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| HSI1 | 26,338.47 | +707.93 | 140.86B |
| HSCEI1 | 9,168.99 | +255.31 | 52.24B |
| Back Zoom + Zoom - Block Traded | |
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2026-01-02 14:32:41 The State Council, along with multiple ministries, recently issued the Notice on the 2026 Large-scale Equipment Renewal and Consumer Goods Trade-in Subsidy Policy, continuing incentives for autos, home appliances and digital products, with targeted optimizations to enhance policy efficiency, BOCI released a research report saying. With the early implementation of subsidy details and timely disbursement of funds, the auto sector is expected to get off to a good start in 2026. However, given the high channel inventory at year-end due to consumer wait-and-see sentiment in 4Q25, 1Q26 may enter a destocking phase. Among individual stocks, the broker believed that LI AUTO-W (02015.HK), XIAOMI-W (01810.HK), NIO-SW (09866.HK) (NIO.US), AITO and Zeekr brand will be least impacted by adjustments to the trade-in subsidy policy, while BYD COMPANY (01211.HK), LEAPMOTOR (09863.HK), CHERY AUTO (09973.HK) and GEELY AUTO (00175.HK) will face subsidy scale-down impacts due to their lower car pricing. ~ AASTOCKS Financial News Website: www.aastocks.com | |