Insights
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.
JPMorgan expects BYD to reach 6 million global deliveries by 2026
BYD's global deliveries could reach 6 million units by 2026, including about 1.5 million units in overseas markets, JPMorgan said.
Nio's CFO change won't disrupt current operations, says Morgan Stanley
A C-level change is rarely positive news, but Nio's recent solid operation should help ease market concerns, thus preventing any panic knee-jerk reaction, Morgan Stanley said.
China EV price competition 'eases...for now,' says Morgan Stanley
BYD's blended price rose 1 percent month-on-month in June, while those of Nio, Xpeng, and Li Auto remained stable.