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Undeterred by the "Trump shock"! Global electric vehicle sales surged in April, with the Chinese market experiencing a robust increase of 32%.
In April, Global sales of pure electric and plug-in hybrid autos grew by 29% year-on-year, reaching 1.5 million vehicles. Sales in the China market increased by 32% to 0.9 million vehicles, sales in the Europe market rose by 35% to 0.3 million vehicles, while sales in the North America market fell by 5.6% to 0.1 million vehicles. The Trump tariff policy had minimal impact on electric vehicle sales, but the trade agreements reached with the United Kingdom and China are positive signs for the industry.
Behind the sales volume exceeding 10 million vehicles in the first four months: RBOB Gasoline Passenger Vehicles "cooling down" and the retail market share of joint venture brands declining across the board.
In the first four months, the production and sales of Autos reached 10.175 million and 10.06 million units respectively, representing a year-on-year increase of 12.9% and 10.8%. The production and sales volume in the first four months exceeded 10 million units for the first time in history; In April, Honda's terminal Autos sales in China were 43,689 units, a sharp decline of 40.83% year-on-year; the cumulative sales from January to April were 201,576 units, down 28.20% year-on-year.
Brokerage morning meeting highlights: It is recommended to prioritize allocation to industry thematic directions that performed exceptionally in the first quarter report.
At today's brokerage morning meeting, China Securities Co.,Ltd. believes that the progress of Siasun Robot&Automation continues to break through, and the short-term Technology growth main line may continue to dominate; HTSC points out to seize internal certainty clues in the medium term; CITIC SEC indicates to prioritize allocating to industry themes that performed outstandingly in the first quarter report.
According to the Passenger Vehicle Association, retail sales of Passenger Vehicles increased by 14.5% year-on-year in April, while retail sales of the New energy Fund surged by 33.9% year-on-year.
In April, Passenger Vehicle exports were 0.423 million units, a 2% decrease year-on-year, but the proportion of New energy increased to 44.6%. Looking forward to May, the Passenger Vehicle Association pointed out that there are 19 working days in May, which is 2 days fewer compared to May last year, especially with the Dragon Boat Festival on May 31, which is unfavorable for stable growth in the automotive market. With the launch of the scrapping and renewal policy in 2024, the market is expected to gradually recover in May 2024, and the base for May this year will be relatively high.
The Ministry of Industry and Information Technology is publicly soliciting opinions on the regulation of hidden door handles.
① The Ministry of Industry and Information Technology publicly solicited opinions on May 9 regarding the revision plan for the mandatory national standard "Safety Technical Requirements for Autos Door Handles"; ② This standard will fill the gap in regulations concerning hidden interior door handles and will focus on the potential escape and rescue risks of electric and hidden door handles.
Under the "safety equality" context, prices have dramatically dropped. Will Lidar make a comeback in vehicles?
① The 2025 Avita 12 is launched with the "three Lidar solution", which is currently the only "three Lidar" case in the 0.3 million level; ② The deepening Global Strategy cooperation reached a month ago between LEAPMOTOR and Hesai Technology also focuses on "Lidar".