Insights
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NIO Q1 earnings preview: Struggling along for another quarter
Deutsche Bank expects NIO to report soft results for the first quarter, with downside risk to margins, though some relief in on the way.
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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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XPeng Q1 earnings: Deutsche Bank's first look
"XPeng delivered even softer 1Q23 results than we previewed, accompanied by a muted 2Q outlook," Edison Yu's team said.
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Price competition in China auto industry poised to ease in May, analysts say
Discounts on passenger cars in China continued to expand in April, but the industry is seeing some positive changes heading into May.
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XPeng Q1 earnings preview: Counting down to G6
XPeng's financial performance in the first quarter and its outlook for the second quarter will be weak, though the company may see a turnaround after the launch of G6, according to
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Chinese consumers' intent to buy NEVs rises for 6th consecutive year, JD Power study shows
Chinese consumers' intent to buy NEVs continues to rise, further squeezing the share of the fuel vehicle market, according to JD Power.
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Li Auto Q1 earnings: Deutsche Bank's first look
The true test will be how sustainable this run-rate is in the second half of this year, Edison Yu's team said.
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NEV demand in China expected to pick up in Q2, analysts say
Demand for NEVs is expected to pick up in the second quarter as lithium carbonate prices stabilize, according to analysts at CITIC Securities.
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Deutsche Bank on Apr China EV sales: Li Auto shines while NIO struggles
Edison Yu's team continues to expect most automakers to be aggressive, as market share is a top priority.
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Shanghai auto show: Takeaways from Deutsche Bank
Edison Yu's team shares their key takeaways on new model pricing, design, ADAS, and ultra-fast charging.
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