Group 1 - The automotive stocks have collectively risen, with notable increases in companies such as Xpeng Motors, Li Auto, and Leap Motor, reflecting positive market sentiment [1] - In April, several automakers reported significant year-on-year growth in vehicle deliveries, with Leap Motor leading the new forces with a 173% increase, followed by Xpeng Motors at 273% and NIO at 53% [1] - The overall retail sales of new energy vehicles in China for April reached 728,000 units, marking a 24% increase year-on-year, while the cumulative retail sales for the year reached 3.148 million units, up 33% [1] Group 2 - Recent analysis indicates that the impact of increased tariffs by the U.S. on Chinese automotive exports will be minimal, as exports to the U.S. are projected to be only 116,000 units in 2024, accounting for less than 2% of total exports [2] - The 2025 Shanghai Auto Show, along with local consumption promotion policies and increased travel demand during the May Day holiday, is expected to boost automotive consumption [2]
港股异动 | 汽车股集体走高 小鹏汽车-W(09868)涨超5% 多家车企4月销量同比高增