Research Note
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Analysts say aggressive pricing of GX boosts Xpeng's May orders to 50,000
Deutsche Bank expects Xpeng's total new orders this month to surge 40% from April, thanks to strong initial demand for the GX.
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Analysts expect Onvo L80 monthly sales trajectory to mirror L90
Deutsche Bank expects Onvo L80 monthly sales to reach around 10,000 units in the short term before stabilizing at about 4,000 units.
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Deutsche Bank weighs in on China's auto sector amid crude spike
Deutsche Bank analysts noted that China's mature EV ecosystem provides a natural buffer against surging oil prices.
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Rising metal and memory prices weigh on China's EV industry, analysts say
If all cost increases are borne by automakers, they could completely erode profit margins, UBS said.
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China's 2026 auto trade-in subsidies seen as unfavorable for affordable models
Analysts predict budget automakers like Leapmotor, BYD, and Geely will face the greatest impact.
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This Chinese analyst team doesn't believe Nio can break even in Q4
Analysts at CMB International believe Nio won't be able to break even in the fourth quarter, citing the difficulty in controlling sales and administrative expenses.
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Goldman Sachs raises Nio price target on improved model competitiveness and sales
Goldman Sachs' previous price target for Nio had already been significantly below the current stock price.
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Deutsche Bank expects new Nio ES8 sales to average around 3,000 units per month on competitive pricing
If achieved, this would mean that ES8 monthly sales could return to historical highs for a considerable period of time.
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Deutsche Bank on Shanghai auto show: Global brands fight back with Chinese NEV tech
China's smart NEV market has been dominated by local brands, but global auto brands have caught up, said Deutsche Bank.
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Analysts see limited impact of US tariffs on Chinese automakers
About 116,000 vehicles were exported from China to the US in 2024 and were dominated by US-branded models, analysts said.
