Automobile Manufacturers

Geely Auto

Sanhua

Financial Analysis

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HGMD

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HYDD

Q1 revenue returned to positive growth. Back in positive territory.

GE Aerospace

SANHUA

BOYD Gaming

BYD COMPANY

BYD Company Limited

BYD COMPANY-R

BYD Company

GEELY AUTO

GEELY AUTO-R

Geely Auto HK SDR 2to1

GEELY AUTOMOBILE HOLDINGS LIMITED SPON ADS EACH REP 20 ORD

Tesla

XIAOMI-W

XIAOMI-WR

Xiaomi HK SDR 2to1

Xiaomi Corporation

BYD HK SDR 10to1

Sanhua Intelligent Controls: Auto parts back in the black; how long until the robot boom?

Geely

Conference Minutes

Q2 GPM is expected to be stable to slightly higher vs. Q1. Product mix should further improve.

Geely Auto (1Q26 Trans): FY export target raised to 750k units

VLVLY

$GEELY AUTO(00175.HK) released its Q1 2026 results at midday in the Hong Kong session on Apr 29, 2026 (Beijing time). While headline revenue and net profit attributable to shareholders missed, core GPM and per-vehicle OP moved higher against the trend, underscoring strong operating resilience:1. Total revenue slightly missed, but per-vehicle ASP remained solid. Quarterly revenue was RMB 83.8bn (+15% YoY), below market est. of RMB 92.3bn.The key investor concern has been a potential QoQ decline in ASP this quarter...

Volvo

Geely: Per-car net profit on par with BYD; big comeback?

地平线

NVDA

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HHZD

This is a rather lean set of results. The scorecard looks bare-bones.---

NVIDIA

DENSO CORPORATION

HORIZONROBOT-W

HorizonRobo HK SDR1to1

Horizon Robotics’ NVDA-Alt. Bid: Is It at Risk?---

SG&amp;A and R&amp;D spend rose sharply. This severely eroded OP for the period.

ZEEKR Intelligent Tech

Geely Closing In: Is BYD's Crown Secure?---

SBCWW

The pace of new energy transition continues to accelerate

SBC Medical

Smart Share Global

Canaan

SBC MEDICAL GROUP HOLDINGS INCRPRTD C/WTS 17/09/2029 (TO PUR COM)

Geely: Can it successfully break through by 'directly challenging' BYD?

禾赛科技

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Why do stock prices and performance show opposite trends?

HESAI-W

Hesai

Eaton Vance Municipal Income Term Trust

GraniteShares 2x Short TSLA Daily ETF

Direxion Daily TSLA Bull 2X Shares

AXS TSLA Bear Daily ETF

XI2CSOPTSLA-U

XL2CSOPTSLA

XI2CSOPTSLA

GraniteShares 2x Long TSLA Daily ETF

EMX Royalty

Hesai's Plunge: What Went Wrong?

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PLUS

BYD ELECTRONIC

Desktop Metal

Pros

Plus500 Ltd.

ePlus

ServiceNow

BYD: Once the King of Competition, Now Being Outcompeted, Can the King of BYD Successfully Break the Deadlock?

The easing of BYD's price war has provided Geely with a competitive window.

Geely: 'Confronting' BYD, Can It Shake the King's Position?

Today’s Key News Recap

GOOG

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0508 | Dolphin Research focus: 🐬 Macro/Industry 1. US President Trump officially announced that he plans to hold a press conference on Thursday (10 PM Beijing time tonight) to discuss &#34;a major trade agreement reached with representatives of a highly respected major country&#34;. No details have been provided about which country or the specifics of the agreement, but it is most likely the UK. Gold fell slightly on the negative news, but US stock futures rebounded sharply, while Hong Kong and A-shares closed steadily higher today. 2. Foreign media reports suggest that the Trump administration plans to cancel the Biden-era restrictions on AI chips, which were originally scheduled to take effect on May 15...

