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date
09/05/2025
The airline is preparing to order approximately 30 Boeing 787 aircraft from Boeing.
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2 m ago
A research report from China Galaxy Securities pointed out that in Q1 of 2025, the Automobile Industry Index (ZX) rose by +12.51% relative to the Shanghai and Shenzhen 300 Index. Passenger cars, commercial vehicles, auto parts, motorcycles, and other sectors, as well as the automotive sales and service sector, all outperformed the Shanghai and Shenzhen 300 Index. In Q1, driven by the continuation of the policy of replacing old cars with new ones, the auto market saw high sales growth, coupled with the strong performance of the robotics market since the beginning of the year, resulting in significant excess returns for the automotive sector. In Q1 of 2025, the proportion of automotive stock investments in the total market value of funds (ordinary equity funds + equity hybrids) was 3.47%, an increase of +1.30% compared to the previous year and +0.53% compared to the previous quarter. Public funds continue to increase their allocation to the automotive sector, with holdings increasing for five consecutive quarters to reach a new historical high. Leading car companies such as BYD, NIO, and Xiaopeng, as well as robotics-related targets, have been favored by fund managers. Looking ahead to Q2 of 2025, the Shanghai Auto Show will feature multiple new energy vehicles from domestic brands, ushering in a period of intense new product supply that is expected to drive consumer enthusiasm for purchasing cars, thereby boosting demand and sustaining the strong performance of the automotive market. The sector still has good investment value.
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