Insights
Price war in China's passenger car market to remain fierce in 2024, says CPCA secretary-general
The process of new manufacturers replacing old ones in the process of establishing a new market order will likely continue for several years until a new landscape is formed, said Cui Dongshu of the CPCA.
Morgan Stanley cuts earnings estimates across China's auto chain
Morgan Stanley cut its price targets on Nio and Xpeng, while raising its price target on Li Auto and maintaining its Overweight rating on them.
MG Cyberster review: Perhaps the sexiest EV in the world
The MG Cyberster is really a new chapter in what an MG sports car is.
Review
China's gasoline demand could peak as early as next year as EV sales soar
The IEA now expects China's gasoline demand to peak in 2024, bringing forward previous forecasts of demand leveling off in 2025/2026.
Chinese brands take 75% share of Southeast Asia's EV market in Q1, says Counterpoint
BYD, Hozon and SAIC together accounted for more than 68 percent of the Southeast Asian BEV market in the first quarter.
Buying BEV platform in China could be 'big bang' for VW stock to win over large investors, says Deutsche Bank
Buying a BEV platform in China could be one of the "big bangs" needed for Volkswagen stock to break out of what can by now only be characterized as being largely ignored by many of the largest asset managers globally, Deutsche Bank said.
EVs with all-solid-state batteries expected to be in mass production by 2030, doubling range from today, TrendForce says
By then, the energy density of lithium batteries could reach 500 Wh/kg, providing EVs with two to three times the range of liquid lithium batteries and tying the range of fuel vehicles, TrendForce said.
Local brands expected to capture over 50% of China's auto market for 1st time this year, AlixPartners says
Chinese automakers have now crossed the inflection point for global influence, with local brands expected to hold 65 percent of the market share in China by 2030, AlixPartners said.
Deutsche Bank on China EV sales: Jun gathering momentum
After the price cut and a series of new models, Nio sales could reach 20,000 units per month in the third quarter, according to Edison Yu's team.
China's extended tax breaks should facilitate steady EV sector growth, Fitch says
PHEVs get the same tax exemption as BEVs, and the extension of the tax break will attract more automakers to the market, Fitch said.