Research Note
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G9 will be key catalyst for Xpeng stock in H2, Morgan Stanley says
Pricing information for the Xpeng G9 has yet to be released, and analysts at Morgan Stanley believe that will be the most important factor for the market to gauge the G9's sales prospects.
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Deutsche Bank ups Li Auto price target to $30 while providing Q2 earnings preview
Deutsche Bank raised its forecast for Li Auto's deliveries this year to 160,000 units from 155,000, but believes the company could face some incremental headwinds in 2023.
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Deutsche Bank on China EV sales: July under pressure
Edison Yu's team sees a strong rebound for Nio in the next few months as it works through a casting parts issue.
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China's NEV industry currently immune to inflation, analysts say
High oil prices are helping NEVs replace ICE vehicles, and the latter have more raw material costs including copper and aluminum.
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CITIC Securities dismantles Tesla Model 3 to 'observe EV trends'
In a 94-page report, CITIC Securities shows the entire process of dismantling a Tesla Model 3.
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Goldman Sachs expects BYD's profitability to continue to expand in H2
Goldman Sachs maintains BYD's shares traded in Hong Kong on its Conviction Buy list with a price target of HK$405.
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BYD's profit per vehicle estimated to be up to $1,170 in Q2, analysts say
BYD earned an average profit of RMB 5600-7900 ($1,170) per vehicle in the second quarter, up from RMB 2400 in the first quarter, analysts said.
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CITIC Securities raises its forecast for NEV sales in China to 6 million units this year
In the second half of the year, the electrification trend will continue at an accelerated pace as premium models become available and subsidies recede causing people to purchase vehicles earlier, the team said.
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Emerging Chinese EV firms making concerted efforts to target high-end market, says Deutsche Bank
This is in part driven by the recognition that the premium market should be more lucrative and less competitive over the next few years, according to Edison Yu's team.
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CITIC Securities bullish on Nio, Li Auto, Xpeng in H2, citing improving supply and demand
CITIC Securities sees both supply and demand improving for Nio, Li Auto, and Xpeng, and the Chinese EV industry facing a high boom in the second half of the year.
