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China Automobile Dealers Association: In March, the national retail sales of new Commercial Vehicles reached 0.3161 million units, a month-on-month increase of 33.15%.
From January to March, the national retail sales of new Commercial Vehicles reached 0.7185 million units, with a cumulative year-on-year growth of 5.54%. In March, the sales were 0.3161 million units, a year-on-year decrease of 7.79% but a month-on-month increase of 33.15%.
Changes in tariffs? The White House: Trump is considering exemptions for some Auto Parts tariffs.
The White House confirmed to the media on Wednesday that Trump is considering exempting some tariffs for Auto Manufacturers.
According to the China Association of Automobile Manufacturers, in the first three months, the top ten SUV manufacturers sold a total of 2.338 million vehicles.
On April 23, according to the Statistics analysis of the China Automobile Industry Association, from January to March 2025, the top ten SUV manufacturers sold a total of 2.338 million vehicles, accounting for 69.4% of total SUV sales.
GAC Aion and DiDi Global Inc have launched an L4 autonomous driving vehicle, with GAC promising to take responsibility for the safety of the autonomous driving features.
Jinwu Financial News | The 21st Shanghai International Auto Show will be held from April 23 to May 2 at the National Exhibition and Convention Center (Shanghai). It is reported that at today's exhibition, GAC AION and DiDi Global Inc have joined forces to launch the world's first mass-produced L4 highly autonomous vehicle with global adaptability. GAC has promised to take responsibility for the safety of autonomous driving in future L4 models. It is said that this vehicle will be mass-produced and delivered by the end of the year, achieving large-scale operation next year, and an L4 model aimed at individual users will be launched in 2027.
Release calming signals! Hong Kong A-shares of Autos staged a frenzied "feast", with multiple stocks strongly locked on the board.
Multiple Bullish factors support.
Express News | Gac Exec: Gac Will Take Responsibility for Safety of Level 4 Autonomous Vehicles - Jiemian
SoundOfMusic : The current spare production capacity of Magna is 130,000 cars per year. Xpeng could produce 65K cars, taking half of the available capacity.
How fast can it come online? 2H of 2025?
bullrider_21 OP SoundOfMusic : I have no idea.