

CARZ

516380

March delivery data for Chinese new energy vehicle (NEV) companies is out, showing a clear pattern of the strong getting stronger: BYD delivered 300,200 vehicles in March, ranking first; Geely NEV delivered 127,000 units; Li Auto delivered 41,000 units; Nio delivered 35,000 units, a 136% year-on-year surge; ZEEKR delivered 29,000 units; XPeng delivered 27,000 units. Tesla's first-quarter deliveries are expected to reach 369,000 units, a sequential decline of nearly 12%

- In March 2026, major Chinese electric vehicle manufacturers reported impressive delivery growth, with BYD leading by delivering over 300,000 units.  
- NIO's deliveries reached 35,486, reflecting a 136% year-on-year increase, while other brands like Geely, Li Auto, and Xpeng also showed substantial growth, albeit with some facing market pressure.  
- Tesla is expected to see a quarterly delivery decline of about 12% due to increased competition and demand fluctuations, prompting analysts to revise their annual delivery forecasts downward.

Simplify Volt TSLA Revolution ETF

GraniteShares 1.25 Long TSLA Daily ETF

T-Rex 2X Long Tesla Daily Target ETF

BYD Company Limited

Hua Xia CSI New Energy Vehicles ETF

Leverage Shares 2X Long TSLA Daily ETF

Global X Autonomous & Electric V

First Trust S-Network Future Vehicles & Tech ETF

Tesla

GraniteShares 2x Long TSLA Daily ETF

Direxion Daily TSLA Bull 2X Shares

Hwabao WP CSI Intelligent Electric Vehicle ETF

XL2CSOPTSLA

LEAPMOTOR

March EV Report Card: BYD Breaks 300,000 Units Monthly, Nio Surges 136% YoY, Tesla Faces Q1 Pressure

159323

Li Auto reported March 2026 deliveries of 41,053 vehicles, bringing cumulative deliveries to 1,635,357. The company operates 517 retail stores and 4,057 supercharging stations across China. With production bottlenecks resolved, the Li i6 achieved over 24,000 monthly deliveries. Li Auto plans to launch the new Li L9 and has introduced its MindVLA autonomous driving model. The latest analyst rating for Li Auto (HK:2015) is a Hold with a price target of HK$63.00. The company focuses on premium smart electric vehicles and has a market cap of HK$138.2B.

- Li Auto, Inc. reported 41,053 vehicle deliveries in March 2026, totaling 1,635,357 since production began.  
- The company operates 517 retail stores and 552 service centers across China, with plans to launch the new Li L9 model in Q2 2026.  
- Li Auto's latest vehicle exceeded 24,000 monthly deliveries, reflecting strong demand and ongoing investment in advanced technologies, while analysts maintain a Hold rating with a HK$63.00 price target.

Tip Ranks

ChinaAMC CSI Hong Kong Connect Automobile Industry Thematic ETF

Li Auto’s March Deliveries Top 41,000 as New EV Models and AI Tech Gain Momentum

Chinese EV makers NIO, XPeng, and Li Auto saw significant stock increases today following strong March 2026 delivery reports. NIO rose 9%, XPeng 2%, and Li Auto 1.6%, with Li Auto leading in total volume at 41,053 vehicles. NIO's deliveries reached 35,486, a 136% year-over-year increase, while XPeng delivered 27,415 vehicles, marking an 80% jump. Analysts rate NIO and XPeng as Moderate Buy, with Li Auto at Hold, predicting the highest upside for XPeng at 44%.

- China's leading EV makers saw significant increases in March deliveries, reversing a dip in February, with Li Auto delivering 41,053 vehicles, NIO 35,486, and XPeng 27,415.  
- Li Auto's growth was aided by resolved production bottlenecks and the success of the Li i6, while NIO experienced a 136% year-over-year increase across its brands, highlighting broad demand.  
- Analysts have rated NIO and XPeng as Moderate Buy, with Li Auto rated Hold, and XPeng shows the highest projected upside at 44%.

NIO, XPEV, LI: Why These 3 Chinese EV Stocks Are Soaring Today

MOTO

Li Auto Inc. March 2026 Delivery Update | LI Stock News

StockTitan

SmartETFs Smart Transportation & Tech ETF

Li Auto Inc. March 2026 Delivery Update | LI Stock News

Li Auto Reports Late-March 2026 Share Buybacks on Nasdaq and Hong Kong

Li Auto Reports Late-March 2026 Share Buybacks on Nasdaq and Hong Kong

159565

516110

Jiangsu Provincial Governor Liu Xiaotao met with Li Xiang, Chairman of Li Auto, in Changzhou on March 28. He emphasized his hope that Li Auto would leverage its industry advantages to promote the independent research and development of automotive-grade chips and core components, and deepen cooperation with Jiangsu's industrial chain. Li Xiang introduced Li Auto's development plans in Jiangsu, stating that the company will be innovation-oriented, focus on application scenarios, and promote industry-university-research cooperation to contribute to Jiangsu's high-quality development