Alphabet - C

Alphabet

Trump Media & Tech

Trump Media & Tech - CW28

AUNTEA JENNY

Apple

Trump warned of possible turmoil tonight? Google got backstabbed by Apple｜Today's important news recap

Lisheng Group to Invest Heavily in Lynk & Co, 20+ New Stores Opening in Q2

Geely Auto Acquires Radar Automotive and Thailand Business for Approx. 218 Million RMB to Include New Energy Pickup Brand

Geely Auto Repurchased 425,000 Shares

Citics Securities and DBS Maintain Buy Rating on Geely Automobile

Daiwa 下调 GeelyAutomobile 的目标价至 23.70 港元

Daiwa downgrades Geely Auto rating from buy to hold

Geely Auto Clarifies Pricing Policies and Internal Controls for Related Party Transactions

Geely Auto Repurchased 1.161 Million Ordinary Shares

Geely China Star Team Wins at FIA TCR World Tour

Geely Automobile Issues RMB 2 billion Medium-Term Notes Due 2028

Guotai Junan Reiterates Buy Rating on Geely Auto, With a Target Price of HKD 34.17

Geely Auto Repurchased Shares and Issued New Shares

Geely Shows Focus on Software-Defined Cars at Auto Show

Geely Auto Repurchased 171,000 Shares

Automakers Roll Out Intelligent Vehicle Solutions

Geely Aims to Acquire Ford's Valencia Plant Body Shop

East China Securities Maintains Buy Rating on Geely Auto Holdings

BYD and Geely See Stable April Sales, Boosted by Overseas Orders

BOA Securities Raises Target Price for Geely Auto

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

Wellgistics Health

Huachen AI Parking Management Tech

GeoVax Labs

Sunshine Biopharma

AIM ImmunoTech

Virax Biolabs

NextNRG

GCT Semiconductor

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IMOTIONTECHreported a narrowed loss of RMB60.73 million for the first four months of the year, down from RMB126 million YoY. Operating revenue surged 162.55% to RMB400 million, driven by successful mass production of driver assistance solutions with partners like CHERY AUTO and GEELY AUTO.

- IMOTIONTECH (01274.HK) reported operating revenue of RMB 400 million for the first four months of 2026, an increase of 162.55% year-on-year.  
- This growth is attributed to successful mass production and delivery of driver assistance solutions and products with partners including CHERY AUTO, GEELY AUTO, Dongfeng Motor, and LEAPMOTOR.  
- Additionally, the company's loss attributable to owners decreased to RMB 60.73 million from RMB 126 million in the same period last year due to revenue growth and improved gross margins.

AASTOCKS News

CHERY AUTO

Hwabao WP CSI Intelligent Electric Vehicle ETF

E Fund CSI Auto Components Thematic ETF

HFT CSI Auto Components Thematic ETF

Ping An CSI Auto Components Thematic ETF

Guotai CSI 800 Automobile and Parts ETF

IMOTIONTECH

DONGFENG GROUP

DFAC

LEAPMOTOR

IMOTIONTECH 4M26 Loss Narrows YoY to RMB60.73M

515030

DRIV

Canada's shift from a 100% tariff to a quota-based import system for Chinese-made electric vehicles (EVs) is causing Chinese automakers like BYD, Chery, and Geely to slow their expansion plans. The new policy, which limits imports to 49,000 vehicles in the first year, has led to uncertainty and a more conservative approach to market entry. Dealership ambitions are shrinking, with a focus on major urban areas instead of widespread rollouts. Certification delays further complicate the situation, pushing expected delivery timelines to 2027.

- Canada has shifted from a 100% tariff on Chinese-made electric vehicles to a quota-based import system, aiming for a balanced market entry.  
- This new system has led to delays for brands like BYD, Chery, and Geely, causing them to reassess their launch strategies and focus on limited retail locations in urban areas.  
- As uncertainty around inventory and government policies persists, the timeline for these automakers is slipping from late 2026 to potentially 2027, despite ongoing interest from Canadian dealer groups.

