HK Stock Market Move | Auto stocks rise across the board; September auto goods exports near US$31 billion, up more than 40% year on year

Auto stocks rose across the board. As of press time, XIAOMI-W (01810) was up 8.41% at HK$31.18; LI AUTO-W (02015) was up 8.26% at HK$47.2; NIO-SW (09866) was up 6.39% at HK$26.64; BYD COMPANY (01211) was up 5.26% at HK$76.1. On the news front, on November 3, according to data from the General Administration of Customs compiled by the China Association of Automobile Manufacturers, in September, the total import and export value of auto goods was US$33.44 billion, up 9.3% month on month and up 34.3% year on year. Of this, import value was US$2.47 billion, down 11.1% month on month and down 36.0% year on year; export value was US$30.97 billion, up 11.3% month on month and up 47.2% year on year. In addition, Cui Dongshu, secretary-general of the China Passenger Car Association, recently released a tracking analysis of China's passenger vehicle exports to the EU market. According to public data, in the first nine months of 2026, China's auto exports to the EU reached 1.83 million units, already far exceeding last year's full-year total of 1.38 million units; exports in September alone were 279,000 units, up 128% year on year and up 29% month on month, hitting a record high. The cumulative year-on-year increase was 87%, with average monthly exports exceeding 200,000 units in the first nine months.