Research Note

Deutsche Bank on Li Auto product plans: Premium SUV wars coming in China
SUV competition in China's premium segment will intensify dramatically next year, with NIO, XPeng and Li Auto all aggressively going after German luxury brands' market share, said ...
XPeng G9's configuration confusion overshadows product appeal, says Deutsche Bank
What is overlooked is that 3C and 800V SiC are actually standard across all models and a significant upgrade from previous generations, Edison Yu's team said. ...
NIO stands at inflection point of scale effect, says CITIC Securities
The launch of NIO's new products based on the NT 2.0 platform, especially the ET5, is a turning point that is expected to allow it to start gradually seeing scale effects. ...
XPeng shares could see temporary rally with G9's launch, says Deutsche Bank
If XPeng management comes up with an attractive pricing strategy for the G9 and offers a higher number of pre-orders, its shares should react positively, according to Edison Yu. ...
NIO gross margin to get some fix in Q3, says Soochow Securities
NIO's NT 2.0 platform-based SUV ES7 started deliveries in August, while orders following the previous price hike started deliveries in the third quarter. ...
Deutsche Bank says these two factors will drive NIO's outperformance
NIO ET5 has received an overwhelmingly positive initial reception, while sales of older models -- ES8, ES6, EC6 -- have not been significantly impacted by the new SUV ES7. ...
NIO expected to see rapid delivery growth as it transitions to new models, analyst says
XPeng and Li Auto are currently in a period of transition between old and new products, and sales performance will be under pressure in the near term, according to a local analyst. ...
NIO Q2 earnings: Here's Deutsche Bank's first look
The earnings report represents the final reset of numbers before the long-awaited product supercycle takes off and NIO can finally demonstrate the power of its brand and ecosystem. ...
China's NEV sales expected to exceed 10 million in 2023, analysts say
This would include 6.99 million BEVs and 3.37 million PHEVs, according to a team of local analysts. ...
China EV sales: Better than feared but new concerns emerging
The delivery numbers themselves don't have any major negative surprises, but other developments are hurting stocks, including the Nvidia chip ban and the Chengdu Covid lockdown. ...