E Fund CSI Auto Components Thematic ETF

Guotai CSI 800 Automobile and Parts ETF

Jiangsu Provincial Governor Liu Xiaotao Meets with Li Xiang, Chairman of Li Auto

01024

06862

06160

09888

09696

00020

As of noon, the three major indices of the Hong Kong stock market rose collectively, with the Hang Seng Index approaching the 24,993-point mark and the Hang Seng Tech Index returning above 4,811 points. Market sentiment is relatively stable, with heavyweight and tech stocks resonating upward. In terms of sectors, the restaurant and retail industries performed strongly, with Haidilao leading the midday gains at 6.47%, and core assets such as Meituan and BYD leading in trading volume. Investors are closely monitoring macroeconomic data and performance guidance from core sectors, with overall market trading remaining active

- As of March 27, 2026, Hong Kong’s stock market indices showed positive movement, with the Hang Seng Index at 24,993.64, up 0.55%.  
- Notable performances included Haidilao, which rose 6.47%, reflecting recovering demand in the restaurant sector, while macroeconomic indicators are drawing investor focus.  
- The trading volume highlighted major players, including Meituan and Tencent, with respective figures of 62.41 billion HKD and 59.09 billion HKD amid mixed sector performance.

Market Heartbeat

KUAISHOU-W

HAIDILAO

BEONE MEDICINES

BIDU-SW

TIANQI LITHIUM

SENSETIME-W

Hong Kong Stock Midday Review | Hang Seng Index Approaches 25,000 Points, Strong Performance in Dining Retail with Haidilao Up 6.47%

Morgan Stanley lowered the target price for Li Auto to 86 yuan, with a rating of "Overweight." The report pointed out that the market has absorbed the impact of Li Auto's downward adjustment of performance guidance during the product transformation period. It is expected that profits will decline by 21% to 75% from 2026 to 2028

AASTOCKS

Morgan Stanley lowers Li Auto's target price to 86 yuan, rating "Overweight"

Li Auto Inc. has announced a Put Right Notification for its 0.25% Convertible Senior Notes due 2028, allowing holders to require the company to repurchase their notes for cash on May 1, 2026. The Put Right expires on April 29, 2026. The repurchase price will be 100% of the principal amount plus any accrued interest. As of March 26, 2026, there are $862.5 million in notes outstanding. Holders can withdraw previously tendered notes before the expiration date. This announcement is informational and not a solicitation to purchase or sell securities.

- Li Auto Inc. has announced the opportunity for holders of its 0.25% Convertible Senior Notes due 2028 to exercise a Put Right to require the Company to repurchase their Notes for cash on May 1, 2026.  
- The Put Right exercise period begins on March 27, 2026, and ends on April 29, 2026, with an outstanding aggregate principal amount of US$862,500,000.  
- Holders must follow the procedures stated in the Put Right Notice to exercise their rights, and no recommendations have been made by the Company’s management regarding the exercise of this option.

Li Auto Inc. Announces Put Right Notification for 0.25% Convertible Senior Notes due 2028 | LI Stock News

Soaring oil prices have unexpectedly ignited the Chinese electric vehicle sector—BYD's Hong Kong shares surged 8% in March, marking its best monthly performance in over a year. The conflict involving Iran has pushed oil prices higher, leading consumers in the Philippines and Indonesia to queue for electric vehicles; overseas sales in the first two months jumped 50% year-on-year, as the export narrative reshapes valuation expectations

- Oil price surges are reshaping investment logic in electric vehicles, with BYD's Hong Kong stock rising 8% in March, reflecting strong overseas market demand.  
- The Iranian conflict has stimulated consumer interest in electric vehicles across emerging Asian markets, leading to a notable increase in BYD's sales, which were up 50% year-on-year in January and February.  
- Despite concerns about the sustainability of this rebound, upcoming earnings reports will provide critical insights into the ongoing recovery and the company's ability to maintain domestic market share.

