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UBS analysts highlight that China's electric vehicle manufacturers, particularly XPeng, BYD, and Li Auto, are poised to capitalize on the burgeoning humanoid robotics market, projected to reach CNY 1 trillion by 2040. This opportunity may surpass the current size of China's EV market, with significant synergies expected in supply chains and software, especially in advanced driver assistance systems. Tesla's leadership in humanoid robotics is anticipated to further stimulate China's robotics supply chain, mirroring its impact on the domestic EV industry.
Retail sales of passenger new energy vehicles (NEVs) in China reached 427,000 units from March 1-16, marking a 63% increase from the previous month and a 41% rise year-on-year. Cumulative retail sales for the year stand at 1.853 million units, up 36% year-on-year, with NEV penetration at 55.31% during this period. Overall passenger vehicle sales also saw growth, totaling 772,000 units in the same timeframe, up 24% from last year.
Bank of America has maintained a Buy rating on Li Auto despite a post-earnings stock decline, citing long-term growth potential and the company's strong position in China's premium electric vehicle market. The firm noted a 20.4% year-on-year increase in car deliveries for the fourth quarter, totaling 158,696 vehicles, and highlighted Li Auto's commitment to developing artificial intelligence and smart driving technology. However, the company's first-quarter projections fell short of analysts' expectations, contributing to a 4.4% drop in shares following the earnings report.
FAW-Volkswagen plans to launch 11 new models in China starting in 2026, including 10 new energy vehicles (NEVs) and one internal combustion engine model. The lineup features six battery electric vehicles (BEVs), two plug-in hybrids (PHEVs), and two extended-range electric vehicles (EREVs), marking a shift in Volkswagen's strategy towards EREVs despite previous skepticism. The Jetta brand will debut its first electric model targeting the entry-level market, utilizing the locally developed CMP platform and advanced digital services through the CEA architecture.
Li Auto plans to launch two all-electric SUVs, the Li i8 in July and the Li i6 in the second half of 2025, while expanding its overseas market presence. The company aims to sell 10,000 to 15,000 Li Mega MPVs this year and increase its supercharging stations from 1,905 to over 4,000 by the end of 2025. Additionally, Li Auto is investing in AI and has established direct service centers in Kazakhstan, Dubai, and Uzbekistan to support its international growth strategy.
Li Auto expects first-quarter vehicle deliveries between 88,000 and 93,000 units, falling short of analysts' expectations of 130,914 units. March deliveries are projected to be between 31,810 and 36,810 vehicles, following lower deliveries in January and February. The company anticipates first-quarter revenue of RMB 23.4 billion to RMB 24.7 billion, reflecting a year-on-year decline.
In February, BYD led China's NEV market with a 29.2% share and 205,711 sales, while Geely and Changan followed with 13.2% and 6.3%, respectively. Tesla ranked 7th with a 3.8% share, and Xiaomi EV debuted at 9th with 3.4%. Overall, BYD also topped the passenger car market with a 14.6% share.
In February, Tesla sold 26,777 vehicles in China, a decline from the previous year, while BYD's sales surged to 322,846 units, marking a 164% increase. Xpeng's P7+ delivered 7,226 units, and Nio saw a 62% rise in deliveries, totaling 13,192 vehicles. Insurance registrations for major EV brands fluctuated, with BYD leading at 57,400, followed by Tesla at 13,800 and Li Auto at 7,300. Xpeng registered 8,500 units, while Nio's registrations fell to 1,930.
UBS forecasts modest growth for China's passenger car industry in 2025, particularly in the second half, driven by government consumption stimulus. The report highlights LI AUTO-W as a top pick due to its strong AI R&D and market potential, while also noting BYD COMPANY, CATL, and GWMOTOR as key players in smart innovations. Concerns remain for XPENG-W due to its high valuation and competitive pressures.
The HSI fell 327 points (1.6%) to 19,778, while the HSTI dropped 112 points (2.4%) to 4,581, amid a market turnover of $135.32 billion. Notable declines included MEITUAN and BABA, both down over 3%, while HSBC HOLDINGS and FIT HON TENG reached new highs.
Li Auto Inc.
Companies
| Symbol | LI |
| Name | Li Auto Inc. |
| Currency | USD |
| Sector | Consumer Discretionary |
| IndustryGroup | Automobiles & Components |
| Industry | Automobiles |
| Market | NASDAQ Global Select |
| Country | China |
| State | |
| City | Beijing |
| Zipcode | 101399 |
| Website | http://www.lixiang.com |
The information provided herein is generated by experimental artificial intelligence and is for informational purposes only.
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