China EV Boom and AI Surge: Why Hong Kong Stocks Are Outpacing Mainland Markets

China EV Boom and AI Surge: Why Hong Kong Stocks Are Outpacing Mainland Markets
Global Share of Passenger Car Production

Key players in China’s EV space continue to drive innovation and growth:

  • BYD Company Ltd. (01211.HK): Announced a breakthrough 5-minute superfast charging technology and unveiled its God’s-Eye ADAS self-driving system. Shares are up 56.41% year-to-date (YTD).
  • NIO Inc. (09866.HK): Reported record monthly deliveries in December, with 2024 deliveries rising 39% year-on-year (YoY). The share price has rallied 17.67% YTD.
  • XIAOMI Corp. (01810.HK): Reportedly expanded
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