Insights
Deutsche Bank expects Nio brand to sell 223,000 cars in 2025, Onvo 219,000, Firefly 8,000
Deutsche Bank raised its sales forecast for Nio Inc in 2025, using the same 450,000 full-year 2025 sales assumption as the company's guidance.
China to have 3.6 million public chargers by end of 2024, nearly 70% of global total, says TrendForce
Global public EV charging pile deployment is constrained by land availability and grid planning, compounded by slowing NEV market growth, TrendForce said.
China BEV export growth to slow this year on EU tariffs and lower demand, says Canalys
China's export growth for BEVs is expected to slow to 9 percent this year, with its contribution to passenger car exports falling to 19.0 percent in 2024 from 22.5 percent in 2023, Canalys said.
Deutsche Bank raises monthly sales estimate for Xpeng P7+ to 9,000 from 6,000
Deutsche Bank said the Xpeng P7+ is competitively priced and is longer, taller and has a larger wheelbase compared to its class rivals.
Deutsche Bank expects Xpeng P7+ sales to average 6,000 units per month
Deutsche Bank also expects Xpeng to launch six products in 2025 and an additional four new products in 2026.
Deutsche Bank gives positive read on Nio China's new financing
New investment secured by Nio China reduced the immediate share dilution risk of Nio and is positive for Nio's share price, according to Deutsche Bank.
Onvo L60 success paves way for Nio brand revival, says Deutsche Bank
That's because all upcoming Nio-branded products will come from NT 3.0 technology, which not only offers superior performance but also outstanding cost savings, Deutsche Bank said.
Deutsche Bank expects Nio to launch 6 new products and achieve 330,000 unit sales in 2025
Deutsche Bank expects the Nio main brand to launch four new products and sub-brand Onvo to launch two new products in 2025.
Low-priced NEVs to benefit most from higher trade-in subsidies in China, says Deutsche Bank
BYD and Leapmotor will benefit the most, followed by Xpeng, Geely Auto, Changan, Great Wall Motor and GAC due to their relatively large exposure to low-priced vehicles, said Deutsche Bank.
Chinese automakers to capture 1/3 of global auto market by 2030, says AlixPartners
Chinese automakers are taking center stage and setting new benchmarks for an industry historically steered by the West, Japan, and South Korea, AlixPartners said.