China's EV Sector to Continue Seeing Stronger Demand in May, June -- Market Talk

Dow Jones

May 21, 2025

0341 GMT - China's electric-vehicle sector will continue seeing stronger demand in May and June, driven by more new models, a refreshed supply and more price discounts, HSBC Global Research analysts write in a note. China has also seen a downgrade in consumption, particulary for price tags below CNY100,000, they add. Budget full-electric vehicle models, such as Geely Galaxy's Star Wish and XPeng's Mona 03 have been doing well, likely followed by more new model supplies, they say. However, industry profit is likely to keep facing pressure from a lower product mix and challenge pricing, they say. HSBC Global Research prefers EV makers with strong new car cycles, such as Geely and XPeng.(jiahui.huang@wsj.com; @ivy_jiahuihuang)

(END) Dow Jones Newswires

May 20, 2025 23:41 ET (03:41 GMT)

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China has also seen a downgrade in consumption, particulary for price tags below CNY100,000, they add. Budget full-electric vehicle models, such as Geely Galaxy's Star Wish and XPeng's Mona 03 have been doing well, likely followed by more new model supplies, they say. However, industry profit is likely to keep facing pressure from a lower product mix and challenge pricing, they say. HSBC Global Research prefers EV makers with strong new car cycles, such as Geely and XPeng.(jiahui.huang@wsj.com; @ivy_jiahuihuang) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 20, 2025 23:41 ET (03:41 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China's EV Sector to Continue Seeing Stronger Demand in May, June -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChina's EV Sector to Continue Seeing Stronger Demand in May, June -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-05-21 11:41</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0341 GMT - China's electric-vehicle sector will continue seeing stronger demand in May and June, driven by more new models, a refreshed supply and more price discounts, HSBC Global Research analysts write in a note. China has also seen a downgrade in consumption, particulary for price tags below CNY100,000, they add. Budget full-electric vehicle models, such as Geely Galaxy's Star Wish and XPeng's Mona 03 have been doing well, likely followed by more new model supplies, they say. However, industry profit is likely to keep facing pressure from a lower product mix and challenge pricing, they say. HSBC Global Research prefers EV makers with strong new car cycles, such as Geely and XPeng.(jiahui.huang@wsj.com; @ivy_jiahuihuang) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 20, 2025 23:41 ET (03:41 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0540923850.HKD","symbol_name":"ALLIANZ HONG KONG EQUITY \"A\" (HKD) INC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2537671746","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2537671746","pubTimestamp":1747798860,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0341 GMT - China's electric-vehicle sector will continue seeing stronger demand in May and June, driven by more new models, a refreshed supply and more price discounts, HSBC Global Research analysts write in a note. China has also seen a downgrade in consumption, particulary for price tags below CNY100,000, they add. Budget full-electric vehicle models, such as Geely Galaxy's Star Wish and XPeng's Mona 03 have been doing well, likely followed by more new model supplies, they say. However, industry profit is likely to keep facing pressure from a lower product mix and challenge pricing, they say. 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China has also seen a downgrade in consumption, particulary for price tags below CNY100,000, they add. Budget full-electric vehicle models, such as Geely Galaxy's Star Wish and XPeng's Mona 03 have been doing well, likely followed by more new model supplies, they say. However, industry profit is likely to keep facing pressure from a lower product mix and challenge pricing, they say. HSBC Global Research prefers EV makers with strong new car cycles, such as Geely and XPeng.(jiahui.huang@wsj.com; @ivy_jiahuihuang) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  May 20, 2025 23:41 ET (03:41 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}