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According to CICC, the electric vehicle industry is poised for a gradual recovery between February and April, backed by robust terminal data, suggesting an upward revision in the full-year outlook. Projections indicate that China's electric vehicle sales will surge to 15.6 million units by 2025, with the US and European markets also demonstrating strong performance. Presently, supply-side prices have reached their nadir, accompanied by a compelling drive to hike prices. By the end of 2025 and the close of the second quarter, the industry's supply-demand dynamics are anticipated to markedly improve, ushering in a phase of price recovery. Furthermore, during the peak seasons of March and April, coinciding with the release of annual and first-quarter reports, leading companies' share prices are expected to climb.
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