Group 1 - The Hong Kong stock market is experiencing an upward trend, with the Hang Seng Tech Index surpassing 6000 points, driven by strong performance in the lithium battery sector and active trading in new energy vehicle stocks [1][2] - The Ministry of Industry and Information Technology and seven other departments have jointly issued a plan aiming for approximately 32.3 million vehicle sales in 2025, including around 15.5 million new energy vehicles [1] - China's new energy vehicle market penetration is expected to exceed 30% in 2023 and 50% in 2024, with a competitive landscape where domestic brands are gaining market share [1] Group 2 - The Hang Seng Tech Index is poised for a potential "catch-up" rally due to continuous inflow of southbound funds and the anticipated start of a new interest rate cut cycle in the U.S. [2] - The ongoing "anti-involution" policies and Alibaba's better-than-expected earnings report, along with rapid iterations in AI large models, suggest a possible revaluation of the Hang Seng Tech Index [2] - Investors without a Hong Kong Stock Connect account may consider using the Hang Seng Tech Index ETF (513180) to gain exposure to core Chinese AI assets [2]
锂电池、新能源汽车板块早盘集体爆发,宁德时代大涨,八部门印发汽车行业稳增长工作方案