Insights
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Deutsche Bank on China EV sales: July under pressure
Edison Yu's team sees a strong rebound for Nio in the next few months as it works through a casting parts issue.
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China's NEV industry currently immune to inflation, analysts say
High oil prices are helping NEVs replace ICE vehicles, and the latter have more raw material costs including copper and aluminum.
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CITIC Securities dismantles Tesla Model 3 to 'observe EV trends'
In a 94-page report, CITIC Securities shows the entire process of dismantling a Tesla Model 3.
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Goldman Sachs expects BYD's profitability to continue to expand in H2
Goldman Sachs maintains BYD's shares traded in Hong Kong on its Conviction Buy list with a price target of HK$405.
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BYD's profit per vehicle estimated to be up to $1,170 in Q2, analysts say
BYD earned an average profit of RMB 5600-7900 ($1,170) per vehicle in the second quarter, up from RMB 2400 in the first quarter, analysts said.
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CITIC Securities raises its forecast for NEV sales in China to 6 million units this year
In the second half of the year, the electrification trend will continue at an accelerated pace as premium models become available and subsidies recede causing people to purchase vehicles earlier, the team said.
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Emerging Chinese EV firms making concerted efforts to target high-end market, says Deutsche Bank
This is in part driven by the recognition that the premium market should be more lucrative and less competitive over the next few years, according to Edison Yu's team.
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CITIC Securities bullish on Nio, Li Auto, Xpeng in H2, citing improving supply and demand
CITIC Securities sees both supply and demand improving for Nio, Li Auto, and Xpeng, and the Chinese EV industry facing a high boom in the second half of the year.
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Deliveries: Deutsche Bank's take on 'Fab 5' EV makers' June figures
Edison Yu's team expects overall Chinese EV sales to set a new record in June and continue to increase through the rest of the year.
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Deutsche Bank explains Nio's relationship with Weineng, which was put in spotlight by short report
Edison Yu's team explains perfectly what Weineng is, why it was formed and how it relates to Nio.
