China EV Market Insight
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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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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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Li Auto Q1 earnings preview: Shifting to higher gear
With sales near the low end of guidance, Li Auto's performance in the first quarter is expected to be somewhat mixed, but the outlook for delivery in the second quarter will be rob
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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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Fitch expects China's NEV sales to maintain strong growth, while ICE vehicle sales to decline
Fitch expects sales of passenger NEVs in China to grow by more than 30 percent in 2023, while ICE vehicles will decline by the low teens.
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Deutsche Bank on China EV sales: Jan weak but price cuts should boost sales going forward
Deutsche Bank expects the latest round of price cuts to spur a big rebound in EV orders, with at least eight automakers already offering some type of price discount or promotion so
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Deutsche Bank on China EV market: Jan looking soft as expected
China EV stocks are up an average of 20 percent year-to-date but have underperformed China tech ADRs since December, likely due to investor concerns about weak first-quarter sales
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China EV market getting through rough patch and should return to normal trend growth by spring, says Deutsche Bank
On a full-year basis, the reopening of China will have a positive impact on consumer sentiment and should boost vehicle production and sales in the second quarter, said Edison Yu's
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Goldman Sachs raises 2023 forecast for China auto sector to reflect faster-than-expected Covid reopening
After a disappointing 2022, some tailwinds will drive a recovery in retail sales and production in the Chinese auto sector in 2023, Goldman Sachs said.
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How is China's NEV industry faring as Covid wave sweeps country? CICC explains
Major automakers including BYD, Tesla, NIO, and Li Auto were relatively unaffected, as they all have a certain level of order backlog, according to CICC.
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