Insights
China's gasoline demand could peak as early as next year as EV sales soar
The IEA now expects China's gasoline demand to peak in 2024, bringing forward previous forecasts of demand leveling off in 2025/2026.
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Chinese brands take 75% share of Southeast Asia's EV market in Q1, says Counterpoint
BYD, Hozon and SAIC together accounted for more than 68 percent of the Southeast Asian BEV market in the first quarter.
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Buying BEV platform in China could be 'big bang' for VW stock to win over large investors, says Deutsche Bank
Buying a BEV platform in China could be one of the "big bangs" needed for Volkswagen stock to break out of what can by now only be characterized as being largely ignored by many of
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EVs with all-solid-state batteries expected to be in mass production by 2030, doubling range from today, TrendForce says
By then, the energy density of lithium batteries could reach 500 Wh/kg, providing EVs with two to three times the range of liquid lithium batteries and tying the range of fuel vehi
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Local brands expected to capture over 50% of China's auto market for 1st time this year, AlixPartners says
Chinese automakers have now crossed the inflection point for global influence, with local brands expected to hold 65 percent of the market share in China by 2030, AlixPartners said
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Deutsche Bank on China EV sales: Jun gathering momentum
After the price cut and a series of new models, Nio sales could reach 20,000 units per month in the third quarter, according to Edison Yu's team.
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China's extended tax breaks should facilitate steady EV sector growth, Fitch says
PHEVs get the same tax exemption as BEVs, and the extension of the tax break will attract more automakers to the market, Fitch said.
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Chinese brands expected to contribute 9% of NEV sales in Western Europe in 2023, says TrendForce
Western Europe is a traditional stronghold for international carmakers, and it's difficult for Chinese brands to stand out, TrendForce said.
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CATL shares plunge after Morgan Stanley downgrades rating to underweight
Second-tier battery makers may adopt a more aggressive pricing strategy to gain market share in the second half of the year, and CATL could face increasing risks to its market shar
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XPeng making its last stand with G6, says Deutsche Bank
With margins and cash burn looking worse following first-quarter earnings, XPeng management may be making its last stand with the G6, Deutsche Bank said.
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