Research Note

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, ...

China's solid-state battery planned capacity to exceed 128 GWh by 2025, analysts say

China already has 10 GWh of capacity for solid-state batteries, with more than 128 GWh planned for medium-term capacity, CITIC Securities said. ...

Xpeng has solid new models pipeline for 2024-2025, says BofA

The Xpeng brand will have a total of 10 models based on the SEPA 2.0 platform, many of which will be launched in 2024-2025. The Mona project's A-class sedan is scheduled for launch ...

Xiaomi EV likely to be a disruptor, says Morgan Stanley

Xiaomi's EV business could have an intrinsic value of RMB 90 billion yuan if it scales up rapidly, Morgan Stanley said. ...
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