Research Note

Li L6 to be Li Auto sales growth driver, but will face stiff competition, says Deutsche Bank

The Li L6 will be the biggest driver of Li Auto's sales growth this year, but the segment is highly competitive due to the natural effect of falling price ranges, says Deutsche Ban ...

Xiaomi exec disputes Citi's forecast for Xiaomi EV sales in 2024

Citi analysts in a research note earlier this month expected the SU7 to deliver around 55,000 to 70,000 units for the full year. ...

Morgan Stanley says Xiaomi EV's disruptive force unfolding, explains impact on other EV startups

Xiaomi EV's impact on EV startup shares may be relatively minor at this point, as more meaningful volume upside still comes from internal combustion engine vehicle replacement, Mor ...

Xpeng Q4 2023 earnings: Deutsche Bank's 1st look

Xpeng delivered solid fourth-quarter earnings although the guidance came in soft, said Deutsche Bank. ...

CATL shares surge after Morgan Stanley upgrade

Morgan Stanley said it sees multiple inflection points in CATL's fundamentals and upgraded the company to Overweight from Equal Weight. ...

Nio Q4 earnings: Deutsche Bank's 1st look

Nio reported mixed fourth-quarter results while providing a better than feared first-quarter outlook, said Deutsche Bank. ...

Nio earnings preview: Here's what to watch for Q4 2023 report

Focus will mostly be on the gross margin, and Nio management's guidance for first-quarter deliveries are expected to be weak. ...

Li Auto Q4 earnings: Deutsche Bank's 1st look

Li Auto reported strong fourth-quarter results and provided a better-than-expected outlook for first-quarter sales, Deutsche Bank said. ...

China power battery cell prices fall as much as 7% in Jan, TrendForce says

Pouch-type ternary power battery cells saw the biggest drop, falling 7.3 percent to $0.51 per Wh in January, TrendForce said. ...

Analysts explain why BYD's average profit per car fell in Q4

BYD's average profit per vehicle fell by about RMB 1,400 in the fourth quarter from the third quarter, mainly due to promotions through discounts and incentives offered to dealers, ...
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