Drive Tesla Canada

Hua Xia CSI New Energy Vehicles ETF

Global X Autonomous & Electric V

Polestar Automotive UK

Polestar Automotive UK PLC - CW 27

Chinese Automakers Slow Canada Expansion Plans as Quota Limits Growth Potential

吉利汽车

CARZ

Surging oil prices are driving Chinese consumers towards battery electric vehicles (BEVs), which claimed nine of the top ten sales spots in April. Geely's Xingyuan led with 34,727 units sold, while Tesla's Model Y dropped to third place with a 42% sales decline. The shift reflects a significant decrease in petrol vehicle demand, with BEVs now accounting for 61.4% of new car sales. The China Passenger Car Association noted a rise in domestic brands' market share to 80%, as high oil prices continue to reshape the automotive landscape in China.

- Surging oil prices are driving Chinese consumers toward battery electric vehicles (BEVs), which dominated April sales, securing nine out of the top 10 sales spots.  
- Geely’s Xingyuan led with 34,727 units sold, and overall, electric vehicles represented 61.4% of new car sales, highlighting a significant shift in market dynamics.  
- The rise of domestic brands amid high fuel costs is reshaping China's auto landscape, with expectations for further electrification growth if oil prices remain elevated.

SCMP

First Trust S-Network Future Vehicles & Tech ETF

Oil shock fuels BEVs to 9 of top 10 in sales, with China brands overtaking Tesla

In April, China's NEV exports surged to 406,000 units, a 111.8% increase year-on-year. BYD led with 130,042 units (32.0% share), followed by Chery (57,910 units, 14.3%) and Tesla (53,522 units, 13.2%). Other contributors included Geely (48,901 units, 12.0%) and Leapmotor (14,225 units, 3.5%). NEVs accounted for over 53% of total passenger vehicle exports, with battery electric vehicles making up 57.2% of NEV exports. BYD also ranked first in the overall passenger car market with a 13.2% share.

- In April 2026, China's NEV exports reached 406,000 units, marking a 111.8% increase year-over-year.  
- BYD led the exports with 130,042 units, contributing 32.0%, followed by Chery and Tesla with 57,910 and 53,522 units, respectively.  
- Battery electric vehicles comprised 57.2% of NEV exports, highlighting significant growth in this sector.

CnEVPost

Simplify Volt TSLA Revolution ETF

XPeng

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SAIC Motor

CHANGAN AUTOMOBILE

GWMOTOR

Great Wall Motor

FAW Jiefang

BAIC MOTOR

SERES

GAC GROUP

GAC Group

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Top automakers by China NEV exports in April: BYD 130,042 units, Chery 57,910

Orient Securities has reaffirmed its Buy rating for Geely Automobile Holdings (GELYF), setting a price target of HK$23.79, while the shares closed at HK$22.56. The analyst consensus for Geely is Strong Buy, with a target of HK$28.97, indicating a potential upside of 28.39%. Additionally, DBS also maintains a Buy rating with a target of HK$28.00.

- Orient Securities has reiterated a Buy rating on Geely Automobile Holdings, setting a price target of HK$23.79.  
- The shares closed at HK$22.56, reflecting potential growth based on analyst consensus.  
- Additionally, DBS also supports the stock with a Buy rating and a price target of HK$28.00, indicating a positive outlook for investors.

Orient Securities Sticks to Their Buy Rating for Geely Automobile Holdings (GELYF)

Geely Auto(GELYY.US)

IMOTIONTECH 4M26 Loss Narrows YoY to RMB60.73M

Chinese Automakers Slow Canada Expansion Plans as Quota Limits Growth Potential

Oil shock fuels BEVs to 9 of top 10 in sales, with China brands overtaking Tesla

Top automakers by China NEV exports in April: BYD 130,042 units, Chery 57,910

Orient Securities Sticks to Their Buy Rating for Geely Automobile Holdings (GELYF)

GEELY AUTO Slumps Over 4% as Daiwa Downgrades to Hold, TP Cut to HKD23.7