GEELY AUTO

Iran Conflict "Safe Haven": BYD Surges in March, EV Stocks Among Top Performers on Hang Seng Tech Index

Sanhua

Robot

Financial Analysis

Conference Minutes

Below is Dolphin Research's Trans of Sanhua Intelligent Controls' FY25 annual report earnings call.---

SANHUA

BYD COMPANY-R

SERES

BYD HK SDR 10to1

Sanhua Intelligent Controls (Trans): 2026 internal net profit growth target at 15%---

Oil Brent above $100 looks like mostly geopolitical risk premium. Short term bullish but the trade is getting crowded. Add energy exposure on pullbacksNVDA moving from chips to the full AI stack is strategically smart long term. But near term it likely pressures margins and execution risk risesMarkets pullback banks and tech selling feels more like macro risk off than broken fundamentals. Start small on dips,add bigger if panic selling deepens

Victor y

Total asset size ranks among the top 50% of account holders
Calculated based on  your Longbridge (Singapore) A/C

Total Assets

Commemorative

Tesla's xAI→SpaceX conversion is a brilliant move. Shareholders get indirect SpaceX exposure pre-IPO

TeslaInvestor_先鋒

0fStnk

☀️ Morning everyone ☕️ Iran tensions escalate, oil breaches $100, Nvidia drops $26B on AI models, markets tumble. Let's jump straight into today's big questions 👇

Goldman Sachs

Morgan Stanley

NVIDIA

Microsoft

Meta Platforms

Adobe

United States Oil Fund LP

Invesco QQQ Trust

SPDR S&P 500

OpenAI

☕️ Daily Market Talk | Mar 13, 2026

GOLDMAN SACHS GROUP INC DEP SHR REP 1/1000TH PFD SER A

GOLDMAN SACHS GROUP INC DEP SHS REPSTG 1/1000TH PRF SER C

GOLDMAN SACHS GROUP INC DEP REP 1/1000TH PRF D

BTQ Tech

MORGAN STANLEY DEP SHS REPS 1/1000 PFD SER 'A'

MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

MORGAN STANLEY DEP SHS REPR 1/1000TH INT PFD SER 'F' FX

MORGAN STANLEY NON-CUM DEP SH REP 1/1000 PFD SER I

MORGAN STANLEY DEP SHS REP 1/1000 NON-CUM PFD STK SER K

MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

MORGAN STANLEY DEP SHS EA REP 1/1000 SHS NON CUM PFD O

MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

MORGAN STANLEY DEP SHS REPSTG 1/1000TH PFD SER Q

I used to adore Adobe Photoshop and their PDF software. However, after it changed its biz model, I no longer use them. Now with free alternatives and AI tools around, its Photoshop &#34;moat&#34; has been totally filled. I think it's price can only go lower and so dip buying is out for me.

Different countries have different strategies, making it difficult to achieve a unified mindset. This is an inevitable situation and feels quite uncomfortable.

向阳

I hope the war will come to an end before oil reserves run out. We are not feeling the impact of oil prices yet in our electricity prices but it won’t be long if the war continues.

Trump was trying to calm the market and bring doen oil prices. In war, nothing is certain. Trade with caution.

👋 Hi everyone! Grab your coffee ☕️ Trump says Iran war &#34;close to ending&#34; — but ships just got hit. Oracle crushed, CPI cooled, Tesla China +91%. Today's 3 big questions 👇

Oracle

☕️ Daily Market Talk | Mar 12, 2026

ORACLE CORP DEPOSITARY SH REP 1/2000TH PFD SER D

Today is Friday. It is always wise to close your trades positions if you trade CFDs. Watch out for next Federal Reserve meeting on 17 March. Market will likely to focus on a series of key US data releases. US Core PCE is due at 8:30pm SGT, followed by the second estimate of US Q4 GDP and US Job Openings (JOLTS) at 10:00pm SGT.Do not chase energy related stocks. You never know what Fed will do next week.

Markets were already due for a pullback before all the narratives. I am expecting a rebound soon. Stay safe!

US-Iran tensions escalate, with Brent crude oil prices surpassing $100 for the first time since August 2022. US futures plummet, intensifying stagflation concerns.Although the US has announced the release of crude oil reserves, the situation is deteriorating, and investment requires caution.

The $700B data center commitment confirms AI infra spending isn't slowing

MSLIAUT@EC2610A(27494.HK)

MSLIAUT@EC2610A Stock Performance Chart

The Nasdaq Golden Dragon China Index initially closed down 0.3%. Among popular Chinese concept stocks, Tencent initially closed down 2%, while Xiaomi, JD.com, Meituan, Alibaba, and PDD fell by at least about 1%. Li Auto rose 0.4%, Xpeng rose 1.1%, and NIO rose 1.2%

The Nasdaq Golden Dragon China Index initially closed up 0.3%. Among popular Chinese concept stocks, Li Auto initially closed up 3.1%, NIO rose 2.7%, Tencent rose 0.8%, Alibaba fell 1.3%, and BYD fell 2.2%

March EV Report Card: BYD Breaks 300,000 Units Monthly, Nio Surges 136% YoY, Tesla Faces Q1 Pressure

Li Auto’s March Deliveries Top 41,000 as New EV Models and AI Tech Gain Momentum

NIO, XPEV, LI: Why These 3 Chinese EV Stocks Are Soaring Today