China Technology_ Highlights from Recent China Trip
China Securities·2025-02-13 06:50
Equity Research China Technology 10 February 2025 China Technology Highlights from Recent China Trip 4Q ecommerce sales solid driven by govt subsidies; Rapid progress seen in autonomous driving but debates around robotaxi; Encouraging outlook for 2025 with consumption subsidies extended. We are hosting a call to go thru highlights today (2/10). Please reach out to your sales to register BABA (OW) and JD (OW) had solid 4Q ecommerce growth: We highlight that NBS data showed that in 4Q ecommerce product sales ...